2023 Form 5500 filing — Keenan, Hopkins, Suder & Stowell Contractors, Inc. 401(K) 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 20241014184308NAL0026961073001) for Keenan, Hopkins, Suder & Stowell Contractors, Inc. 401(K) Plan And Trust, reported by Keenan, Hopkins, Suder And Stowell Contractors, Inc. under EIN 58-2279196 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184308NAL0026961073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keenan, Hopkins, Suder And Stowell Contractors, Inc.
- EIN
- 58-2279196
- Plan number
- 001
- Location
- Anaheim, CA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,192,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,192,014
- Participant contributions
- $999,102
- Total income / additions
- $3,393,450
- Benefits paid
- $1,881,687
- Administrative expenses
- $24,276
- Total expenses
- $1,905,963
- Net increase / (decrease)
- $1,487,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,289 | $0 |
| Allstate Financial Services LLC | OTHER SERVICES | $0 | $6,736 |
| Cbiz Benefits & Insurance Services | OTHER SERVICES | $0 | $1,347 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |