2023 Form 5500 filing — Thomas E. Keller Trucking, Inc. 401(K) Retirement Savings 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 20241011132826NAL0012538531001) for Thomas E. Keller Trucking, Inc. 401(K) Retirement Savings Plan, reported by Keller Logistics Group, Inc. under EIN 34-1942414 and plan number 001. It reports 822 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)$12.9MReported net assets$12,869,029
Participants822
Provider compensation$94.3K3 Schedule C row(s)$94,295
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011132826NAL0012538531001
Plan sponsor
Keller Logistics Group, Inc.
EIN
34-1942414
Plan number
001
Location
Defiance, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$640.4K
Participant$1.7M
Full reported line items
Total assets (EOY)
$12,869,029
Total liabilities (EOY)
$0
Net assets (EOY)
$12,869,029
Employer contributions
$640,367
Participant contributions
$1,672,855
Total income / additions
$4,981,970
Benefits paid
$1,040,063
Administrative expenses
$94,295
Total expenses
$1,134,358
Net increase / (decrease)
$3,847,612
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $69.5K
  2. 2
    ADVISOR · Direct $18.9K
  3. 3
    ADVISOR · Direct $5.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011132826NAL0012538531001 cover?
It is the 2023 Form 5500 filing for Thomas E. Keller Trucking, Inc. 401(K) Retirement Savings Plan, reported by Keller Logistics Group, Inc. (EIN 34-1942414).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages