Kbm Office Equipment, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kbm Office Equipment, Inc.)
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, Kbm Office Equipment, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kbm Office Equipment, Inc. under EIN 94-1442776 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $7,770,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kbm Office Equipment, Inc.
- EIN
- 94-1442776
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $7,770,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241011121250NAL0036873392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,770,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,770,576
- Net assets (BOY)
- $7,156,425
Income & contributions
- Employer contributions
- $342,811
- Participant contributions
- $866,819
- Total contributions
- $1,386,280
- Total income / additions
- $2,656,352
Expenses & distributions
- Benefits paid
- $2,005,579
- Administrative expenses
- $36,622
- Total expenses
- $2,042,201
- Net increase / (decrease)
- $614,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,810 | $0 | 2023 |
| Advanced Retirement Solutions | INVESTMENT ADVISOR | $14,153 | not reported in the loaded dataset | 2023 |
| 401k Safe 3(16) | OTHER | $4,400 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kbm Office Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Advanced Retirement Solutions — Schedule C compensation
- 401k Safe 3(16) — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation