Kpmg 401(K) Capital Accumulation Plan — Form 5500 plan (Kpmg Llp)
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, Kpmg 401(K) Capital Accumulation Plan is a benefit plan reported by Kpmg Llp under EIN 13-5565207 and plan number 011. The latest loaded filing year is 2023. The filing reports 56,665 participants and $8,941,969,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 011
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 56,665
- End-of-year plan assets
- $8,941,969,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56,665 | H, C | 20241014105512NAL0014798563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,941,969,660
- Total liabilities (EOY)
- $4,491,615
- Net assets (EOY)
- $8,937,478,045
- Net assets (BOY)
- $7,223,176,577
Income & contributions
- Employer contributions
- $379,319,314
- Participant contributions
- $466,357,350
- Total contributions
- $950,274,605
- Total income / additions
- $2,293,147,933
Expenses & distributions
- Benefits paid
- $576,385,285
- Administrative expenses
- $2,461,180
- Total expenses
- $578,846,465
- Net increase / (decrease)
- $1,714,301,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | RECORDKEEPER | $1,865,784 | not reported in the loaded dataset | 2023 |
| Rocaton Inv Adv | CONSULTANT | $418,025 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | CONSULTANT | $99,320 | not reported in the loaded dataset | 2023 |
| Willkie Farr & Gallagher | OTHER | $87,414 | not reported in the loaded dataset | 2023 |
| Herron Palmer | CONSULTANT | $76,717 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTANT | $20,278 | not reported in the loaded dataset | 2023 |
| United Forms Finishing | OTHER | $7,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kpmg Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Merrill Lynch, Pierce, Fenner — Schedule C compensation
- Rocaton Inv Adv — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Willkie Farr & Gallagher — Schedule C compensation
- Herron Palmer — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- United Forms Finishing — Schedule C compensation