2023 Form 5500 filing — Kb&R 401(K) Profit Sharing Plan And Trust
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 20241014143917NAL0053999170001) for Kb&R 401(K) Profit Sharing Plan And Trust, reported by Kaufman Borgeest & Ryan Llp under EIN 13-3951065 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143917NAL0053999170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaufman Borgeest & Ryan Llp
- EIN
- 13-3951065
- Plan number
- 002
- Location
- New York, NY
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,687,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,687,445
- Employer contributions
- $1,005,385
- Participant contributions
- $1,434,844
- Total income / additions
- $10,916,899
- Benefits paid
- $5,997,393
- Administrative expenses
- $1,734
- Total expenses
- $6,038,027
- Net increase / (decrease)
- $4,878,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laiken Assoc Inc | TPA | $0 | $25,123 |
| Morningstar | SERVICE PROVIDER | $0 | $6,174 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $1,734 | $0 |