2023 Form 5500 filing — Kohrs Lonnemann Heil Engineers, Inc. 401(K) Profit Sharing 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 20241011075345NAL0012271891001) for Kohrs Lonnemann Heil Engineers, Inc. 401(K) Profit Sharing Plan, reported by Kohrs Lonnemann Heil Engineers, Inc. under EIN 61-0700189 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011075345NAL0012271891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kohrs Lonnemann Heil Engineers, Inc.
- EIN
- 61-0700189
- Plan number
- 001
- Location
- Fort Thomas, KY
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,124,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,124,088
- Employer contributions
- $428,776
- Participant contributions
- $1,008,374
- Total income / additions
- $4,246,348
- Benefits paid
- $1,950,594
- Administrative expenses
- $76,309
- Total expenses
- $2,026,903
- Net increase / (decrease)
- $2,219,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors,LLC | INVESTMENT ADVISOR | $60,647 | not reported in the loaded dataset |
| Plante And Moran | AUDITOR | $16,000 | not reported in the loaded dataset |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $1,200 | $5,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,695 | not reported in the loaded dataset |