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, Jh Kelly Holdings LLC Union 401(K) Plan is a benefit plan reported by Jh Kelly Holdings LLC under EIN 91-1704136 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,732 participants and $33,723,266 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,723,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,723,266
- Net assets (BOY)
- $29,567,001
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,983,760
- Total contributions
- $2,076,502
- Total income / additions
- $7,230,064
Expenses & distributions
- Benefits paid
- $3,034,920
- Administrative expenses
- -$43,944
- Total expenses
- $3,012,231
- Net increase / (decrease)
- $4,217,833