Kaley Group, Inc./Krsm Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kaley 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, Kaley Group, Inc./Krsm Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kaley Group, Inc. under EIN 55-0754089 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $17,902,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaley Group, Inc.
EIN
55-0754089
Plan number
001
Plan type
2
Location
Wheeling, WV
Latest filing year
2023
Participants
197
End-of-year plan assets
$17,902,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20250715081950NAL0001826753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,902,054
Total liabilities (EOY)
$0
Net assets (EOY)
$17,902,054
Net assets (BOY)
$14,186,690

Income & contributions

Employer contributions
$379,485
Participant contributions
$824,553
Total contributions
$1,224,637
Total income / additions
$4,732,710

Expenses & distributions

Benefits paid
$958,835
Administrative expenses
$58,511
Total expenses
$1,017,346
Net increase / (decrease)
$3,715,364

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncINVESTMENT ADVISOR$37,753not reported in the loaded dataset2023
Perry & Associates Cpas A.C.OTHER$10,000not reported in the loaded dataset2023
Metro Benefits IncCONTRACT ADMIN$9,045$02023

Related Form 5500 pages