2023 Form 5500 filing — Best Best & Krieger Llp Profit-Sharing & Employee Savings 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 20241011133819NAL0012545827001) for Best Best & Krieger Llp Profit-Sharing & Employee Savings Plan, reported by Best Best & Krieger Llp under EIN 95-2157337 and plan number 002. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133819NAL0012545827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Best Best & Krieger Llp
- EIN
- 95-2157337
- Plan number
- 002
- Location
- Riverside, CA
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,359,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,359,257
- Employer contributions
- $1,900,331
- Participant contributions
- $4,048,432
- Total income / additions
- $16,786,430
- Benefits paid
- $4,347,873
- Administrative expenses
- $97,912
- Total expenses
- $4,445,785
- Net increase / (decrease)
- $12,340,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $37,423 | $0 |
| Soltis Investment Advisors LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Halliday & Company Cpa'S | AUDITOR | $19,926 | not reported in the loaded dataset |