Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan — Form 5500 plan (Kelly Management Corp)
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 Management Corporation Tax-Advantaged Capital Accumulation Plan is a benefit plan reported by Kelly Management Corp under EIN 59-1479869 and plan number 004. The latest loaded filing year is 2023. The filing reports 526 participants and $18,822,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Management Corp
- EIN
- 59-1479869
- Plan number
- 004
- Plan type
- 2
- Location
- Emmaus, PA
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $18,822,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20241001151947NAL0003409411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,822,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,822,120
- Net assets (BOY)
- $15,685,605
Income & contributions
- Employer contributions
- $595,841
- Participant contributions
- $1,839,747
- Total contributions
- $2,698,738
- Total income / additions
- $5,403,226
Expenses & distributions
- Benefits paid
- $2,237,644
- Administrative expenses
- $29,067
- Total expenses
- $2,266,711
- Net increase / (decrease)
- $3,136,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawrence F. Tornetta LLC | ACCOUNTANT/AUDITOR | $16,800 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,267 | $0 | 2023 |