Kelvion Inc. Savings Plan — Form 5500 plan (Kelvion 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, Kelvion Inc. Savings Plan is a benefit plan reported by Kelvion Inc. under EIN 51-0268494 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $40,392,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelvion Inc.
- EIN
- 51-0268494
- Plan number
- 001
- Plan type
- 2
- Location
- Catoosa, OK
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $40,392,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20241008114257NAL0028468768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,392,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,392,139
- Net assets (BOY)
- $31,941,483
Income & contributions
- Employer contributions
- $1,311,639
- Participant contributions
- $2,142,534
- Total contributions
- $3,678,543
- Total income / additions
- $10,442,053
Expenses & distributions
- Benefits paid
- $1,941,357
- Administrative expenses
- $49,081
- Total expenses
- $1,990,438
- Net increase / (decrease)
- $8,451,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,412 | $0 | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $13,234 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,635 | not reported in the loaded dataset | 2023 |