Plan5500

Adams Keegan Retirement Savings Plan — Form 5500 plan (Adams Keegan 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, Adams Keegan Retirement Savings Plan is a benefit plan reported by Adams Keegan Inc. under EIN 62-1311326 and plan number 333. The latest loaded filing year is 2023. The filing reports 26,584 participants and $403,175,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adams Keegan Inc.
EIN
62-1311326
Plan number
333
Plan type
3
Location
Memphis, TN
Latest filing year
2023
Participants
26,584
End-of-year plan assets
$403,175,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,584H, C20240717073641NAL0004102321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$403,175,697
Net assets (EOY)
$403,175,697
Net assets (BOY)
$315,405,610

Income & contributions

Employer contributions
$15,199,301
Participant contributions
$41,499,596
Total contributions
$72,879,268
Total income / additions
$126,444,050

Expenses & distributions

Benefits paid
$39,520,418
Administrative expenses
$4,008
Total expenses
$40,236,438
Net increase / (decrease)
$86,207,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
B. Riley Wealth Management, Inc.INVESTMENT ADVISOR$663,897not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$16,802not reported in the loaded dataset2023

Related Form 5500 pages