Keiter, Stephens, Hurst, Gary & Shreaves 401(K) Plan — Form 5500 plan (Keiter, Stephens, Hurst, Gary & Shreaves, P.C.)
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, Keiter, Stephens, Hurst, Gary & Shreaves 401(K) Plan is a benefit plan reported by Keiter, Stephens, Hurst, Gary & Shreaves, P.C. under EIN 54-1631262 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $45,362,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keiter, Stephens, Hurst, Gary & Shreaves, P.C.
- EIN
- 54-1631262
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $45,362,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20240919113321NAL0005883073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,362,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,362,013
- Net assets (BOY)
- $41,046,158
Income & contributions
- Employer contributions
- $854,503
- Participant contributions
- $1,926,872
- Total contributions
- $2,799,063
- Total income / additions
- $9,583,057
Expenses & distributions
- Benefits paid
- $5,127,609
- Administrative expenses
- $139,593
- Total expenses
- $5,267,202
- Net increase / (decrease)
- $4,315,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $90,006 | $0 | 2023 |
| Sageview Advisory Group, LLC | OTHER | $34,000 | not reported in the loaded dataset | 2023 |
| Wall, Einhorn & Chernitzer Pc | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Wilcox & Savage P.C. | ATTORNEY | $2,687 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keiter, Stephens, Hurst, Gary & Shreaves, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Glen Allen, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Wall, Einhorn & Chernitzer Pc — Schedule C compensation
- Wilcox & Savage P.C. — Schedule C compensation
- Qdro Consultants — Schedule C compensation