2023 Form 5500 filing — Keenan, Hopkins, Schmidt And Stowell Contractors, Inc. Savings 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 20240909114020NAL0009101026001) for Keenan, Hopkins, Schmidt And Stowell Contractors, Inc. Savings Plan, reported by Keenan Hopkins Schmidt & Stowell Contractors under EIN 59-2471479 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.1MReported net assets$18,147,330

Participants290

Provider compensation$101.3K2 Schedule C row(s)$101,322

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240909114020NAL0009101026001
Plan sponsor: Keenan Hopkins Schmidt & Stowell Contractors
EIN: 59-2471479
Plan number: 001
Location: Tampa, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$18.1M total assets

Net assets$18.1MLiabilities$0

Money in vs. money out

Total income / additions$3.6M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$168.1K

Participant$1.1M

Full reported line items

Total assets (EOY): $18,147,330
Total liabilities (EOY): $0
Net assets (EOY): $18,147,330
Employer contributions: $168,075
Participant contributions: $1,098,233
Total income / additions: $3,626,207
Benefits paid: $1,574,160
Administrative expenses: $65,277
Total expenses: $1,639,437
Net increase / (decrease): $1,986,770

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$65.3K
CONTRACT ADMINISTRATOR · Direct $65.3K · Indirect $0
2
Sageview Advisory Group$36K
INVESTMENT ADVISORY · Direct $0 · Indirect $36K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909114020NAL0009101026001 cover?: It is the 2023 Form 5500 filing for Keenan, Hopkins, Schmidt And Stowell Contractors, Inc. Savings Plan, reported by Keenan Hopkins Schmidt & Stowell Contractors (EIN 59-2471479).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).