I. Keating, Inc. Furniture World 401(K) Salary Reduction Plan & Trust — Form 5500 plan (I. Keating, 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, I. Keating, Inc. Furniture World 401(K) Salary Reduction Plan & Trust is a benefit plan reported by I. Keating, Inc. under EIN 45-0283974 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $16,417,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I. Keating, Inc.
EIN
45-0283974
Plan number
001
Plan type
2
Location
Minot, ND
Latest filing year
2023
Participants
206
End-of-year plan assets
$16,417,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241007155742NAL0015461041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,417,555
Total liabilities (EOY)
$0
Net assets (EOY)
$16,417,555
Net assets (BOY)
$13,520,383

Income & contributions

Employer contributions
$296,439
Participant contributions
$790,291
Total contributions
$1,086,730
Total income / additions
$3,247,208

Expenses & distributions

Benefits paid
$300,129
Administrative expenses
$49,907
Total expenses
$350,036
Net increase / (decrease)
$2,897,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,906$02023
Lpl Financial LLCOTHER SERVICES$0$10,9242023

Related Form 5500 pages