Plan5500

Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan — Form 5500 plan (Jj Keller & Associates, 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, Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan is a benefit plan reported by Jj Keller & Associates, Inc. under EIN 39-0957377 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,131 participants and $120,797,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jj Keller & Associates, Inc.
EIN
39-0957377
Plan number
001
Plan type
2
Location
Neenah, WI
Latest filing year
2023
Participants
2,131
End-of-year plan assets
$120,797,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,131H, C20240711120645NAL0009312707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,797,011
Net assets (EOY)
$120,797,011
Net assets (BOY)
$104,863,205

Income & contributions

Employer contributions
$6,500,000
Total contributions
$6,500,000
Total income / additions
$22,550,272

Expenses & distributions

Benefits paid
$6,381,983
Administrative expenses
$234,483
Total expenses
$6,616,466
Net increase / (decrease)
$15,933,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$209,483$02023
Alpha Investment ConsultingNONE$25,000not reported in the loaded dataset2023

Related Form 5500 pages