2023 Form 5500 filing — Kelly, Scott And Madison, Inc. Profit Sharing Plan And Trust
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 20241011171221NAL0039605632001) for Kelly, Scott And Madison, Inc. Profit Sharing Plan And Trust, reported by Kelly, Scott And Madison, Inc. under EIN 36-2586788 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171221NAL0039605632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly, Scott And Madison, Inc.
- EIN
- 36-2586788
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,680,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,680,468
- Employer contributions
- $140,082
- Participant contributions
- $1,008,970
- Total income / additions
- $5,009,130
- Benefits paid
- $2,502,715
- Administrative expenses
- $79,004
- Total expenses
- $2,581,719
- Net increase / (decrease)
- $2,427,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retir Ins & Annuity Co. | RECORDKEEPER | $78,953 | $0 |
| Rbc Wealth Management | INVESTMENT BROKER | $0 | $35,044 |