2023 Form 5500 filing — Keeley Construction Group, 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 20241015141722NAL0048348416001) for Keeley Construction Group, Inc. 401(K) Profit Sharing Plan, reported by Keeley Construction Group, Inc. under EIN 37-1362018 and plan number 002. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141722NAL0048348416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keeley Construction Group, Inc.
- EIN
- 37-1362018
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,425,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,425,356
- Employer contributions
- $1,899,903
- Participant contributions
- $2,865,479
- Total income / additions
- $9,754,046
- Benefits paid
- $1,232,086
- Administrative expenses
- $112,179
- Total expenses
- $1,344,265
- Net increase / (decrease)
- $8,409,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jag Capital Management LLC | NONE | $49,336 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $39,925 | not reported in the loaded dataset |
| Monetary Management | NONE | $22,918 | not reported in the loaded dataset |