Keen Project Solutions 401(K) Plan — Form 5500 plan (Keen Project Solutions)
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, Keen Project Solutions 401(K) Plan is a benefit plan reported by Keen Project Solutions under EIN 47-1521150 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,838,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keen Project Solutions
- EIN
- 47-1521150
- Plan number
- 001
- Plan type
- 2
- Location
- Ankeny, IA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $7,838,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241001122734NAL0007050209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,838,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,838,008
- Net assets (BOY)
- $4,733,239
Income & contributions
- Employer contributions
- $372,877
- Participant contributions
- $830,832
- Total contributions
- $2,562,229
- Total income / additions
- $3,589,807
Expenses & distributions
- Benefits paid
- $449,107
- Administrative expenses
- $35,931
- Total expenses
- $485,038
- Net increase / (decrease)
- $3,104,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,930 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $0 | $21,212 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISOR | $0 | $0 | 2023 |