Ke Gutridge, LLC 401(K) Plan — Form 5500 plan (Ke Gutridge, LLC)

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, Ke Gutridge, LLC 401(K) Plan is a benefit plan reported by Ke Gutridge, LLC under EIN 82-1007719 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $6,486,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ke Gutridge, LLC
EIN
82-1007719
Plan number
001
Plan type
2
Location
Newark, OH
Latest filing year
2023
Participants
286
End-of-year plan assets
$6,486,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241015142627NAL0016622403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,486,542
Total liabilities (EOY)
$0
Net assets (EOY)
$6,486,542
Net assets (BOY)
$5,460,586

Income & contributions

Employer contributions
$261,648
Participant contributions
$494,986
Total contributions
$818,030
Total income / additions
$1,687,452

Expenses & distributions

Benefits paid
$618,354
Administrative expenses
$43,142
Total expenses
$661,496
Net increase / (decrease)
$1,025,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TransamericaRECORDKEEPER$20,454$02023
Raymond JamesINVESTMENT ADVISORY$20,137not reported in the loaded dataset2023
Trinity Pension ConsultantsTPA$2,070$912023

Related Form 5500 pages