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 Brothers, Inc. 401(K) Plan is a benefit plan reported by Keller Brothers, Inc. under EIN 52-1011611 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $6,262,653 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,262,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,262,653
- Net assets (BOY)
- $4,692,927
Income & contributions
- Employer contributions
- $323,217
- Participant contributions
- $656,821
- Total contributions
- $1,017,985
- Total income / additions
- $1,782,373
Expenses & distributions
- Benefits paid
- $211,622
- Administrative expenses
- $1,025
- Total expenses
- $212,647
- Net increase / (decrease)
- $1,569,726