2023 Form 5500 filing — Kellermeyer Bergensons Services Savings & Protection 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 20241015194003NAL0051103792001) for Kellermeyer Bergensons Services Savings & Protection Plan, reported by Kellermeyer Bergensons Services, LLC under EIN 36-4431179 and plan number 002. It reports 26,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194003NAL0051103792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kellermeyer Bergensons Services, LLC
- EIN
- 36-4431179
- Plan number
- 002
- Location
- Oceanside, CA
- Participants
- 26,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,820,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,820,445
- Employer contributions
- $370,273
- Participant contributions
- $2,516,508
- Total income / additions
- $6,385,749
- Benefits paid
- $3,466,856
- Administrative expenses
- $85,839
- Total expenses
- $3,556,848
- Net increase / (decrease)
- $2,828,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,839 | $0 |