2023 Form 5500 filing — The Kennedy Collective, 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 20241015200721NAL0029569329001) for The Kennedy Collective, Inc. 401(K) Plan, reported by The Kennedy Collective, Inc. under EIN 06-0709295 and plan number 003. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200721NAL0029569329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Kennedy Collective, Inc.
- EIN
- 06-0709295
- Plan number
- 003
- Location
- Trumbull, CT
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,530,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,530,341
- Employer contributions
- $349,764
- Participant contributions
- $618,899
- Total income / additions
- $2,541,630
- Benefits paid
- $719,134
- Administrative expenses
- $65,802
- Total expenses
- $788,909
- Net increase / (decrease)
- $1,752,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $28,404 | $0 |
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $18,698 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |