Keenan, Hopkins, Suder & Stowell Contractors, Inc. 401(K) Plan And Trust — Form 5500 plan (Keenan, Hopkins, Suder And Stowell Contractors, 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, Keenan, Hopkins, Suder & Stowell Contractors, Inc. 401(K) Plan And Trust is a benefit plan reported by Keenan, Hopkins, Suder And Stowell Contractors, Inc. under EIN 58-2279196 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $14,192,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keenan, Hopkins, Suder And Stowell Contractors, Inc.
- EIN
- 58-2279196
- Plan number
- 001
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $14,192,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241014184308NAL0026961073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,192,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,192,014
- Net assets (BOY)
- $12,704,527
Income & contributions
- Participant contributions
- $999,102
- Total contributions
- $1,030,214
- Total income / additions
- $3,393,450
Expenses & distributions
- Benefits paid
- $1,881,687
- Administrative expenses
- $24,276
- Total expenses
- $1,905,963
- Net increase / (decrease)
- $1,487,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,289 | $0 | 2023 |
| Allstate Financial Services LLC | OTHER SERVICES | $0 | $6,736 | 2023 |
| Cbiz Benefits & Insurance Services | OTHER SERVICES | $0 | $1,347 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keenan, Hopkins, Suder And Stowell Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Principal Life Insurance Company — Schedule C compensation
- Allstate Financial Services LLC — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation