Plan5500

Kehe Distributors, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Kehe Distributors, 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, Kehe Distributors, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Kehe Distributors, Inc. under EIN 27-1729384 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,554 participants and $247,187,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kehe Distributors, Inc.
EIN
27-1729384
Plan number
004
Plan type
2
Location
Naperville, IL
Latest filing year
2023
Participants
8,554
End-of-year plan assets
$247,187,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,554H, C20250217093210NAL0001565169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$247,187,850
Total liabilities (EOY)
$860,461
Net assets (EOY)
$246,327,389
Net assets (BOY)
$227,011,936

Income & contributions

Participant contributions
$22,650,252
Total contributions
$28,638,346
Total income / additions
$50,842,879

Expenses & distributions

Benefits paid
$30,212,928
Administrative expenses
$476,191
Total expenses
$31,527,426
Net increase / (decrease)
$19,315,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$386,334$1,2672023
William Blair & Company L.L.C.INVESTMENT ADVISORY$89,856$1442023

Related Form 5500 pages