Plan5500

Kelley-Clarke, LLC Employees Defined Benefit Pension Plan And Trust — Form 5500 plan (Acosta Sales And Marketing Company)

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, Kelley-Clarke, LLC Employees Defined Benefit Pension Plan And Trust is a benefit plan reported by Acosta Sales And Marketing Company under EIN 59-3522052 and plan number 001. The latest loaded filing year is 2023. The filing reports 619 participants and $19,024,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acosta Sales And Marketing Company
EIN
59-3522052
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
619
End-of-year plan assets
$19,024,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023619H, C20250106075654NAL0004339491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,024,766
Total liabilities (EOY)
$0
Net assets (EOY)
$19,024,766
Net assets (BOY)
$18,567,850

Income & contributions

Total contributions
$258
Total income / additions
$1,844,964

Expenses & distributions

Benefits paid
$1,247,832
Administrative expenses
$140,216
Total expenses
$1,388,048
Net increase / (decrease)
$456,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ami Benefit Plan Administrators, InNONE$53,495not reported in the loaded dataset2023
Dunbar, Bender & Zapf, IncNONE$29,697not reported in the loaded dataset2023

Related Form 5500 pages