J. J. Keller & Associates, Inc. Employees' 401k Savings And Retirement Plan — Form 5500 plan (J. J. Keller & Associates, 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, J. J. Keller & Associates, Inc. Employees' 401k Savings And Retirement Plan is a benefit plan reported by J. J. Keller & Associates, Inc. under EIN 39-0957377 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,220 participants and $155,181,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. J. Keller & Associates, Inc.
- EIN
- 39-0957377
- Plan number
- 002
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- 2,220
- End-of-year plan assets
- $155,181,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,220 | H, C | 20240715144749NAL0003219168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,181,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,181,993
- Net assets (BOY)
- $130,171,744
Income & contributions
- Employer contributions
- $1,365,018
- Participant contributions
- $12,128,356
- Total contributions
- $15,284,256
- Total income / additions
- $36,154,747
Expenses & distributions
- Benefits paid
- $10,911,315
- Administrative expenses
- $233,183
- Total expenses
- $11,144,498
- Net increase / (decrease)
- $25,010,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $187,390 | not reported in the loaded dataset | 2023 |
| Alpha Investment Consulting Group | NONE | $45,793 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. J. Keller & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Neenah, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Alpha Investment Consulting Group — Schedule C compensation
- Matrix Trust Company — Schedule C compensation