Plan5500

Keller, Inc. Employee Stock Ownership Plan & Trust — 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. Employee Stock Ownership Plan & Trust is a benefit plan reported by Keller, Inc. under EIN 39-0971348 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $178,328,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keller, Inc.
EIN
39-0971348
Plan number
002
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
319
End-of-year plan assets
$178,328,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20250902102615NAL0024310672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$178,328,341
Total liabilities (EOY)
$28,515,248
Net assets (EOY)
$149,813,093
Net assets (BOY)
$130,024,317

Income & contributions

Employer contributions
$3,859,923
Total contributions
$3,859,923
Total income / additions
$34,451,911

Expenses & distributions

Benefits paid
$13,828,086
Administrative expenses
$76,455
Total expenses
$14,663,135
Net increase / (decrease)
$19,788,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Business BankCUSTODIAN$76,279not reported in the loaded dataset2023

Related Form 5500 pages