2023 Form 5500 filing — J. J. Keller & Associates, Inc. Employees' 401k Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715144749NAL0003219168001) for J. J. Keller & Associates, Inc. Employees' 401k Savings And Retirement Plan, reported by J. J. Keller & Associates, Inc. under EIN 39-0957377 and plan number 002. It reports 2,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715144749NAL0003219168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. J. Keller & Associates, Inc.
- EIN
- 39-0957377
- Plan number
- 002
- Location
- Neenah, WI
- Participants
- 2,220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,181,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,181,993
- Employer contributions
- $1,365,018
- Participant contributions
- $12,128,356
- Total income / additions
- $36,154,747
- Benefits paid
- $10,911,315
- Administrative expenses
- $233,183
- Total expenses
- $11,144,498
- Net increase / (decrease)
- $25,010,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $187,390 | not reported in the loaded dataset |
| Alpha Investment Consulting Group | NONE | $45,793 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |