2023 Form 5500 filing — Bskb - 401(K) Profit Sharing 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 20241008134431NAL0030125712001) for Bskb - 401(K) Profit Sharing Plan, reported by Birch, Stewart, Kolasch & Birch, Llp under EIN 54-1042409 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$57.9MReported net assets$57,901,162
Participants240
Provider compensation$44.5K6 Schedule C row(s)$44,507
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008134431NAL0030125712001
- Plan sponsor
- Birch, Stewart, Kolasch & Birch, Llp
- EIN
- 54-1042409
- Plan number
- 001
- Location
- Falls Church, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$57.9M total assets
Net assets$57.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $57,901,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,901,162
- Employer contributions
- $1,063,060
- Participant contributions
- $1,188,690
- Total income / additions
- $11,283,336
- Benefits paid
- $1,404,935
- Administrative expenses
- $44,456
- Total expenses
- $1,447,577
- Net increase / (decrease)
- $9,835,759
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $21,487 | not reported in the loaded dataset |
| Turner Leins & Gold LLC | AUDITOR | $17,605 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,871 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $489 | $0 |
| Charles Schwab | BROKERAGE SERVICES | $30 | $0 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $25 | $0 |