Ke&G Construction Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ke&G Construction Inc)
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, Ke&G Construction Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ke&G Construction Inc under EIN 20-5816819 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $6,659,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ke&G Construction Inc
- EIN
- 20-5816819
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $6,659,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20241010135924NAL0020224785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,659,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,659,543
- Net assets (BOY)
- $6,063,355
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $765,620
- Total contributions
- $875,142
- Total income / additions
- $1,790,479
Expenses & distributions
- Benefits paid
- $1,143,963
- Administrative expenses
- $50,328
- Total expenses
- $1,194,291
- Net increase / (decrease)
- $596,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellspring Financial Partners | ADVISOR | $27,264 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,064 | $0 | 2023 |