2023 Form 5500 filing — Kbf Cpas Llp 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002132218NAL0008311073001) for Kbf Cpas Llp 401(K) Profit Sharing Plan, reported by Kbf Cpas Llp under EIN 82-1030164 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132218NAL0008311073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kbf Cpas Llp
- EIN
- 82-1030164
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,926,165
- Total liabilities (EOY)
- $530
- Net assets (EOY)
- $24,925,635
- Employer contributions
- $1,174,506
- Participant contributions
- $1,612,681
- Total income / additions
- $6,224,977
- Benefits paid
- $1,826,336
- Administrative expenses
- $46,590
- Total expenses
- $1,877,106
- Net increase / (decrease)
- $4,347,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Trust Company LLC | RECORDKEEPER | $36,948 | $0 |