Plan5500

Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C.)

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, Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. under EIN 52-1811709 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $120,061,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$120.1MPlan net assets, end of year$120,061,360
Participants373Covered participants reported
Assets / participant$321.9KComputed: assets ÷ participants$321,880 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C.
EIN
52-1811709
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241011091449NAL0043142562001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$120.1M total assets
Net assets$120.1MLiabilities$0
Money in vs. money out
Total income / additions$24M
Total expenses$3.7M
Benefits paid / distributions$3.7M
Contributions
Employer$3.1M
Participant$3.2M
Full reported line items

Net assets

Total assets (EOY)
$120,061,360
Total liabilities (EOY)
$0
Net assets (EOY)
$120,061,360
Net assets (BOY)
$99,762,337

Income & contributions

Employer contributions
$3,076,708
Participant contributions
$3,191,107
Total contributions
$6,407,446
Total income / additions
$23,973,271

Expenses & distributions

Benefits paid
$3,674,931
Administrative expenses
-$683
Total expenses
$3,674,248
Net increase / (decrease)
$20,299,023
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$593$02023

Related Form 5500 pages