Ketel Thorstenson, Llp 401k Profit Sharing Plan — Form 5500 plan (Ketel Thorstenson, Llp)

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, Ketel Thorstenson, Llp 401k Profit Sharing Plan is a benefit plan reported by Ketel Thorstenson, Llp under EIN 46-0257538 and plan number 005. The latest loaded filing year is 2023. The filing reports 164 participants and $32,401,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ketel Thorstenson, Llp
EIN
46-0257538
Plan number
005
Plan type
2
Location
Rapid City, SD
Latest filing year
2023
Participants
164
End-of-year plan assets
$32,401,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240820150009NAL0001521395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,401,204
Net assets (EOY)
$32,401,204
Net assets (BOY)
$26,623,204

Income & contributions

Employer contributions
$504,493
Participant contributions
$1,207,739
Total contributions
$1,715,192
Total income / additions
$6,578,827

Expenses & distributions

Benefits paid
$714,465
Administrative expenses
$86,362
Total expenses
$800,827
Net increase / (decrease)
$5,778,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$69,839not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$17,623$02023

Related Form 5500 pages