2023 Form 5500 filing — Ben E. Keith Company 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 20250408125406NAL0009984531001) for Ben E. Keith Company Retirement Savings Plan, reported by Ben E. Keith Company under EIN 75-0372230 and plan number 002. It reports 7,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408125406NAL0009984531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ben E. Keith Company
- EIN
- 75-0372230
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 7,202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $400,527,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $400,527,407
- Employer contributions
- $29,681,351
- Participant contributions
- $32,247,521
- Total income / additions
- $110,689,075
- Benefits paid
- $22,819,413
- Administrative expenses
- $403,388
- Total expenses
- $23,483,271
- Net increase / (decrease)
- $87,205,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $354,346 | $0 |
| Whitley Penn Llp | NONE | $47,542 | not reported in the loaded dataset |