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 Kendall Group Employee Stock Ownership Plan is a benefit plan reported by The Kendall Group Employee Stock Ownership Plan under EIN 38-2023622 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,056 participants and $808,091,077 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $808,091,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $808,091,077
- Net assets (BOY)
- $725,583,306
Income & contributions
- Employer contributions
- $3,927
- Total contributions
- $16,101,438
- Total income / additions
- $170,140,709
Expenses & distributions
- Benefits paid
- $87,627,722
- Administrative expenses
- $5,216
- Total expenses
- $87,632,938
- Net increase / (decrease)
- $82,507,771