2023 Form 5500 filing — Kilian Management Services, Inc. Savings And Retirement 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 20240911165806NAL0003792803001) for Kilian Management Services, Inc. Savings And Retirement Plan, reported by Kmsjr, Inc. under EIN 87-3908051 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911165806NAL0003792803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kmsjr, Inc.
- EIN
- 87-3908051
- Plan number
- 001
- Location
- West Bend, WI
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,864,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,864,804
- Employer contributions
- $53,515
- Participant contributions
- $348,791
- Total income / additions
- $1,577,729
- Benefits paid
- $620,538
- Administrative expenses
- $38,221
- Total expenses
- $658,759
- Net increase / (decrease)
- $918,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | NONE | $21,264 | not reported in the loaded dataset |
| Sentinel Pension Advisors | NONE | $15,183 | not reported in the loaded dataset |