Plan5500

Kelley Companies Retirement Plan — Form 5500 plan (Kelley Brothers Contractors, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kelley Companies Retirement Plan is a benefit plan reported by Kelley Brothers Contractors, Inc. under EIN 64-0502135 and plan number 333. The latest loaded filing year is 2023. The filing reports 221 participants and $5,623,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelley Brothers Contractors, Inc.
EIN
64-0502135
Plan number
333
Plan type
2
Location
Waynesboro, MS
Latest filing year
2023
Participants
221
End-of-year plan assets
$5,623,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250314110016NAL0011790003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,623,138
Total liabilities (EOY)
$0
Net assets (EOY)
$5,623,138
Net assets (BOY)
$4,698,198

Income & contributions

Employer contributions
$144,424
Participant contributions
$301,787
Total contributions
$446,211
Total income / additions
$1,176,581

Expenses & distributions

Benefits paid
$185,898
Administrative expenses
$29,893
Total expenses
$251,641
Net increase / (decrease)
$924,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$17,569$02023
Client One Securities, LLCINVESTMENT ADVISORY$12,321$62023

Related Form 5500 pages