Keg 1 401(K) Plan — Form 5500 plan (Keg 1 O'Neal LLC)
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, Keg 1 401(K) Plan is a benefit plan reported by Keg 1 O'Neal LLC under EIN 26-2718586 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $19,749,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keg 1 O'Neal LLC
- EIN
- 26-2718586
- Plan number
- 001
- Plan type
- 2
- Location
- Weatherford, TX
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $19,749,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241014125028NAL0046009216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,749,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,749,333
- Net assets (BOY)
- $12,661,350
Income & contributions
- Employer contributions
- $669,799
- Participant contributions
- $1,140,680
- Total contributions
- $4,736,078
- Total income / additions
- $7,456,130
Expenses & distributions
- Benefits paid
- $356,427
- Administrative expenses
- $11,720
- Total expenses
- $368,147
- Net increase / (decrease)
- $7,087,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $10,779 | $0 | 2023 |
| Charles Schwab Trust Bank | N/A | $9 | $0 | 2023 |