2023 Form 5500 filing — Keller Rohrback 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 20241014143816NAL0026431729001) for Keller Rohrback Llp 401(K) Profit Sharing Plan, reported by Keller Rohrback Llp under EIN 91-0563405 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143816NAL0026431729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keller Rohrback Llp
- EIN
- 91-0563405
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,319,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,319,908
- Employer contributions
- $3,001,847
- Participant contributions
- $1,619,445
- Total income / additions
- $15,955,637
- Benefits paid
- $6,032,561
- Administrative expenses
- $84,653
- Total expenses
- $6,117,214
- Net increase / (decrease)
- $9,838,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $24,737 | not reported in the loaded dataset |
| Halbert Hargrove Global Advisors Ll | NONE | $20,988 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $16,093 | $0 |
| Northwest Plan Services, Inc. | NONE | $11,843 | not reported in the loaded dataset |
| Marin Financial Advisors LLC | NONE | $10,881 | not reported in the loaded dataset |