Kelley Financial Services Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kelley Financial Services Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals -$6,376 and reported indirect compensation totals $9,931.
Reported compensation summary
- Reported direct compensation
- -$6,376
- Reported indirect compensation
- $9,931
- Total reported compensation
- $3,555
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| E & A Consulting Group, Inc. | NE | 1 | $2,422 |
| Metro Cu Federal Credit Union | NE | 1 | $1,133 |
| Oncology Hematology West, P.C. | NE | 1 | $0 |
State footprint
Plans reporting Kelley Financial Services Inc are sponsored in NE (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| E & A Consulting Group, Inc. | E & A Consulting Group, Inc. 401(K) Flexible | 2023 | $0 | $2,422 |
| Metro Cu Federal Credit Union | Metro Credit Union 401(K) Safe Harbor Plan | 2023 | $0 | $1,133 |
| Oncology Hematology West, P.C. | 401(K) Plan And Employees Trust Of Oncology Hematology West, P. C. | 2023 | -$6,376 | $6,376 |
Related Form 5500 pages
- E & A Consulting Group, Inc. 401(K) Flexible (plan 004)
- E & A Consulting Group, Inc. — all reported plans
- Metro Credit Union 401(K) Safe Harbor Plan (plan 002)
- Metro Cu Federal Credit Union — all reported plans
- 401(K) Plan And Employees Trust Of Oncology Hematology West, P. C. (plan 001)
- Oncology Hematology West, P.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources