2023 Form 5500 filing — The Kreller Consulting Group 401(K) 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 20240816101355NAL0014166641001) for The Kreller Consulting Group 401(K) Plan, reported by The Kreller Group, Inc. under EIN 31-1262370 and plan number 001. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,705,473
Participants98
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240816101355NAL0014166641001
Plan sponsor
The Kreller Group, Inc.
EIN
31-1262370
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$427.1K
Benefits paid / distributions$359.1K
Contributions
Employer$190.7K
Participant$453.5K
Full reported line items
Total assets (EOY)
$11,705,473
Total liabilities (EOY)
$0
Net assets (EOY)
$11,705,473
Employer contributions
$190,691
Participant contributions
$453,519
Total income / additions
$2,491,323
Benefits paid
$359,118
Administrative expenses
$67,996
Total expenses
$427,114
Net increase / (decrease)
$2,064,209

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816101355NAL0014166641001 cover?
It is the 2023 Form 5500 filing for The Kreller Consulting Group 401(K) Plan, reported by The Kreller Group, Inc. (EIN 31-1262370).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages