Kelmar Associates, LLC 401(K) Plan — Form 5500 plan (Kelmar Associates, LLC)

Plain-English plan 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, Kelmar Associates, LLC 401(K) Plan is a benefit plan reported by Kelmar Associates, LLC under EIN 04-3577426 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $29,581,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelmar Associates, LLC
EIN
04-3577426
Plan number
001
Plan type
2
Location
Wakefield, MA
Latest filing year
2023
Participants
263
End-of-year plan assets
$29,581,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241008093049NAL0029475728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,581,866
Total liabilities (EOY)
$0
Net assets (EOY)
$29,581,866
Net assets (BOY)
$23,782,081

Income & contributions

Employer contributions
$898,009
Participant contributions
$1,940,742
Total contributions
$2,886,291
Total income / additions
$6,972,440

Expenses & distributions

Benefits paid
$1,090,191
Administrative expenses
$82,464
Total expenses
$1,172,655
Net increase / (decrease)
$5,799,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$44,522not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37,942$02023

Related Form 5500 pages