2023 Form 5500 filing — Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711120645NAL0009312707001) for Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan, reported by Jj Keller & Associates, Inc. under EIN 39-0957377 and plan number 001. It reports 2,131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711120645NAL0009312707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jj Keller & Associates, Inc.
- EIN
- 39-0957377
- Plan number
- 001
- Location
- Neenah, WI
- Participants
- 2,131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,797,011
- Net assets (EOY)
- $120,797,011
- Employer contributions
- $6,500,000
- Total income / additions
- $22,550,272
- Benefits paid
- $6,381,983
- Administrative expenses
- $234,483
- Total expenses
- $6,616,466
- Net increase / (decrease)
- $15,933,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $209,483 | $0 |
| Alpha Investment Consulting | NONE | $25,000 | not reported in the loaded dataset |