Bkf Engineers 401(K) Profit Sharing Plan — Form 5500 plan (Bkf Engineers)

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, Bkf Engineers 401(K) Profit Sharing Plan is a benefit plan reported by Bkf Engineers under EIN 94-1729773 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $138,282,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bkf Engineers
EIN
94-1729773
Plan number
001
Plan type
2
Location
Redwood City, CA
Latest filing year
2023
Participants
567
End-of-year plan assets
$138,282,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20241010194036NAL0021685697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,282,954
Net assets (EOY)
$138,282,954
Net assets (BOY)
$121,090,983

Income & contributions

Employer contributions
$2,425,927
Participant contributions
$4,969,419
Total contributions
$7,916,298
Total income / additions
$28,201,299

Expenses & distributions

Benefits paid
$10,933,848
Administrative expenses
$30,352
Total expenses
$11,009,328
Net increase / (decrease)
$17,191,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bkf EngineersNONE$16,800not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$12,891not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$385$02023

Related Form 5500 pages