2023 Form 5500 filing — Kellwood Company Retirement 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 20241011163901NAL0011186803001) for Kellwood Company Retirement Savings Plan, reported by Kellwood Company, LLC under EIN 36-2472410 and plan number 004. It reports 1,270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$109.9MReported net assets$109,941,160
Participants1.3K1,270
Provider compensation$247.2K4 Schedule C row(s)$247,211
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011163901NAL0011186803001
Plan sponsor
Kellwood Company, LLC
EIN
36-2472410
Plan number
004
Location
City Of Industry, CA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$109.9M total assets
Net assets$109.9MLiabilities$0
Money in vs. money out
Total income / additions$25.2M
Total expenses$11.8M
Benefits paid / distributions$11.6M
Contributions
Employer$639.6K
Participant$2.9M
Full reported line items
Total assets (EOY)
$109,941,160
Total liabilities (EOY)
$0
Net assets (EOY)
$109,941,160
Employer contributions
$639,605
Participant contributions
$2,889,576
Total income / additions
$25,192,125
Benefits paid
$11,597,892
Administrative expenses
$247,211
Total expenses
$11,826,299
Net increase / (decrease)
$13,365,826
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $123.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $63.2K
  3. 3
    ADVISOR · Direct $44.3K
  4. 4
    ACCOUNTANT/AUDITOR · Direct $15.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011163901NAL0011186803001 cover?
It is the 2023 Form 5500 filing for Kellwood Company Retirement Savings Plan, reported by Kellwood Company, LLC (EIN 36-2472410).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages