2023 Form 5500 filing — Koerber Supply Chain Savings 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 20241013205309NAL0026229713001) for Koerber Supply Chain Savings Plan, reported by Koerber Supply Chain LLC under EIN 35-2741794 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013205309NAL0026229713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Koerber Supply Chain LLC
- EIN
- 35-2741794
- Plan number
- 001
- Location
- Dfw Airport, TX
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,165,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,165,503
- Employer contributions
- $1,846,365
- Participant contributions
- $2,681,189
- Total income / additions
- $14,803,689
- Benefits paid
- $4,199,061
- Administrative expenses
- $37,275
- Total expenses
- $4,328,557
- Net increase / (decrease)
- $10,475,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,041 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,834 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |