Search public Form 5500 filings

Plans

• planKeller, Schroeder & Associates, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $38.8Mreported assets (EOY)
  Sponsor: Keller, Schroeder & Associates, IncEIN: 35-1550894Plan: 002Participants: 146Assets: $38,823,444Net assets: $38.8MAssets / participant: $265.9KLocation: Evansville, INLatest: 2023
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• planKeller Schroeder And Associates, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $19.4Mreported assets (EOY)
  Sponsor: Keller Schroeder And Associates, Inc.EIN: 35-1550894Plan: 001Participants: 120Assets: $19,355,141Net assets: $19.4MAssets / participant: $161.3KLocation: Evansville, INLatest: 2023
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• planKeller Schroeder & Associates, Inc. Employee Benefit Plan2023 filing
  Sponsor: Keller Schroeder & Associates, Inc.EIN: 35-1550894Plan: 501Participants: 109Assets: not reported in the loaded datasetLocation: Evansville, INLatest: 2023
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