2023 Form 5500 filing — The Koehler Organization 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 20241009095917NAL0018983121001) for The Koehler Organization 401(K) Plan, reported by The Koehler Organization under EIN 47-0650251 and plan number 333. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009095917NAL0018983121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Koehler Organization
- EIN
- 47-0650251
- Plan number
- 333
- Location
- Aberdeen, SD
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,211,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,211,404
- Employer contributions
- $442,382
- Participant contributions
- $617,212
- Total income / additions
- $2,148,121
- Benefits paid
- $1,642,361
- Administrative expenses
- $20,246
- Total expenses
- $1,662,607
- Net increase / (decrease)
- $485,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Interstate Wealth Management | CONTRACT ADMIN | $16,945 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,627 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |