Kean Miller Llp Self Employed Retirement Plan And Trust — Form 5500 plan (Kean Miller Llp)
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, Kean Miller Llp Self Employed Retirement Plan And Trust is a benefit plan reported by Kean Miller Llp under EIN 72-0376776 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $144,882,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kean Miller Llp
- EIN
- 72-0376776
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $144,882,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241014160934NAL0015265667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,882,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,882,468
- Net assets (BOY)
- $117,753,338
Income & contributions
- Employer contributions
- $4,067,423
- Participant contributions
- $3,431,371
- Total contributions
- $8,056,472
- Total income / additions
- $31,347,413
Expenses & distributions
- Benefits paid
- $4,181,231
- Administrative expenses
- $37,052
- Total expenses
- $4,218,283
- Net increase / (decrease)
- $27,129,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $38,802 | $0 | 2023 |