2023 Form 5500 filing — Keller Supply Company Profit Sharing 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 20241010103442NAL0033815936003) for Keller Supply Company Profit Sharing 401(K) Plan, reported by Keller Supply Company under EIN 91-0600821 and plan number 001. It reports 1,352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010103442NAL0033815936003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keller Supply Company
- EIN
- 91-0600821
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 1,352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,853,409
- Net assets (EOY)
- $59,853,409
- Employer contributions
- $1,801,239
- Participant contributions
- $3,903,562
- Total income / additions
- $14,148,217
- Benefits paid
- $4,381,355
- Administrative expenses
- $245,036
- Total expenses
- $4,626,391
- Net increase / (decrease)
- $9,521,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $143,717 | $0 |
| Hunnex & Shoemaker | CONTRACT ADMIN | $58,765 | $0 |
| Merrill Lynch | INVESTMENT ADV | $47,225 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $20,402 | $0 |