Plan5500

Keches Law Group, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Keches Law Group, P. C.)

Plain-English plan 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, Keches Law Group, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Keches Law Group, P. C. under EIN 04-2907663 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $28,476,408 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keches Law Group, P. C.
EIN
04-2907663
Plan number
001
Plan type
2
Location
Bridgewater, MA
Latest filing year
2023
Participants
172
End-of-year plan assets
$28,476,408

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241009175302NAL0033587072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,476,408
Total liabilities (EOY)
$1,175
Net assets (EOY)
$28,475,233
Net assets (BOY)
$24,073,992

Income & contributions

Employer contributions
$486,208
Participant contributions
$768,887
Total contributions
$1,533,530
Total income / additions
$6,384,272

Expenses & distributions

Benefits paid
$1,850,383
Administrative expenses
$132,648
Total expenses
$1,983,031
Net increase / (decrease)
$4,401,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Seeley Howard Private WealthADVISORS$56,491not reported in the loaded dataset2023
O'Rourke & CompanyADVISORS$49,649not reported in the loaded dataset2023
United Retirement Plan ConsultantsRECORDKEEPER, TPA$25,830not reported in the loaded dataset2023

Related Form 5500 pages