2023 Form 5500 filing — The Kellen Company Employee Stock Ownership 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 20240717104728NAL0004257841001) for The Kellen Company Employee Stock Ownership Plan, reported by The Kellen Company under EIN 36-2607505 and plan number 003. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants67
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717104728NAL0004257841001
Plan sponsor
The Kellen Company
EIN
36-2607505
Plan number
003
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$0
Total expenses$6.5M
Benefits paid / distributions$6.5M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$0
Benefits paid
$6,469,567
Total expenses
$6,469,567
Net increase / (decrease)
-$6,469,567

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717104728NAL0004257841001 cover?
It is the 2023 Form 5500 filing for The Kellen Company Employee Stock Ownership Plan, reported by The Kellen Company (EIN 36-2607505).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages