Kb&R 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Kaufman Borgeest & Ryan Llp)
Plain-English plan 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, Kb&R 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Kaufman Borgeest & Ryan Llp under EIN 13-3951065 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $54,687,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaufman Borgeest & Ryan Llp
- EIN
- 13-3951065
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $54,687,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241014143917NAL0053999170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,687,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,687,445
- Net assets (BOY)
- $49,808,573
Income & contributions
- Employer contributions
- $1,005,385
- Participant contributions
- $1,434,844
- Total contributions
- $2,878,658
- Total income / additions
- $10,916,899
Expenses & distributions
- Benefits paid
- $5,997,393
- Administrative expenses
- $1,734
- Total expenses
- $6,038,027
- Net increase / (decrease)
- $4,878,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laiken Assoc Inc | TPA | $0 | $25,123 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $6,174 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $1,734 | $0 | 2023 |