2023 Form 5500 filing — Keller And Heckman Llp Employees 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 20241015152646NAL0056949474001) for Keller And Heckman Llp Employees 401(K) Profit Sharing Plan, reported by Keller And Heckman Llp under EIN 52-0743156 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$70.8MReported net assets$70,842,216

Participants182

Provider compensation$85.7K2 Schedule C row(s)$85,740

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015152646NAL0056949474001
Plan sponsor: Keller And Heckman Llp
EIN: 52-0743156
Plan number: 002
Location: Washington, DC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$70.8M total assets

Net assets$70.8MLiabilities$0

Money in vs. money out

Total income / additions$15.4M

Total expenses$8.7M

Benefits paid / distributions$8.6M

Contributions

Employer$1.4M

Participant$2M

Full reported line items

Total assets (EOY): $70,842,216
Total liabilities (EOY): $0
Net assets (EOY): $70,842,216
Employer contributions: $1,387,430
Participant contributions: $2,020,035
Total income / additions: $15,398,751
Benefits paid: $8,617,668
Administrative expenses: $78,462
Total expenses: $8,696,130
Net increase / (decrease): $6,702,621

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Newport Group, Inc.$48.7K
RECORDKEEPER · Direct $48.7K · Indirect $0
2
Raymond James$37.1K
ADVISOR · Direct $37.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152646NAL0056949474001 cover?: It is the 2023 Form 5500 filing for Keller And Heckman Llp Employees 401(K) Profit Sharing Plan, reported by Keller And Heckman Llp (EIN 52-0743156).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).