Kelley Companies Retirement Plan — Form 5500 plan (Kelley Brothers Contractors, 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, Kelley Companies Retirement Plan is a benefit plan reported by Kelley Brothers Contractors, Inc. under EIN 64-0502135 and plan number 333. The latest loaded filing year is 2023. The filing reports 221 participants and $5,623,138 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.6MPlan net assets, end of year$5,623,138
Participants221Covered participants reported
Assets / participant$25.4KComputed: assets ÷ participants$25,444 (computed)
Provider compensation$29.9K2 Schedule C provider row(s)$29,896
- Plan sponsor
- Kelley Brothers Contractors, Inc.
- EIN
- 64-0502135
- Plan number
- 333
- Plan type
- 2
- Location
- Waynesboro, MS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20250314110016NAL0011790003001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,623,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,623,138
- Net assets (BOY)
- $4,698,198
Income & contributions
- Employer contributions
- $144,424
- Participant contributions
- $301,787
- Total contributions
- $446,211
- Total income / additions
- $1,176,581
Expenses & distributions
- Benefits paid
- $185,898
- Administrative expenses
- $29,893
- Total expenses
- $251,641
- Net increase / (decrease)
- $924,940
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,569 | $0 | 2023 |
| Client One Securities, LLC | INVESTMENT ADVISORY | $12,321 | $6 | 2023 |