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, Kellermeyer Bergensons Services Savings & Protection Plan is a benefit plan reported by Kellermeyer Bergensons Services, LLC under EIN 36-4431179 and plan number 002. The latest loaded filing year is 2023. The filing reports 26,780 participants and $20,820,445 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,820,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,820,445
- Net assets (BOY)
- $17,991,544
Income & contributions
- Employer contributions
- $370,273
- Participant contributions
- $2,516,508
- Total contributions
- $3,421,136
- Total income / additions
- $6,385,749
Expenses & distributions
- Benefits paid
- $3,466,856
- Administrative expenses
- $85,839
- Total expenses
- $3,556,848
- Net increase / (decrease)
- $2,828,901