B S K Associates 401(K) Plan And Trust — Form 5500 plan (B S K Associates)
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, B S K Associates 401(K) Plan And Trust is a benefit plan reported by B S K Associates under EIN 94-1633676 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $8,929,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B S K Associates
- EIN
- 94-1633676
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $8,929,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241014104254NAL0027059905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,929,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,929,521
- Net assets (BOY)
- $7,355,977
Income & contributions
- Employer contributions
- $50
- Participant contributions
- $671,189
- Total contributions
- $900,719
- Total income / additions
- $2,366,789
Expenses & distributions
- Benefits paid
- $753,254
- Administrative expenses
- $32,744
- Total expenses
- $793,245
- Net increase / (decrease)
- $1,573,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch - Eps | ADVISOR | $0 | $12,007 | 2023 |
| Merrill Lynch - Fas | ADVISOR | $0 | $5,604 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $675 | $0 | 2023 |