2023 Form 5500 filing — Keene, Inc. 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 20241015070032NAL0028895329001) for Keene, Inc. 401(K) Plan, reported by Keene Management, Inc. under EIN 83-2373866 and plan number 001. It reports 223 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)$6.8MReported net assets$6,777,885
Participants223
Provider compensation$12.3K1 Schedule C row(s)$12,273
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015070032NAL0028895329001
Plan sponsor
Keene Management, Inc.
EIN
83-2373866
Plan number
001
Location
Cleveland, OH
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)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$950.3K
Participant$470.7K
Full reported line items
Total assets (EOY)
$6,777,885
Total liabilities (EOY)
$0
Net assets (EOY)
$6,777,885
Employer contributions
$950,250
Participant contributions
$470,718
Total income / additions
$1,942,463
Benefits paid
$1,104,641
Administrative expenses
$57,563
Total expenses
$1,162,204
Net increase / (decrease)
$780,259

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo Advisors FinancialFINANCIAL ADVISOR$12,273not reported in the loaded dataset

Related Form 5500 pages