Plan5500

Keller And Heckman Llp — 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 And Heckman Llp (EIN 52-0743156) is a plan sponsor located in Washington, DC 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
52-0743156
Location
Washington, DC
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 And Heckman Llp

  • 3 loaded plans hold $70.8M in reported assets.
  • The largest, Keller And Heckman Llp Employees 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 423 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$70.8MSummed across loaded plans$70,842,216
Total reported assets$70.8M$70,842,216
Total reported participants423
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$70.8M total assets
Net assets$70.8MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$2M
Total income / additions$15.4M
Expenses & distributions
Benefits paid / distributions$8.6M
Total expenses$8.7M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements1 / 3 (33%)
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 assets100%Keller And Heckman Llp Employees 401(K) Profit Sharing Plan
Participants per plan141Average 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. 1
    Keller And Heckman Llp Employees 401(K) Profit Sharing Plan$70.8M
    Plan #002 · 182 participants · 2023
  2. 2
    Keller And Heckman Disability, Life, Ad&D, Std And Ltdnot reported in the loaded dataset
    Plan #504 · 144 participants · 2023
  3. 3
    Keller & Heckman Group Health Plannot reported in the loaded dataset
    Plan #501 · 97 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 And Heckman Llp. Open one for its full reported snapshot.

  1. 2023
    Keller And Heckman Disability, Life, Ad&D, Std And Ltd144 participants · 2No schedules
    View filing →
  2. 2023
    Keller And Heckman Llp Employees 401(K) Profit Sharing Plan182 participants · 2Sch HSch C
    View filing →
  3. 2023
    Keller & Heckman Group Health Plan97 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Keller And Heckman Llp report on Form 5500?
Keller And Heckman Llp (EIN 52-0743156) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Keller And Heckman Llp?
The Employer Identification Number (EIN) reported for Keller And Heckman Llp is 52-0743156.
What is the latest Form 5500 filing year for Keller And Heckman Llp?
The latest loaded Form 5500 filing year for Keller And Heckman Llp is 2023.

Related Form 5500 pages