2023 Form 5500 filing — Kpmg Partner 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 20241223142503NAL0009417521001) for Kpmg Partner Retirement Savings Plan, reported by Kpmg Llp C/O Total Rewards Dept under EIN 13-5565207 and plan number 017. It reports 2,940 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223142503NAL0009417521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kpmg Llp C/O Total Rewards Dept
- EIN
- 13-5565207
- Plan number
- 017
- Location
- Montvale, NJ
- Participants
- 2,940
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $529,416,194
- Total liabilities (EOY)
- $227,571
- Net assets (EOY)
- $529,188,623
- Total income / additions
- $53,917,843
- Benefits paid
- $60,896,832
- Administrative expenses
- $162,881
- Total expenses
- $61,059,713
- Net increase / (decrease)
- -$7,141,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | NONE | $126,898 | not reported in the loaded dataset |
| Rocaton Inv Adv | NONE | $24,848 | not reported in the loaded dataset |
| Willkie Farr & Gallagher Llp | NONE | $14,250 | not reported in the loaded dataset |