K & E Excavating Incorporated 401(K) Plan & Trust — Form 5500 plan (K & E Excavating Incorporated)
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, K & E Excavating Incorporated 401(K) Plan & Trust is a benefit plan reported by K & E Excavating Incorporated under EIN 93-1242787 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $19,372,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K & E Excavating Incorporated
- EIN
- 93-1242787
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $19,372,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241007162205NAL0016422705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,372,332
- Total liabilities (EOY)
- $1,948
- Net assets (EOY)
- $19,370,384
- Net assets (BOY)
- $12,502,316
Income & contributions
- Employer contributions
- $788,413
- Participant contributions
- $1,585,286
- Total contributions
- $2,396,130
- Total income / additions
- $7,320,042
Expenses & distributions
- Benefits paid
- $353,879
- Administrative expenses
- $98,095
- Total expenses
- $451,974
- Net increase / (decrease)
- $6,868,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sloy, Dahl & Holst, Inc. | INVESTMENT ADVISOR | $75,765 | not reported in the loaded dataset | 2023 |
| Spectrum Pension Consultants | RECORDKEEPER | $22,331 | not reported in the loaded dataset | 2023 |