Who sponsors the Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan?

Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Kelly Mitchell Group, Inc. (EIN 43-1810274, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan report?

Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan reports 865 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan?

Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan reports $13,670,496 in end-of-year plan assets in its latest loaded Form 5500 filing.

Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kelly Mitchell 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, Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kelly Mitchell Group, Inc. under EIN 43-1810274 and plan number 001. The latest loaded filing year is 2023. The filing reports 865 participants and $13,670,496 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.7MPlan net assets, end of year$13,670,496

Participants865Covered participants reported

Assets / participant$15.8KComputed: assets ÷ participants$15,804 (computed)

Provider compensation$101.1K4 Schedule C provider row(s)$101,124

Plan sponsor: Kelly Mitchell Group, Inc.
EIN: 43-1810274
Plan number: 001
Plan type: 2
Location: St Louis, MO
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	865	H, C	20240731204020NAL0022390113001

Schedule H · 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)$13.7M total assets

Net assets$13.7MLiabilities$0

Money in vs. money out

Total income / additions$4M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

EmployerNot reported

Participant$1.6M

Full reported line items

Net assets

Total assets (EOY): $13,670,496
Total liabilities (EOY): $0
Net assets (EOY): $13,670,496
Net assets (BOY): $11,570,227

Income & contributions

Participant contributions: $1,632,170
Total contributions: $1,928,442
Total income / additions: $4,021,252

Expenses & distributions

Benefits paid: $1,845,214
Administrative expenses: $70,911
Total expenses: $1,920,983
Net increase / (decrease): $2,100,269

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$70,910	$0	2023
Edward Jones	INVESTMENT ADVISORY	$0	$19,726	2023
Moneta Group LLC	INVESTMENT ADVISORY	$0	$10,488	2023
Wilshire Advisors LLC	INVESTMENT ADVISORY	$0	$0	2023