K B M Office Equipment, Inc. — 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, K B M Office Equipment, Inc. (EIN 94-1442776) is a plan sponsor located in San Jose, CA with 1 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
94-1442776
Location
San Jose, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,770,576
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,770,576

Contributions & income

Employer contributions
$342,811
Participant contributions
$866,819
Total income / additions
$2,656,352

Expenses & distributions

Benefits paid / distributions
$2,005,579
Total expenses
$2,042,201
Net increase / (decrease)
$614,151

Coverage

Total reported participants
243
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

K B M Office Equipment, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kbm Office Equipment, Inc. 401(K) Profit Sharing Plan001141$7,770,5762023
K B M Office Equipment, Inc. Health And Welfare Plan501102not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for K B M Office Equipment, Inc.
YearPlanParticipantsSchedulesFiling
2023Kbm Office Equipment, Inc. 401(K) Profit Sharing Plan141H, C20241011121250NAL0036873392001
2023K B M Office Equipment, Inc. Health And Welfare Plan10220250618143905NAL0001446627001

Related Form 5500 pages