Plan5500

Kilian Management Services, Inc. Savings And Retirement Plan — Form 5500 plan (Kmsjr, 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, Kilian Management Services, Inc. Savings And Retirement Plan is a benefit plan reported by Kmsjr, Inc. under EIN 87-3908051 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $6,864,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kmsjr, Inc.
EIN
87-3908051
Plan number
001
Plan type
2
Location
West Bend, WI
Latest filing year
2023
Participants
538
End-of-year plan assets
$6,864,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20240911165806NAL0003792803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,864,804
Total liabilities (EOY)
$0
Net assets (EOY)
$6,864,804
Net assets (BOY)
$5,945,834

Income & contributions

Employer contributions
$53,515
Participant contributions
$348,791
Total contributions
$405,295
Total income / additions
$1,577,729

Expenses & distributions

Benefits paid
$620,538
Administrative expenses
$38,221
Total expenses
$658,759
Net increase / (decrease)
$918,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCNONE$21,264not reported in the loaded dataset2023
Sentinel Pension AdvisorsNONE$15,183not reported in the loaded dataset2023

Related Form 5500 pages