2023 Form 5500 filing — Kelley Williamson Company Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703080027NAL0009171040001) for Kelley Williamson Company Profit Sharing Plan, reported by Kelley Williamson Company under EIN 36-1314080 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703080027NAL0009171040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelley Williamson Company
- EIN
- 36-1314080
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,909,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,909,838
- Employer contributions
- $220,000
- Participant contributions
- $666,383
- Total income / additions
- $2,555,800
- Benefits paid
- $346,291
- Administrative expenses
- $13,855
- Total expenses
- $360,146
- Net increase / (decrease)
- $2,195,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbour Investments Inc | INVESTMENT ADVISORY | $0 | $20,000 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,855 | $0 |