Kelley Galloway Smith Goolsby, Psc 401(K) Plan — Form 5500 plan (Kelley Galloway Smith Goolsby, Psc)
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 Galloway Smith Goolsby, Psc 401(K) Plan is a benefit plan reported by Kelley Galloway Smith Goolsby, Psc under EIN 61-1129886 and plan number 001. The latest loaded filing year is 2023. The filing reports 66 participants and $9,438,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Galloway Smith Goolsby, Psc
- EIN
- 61-1129886
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, KY
- Latest filing year
- 2023
- Participants
- 66
- End-of-year plan assets
- $9,438,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 66 | I | 20240910173334NAL0003147027001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,438,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,438,838
- Net assets (BOY)
- $7,886,600
Income & contributions
- Employer contributions
- $135,453
- Participant contributions
- $360,383
- Total income / additions
- $1,908,459
Expenses & distributions
- Benefits paid
- $352,510
- Administrative expenses
- $2,219
- Total expenses
- $356,221
- Net increase / (decrease)
- $1,552,238
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.