2023 Form 5500 filing — Kettler Retirement 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 20241108124856NAL0011561601001) for Kettler Retirement Plan, reported by Kettler, Inc. under EIN 54-1620902 and plan number 001. It reports 821 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)$40.8MReported net assets$40,830,548

Participants821

Provider compensation$165K2 Schedule C row(s)$164,973

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241108124856NAL0011561601001
Plan sponsor: Kettler, Inc.
EIN: 54-1620902
Plan number: 001
Location: Mc Lean, VA
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)$40.8M total assets

Net assets$40.8MLiabilities$0

Money in vs. money out

Total income / additions$9.6M

Total expenses$4.1M

Benefits paid / distributions$3.9M

Contributions

Employer$1.2M

Participant$2.8M

Full reported line items

Total assets (EOY): $40,830,548
Total liabilities (EOY): $0
Net assets (EOY): $40,830,548
Employer contributions: $1,215,783
Participant contributions: $2,842,744
Total income / additions: $9,617,175
Benefits paid: $3,940,695
Administrative expenses: $124,973
Total expenses: $4,065,668
Net increase / (decrease): $5,551,507

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$125K
CONTRACT ADMINISTRATOR · Direct $125K · Indirect $0
2
Creative Planning, Inc.$40K
INVESTMENT ADVISORY · Direct $0 · Indirect $40K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241108124856NAL0011561601001 cover?: It is the 2023 Form 5500 filing for Kettler Retirement Plan, reported by Kettler, Inc. (EIN 54-1620902).
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).