Keller Rohrback Llp 401(K) Profit Sharing Plan — Form 5500 plan (Keller Rohrback 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, Keller Rohrback Llp 401(K) Profit Sharing Plan is a benefit plan reported by Keller Rohrback Llp under EIN 91-0563405 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $70,319,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keller Rohrback Llp
- EIN
- 91-0563405
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $70,319,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241014143816NAL0026431729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,319,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,319,908
- Net assets (BOY)
- $60,481,485
Income & contributions
- Employer contributions
- $3,001,847
- Participant contributions
- $1,619,445
- Total contributions
- $4,889,807
- Total income / additions
- $15,955,637
Expenses & distributions
- Benefits paid
- $6,032,561
- Administrative expenses
- $84,653
- Total expenses
- $6,117,214
- Net increase / (decrease)
- $9,838,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $24,737 | not reported in the loaded dataset | 2023 |
| Halbert Hargrove Global Advisors Ll | NONE | $20,988 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $16,093 | $0 | 2023 |
| Northwest Plan Services, Inc. | NONE | $11,843 | not reported in the loaded dataset | 2023 |
| Marin Financial Advisors LLC | NONE | $10,881 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keller Rohrback Llp
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Morgan Stanley Wealth Management — Schedule C compensation
- Halbert Hargrove Global Advisors Ll — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Northwest Plan Services, Inc. — Schedule C compensation
- Marin Financial Advisors LLC — Schedule C compensation