Kelly Tractor Co. Savings & Profit Sharing Plan — Form 5500 plan (Kelly Tractor Co.)
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 Tractor Co. Savings & Profit Sharing Plan is a benefit plan reported by Kelly Tractor Co. under EIN 59-0197630 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $60,646,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Tractor Co.
- EIN
- 59-0197630
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $60,646,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20240725125951NAL0014102097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,646,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,646,686
- Net assets (BOY)
- $50,137,499
Income & contributions
- Employer contributions
- $1,762,472
- Participant contributions
- $1,933,442
- Total contributions
- $3,785,238
- Total income / additions
- $12,778,885
Expenses & distributions
- Benefits paid
- $2,060,980
- Administrative expenses
- $158,953
- Total expenses
- $2,265,369
- Net increase / (decrease)
- $10,513,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Co. | RECORD KEEPER | $158,893 | $108,190 | 2023 |