2023 Form 5500 filing — Keiter, Stephens, Hurst, Gary & Shreaves 401(K) 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 20240919113321NAL0005883073001) for Keiter, Stephens, Hurst, Gary & Shreaves 401(K) Plan, reported by Keiter, Stephens, Hurst, Gary & Shreaves, P.C. under EIN 54-1631262 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919113321NAL0005883073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keiter, Stephens, Hurst, Gary & Shreaves, P.C.
- EIN
- 54-1631262
- Plan number
- 001
- Location
- Glen Allen, VA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,362,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,362,013
- Employer contributions
- $854,503
- Participant contributions
- $1,926,872
- Total income / additions
- $9,583,057
- Benefits paid
- $5,127,609
- Administrative expenses
- $139,593
- Total expenses
- $5,267,202
- Net increase / (decrease)
- $4,315,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $90,006 | $0 |
| Sageview Advisory Group, LLC | OTHER | $34,000 | not reported in the loaded dataset |
| Wall, Einhorn & Chernitzer Pc | AUDITOR | $12,500 | not reported in the loaded dataset |
| Wilcox & Savage P.C. | ATTORNEY | $2,687 | not reported in the loaded dataset |
| Qdro Consultants | OTHER | $400 | not reported in the loaded dataset |