2023 Form 5500 filing — Ketchum, Wood And Burgert Chartered Profit Sharing 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 20240815143041NAL0022699248001) for Ketchum, Wood And Burgert Chartered Profit Sharing Plan, reported by Ketchum Wood & Burgert Chartered under EIN 59-1228604 and plan number 001. It reports 101 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240815143041NAL0022699248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ketchum Wood & Burgert Chartered
- EIN
- 59-1228604
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 101
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,126,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,126,820
- Employer contributions
- $461,045
- Participant contributions
- $369,733
- Total income / additions
- $4,144,691
- Benefits paid
- $649,790
- Administrative expenses
- $7,203
- Total expenses
- $656,993
- Net increase / (decrease)
- $3,487,698
- Schedule source
- Schedule I