2023 Form 5500 filing — Keating Muething & Klekamp 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 20250710150337NAL0005653489001) for Keating Muething & Klekamp 401(K) Profit Sharing Plan, reported by Keating Muething & Klekamp Pll under EIN 31-0570030 and plan number 001. It reports 312 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)$179.9MReported net assets$179,872,815
Participants312
Provider compensation$212.3K7 Schedule C row(s)$212,250
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250710150337NAL0005653489001
Plan sponsor
Keating Muething & Klekamp Pll
EIN
31-0570030
Plan number
001
Location
Cincinnati, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$179.9M total assets
Net assets$179.9MLiabilities$0
Money in vs. money out
Total income / additions$43M
Total expenses$12.8M
Benefits paid / distributions$12.6M
Contributions
Employer$3.1M
Participant$3.2M
Full reported line items
Total assets (EOY)
$179,872,815
Total liabilities (EOY)
$0
Net assets (EOY)
$179,872,815
Employer contributions
$3,121,995
Participant contributions
$3,182,808
Total income / additions
$43,018,648
Benefits paid
$12,581,660
Administrative expenses
$213,808
Total expenses
$12,795,468
Net increase / (decrease)
$30,223,180
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $75.6K
  2. 2
    INVESTMENT MGMT · Direct $74.5K
  3. 3
    INVESTMENT ADVISOR · Direct $27.6K
  4. 4
    INVESTMENT ADVISOR · Direct $20K
  5. 5
    INVESTMENT ADVISOR · Direct $6K
  6. 6
    NONE · Direct $5.1K · Indirect $0
  7. 7
    RECORDKEEPER · Direct $3.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250710150337NAL0005653489001 cover?
It is the 2023 Form 5500 filing for Keating Muething & Klekamp 401(K) Profit Sharing Plan, reported by Keating Muething & Klekamp Pll (EIN 31-0570030).
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).

Related Form 5500 pages