Kellogg Supply, Inc. 401(K) Plan — Form 5500 plan (Kellogg Supply, 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, Kellogg Supply, Inc. 401(K) Plan is a benefit plan reported by Kellogg Supply, Inc. under EIN 95-2038255 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $22,259,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kellogg Supply, Inc.
- EIN
- 95-2038255
- Plan number
- 001
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $22,259,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241001152442NAL0004145587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,259,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,259,070
- Net assets (BOY)
- $18,172,948
Income & contributions
- Employer contributions
- $551,927
- Participant contributions
- $1,036,219
- Total contributions
- $1,588,146
- Total income / additions
- $4,744,523
Expenses & distributions
- Benefits paid
- $581,077
- Administrative expenses
- $62,358
- Total expenses
- $658,401
- Net increase / (decrease)
- $4,086,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $41,690 | not reported in the loaded dataset | 2023 |
| Pension Benefits Unlimited | TPA | $15,705 | not reported in the loaded dataset | 2023 |
| Windes Inc | AUDITOR | $13,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | ASSET MANAGEMENT | $6,749 | not reported in the loaded dataset | 2023 |
| Fiduciary Outsourcing LLC | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kellogg Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carson, CA
- Morgan Stanley — Schedule C compensation
- Pension Benefits Unlimited — Schedule C compensation
- Windes Inc — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Fiduciary Outsourcing LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation