Plan5500

Thomas E. Keller Trucking, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Keller Logistics Group, Inc.)

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, Thomas E. Keller Trucking, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Keller Logistics Group, Inc. under EIN 34-1942414 and plan number 001. The latest loaded filing year is 2023. The filing reports 822 participants and $12,869,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keller Logistics Group, Inc.
EIN
34-1942414
Plan number
001
Plan type
2
Location
Defiance, OH
Latest filing year
2023
Participants
822
End-of-year plan assets
$12,869,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023822H, C20241011132826NAL0012538531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,869,029
Total liabilities (EOY)
$0
Net assets (EOY)
$12,869,029
Net assets (BOY)
$9,021,417

Income & contributions

Employer contributions
$640,367
Participant contributions
$1,672,855
Total contributions
$3,257,305
Total income / additions
$4,981,970

Expenses & distributions

Benefits paid
$1,040,063
Administrative expenses
$94,295
Total expenses
$1,134,358
Net increase / (decrease)
$3,847,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$69,542not reported in the loaded dataset2023
Venture Visionary Partners LLCADVISOR$18,916not reported in the loaded dataset2023
Premier BankADVISOR$5,837not reported in the loaded dataset2023

Related Form 5500 pages