2023 Form 5500 filing — Ketchum & Walton Employee Stock Ownership 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 20250219192134NAL0007379312001) for Ketchum & Walton Employee Stock Ownership Plan, reported by Ketchum & Walton Co. under EIN 31-0997616 and plan number 002. It reports 75 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47.5MReported net assets$47,514,701
Participants75
Provider compensation$36.3K1 Schedule C row(s)$36,322
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250219192134NAL0007379312001
- Plan sponsor
- Ketchum & Walton Co.
- EIN
- 31-0997616
- Plan number
- 002
- Location
- Columbus, OH
- 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 I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47.5M total assets
Net assets$47.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $47,514,701
- Net assets (EOY)
- $47,514,701
- Employer contributions
- $2,850,359
- Total income / additions
- $22,013,871
- Benefits paid
- $4,416,366
- Total expenses
- $4,452,478
- Net increase / (decrease)
- $17,561,393
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20250219192134NAL0007379312001 cover?
- It is the 2023 Form 5500 filing for Ketchum & Walton Employee Stock Ownership Plan, reported by Ketchum & Walton Co. (EIN 31-0997616).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).