Kohrs Lonnemann Heil Engineers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kohrs Lonnemann Heil Engineers, 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, Kohrs Lonnemann Heil Engineers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kohrs Lonnemann Heil Engineers, Inc. under EIN 61-0700189 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $17,124,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kohrs Lonnemann Heil Engineers, Inc.
- EIN
- 61-0700189
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Thomas, KY
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $17,124,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241011075345NAL0012271891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,124,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,124,088
- Net assets (BOY)
- $14,904,643
Income & contributions
- Employer contributions
- $428,776
- Participant contributions
- $1,008,374
- Total contributions
- $1,513,540
- Total income / additions
- $4,246,348
Expenses & distributions
- Benefits paid
- $1,950,594
- Administrative expenses
- $76,309
- Total expenses
- $2,026,903
- Net increase / (decrease)
- $2,219,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors,LLC | INVESTMENT ADVISOR | $60,647 | not reported in the loaded dataset | 2023 |
| Plante And Moran | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $1,200 | $5,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kohrs Lonnemann Heil Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Fort Thomas, KY
- Wells Fargo Advisors,LLC — Schedule C compensation
- Plante And Moran — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation