2023 Form 5500 filing — Kpmg Personal Account For Retirement 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 20241223142508NAL0014590928001) for Kpmg Personal Account For Retirement Plan, reported by Kpmg Llp C/O Total Rewards Dept under EIN 13-5565207 and plan number 013. It reports 2,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223142508NAL0014590928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kpmg Llp C/O Total Rewards Dept
- EIN
- 13-5565207
- Plan number
- 013
- Location
- Montvale, NJ
- Participants
- 2,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $279,310,363
- Total liabilities (EOY)
- $97,746
- Net assets (EOY)
- $279,212,617
- Total income / additions
- $26,741,852
- Benefits paid
- $35,910,160
- Administrative expenses
- $106,719
- Total expenses
- $36,016,879
- Net increase / (decrease)
- -$9,275,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | NONE | $90,521 | not reported in the loaded dataset |
| Willie Farr & Gallagher | NONE | $12,231 | not reported in the loaded dataset |