Keb America, Inc. 401(K) Plan — Form 5500 plan (Keb America, 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, Keb America, Inc. 401(K) Plan is a benefit plan reported by Keb America, Inc under EIN 41-1348864 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $13,093,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keb America, Inc
- EIN
- 41-1348864
- Plan number
- 001
- Plan type
- 2
- Location
- Shakopee, MN
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $13,093,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240814153901NAL0006596115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,093,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,093,613
- Net assets (BOY)
- $10,028,859
Income & contributions
- Employer contributions
- $235,022
- Participant contributions
- $786,182
- Total contributions
- $1,378,264
- Total income / additions
- $3,349,708
Expenses & distributions
- Benefits paid
- $205,376
- Administrative expenses
- $49,683
- Total expenses
- $284,954
- Net increase / (decrease)
- $3,064,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $33,670 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,706 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,307 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keb America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Shakopee, MN
- Christensen Group Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation