Plan5500

Koerber Supply Chain Savings Plan — Form 5500 plan (Koerber Supply Chain 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, Koerber Supply Chain Savings Plan is a benefit plan reported by Koerber Supply Chain LLC under EIN 35-2741794 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $69,165,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Koerber Supply Chain LLC
EIN
35-2741794
Plan number
001
Plan type
2
Location
Dfw Airport, TX
Latest filing year
2023
Participants
274
End-of-year plan assets
$69,165,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241013205309NAL0026229713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,165,503
Total liabilities (EOY)
$0
Net assets (EOY)
$69,165,503
Net assets (BOY)
$58,690,371

Income & contributions

Employer contributions
$1,846,365
Participant contributions
$2,681,189
Total contributions
$5,686,141
Total income / additions
$14,803,689

Expenses & distributions

Benefits paid
$4,199,061
Administrative expenses
$37,275
Total expenses
$4,328,557
Net increase / (decrease)
$10,475,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$34,041$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,834not reported in the loaded dataset2023
Qdro Consultants Company, LLCOTHER$400not reported in the loaded dataset2023

Related Form 5500 pages