2023 Form 5500 filing — Adams Keegan Retirement Savings 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 20240717073641NAL0004102321001) for Adams Keegan Retirement Savings Plan, reported by Adams Keegan Inc. under EIN 62-1311326 and plan number 333. It reports 26,584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717073641NAL0004102321001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Adams Keegan Inc.
- EIN
- 62-1311326
- Plan number
- 333
- Location
- Memphis, TN
- Participants
- 26,584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $403,175,697
- Net assets (EOY)
- $403,175,697
- Employer contributions
- $15,199,301
- Participant contributions
- $41,499,596
- Total income / additions
- $126,444,050
- Benefits paid
- $39,520,418
- Administrative expenses
- $4,008
- Total expenses
- $40,236,438
- Net increase / (decrease)
- $86,207,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | INVESTMENT ADVISOR | $663,897 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $16,802 | not reported in the loaded dataset |