Koley Jessen P.C. 401(K) Plan — Form 5500 plan (Koley Jessen P.C., L.L.O.)
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, Koley Jessen P.C. 401(K) Plan is a benefit plan reported by Koley Jessen P.C., L.L.O. under EIN 47-0712652 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $53,279,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koley Jessen P.C., L.L.O.
- EIN
- 47-0712652
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $53,279,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241011052323NAL0021352273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,279,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,279,222
- Net assets (BOY)
- $43,179,138
Income & contributions
- Employer contributions
- $2,556,684
- Participant contributions
- $2,551,963
- Total contributions
- $5,162,745
- Total income / additions
- $12,387,678
Expenses & distributions
- Benefits paid
- $2,222,564
- Administrative expenses
- $65,030
- Total expenses
- $2,287,594
- Net increase / (decrease)
- $10,100,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silverstone Asset Management | ADVISOR | $18,750 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins & Annuity | RECORDKEEPER | $16,680 | $0 | 2023 |
| Ascensus, LLC | THIRD PARTY ADMINISTRATO | $13,134 | not reported in the loaded dataset | 2023 |
| Lutz & Company | AUDITOR | $10,250 | not reported in the loaded dataset | 2023 |
| Hub Investment Advisors | ADVISOR | $6,250 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $330 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Koley Jessen P.C., L.L.O.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Silverstone Asset Management — Schedule C compensation
- Prudential Retirement Ins & Annuity — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Lutz & Company — Schedule C compensation
- Hub Investment Advisors — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation