2023 Form 5500 filing — Kergan Brothers, Inc. 401(K) 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 20240918082054NAL0001601347001) for Kergan Brothers, Inc. 401(K) Retirement Plan, reported by Kergan Brothers, Inc. under EIN 72-0991961 and plan number 001. It reports 788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6KReported net assets$5,563
Participants788
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240918082054NAL0001601347001
Plan sponsor
Kergan Brothers, Inc.
EIN
72-0991961
Plan number
001
Location
Lafayette, LA
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)$5.6K total assets
Net assets$5.6KLiabilities$0
Money in vs. money out
Total income / additions$112K
Total expenses$1.7M
Benefits paid / distributions$1.6M
Full reported line items
Total assets (EOY)
$5,563
Total liabilities (EOY)
$0
Net assets (EOY)
$5,563
Total income / additions
$111,966
Benefits paid
$1,610,948
Administrative expenses
$51,997
Total expenses
$1,662,945
Net increase / (decrease)
-$1,550,979

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918082054NAL0001601347001 cover?
It is the 2023 Form 5500 filing for Kergan Brothers, Inc. 401(K) Retirement Plan, reported by Kergan Brothers, Inc. (EIN 72-0991961).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages