2023 Form 5500 filing — B S K Associates Employee Stock Ownership 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 20241014104019NAL0025945265001) for B S K Associates Employee Stock Ownership Plan, reported by B S K Associates under EIN 94-1633676 and plan number 002. It reports 246 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)$15.2MReported net assets$15,188,013
Participants246
Provider compensation$13K1 Schedule C row(s)$13,010
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014104019NAL0025945265001
Plan sponsor
B S K Associates
EIN
94-1633676
Plan number
002
Location
Fresno, CA
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)$15.2M total assets
Net assets$15.2MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$15,188,013
Total liabilities (EOY)
$0
Net assets (EOY)
$15,188,013
Employer contributions
$1,160,227
Total income / additions
$2,472,416
Benefits paid
$1,298,171
Administrative expenses
$13,315
Total expenses
$1,311,486
Net increase / (decrease)
$1,160,930

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Provence Registered InvestmentINVESTMENT ADVISOR$13,010not reported in the loaded dataset

Related Form 5500 pages