2023 Form 5500 filing — Kelly & Associates Insurance Group, Inc. 401k 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 20240923161827NAL0020862672001) for Kelly & Associates Insurance Group, Inc. 401k Plan, reported by Kelly & Associates Insurance Group, Inc. under EIN 52-1066374 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923161827NAL0020862672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly & Associates Insurance Group, Inc.
- EIN
- 52-1066374
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,538,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,538,742
- Employer contributions
- $994,945
- Participant contributions
- $2,723,958
- Total income / additions
- $12,685,552
- Benefits paid
- $2,675,570
- Administrative expenses
- $182,215
- Total expenses
- $2,857,785
- Net increase / (decrease)
- $9,827,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $138,534 | $0 |
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISORY | $23,965 | $35 |
| Katzabosch | ACCOUNTANT | $20,700 | $0 |
| Columbia Benefits Consultants Inc | OTHER SERVICES | $1,350 | $17,484 |