Keker, Van Nest & Peters Llp Retirement Plan — Form 5500 plan (Keker, Van Nest & Peters 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, Keker, Van Nest & Peters Llp Retirement Plan is a benefit plan reported by Keker, Van Nest & Peters Llp under EIN 94-2789810 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $106,946,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keker, Van Nest & Peters Llp
- EIN
- 94-2789810
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $106,946,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240924180840NAL0007669923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,946,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,946,241
- Net assets (BOY)
- $91,966,054
Income & contributions
- Employer contributions
- $2,646,402
- Participant contributions
- $2,344,041
- Total contributions
- $5,820,173
- Total income / additions
- $20,411,562
Expenses & distributions
- Benefits paid
- $5,775,776
- Administrative expenses
- $277,067
- Total expenses
- $6,052,843
- Net increase / (decrease)
- $14,358,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marin Financial Advisors | NONE | $86,222 | not reported in the loaded dataset | 2023 |
| Laird Norton Weatherby Wealth Mgmt | NONE | $56,147 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | NONE | $54,419 | not reported in the loaded dataset | 2023 |
| Jurika Mills & Keifer LLC | NONE | $50,753 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $11,787 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,019 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keker, Van Nest & Peters Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Marin Financial Advisors — Schedule C compensation
- Laird Norton Weatherby Wealth Mgmt — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Jurika Mills & Keifer LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation