How many benefit plans does Keller Schroeder & Associates, Inc. report on Form 5500?

Keller Schroeder & Associates, Inc. (EIN 35-1550894) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Keller Schroeder & Associates, Inc.?

The Employer Identification Number (EIN) reported for Keller Schroeder & Associates, Inc. is 35-1550894.

What is the latest Form 5500 filing year for Keller Schroeder & Associates, Inc.?

The latest loaded Form 5500 filing year for Keller Schroeder & Associates, Inc. is 2023.

Keller Schroeder & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Schroeder & Associates, Inc. (EIN 35-1550894) is a plan sponsor located in Evansville, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 35-1550894
Location: Evansville, IN
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Keller Schroeder & Associates, Inc.

3 loaded plans hold $58.2M in reported assets.
The largest, Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan, holds 67% of this company's reported plan assets.
Plans cover 375 reported participants.
2 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.2MSummed across loaded plans$58,178,585

Total reported assets$58.2M$58,178,585

Total reported participants375

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$58.2M total assets

Net assets$58.2MLiabilities$0

Contributions & income

Employer contributions$341.7K

Participant contributions$1M

Total income / additions$7.6M

Expenses & distributions

Benefits paid / distributions$5.6M

Total expenses$5.8M

Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets67%Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan

Participants per plan125Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan$38.8M
Plan #002 · 146 participants · 2023
2
Keller Schroeder And Associates, Inc. 401(K) Profit Sharing Plan$19.4M
Plan #001 · 120 participants · 2023
3
Keller Schroeder & Associates, Inc. Employee Benefit Plannot reported in the loaded dataset
Plan #501 · 109 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Keller Schroeder & Associates, Inc.. Open one for its full reported snapshot.

2023
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan146 participants · 2Sch HSch C
View filing →
2023
Keller Schroeder And Associates, Inc. 401(K) Profit Sharing Plan120 participants · 2Sch I
View filing →
2023
Keller Schroeder & Associates, Inc. Employee Benefit Plan109 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Keller Schroeder & Associates, Inc. report on Form 5500?: Keller Schroeder & Associates, Inc. (EIN 35-1550894) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Keller Schroeder & Associates, Inc.?: The Employer Identification Number (EIN) reported for Keller Schroeder & Associates, Inc. is 35-1550894.
What is the latest Form 5500 filing year for Keller Schroeder & Associates, Inc.?: The latest loaded Form 5500 filing year for Keller Schroeder & Associates, Inc. is 2023.