2023 Form 5500 filing — Kelley Companies 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 20250314110016NAL0011790003001) for Kelley Companies Retirement Plan, reported by Kelley Brothers Contractors, Inc. under EIN 64-0502135 and plan number 333. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,623,138
Participants221
Provider compensation$29.9K2 Schedule C row(s)$29,896
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250314110016NAL0011790003001
Plan sponsor
Kelley Brothers Contractors, Inc.
EIN
64-0502135
Plan number
333
Location
Waynesboro, MS
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$251.6K
Benefits paid / distributions$185.9K
Contributions
Employer$144.4K
Participant$301.8K
Full reported line items
Total assets (EOY)
$5,623,138
Total liabilities (EOY)
$0
Net assets (EOY)
$5,623,138
Employer contributions
$144,424
Participant contributions
$301,787
Total income / additions
$1,176,581
Benefits paid
$185,898
Administrative expenses
$29,893
Total expenses
$251,641
Net increase / (decrease)
$924,940

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$17,569$0
Client One Securities, LLCINVESTMENT ADVISORY$12,321$6

Related Form 5500 pages