Plan5500

Koerner Distributor, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Koerner Distributor, 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, Koerner Distributor, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Koerner Distributor, Inc. under EIN 37-1107566 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $25,227,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Koerner Distributor, Inc.
EIN
37-1107566
Plan number
001
Plan type
2
Location
Effingham, IL
Latest filing year
2023
Participants
283
End-of-year plan assets
$25,227,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20240809102952NAL0010718896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,227,282
Total liabilities (EOY)
$0
Net assets (EOY)
$25,227,282
Net assets (BOY)
$20,869,864

Income & contributions

Employer contributions
$706,473
Participant contributions
$846,621
Total contributions
$1,560,811
Total income / additions
$5,471,291

Expenses & distributions

Benefits paid
$1,008,478
Administrative expenses
$105,395
Total expenses
$1,113,873
Net increase / (decrease)
$4,357,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$46,126not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$39,901$02023
Fifth Third BankINVESTMENT ADVISOR$19,368not reported in the loaded dataset2023

Related Form 5500 pages