Kelton Enterprises, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Kelton Enterprises, 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, Kelton Enterprises, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Kelton Enterprises, LLC under EIN 16-1573692 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $5,287,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelton Enterprises, LLC
EIN
16-1573692
Plan number
001
Plan type
2
Location
Amherst, NY
Latest filing year
2023
Participants
320
End-of-year plan assets
$5,287,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023320H, C20241001132036NAL0003293875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,287,542
Total liabilities (EOY)
$0
Net assets (EOY)
$5,287,542
Net assets (BOY)
$4,216,831

Income & contributions

Employer contributions
$141,014
Participant contributions
$281,309
Total contributions
$422,323
Total income / additions
$1,259,090

Expenses & distributions

Benefits paid
$171,781
Administrative expenses
$16,598
Total expenses
$188,379
Net increase / (decrease)
$1,070,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waterford AdvisorsNONE$7,337$14,9872023
Valiant Retirement, IncTPA$0$16,1952023
P & A Retirement Plan Services, IncNONE$4,683not reported in the loaded dataset2023

Related Form 5500 pages