Ikeyless, LLC 401(K) P/S Plan — Form 5500 plan (Ikeyless, LLC)
Plain-English plan 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, Ikeyless, LLC 401(K) P/S Plan is a benefit plan reported by Ikeyless, LLC under EIN 20-8804815 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $10,687,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ikeyless, LLC
- EIN
- 20-8804815
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $10,687,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20241002141115NAL0004067203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,687,303
- Net assets (EOY)
- $10,687,303
- Net assets (BOY)
- $7,887,597
Income & contributions
- Employer contributions
- $474,599
- Participant contributions
- $1,069,669
- Total contributions
- $1,560,880
- Total income / additions
- $3,124,511
Expenses & distributions
- Benefits paid
- $197,820
- Administrative expenses
- $91,724
- Total expenses
- $324,805
- Net increase / (decrease)
- $2,799,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $79,780 | $0 | 2023 |
| Robert W Baird Co, Inc. | BROKER/ADVISER | $0 | $42,626 | 2023 |
| Retirement Management Services, LLC | THIRD PARTY ADMIN | $3,832 | $8,598 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,630 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $1,720 | $0 | 2023 |
| Retirement Management Services, LLC | OTHER | $33 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ikeyless, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Robert W Baird Co, Inc. — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation