Kelly Equipment Inc. Profit Sharing Plan — Form 5500 plan (Kelly Equipment Inc.)

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, Kelly Equipment Inc. Profit Sharing Plan is a benefit plan reported by Kelly Equipment Inc. under EIN 27-2518327 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $335,246 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$335.2KPlan net assets, end of year$335,246
Participants1Covered participants reported
Assets / participant$335.2KComputed: assets ÷ participants$335,246 (computed)
Provider compensationNone reported
Plan sponsor
Kelly Equipment Inc.
EIN
27-2518327
Plan number
001
Plan type
2
Location
Walpole, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20250109083742NAL0012203089001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$335.2K total assets
Net assets$335.2KLiabilities
Money in vs. money out
Total income / additions$5K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$335,246
Net assets (EOY)
$335,246
Net assets (BOY)
$330,258

Income & contributions

Total income / additions
$4,988

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$4,988

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages