The Koehler Organization 401(K) Plan — Form 5500 plan (The Koehler Organization)
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, The Koehler Organization 401(K) Plan is a benefit plan reported by The Koehler Organization under EIN 47-0650251 and plan number 333. The latest loaded filing year is 2023. The filing reports 520 participants and $7,211,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Koehler Organization
- EIN
- 47-0650251
- Plan number
- 333
- Plan type
- 2
- Location
- Aberdeen, SD
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $7,211,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20241009095917NAL0018983121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,211,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,211,404
- Net assets (BOY)
- $6,725,890
Income & contributions
- Employer contributions
- $442,382
- Participant contributions
- $617,212
- Total contributions
- $1,059,594
- Total income / additions
- $2,148,121
Expenses & distributions
- Benefits paid
- $1,642,361
- Administrative expenses
- $20,246
- Total expenses
- $1,662,607
- Net increase / (decrease)
- $485,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Interstate Wealth Management | CONTRACT ADMIN | $16,945 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,627 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Koehler Organization
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Aberdeen, SD
- First Interstate Wealth Management — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation