Keh Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Keh 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, Keh Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Keh Inc under EIN 58-1359859 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $3,441,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keh Inc
EIN
58-1359859
Plan number
001
Plan type
2
Location
Smyrna, GA
Latest filing year
2023
Participants
183
End-of-year plan assets
$3,441,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241014100027NAL0026972545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,441,763
Total liabilities (EOY)
$0
Net assets (EOY)
$3,441,763
Net assets (BOY)
$2,346,734

Income & contributions

Employer contributions
$213,699
Participant contributions
$566,030
Total contributions
$794,839
Total income / additions
$1,304,660

Expenses & distributions

Benefits paid
$174,857
Administrative expenses
$23,328
Total expenses
$209,631
Net increase / (decrease)
$1,095,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Advisors, LLCADVISOR$13,602not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$6,169not reported in the loaded dataset2023

Related Form 5500 pages