2023 Form 5500 filing — Keller Associates, Inc. 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 20241010112440NAL0011415107001) for Keller Associates, Inc. Profit Sharing 401(K) Plan, reported by Keller Associates, Inc. under EIN 45-0574227 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.6MReported net assets$16,562,849
Participants185
Provider compensation$91.6K2 Schedule C row(s)$91,608
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010112440NAL0011415107001
- Plan sponsor
- Keller Associates, Inc.
- EIN
- 45-0574227
- Plan number
- 001
- Location
- Meridian, ID
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,562,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,562,849
- Employer contributions
- $393,199
- Participant contributions
- $1,307,000
- Total income / additions
- $4,386,092
- Benefits paid
- $827,470
- Administrative expenses
- $91,608
- Total expenses
- $919,078
- Net increase / (decrease)
- $3,467,014
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2