Stoll Keenon Ogden Profit Sharing Plan — Form 5500 plan (Stoll Keenon Ogden Pllc)
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, Stoll Keenon Ogden Profit Sharing Plan is a benefit plan reported by Stoll Keenon Ogden Pllc under EIN 61-0421389 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $159,806,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoll Keenon Ogden Pllc
- EIN
- 61-0421389
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $159,806,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241015135951NAL0057983458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,806,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,806,267
- Net assets (BOY)
- $135,201,006
Income & contributions
- Employer contributions
- $3,607,070
- Participant contributions
- $2,364,417
- Total contributions
- $6,659,758
- Total income / additions
- $34,018,132
Expenses & distributions
- Benefits paid
- $9,341,627
- Administrative expenses
- $60,437
- Total expenses
- $9,412,871
- Net increase / (decrease)
- $24,605,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,437 | $0 | 2023 |
| Woodley Farra Manion Portfolio | ADVISOR | $3,755 | not reported in the loaded dataset | 2023 |
| Russell Capital Mgmt LLC | ADVISOR | $3,266 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | BROKERAGE SERVICES | $8 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stoll Keenon Ogden Pllc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Empower Annuity Insurance Company O — Schedule C compensation
- Woodley Farra Manion Portfolio — Schedule C compensation
- Russell Capital Mgmt LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation