2023 Form 5500 filing — Ikeyless, LLC 401(K) P/S 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 20241002141115NAL0004067203001) for Ikeyless, LLC 401(K) P/S Plan, reported by Ikeyless, LLC under EIN 20-8804815 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141115NAL0004067203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ikeyless, LLC
- EIN
- 20-8804815
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,687,303
- Net assets (EOY)
- $10,687,303
- Employer contributions
- $474,599
- Participant contributions
- $1,069,669
- Total income / additions
- $3,124,511
- Benefits paid
- $197,820
- Administrative expenses
- $91,724
- Total expenses
- $324,805
- Net increase / (decrease)
- $2,799,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $79,780 | $0 |
| Robert W Baird Co, Inc. | BROKER/ADVISER | $0 | $42,626 |
| Retirement Management Services, LLC | THIRD PARTY ADMIN | $3,832 | $8,598 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,630 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $1,720 | $0 |
| Retirement Management Services, LLC | OTHER | $33 | $0 |