Kelsey-Seybold 401(K) Plan — Form 5500 plan (Ks Management Services, L.L.C.)
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, Kelsey-Seybold 401(K) Plan is a benefit plan reported by Ks Management Services, L.L.C. under EIN 76-0602862 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,950 participants and $661,459,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ks Management Services, L.L.C.
- EIN
- 76-0602862
- Plan number
- 002
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 6,950
- End-of-year plan assets
- $661,459,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,950 | H, C | 20241010160513NAL0041463442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $661,459,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $661,459,215
- Net assets (BOY)
- $549,479,504
Income & contributions
- Employer contributions
- $14,591,467
- Participant contributions
- $38,868,115
- Total contributions
- $59,473,173
- Total income / additions
- $159,299,421
Expenses & distributions
- Benefits paid
- $46,868,205
- Administrative expenses
- $432,870
- Total expenses
- $47,319,710
- Net increase / (decrease)
- $111,979,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | RECORDKEEPER | $326,154 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $17,361 | not reported in the loaded dataset | 2023 |
| Prudential Inv Mgmt Services, LLC | BROKERAGE | $2,918 | $4,839 | 2023 |
| Fidelity Invest Inst Co., LLC | RECORDKEEPER | $3,658 | $0 | 2023 |
| National Financial Services, LLC | RECORDKEEPER | $0 | $262 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ks Management Services, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Prudential Retirement Insurance — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Prudential Inv Mgmt Services, LLC — Schedule C compensation
- Fidelity Invest Inst Co., LLC — Schedule C compensation
- National Financial Services, LLC — Schedule C compensation