2023 Form 5500 filing — Kelvion Inc. 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 20241008114257NAL0028468768001) for Kelvion Inc. Savings Plan, reported by Kelvion Inc. under EIN 51-0268494 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114257NAL0028468768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelvion Inc.
- EIN
- 51-0268494
- Plan number
- 001
- Location
- Catoosa, OK
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,392,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,392,139
- Employer contributions
- $1,311,639
- Participant contributions
- $2,142,534
- Total income / additions
- $10,442,053
- Benefits paid
- $1,941,357
- Administrative expenses
- $49,081
- Total expenses
- $1,990,438
- Net increase / (decrease)
- $8,451,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,412 | $0 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $13,234 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,635 | not reported in the loaded dataset |