Kemp Quarries Retirement Plan — Form 5500 plan (Kemp Quarries)
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, Kemp Quarries Retirement Plan is a benefit plan reported by Kemp Quarries under EIN 82-1852089 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $8,263,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kemp Quarries
- EIN
- 82-1852089
- Plan number
- 001
- Plan type
- 2
- Location
- Pryor, OK
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $8,263,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240924111008NAL0022766896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,263,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,263,822
- Net assets (BOY)
- $7,277,487
Income & contributions
- Employer contributions
- $365,686
- Participant contributions
- $480,856
- Total contributions
- $846,542
- Total income / additions
- $1,954,852
Expenses & distributions
- Benefits paid
- $959,773
- Administrative expenses
- $2,747
- Total expenses
- $968,517
- Net increase / (decrease)
- $986,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $19,226 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,746 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |