2023 Form 5500 filing — Kehe Distributors, Inc. 401(K) Retirement 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 20250217093210NAL0001565169001) for Kehe Distributors, Inc. 401(K) Retirement Savings Plan, reported by Kehe Distributors, Inc. under EIN 27-1729384 and plan number 004. It reports 8,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217093210NAL0001565169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kehe Distributors, Inc.
- EIN
- 27-1729384
- Plan number
- 004
- Location
- Naperville, IL
- Participants
- 8,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,187,850
- Total liabilities (EOY)
- $860,461
- Net assets (EOY)
- $246,327,389
- Participant contributions
- $22,650,252
- Total income / additions
- $50,842,879
- Benefits paid
- $30,212,928
- Administrative expenses
- $476,191
- Total expenses
- $31,527,426
- Net increase / (decrease)
- $19,315,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $386,334 | $1,267 |
| William Blair & Company L.L.C. | INVESTMENT ADVISORY | $89,856 | $144 |