2023 Form 5500 filing — Koley Jessen P.C. 401(K) 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 20241011052323NAL0021352273001) for Koley Jessen P.C. 401(K) Plan, reported by Koley Jessen P.C., L.L.O. under EIN 47-0712652 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011052323NAL0021352273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Koley Jessen P.C., L.L.O.
- EIN
- 47-0712652
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,279,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,279,222
- Employer contributions
- $2,556,684
- Participant contributions
- $2,551,963
- Total income / additions
- $12,387,678
- Benefits paid
- $2,222,564
- Administrative expenses
- $65,030
- Total expenses
- $2,287,594
- Net increase / (decrease)
- $10,100,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silverstone Asset Management | ADVISOR | $18,750 | not reported in the loaded dataset |
| Prudential Retirement Ins & Annuity | RECORDKEEPER | $16,680 | $0 |
| Ascensus, LLC | THIRD PARTY ADMINISTRATO | $13,134 | not reported in the loaded dataset |
| Lutz & Company | AUDITOR | $10,250 | not reported in the loaded dataset |
| Hub Investment Advisors | ADVISOR | $6,250 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $330 | $0 |