2023 Form 5500 filing — Kelso & Company Savings 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 20241004123402NAL0020406720001) for Kelso & Company Savings Plan, reported by Kelso & Company, Lp under EIN 94-2680741 and plan number 002. It reports 100 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$98MReported net assets$98,032,661
Participants100
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241004123402NAL0020406720001
- Plan sponsor
- Kelso & Company, Lp
- EIN
- 94-2680741
- Plan number
- 002
- Location
- New York, NY
- 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.
Reported balance (end of year)$98M total assets
Net assets$98MLiabilities$0
Full reported line items
- Total assets (EOY)
- $98,032,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,032,661
- Employer contributions
- $1,715,474
- Participant contributions
- $2,027,599
- Total income / additions
- $22,880,716
- Benefits paid
- $2,884,507
- Administrative expenses
- -$55,036
- Total expenses
- $2,829,471
- Net increase / (decrease)
- $20,051,245
Frequently asked questions
- What does EFAST2 acknowledgement 20241004123402NAL0020406720001 cover?
- It is the 2023 Form 5500 filing for Kelso & Company Savings Plan, reported by Kelso & Company, Lp (EIN 94-2680741).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).