2023 Form 5500 filing — K & E Excavating Incorporated 401(K) Plan & Trust
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 20241007162205NAL0016422705001) for K & E Excavating Incorporated 401(K) Plan & Trust, reported by K & E Excavating Incorporated under EIN 93-1242787 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007162205NAL0016422705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K & E Excavating Incorporated
- EIN
- 93-1242787
- Plan number
- 001
- Location
- Salem, OR
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,372,332
- Total liabilities (EOY)
- $1,948
- Net assets (EOY)
- $19,370,384
- Employer contributions
- $788,413
- Participant contributions
- $1,585,286
- Total income / additions
- $7,320,042
- Benefits paid
- $353,879
- Administrative expenses
- $98,095
- Total expenses
- $451,974
- Net increase / (decrease)
- $6,868,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy, Dahl & Holst, Inc. | INVESTMENT ADVISOR | $75,765 | not reported in the loaded dataset |
| Spectrum Pension Consultants | RECORDKEEPER | $22,331 | not reported in the loaded dataset |