2023 Form 5500 filing — Stoll Keenon Ogden Profit Sharing 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 20241015135951NAL0057983458001) for Stoll Keenon Ogden Profit Sharing Plan, reported by Stoll Keenon Ogden Pllc under EIN 61-0421389 and plan number 001. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135951NAL0057983458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoll Keenon Ogden Pllc
- EIN
- 61-0421389
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,806,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,806,267
- Employer contributions
- $3,607,070
- Participant contributions
- $2,364,417
- Total income / additions
- $34,018,132
- Benefits paid
- $9,341,627
- Administrative expenses
- $60,437
- Total expenses
- $9,412,871
- Net increase / (decrease)
- $24,605,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,437 | $0 |
| Woodley Farra Manion Portfolio | ADVISOR | $3,755 | not reported in the loaded dataset |
| Russell Capital Mgmt LLC | ADVISOR | $3,266 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | BROKERAGE SERVICES | $8 | $0 |