2023 Form 5500 filing — Keker, Van Nest & Peters Llp Retirement 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 20240924180840NAL0007669923001) for Keker, Van Nest & Peters Llp Retirement Plan, reported by Keker, Van Nest & Peters Llp under EIN 94-2789810 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924180840NAL0007669923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keker, Van Nest & Peters Llp
- EIN
- 94-2789810
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,946,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,946,241
- Employer contributions
- $2,646,402
- Participant contributions
- $2,344,041
- Total income / additions
- $20,411,562
- Benefits paid
- $5,775,776
- Administrative expenses
- $277,067
- Total expenses
- $6,052,843
- Net increase / (decrease)
- $14,358,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marin Financial Advisors | NONE | $86,222 | not reported in the loaded dataset |
| Laird Norton Weatherby Wealth Mgmt | NONE | $56,147 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $54,419 | not reported in the loaded dataset |
| Jurika Mills & Keifer LLC | NONE | $50,753 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $15,500 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $11,787 | $0 |
| Charles Schwab & Co., Inc. | NONE | $3,019 | $0 |