2023 Form 5500 filing — Kelley-Clarke, LLC Employees Defined Benefit Pension 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 20250106075654NAL0004339491001) for Kelley-Clarke, LLC Employees Defined Benefit Pension Plan And Trust, reported by Acosta Sales And Marketing Company under EIN 59-3522052 and plan number 001. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106075654NAL0004339491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acosta Sales And Marketing Company
- EIN
- 59-3522052
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,024,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,024,766
- Total income / additions
- $1,844,964
- Benefits paid
- $1,247,832
- Administrative expenses
- $140,216
- Total expenses
- $1,388,048
- Net increase / (decrease)
- $456,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ami Benefit Plan Administrators, In | NONE | $53,495 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc | NONE | $29,697 | not reported in the loaded dataset |