Keller Supply Company Profit Sharing 401(K) Plan — Form 5500 plan (Keller Supply 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, Keller Supply Company Profit Sharing 401(K) Plan is a benefit plan reported by Keller Supply Company under EIN 91-0600821 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,352 participants and $59,853,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keller Supply Company
- EIN
- 91-0600821
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,352
- End-of-year plan assets
- $59,853,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,352 | H, C | 20241010103442NAL0033815936003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,853,409
- Net assets (EOY)
- $59,853,409
- Net assets (BOY)
- $50,331,583
Income & contributions
- Employer contributions
- $1,801,239
- Participant contributions
- $3,903,562
- Total contributions
- $6,607,139
- Total income / additions
- $14,148,217
Expenses & distributions
- Benefits paid
- $4,381,355
- Administrative expenses
- $245,036
- Total expenses
- $4,626,391
- Net increase / (decrease)
- $9,521,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $143,717 | $0 | 2023 |
| Hunnex & Shoemaker | CONTRACT ADMIN | $58,765 | $0 | 2023 |
| Merrill Lynch | INVESTMENT ADV | $47,225 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $20,402 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keller Supply Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Hunnex & Shoemaker — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Empower Advisory Group — Schedule C compensation