Keller Associates, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (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, Keller Associates, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Keller Associates, Inc. under EIN 45-0574227 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $16,562,849 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.6MPlan net assets, end of year$16,562,849
Participants185Covered participants reported
Assets / participant$89.5KComputed: assets ÷ participants$89,529 (computed)
Provider compensation$91.6K2 Schedule C provider row(s)$91,608
- Plan sponsor
- Keller Associates, Inc.
- EIN
- 45-0574227
- Plan number
- 001
- Plan type
- 2
- Location
- Meridian, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241010112440NAL0011415107001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,562,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,562,849
- Net assets (BOY)
- $13,095,835
Income & contributions
- Employer contributions
- $393,199
- Participant contributions
- $1,307,000
- Total contributions
- $1,786,449
- Total income / additions
- $4,386,092
Expenses & distributions
- Benefits paid
- $827,470
- Administrative expenses
- $91,608
- Total expenses
- $919,078
- Net increase / (decrease)
- $3,467,014
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Asset Consulting Group, Inc. | INVESTMENT ADVISORY | $73,541 | not reported in the loaded dataset | 2023 |
| American Trust Company | CONTACT ADMINISTRATION | $18,067 | $0 | 2023 |