Keker, Van Nest & Peters Llp Associates' 401(K) 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 Associates' 401(K) Plan is a benefit plan reported by Keker,Van Nest & Peters Llp under EIN 94-2789810 and plan number 003. The latest loaded filing year is 2023. The filing reports 104 participants and $10,065,573 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.1MPlan net assets, end of year$10,065,573
Participants104Covered participants reported
Assets / participant$96.8KComputed: assets ÷ participants$96,784 (computed)
Provider compensationNone reported
Plan sponsor
Keker,Van Nest & Peters Llp
EIN
94-2789810
Plan number
003
Plan type
2
Location
San Francisco, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104I20240827130357NAL0010637473001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities
Money in vs. money out
Total income / additions$3.3M
Total expenses$228.8K
Benefits paid / distributions$217.9K
Contributions
EmployerNot reported
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$10,065,573
Net assets (EOY)
$10,065,573
Net assets (BOY)
$7,653,453

Income & contributions

Participant contributions
$1,704,904
Total income / additions
$3,262,400

Expenses & distributions

Benefits paid
$217,895
Administrative expenses
$10,917
Total expenses
$228,812
Net increase / (decrease)
$3,033,588
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages