Bskb - 401(K) Profit Sharing Plan — Form 5500 plan (Birch, Stewart, Kolasch & Birch, 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, Bskb - 401(K) Profit Sharing Plan is a benefit plan reported by Birch, Stewart, Kolasch & Birch, Llp under EIN 54-1042409 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $57,901,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birch, Stewart, Kolasch & Birch, Llp
- EIN
- 54-1042409
- Plan number
- 001
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $57,901,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241008134431NAL0030125712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,901,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,901,162
- Net assets (BOY)
- $48,065,403
Income & contributions
- Employer contributions
- $1,063,060
- Participant contributions
- $1,188,690
- Total contributions
- $2,251,977
- Total income / additions
- $11,283,336
Expenses & distributions
- Benefits paid
- $1,404,935
- Administrative expenses
- $44,456
- Total expenses
- $1,447,577
- Net increase / (decrease)
- $9,835,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $21,487 | not reported in the loaded dataset | 2023 |
| Turner Leins & Gold LLC | AUDITOR | $17,605 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,871 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $489 | $0 | 2023 |
| Charles Schwab | BROKERAGE SERVICES | $30 | $0 | 2023 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $25 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Birch, Stewart, Kolasch & Birch, Llp
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Turner Leins & Gold LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation