2023 Form 5500 filing — Keches Law Group, P. C. 401(K) 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 20241009175302NAL0033587072001) for Keches Law Group, P. C. 401(K) Profit Sharing Plan, reported by Keches Law Group, P. C. under EIN 04-2907663 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009175302NAL0033587072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keches Law Group, P. C.
- EIN
- 04-2907663
- Plan number
- 001
- Location
- Bridgewater, MA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,476,408
- Total liabilities (EOY)
- $1,175
- Net assets (EOY)
- $28,475,233
- Employer contributions
- $486,208
- Participant contributions
- $768,887
- Total income / additions
- $6,384,272
- Benefits paid
- $1,850,383
- Administrative expenses
- $132,648
- Total expenses
- $1,983,031
- Net increase / (decrease)
- $4,401,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Seeley Howard Private Wealth | ADVISORS | $56,491 | not reported in the loaded dataset |
| O'Rourke & Company | ADVISORS | $49,649 | not reported in the loaded dataset |
| United Retirement Plan Consultants | RECORDKEEPER, TPA | $25,830 | not reported in the loaded dataset |