Dana Kepner Company Inc. 401(k) Plan: Login, Facts & Contact Information

Dana Kepner Company Inc. 401(k) Plan Facts

Plan name
DANA KEPNER COMPANY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
DANA KEPNER COMPANY, LLC
Participants
252 (239 active employees)
Former employees with a balance
32
Plan assets
$21,778,888 at Dec 31, 2023
Average account balance
$85,744 across 254 accounts
Employer contributions
$977,842 in plan year 2023 (35% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 14, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $2.83 million went into the plan in contributions, $977,842 of it from the employer (35%).
  • $1.55 million was paid out to participants.
  • Investment and other income added $3.15 million.
  • Administrative expenses were $29,149, about $115 per account.

How the Dana Kepner Company Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018193$11.4 million$139,965$2.28 million
2019215$14.0 million$195,674$1.08 million
2020230$17.9 million$225,443$241,809
2021195$21.1 million$368,886$900,441
2022224$17.4 million$404,072$2.05 million
2023252$21.8 million$977,842$1.55 million

Dana Kepner Company Inc. 401(k) Contact Information

Phone
303-623-6161
Mailing address
700 ALCOTT STREET, DENVER CO 80204
Plan sponsor
DANA KEPNER COMPANY, LLC
Employer identification number (EIN)
84-1292785
Plan number
002

Questions about the Dana Kepner Company Inc. 401(k)

Does Dana Kepner Company Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $977,842, 35% of all contributions.

Does the Dana Kepner Company Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Dana Kepner Company Inc 401(k) plan?

252 participants at the start of plan year 2023, 239 of them active employees, and 32 former employees who still had money in the plan.

What is the average 401(k) balance at Dana Kepner Company Inc?

About $85,744 per account: $21.8 million in plan assets across 254 accounts with a balance at the end of plan year 2023.

Who manages the Dana Kepner Company Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Dana Kepner Company Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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