2023 Form 5500 filing — Ketel Thorstenson, Llp 401k Profit Sharing 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 20240820150009NAL0001521395001) for Ketel Thorstenson, Llp 401k Profit Sharing Plan, reported by Ketel Thorstenson, Llp under EIN 46-0257538 and plan number 005. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820150009NAL0001521395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ketel Thorstenson, Llp
- EIN
- 46-0257538
- Plan number
- 005
- Location
- Rapid City, SD
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,401,204
- Net assets (EOY)
- $32,401,204
- Employer contributions
- $504,493
- Participant contributions
- $1,207,739
- Total income / additions
- $6,578,827
- Benefits paid
- $714,465
- Administrative expenses
- $86,362
- Total expenses
- $800,827
- Net increase / (decrease)
- $5,778,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $69,839 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $17,623 | $0 |