2023 Form 5500 filing — Kerr Group, Inc. Retirement Income Plan I
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 20250714161809NAL0002993874001) for Kerr Group, Inc. Retirement Income Plan I, reported by Kerr Group, LLC under EIN 95-0898810 and plan number 018. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714161809NAL0002993874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kerr Group, LLC
- EIN
- 95-0898810
- Plan number
- 018
- Location
- Evansville, IN
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,031,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,031,781
- Total income / additions
- $1,312,298
- Benefits paid
- $1,185,625
- Administrative expenses
- $93,533
- Total expenses
- $1,279,158
- Net increase / (decrease)
- $33,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits And Insurance Service | NONE | $23,975 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $11,229 | not reported in the loaded dataset |
| Harding, Shymanski & Co. | NONE | $10,300 | not reported in the loaded dataset |