2023 Form 5500 filing — Fred S. Keller School 401k 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 20250410110221NAL0021494209001) for Fred S. Keller School 401k Plan, reported by Fred S. Keller School under EIN 13-3363868 and plan number 003. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410110221NAL0021494209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fred S. Keller School
- EIN
- 13-3363868
- Plan number
- 003
- Location
- Yonkers, NY
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,312,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,312,008
- Employer contributions
- $1,169,550
- Participant contributions
- $505,940
- Total income / additions
- $2,944,960
- Benefits paid
- $200,869
- Administrative expenses
- $75,582
- Total expenses
- $287,792
- Net increase / (decrease)
- $2,657,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,582 | $0 |
| Park Avenue Securities | OTHER SERVICES | $0 | $24,436 |
| National Professional Planning Grou | OTHER SERVICES | $0 | $3,491 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |