Jh Kelly Holdings LLC Non-Union 401(K) And Profit Sharing Plan — Form 5500 plan (Jh Kelly Holdings LLC)
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 Non-Union 401(K) And Profit Sharing Plan is a benefit plan reported by Jh Kelly Holdings LLC under EIN 91-1704136 and plan number 003. The latest loaded filing year is 2023. The filing reports 303 participants and $68,858,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jh Kelly Holdings LLC
- EIN
- 91-1704136
- Plan number
- 003
- Plan type
- 2
- Location
- Longview, WA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $68,858,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241015174336NAL0050743760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,858,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,858,759
- Net assets (BOY)
- $55,769,793
Income & contributions
- Employer contributions
- $2,684,951
- Participant contributions
- $2,596,588
- Total contributions
- $6,101,308
- Total income / additions
- $18,951,844
Expenses & distributions
- Benefits paid
- $6,017,322
- Administrative expenses
- -$92,876
- Total expenses
- $5,924,446
- Net increase / (decrease)
- $13,027,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $18,351 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$111,123 | $0 | 2023 |