2023 Form 5500 filing — Knobbe Martens Olson & Bear, Llp 401(K) Retirement Savings 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 20241009154118NAL0010797043001) for Knobbe Martens Olson & Bear, Llp 401(K) Retirement Savings Plan, reported by Knobbe Martens Olson & Bear, Llp under EIN 95-3605138 and plan number 004. It reports 967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154118NAL0010797043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knobbe Martens Olson & Bear, Llp
- EIN
- 95-3605138
- Plan number
- 004
- Location
- Irvine, CA
- Participants
- 967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $318,733,717
- Net assets (EOY)
- $318,733,717
- Employer contributions
- $5,712,955
- Participant contributions
- $8,172,010
- Total income / additions
- $64,408,449
- Benefits paid
- $14,880,678
- Administrative expenses
- $208,967
- Total expenses
- $15,102,321
- Net increase / (decrease)
- $49,306,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $85,432 | not reported in the loaded dataset |
| Bfsg LLC | NONE | $50,000 | not reported in the loaded dataset |
| Kravitz Inc | NONE | $20,927 | not reported in the loaded dataset |
| Pure Financial Advisors LLC | NONE | $16,172 | not reported in the loaded dataset |
| Townsquare Capital LLC | NONE | $11,223 | not reported in the loaded dataset |
| Equita Financial Network Inc | NONE | $11,080 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $7,634 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,188 | $0 |