Plan5500

Keller, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Keller, 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, Keller, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Keller, Inc. under EIN 39-0971348 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $32,185,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keller, Inc.
EIN
39-0971348
Plan number
001
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
296
End-of-year plan assets
$32,185,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20240725083410NAL0014173361003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,185,685
Net assets (EOY)
$32,185,685
Net assets (BOY)
$25,171,332

Income & contributions

Employer contributions
$212,301
Participant contributions
$1,962,287
Total contributions
$2,216,413
Total income / additions
$8,041,753

Expenses & distributions

Benefits paid
$932,712
Administrative expenses
$94,688
Total expenses
$1,027,400
Net increase / (decrease)
$7,014,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$94,688$02023

Related Form 5500 pages