Ketch Pension Trust — Form 5500 plan (Kansas Elks Training Center For The Handicapped, 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, Ketch Pension Trust is a benefit plan reported by Kansas Elks Training Center For The Handicapped, Inc. under EIN 48-0683499 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $5,993,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kansas Elks Training Center For The Handicapped, Inc.
EIN
48-0683499
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
186
End-of-year plan assets
$5,993,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20250415155228NAL0003565105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,993,912
Total liabilities (EOY)
$0
Net assets (EOY)
$5,993,912
Net assets (BOY)
$4,990,121

Income & contributions

Employer contributions
$165,092
Participant contributions
$392,400
Total contributions
$557,492
Total income / additions
$1,381,793

Expenses & distributions

Benefits paid
$318,865
Administrative expenses
$59,137
Total expenses
$378,002
Net increase / (decrease)
$1,003,791

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adamsbrown Wealth ConsultantsINVESTMENT ADVISORS$18,928not reported in the loaded dataset2023
American United Life Insurance CoRECORDKEEPER$508$9,2012023

Related Form 5500 pages