2023 Form 5500 filing — Keker, Van Nest & Peters Llp Associates' 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827130357NAL0010637473001) for Keker, Van Nest & Peters Llp Associates' 401(K) Plan, reported by Keker,Van Nest & Peters Llp under EIN 94-2789810 and plan number 003. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,065,573
Participants104
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240827130357NAL0010637473001
Plan sponsor
Keker,Van Nest & Peters Llp
EIN
94-2789810
Plan number
003
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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
Total assets (EOY)
$10,065,573
Net assets (EOY)
$10,065,573
Participant contributions
$1,704,904
Total income / additions
$3,262,400
Benefits paid
$217,895
Administrative expenses
$10,917
Total expenses
$228,812
Net increase / (decrease)
$3,033,588

Related Form 5500 pages