Ketchum, Wood And Burgert Chartered Profit Sharing Plan — Form 5500 plan (Ketchum Wood & Burgert Chartered)
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, Ketchum, Wood And Burgert Chartered Profit Sharing Plan is a benefit plan reported by Ketchum Wood & Burgert Chartered under EIN 59-1228604 and plan number 001. The latest loaded filing year is 2023. The filing reports 101 participants and $24,126,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ketchum Wood & Burgert Chartered
- EIN
- 59-1228604
- Plan number
- 001
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 101
- End-of-year plan assets
- $24,126,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 101 | I | 20240815143041NAL0022699248001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $24,126,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,126,820
- Net assets (BOY)
- $20,639,122
Income & contributions
- Employer contributions
- $461,045
- Participant contributions
- $369,733
- Total income / additions
- $4,144,691
Expenses & distributions
- Benefits paid
- $649,790
- Administrative expenses
- $7,203
- Total expenses
- $656,993
- Net increase / (decrease)
- $3,487,698
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.