Kelley Trucking Inc. 401(K) Savings Plan — Form 5500 plan (Kelley Trucking 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 Trucking Inc. 401(K) Savings Plan is a benefit plan reported by Kelley Trucking Inc. under EIN 84-0840340 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $16,301,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Trucking Inc.
- EIN
- 84-0840340
- Plan number
- 002
- Plan type
- 2
- Location
- Golden, CO
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $16,301,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240729110110NAL0012433235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,301,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,301,724
- Net assets (BOY)
- $13,046,845
Income & contributions
- Employer contributions
- $462,601
- Participant contributions
- $757,744
- Total contributions
- $1,444,861
- Total income / additions
- $3,678,342
Expenses & distributions
- Benefits paid
- $345,141
- Administrative expenses
- $78,322
- Total expenses
- $423,463
- Net increase / (decrease)
- $3,254,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,501 | $0 | 2023 |
| Financial Counseling | INVESTMENT ADVISORY | $31,821 | $99 | 2023 |
| Ascensus | OTHER SERVICES | $0 | $5,241 | 2023 |