Fred S. Keller School 401k Plan — Form 5500 plan (Fred S. Keller School)
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, Fred S. Keller School 401k Plan is a benefit plan reported by Fred S. Keller School under EIN 13-3363868 and plan number 003. The latest loaded filing year is 2023. The filing reports 172 participants and $14,312,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fred S. Keller School
- EIN
- 13-3363868
- Plan number
- 003
- Plan type
- 2
- Location
- Yonkers, NY
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $14,312,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20250410110221NAL0021494209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,312,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,312,008
- Net assets (BOY)
- $11,654,840
Income & contributions
- Employer contributions
- $1,169,550
- Participant contributions
- $505,940
- Total contributions
- $1,675,490
- Total income / additions
- $2,944,960
Expenses & distributions
- Benefits paid
- $200,869
- Administrative expenses
- $75,582
- Total expenses
- $287,792
- Net increase / (decrease)
- $2,657,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,582 | $0 | 2023 |
| Park Avenue Securities | OTHER SERVICES | $0 | $24,436 | 2023 |
| National Professional Planning Grou | OTHER SERVICES | $0 | $3,491 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fred S. Keller School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Yonkers, NY
- Principal Life Insurance Company — Schedule C compensation
- Park Avenue Securities — Schedule C compensation
- National Professional Planning Grou — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation