2023 Form 5500 filing — Kean Miller Llp Self Employed Retirement Plan And Trust
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 20241014160934NAL0015265667001) for Kean Miller Llp Self Employed Retirement Plan And Trust, reported by Kean Miller Llp under EIN 72-0376776 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160934NAL0015265667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kean Miller Llp
- EIN
- 72-0376776
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,882,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,882,468
- Employer contributions
- $4,067,423
- Participant contributions
- $3,431,371
- Total income / additions
- $31,347,413
- Benefits paid
- $4,181,231
- Administrative expenses
- $37,052
- Total expenses
- $4,218,283
- Net increase / (decrease)
- $27,129,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $38,802 | $0 |