Kelvion Products Inc. 401(K) Plan — Form 5500 plan (Kelvion Products 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, Kelvion Products Inc. 401(K) Plan is a benefit plan reported by Kelvion Products Inc. under EIN 87-3869022 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $13,165,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelvion Products Inc.
- EIN
- 87-3869022
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $13,165,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241011114817NAL0010880707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,165,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,165,374
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $770,362
- Participant contributions
- $1,258,336
- Total contributions
- $2,164,130
- Total income / additions
- $4,081,183
Expenses & distributions
- Benefits paid
- $2,103,033
- Administrative expenses
- $70,800
- Total expenses
- $2,239,204
- Net increase / (decrease)
- $1,841,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $53,328 | $0 | 2023 |
| Rbc | INVESTMENT/FINANCIAL ADVI | $17,472 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |