2023 Form 5500 filing — Kbf Cpas Llp Cash Balance 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 20241002132218NAL0008820673001) for Kbf Cpas Llp Cash Balance Plan, reported by Kbf Cpas Llp under EIN 82-1030164 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132218NAL0008820673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kbf Cpas Llp
- EIN
- 82-1030164
- Plan number
- 002
- Location
- Lake Oswego, OR
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,060,299
- Net assets (EOY)
- $9,060,299
- Employer contributions
- $1,344,200
- Total income / additions
- $1,802,822
- Benefits paid
- $58,050
- Administrative expenses
- $32,434
- Total expenses
- $90,484
- Net increase / (decrease)
- $1,712,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cable Hill Partners | ADVISOR | $30,589 | $0 |