Kbf Cpas Llp Cash Balance Plan — Form 5500 plan (Kbf Cpas 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, Kbf Cpas Llp Cash Balance Plan is a benefit plan reported by Kbf Cpas Llp under EIN 82-1030164 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $9,060,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kbf Cpas Llp
- EIN
- 82-1030164
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $9,060,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241002132218NAL0008820673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,060,299
- Net assets (EOY)
- $9,060,299
- Net assets (BOY)
- $7,347,961
Income & contributions
- Employer contributions
- $1,344,200
- Total contributions
- $1,344,200
- Total income / additions
- $1,802,822
Expenses & distributions
- Benefits paid
- $58,050
- Administrative expenses
- $32,434
- Total expenses
- $90,484
- Net increase / (decrease)
- $1,712,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cable Hill Partners | ADVISOR | $30,589 | $0 | 2023 |