2023 Form 5500 filing — Andersen Bjornstad Kane Jacobs, Inc. 401(K) 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 20241011144522NAL0037245280001) for Andersen Bjornstad Kane Jacobs, Inc. 401(K) Retirement Plan, reported by Andersen Bjornstad Kane Jacobs, Inc. under EIN 91-0927987 and plan number 002. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,926,976
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011144522NAL0037245280001
Plan sponsor
Andersen Bjornstad Kane Jacobs, Inc.
EIN
91-0927987
Plan number
002
Location
Seattle, WA
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)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$635.4K
Total expenses$1.7K
Benefits paid / distributions$0
Contributions
Employer$0
Participant$27.5K
Full reported line items
Total assets (EOY)
$2,926,976
Total liabilities (EOY)
$0
Net assets (EOY)
$2,926,976
Employer contributions
$0
Participant contributions
$27,469
Total income / additions
$635,368
Benefits paid
$0
Administrative expenses
$1,730
Total expenses
$1,730
Net increase / (decrease)
$633,638

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011144522NAL0037245280001 cover?
It is the 2023 Form 5500 filing for Andersen Bjornstad Kane Jacobs, Inc. 401(K) Retirement Plan, reported by Andersen Bjornstad Kane Jacobs, Inc. (EIN 91-0927987).
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