Kegler, Brown, Hill & Ritter Employees' 401(K) Retirement Plan — Form 5500 plan (Kegler, Brown, Hill & Ritter Co., L.P.A.)
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, Kegler, Brown, Hill & Ritter Employees' 401(K) Retirement Plan is a benefit plan reported by Kegler, Brown, Hill & Ritter Co., L.P.A. under EIN 31-1037466 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $53,743,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kegler, Brown, Hill & Ritter Co., L.P.A.
- EIN
- 31-1037466
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $53,743,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241011133440NAL0022843393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,743,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,743,592
- Net assets (BOY)
- $48,025,606
Income & contributions
- Employer contributions
- $767,364
- Participant contributions
- $1,406,513
- Total contributions
- $2,229,829
- Total income / additions
- $10,497,613
Expenses & distributions
- Benefits paid
- $4,738,807
- Administrative expenses
- $40,820
- Total expenses
- $4,779,627
- Net increase / (decrease)
- $5,717,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Advisors | NONE | $39,781 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | RECORDKEEPER | $1,008 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kegler, Brown, Hill & Ritter Co., L.P.A.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Everhart Advisors — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation