Plan5500

Klarquist Sparkman, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Klarquist Sparkman, Llp (EIN 93-0421052) is a plan sponsor located in Portland, OR with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0421052
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Klarquist Sparkman, Llp

  • 2 loaded plans hold $69.7M in reported assets.
  • The largest, Klarquist Sparkman, Llp 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 335 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$69.7MSummed across loaded plans$69,687,355
Total reported assets$69.7M$69,687,355
Total reported participants335
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$69.7M total assets
Net assets$69.7MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$1.5M
Total income / additions$16.7M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$13M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Klarquist Sparkman, Llp 401(K) Retirement Plan
Participants per plan168Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Klarquist Sparkman, Llp 401(K) Retirement Plan$69.7M
    Plan #001 · 202 participants · 2023
  2. 2
    Klarquist Sparkman Health And Welfare Plannot reported in the loaded dataset
    Plan #505 · 133 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Klarquist Sparkman, Llp. Open one for its full reported snapshot.

  1. 2023
    Klarquist Sparkman Health And Welfare Plan133 participants · 2No schedules
    View filing →
  2. 2023
    Klarquist Sparkman, Llp 401(K) Retirement Plan202 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Klarquist Sparkman, Llp report on Form 5500?
Klarquist Sparkman, Llp (EIN 93-0421052) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Klarquist Sparkman, Llp?
The Employer Identification Number (EIN) reported for Klarquist Sparkman, Llp is 93-0421052.
What is the latest Form 5500 filing year for Klarquist Sparkman, Llp?
The latest loaded Form 5500 filing year for Klarquist Sparkman, Llp is 2023.

Related Form 5500 pages