2023 Form 5500 filing — The Kenan Advantage Group, Inc. 401(K) 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 20241008102154NAL0008257155001) for The Kenan Advantage Group, Inc. 401(K) Plan, reported by Kenan Advantage Group, Inc. under EIN 34-1950439 and plan number 002. It reports 7,897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102154NAL0008257155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenan Advantage Group, Inc.
- EIN
- 34-1950439
- Plan number
- 002
- Location
- North Canton, OH
- Participants
- 7,897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $260,888,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,888,479
- Employer contributions
- $7,006,546
- Participant contributions
- $20,485,641
- Total income / additions
- $64,857,905
- Benefits paid
- $29,552,469
- Administrative expenses
- $522,677
- Total expenses
- $30,096,282
- Net increase / (decrease)
- $34,761,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $440,047 | $0 |
| Aon Investments Usa Inc | INVESTMENT ADVISORY | $57,321 | not reported in the loaded dataset |
| 415 Group | ACCOUNTANT | $25,325 | not reported in the loaded dataset |