Keg 1 Colorado LLC 401(K) Plan — Form 5500 plan (Keg 1 Colorado 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, Keg 1 Colorado LLC 401(K) Plan is a benefit plan reported by Keg 1 Colorado LLC under EIN 84-3427841 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $7,898,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keg 1 Colorado LLC
- EIN
- 84-3427841
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $7,898,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241015141058NAL0028713857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,898,229
- Total liabilities (EOY)
- $157
- Net assets (EOY)
- $7,898,072
- Net assets (BOY)
- $6,519,487
Income & contributions
- Employer contributions
- $262,628
- Participant contributions
- $401,979
- Total contributions
- $664,607
- Total income / additions
- $1,851,007
Expenses & distributions
- Benefits paid
- $399,309
- Administrative expenses
- $73,113
- Total expenses
- $472,422
- Net increase / (decrease)
- $1,378,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assetmark Retirement Services, Inc. | NONE | $73,112 | not reported in the loaded dataset | 2023 |