2023 Form 5500 filing — B S K Associates 401(K) Plan And Trust
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 20241014104254NAL0027059905001) for B S K Associates 401(K) Plan And Trust, reported by B S K Associates under EIN 94-1633676 and plan number 001. It reports 234 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)$8.9MReported net assets$8,929,521
Participants234
Provider compensation$18.3K3 Schedule C row(s)$18,286
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014104254NAL0027059905001
- Plan sponsor
- B S K Associates
- EIN
- 94-1633676
- Plan number
- 001
- 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)$8.9M total assets
Net assets$8.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,929,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,929,521
- Employer contributions
- $50
- Participant contributions
- $671,189
- Total income / additions
- $2,366,789
- Benefits paid
- $753,254
- Administrative expenses
- $32,744
- Total expenses
- $793,245
- Net increase / (decrease)
- $1,573,544
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps | ADVISOR | $0 | $12,007 |
| Merrill Lynch - Fas | ADVISOR | $0 | $5,604 |
| John Hancock Life Insurance Company | RECORDKEEPER | $675 | $0 |