2023 Form 5500 filing — Kruger Bensen Ziemer Architects, Apc 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 20241010074502NAL0019764065001) for Kruger Bensen Ziemer Architects, Apc Profit Sharing Plan, reported by Kruger Bensen Ziemer Architects, Apc under EIN 95-3627057 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,844,203
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010074502NAL0019764065001
Plan sponsor
Kruger Bensen Ziemer Architects, Apc
EIN
95-3627057
Plan number
001
Location
Santa Barbara, 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)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$57.9K
Benefits paid / distributions$25.2K
Contributions
Employer$495.3K
Participant$0
Full reported line items
Total assets (EOY)
$10,844,203
Total liabilities (EOY)
$0
Net assets (EOY)
$10,844,203
Employer contributions
$495,280
Participant contributions
$0
Total income / additions
$2,120,365
Benefits paid
$25,186
Administrative expenses
$32,752
Total expenses
$57,938
Net increase / (decrease)
$2,062,427

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010074502NAL0019764065001 cover?
It is the 2023 Form 5500 filing for Kruger Bensen Ziemer Architects, Apc Profit Sharing Plan, reported by Kruger Bensen Ziemer Architects, Apc (EIN 95-3627057).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages