2023 Form 5500 filing — Keker, Van Nest & Peters 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 20241014112759NAL0014842771001) for Keker, Van Nest & Peters Llp Cash Balance Plan, reported by Keker, Van Nest & Peters Llp under EIN 94-2789810 and plan number 004. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112759NAL0014842771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keker, Van Nest & Peters Llp
- EIN
- 94-2789810
- Plan number
- 004
- Location
- San Francisco, CA
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,745,320
- Total liabilities (EOY)
- $39,029
- Net assets (EOY)
- $12,706,291
- Employer contributions
- $2,044,440
- Total income / additions
- $2,930,649
- Benefits paid
- $2,820,341
- Administrative expenses
- $68,299
- Total expenses
- $2,888,640
- Net increase / (decrease)
- $42,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marin Financial Advisors | NONE | $48,513 | not reported in the loaded dataset |
| Comyns Smith Mccleary & Deaver Llp | NONE | $16,325 | not reported in the loaded dataset |
| Charles Schwab & Co. | NONE | $3,461 | not reported in the loaded dataset |