The Kenan Advantage Group, Inc. 401(K) Plan — Form 5500 plan (Kenan Advantage Group, 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, The Kenan Advantage Group, Inc. 401(K) Plan is a benefit plan reported by Kenan Advantage Group, Inc. under EIN 34-1950439 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,897 participants and $260,888,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kenan Advantage Group, Inc.
EIN
34-1950439
Plan number
002
Plan type
2
Location
North Canton, OH
Latest filing year
2023
Participants
7,897
End-of-year plan assets
$260,888,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,897H, C20241008102154NAL0008257155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$260,888,479
Total liabilities (EOY)
$0
Net assets (EOY)
$260,888,479
Net assets (BOY)
$210,205,730

Income & contributions

Employer contributions
$7,006,546
Participant contributions
$20,485,641
Total contributions
$30,013,224
Total income / additions
$64,857,905

Expenses & distributions

Benefits paid
$29,552,469
Administrative expenses
$522,677
Total expenses
$30,096,282
Net increase / (decrease)
$34,761,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$440,047$02023
Aon Investments Usa IncINVESTMENT ADVISORY$57,321not reported in the loaded dataset2023
415 GroupACCOUNTANT$25,325not reported in the loaded dataset2023

Related Form 5500 pages