Ben E. Keith Company Retirement Savings Plan — Form 5500 plan (Ben E. Keith Company)

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, Ben E. Keith Company Retirement Savings Plan is a benefit plan reported by Ben E. Keith Company under EIN 75-0372230 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,202 participants and $400,527,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ben E. Keith Company
EIN
75-0372230
Plan number
002
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
7,202
End-of-year plan assets
$400,527,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,202H, C20250408125406NAL0009984531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$400,527,407
Total liabilities (EOY)
$0
Net assets (EOY)
$400,527,407
Net assets (BOY)
$313,321,603

Income & contributions

Employer contributions
$29,681,351
Participant contributions
$32,247,521
Total contributions
$65,599,387
Total income / additions
$110,689,075

Expenses & distributions

Benefits paid
$22,819,413
Administrative expenses
$403,388
Total expenses
$23,483,271
Net increase / (decrease)
$87,205,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$354,346$02023
Whitley Penn LlpNONE$47,542not reported in the loaded dataset2023

Related Form 5500 pages