J.F Kiely Service Co., LLC 401-K Plan — Form 5500 plan (J.F Kiely Service Co., LLC)

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, J.F Kiely Service Co., LLC 401-K Plan is a benefit plan reported by J.F Kiely Service Co., LLC under EIN 65-1191176 and plan number 009. The latest loaded filing year is 2023. The filing reports 188 participants and $50,317,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.F Kiely Service Co., LLC
EIN
65-1191176
Plan number
009
Plan type
2
Location
Tinton Falls, NJ
Latest filing year
2023
Participants
188
End-of-year plan assets
$50,317,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H20241014121304NAL0027238097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,317,782
Total liabilities (EOY)
$0
Net assets (EOY)
$50,317,782
Net assets (BOY)
$39,383,861

Income & contributions

Employer contributions
$6,091,108
Participant contributions
$1,041,645
Total contributions
$7,485,002
Total income / additions
$14,500,458

Expenses & distributions

Benefits paid
$3,363,023
Administrative expenses
$8,912
Total expenses
$3,566,537
Net increase / (decrease)
$10,933,921

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages