2023 Form 5500 filing — Kemp Quarries 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 20240924111008NAL0022766896001) for Kemp Quarries Retirement Plan, reported by Kemp Quarries under EIN 82-1852089 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924111008NAL0022766896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kemp Quarries
- EIN
- 82-1852089
- Plan number
- 001
- Location
- Pryor, OK
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,263,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,263,822
- Employer contributions
- $365,686
- Participant contributions
- $480,856
- Total income / additions
- $1,954,852
- Benefits paid
- $959,773
- Administrative expenses
- $2,747
- Total expenses
- $968,517
- Net increase / (decrease)
- $986,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $19,226 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,746 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |