Bkb Investments, Inc. 401(K) Plan — Form 5500 plan (Bkb Investments, Inc.)

Plain-English plan 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, Bkb Investments, Inc. 401(K) Plan is a benefit plan reported by Bkb Investments, Inc. under EIN 32-0493364 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $518,122 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8KPlan net assets, end of year$1,845
Participants12Covered participants reported
Assets / participant$154Computed: assets ÷ participants$154 (computed)
Provider compensationNone reported
Plan sponsor
Bkb Investments, Inc.
EIN
32-0493364
Plan number
001
Plan type
2
Location
Escondido, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    12 participants · 2Sch I
    View filing →
  2. 2023
    14 participants · 2Sch I
    View filing →
  3. 2023
    15 participants · 2Sch I
    View filing →
  4. 2023
    14 participants · 2Sch I
    View filing →
  5. 2023
    16 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8K total assets
Net assets$1.8KLiabilities
Money in vs. money out
Total income / additions-$74.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$1,845
Net assets (EOY)
$1,845
Net assets (BOY)
$76,361

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$74,516

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$74,516
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Bkb Investments, Inc. 401(K) Plan?
Bkb Investments, Inc. 401(K) Plan is reported as sponsored by Bkb Investments, Inc. (EIN 32-0493364, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bkb Investments, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Bkb Investments, Inc. 401(K) Plan is 2023.
How many participants does Bkb Investments, Inc. 401(K) Plan report?
Bkb Investments, Inc. 401(K) Plan reports 12 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bkb Investments, Inc. 401(K) Plan?
Bkb Investments, Inc. 401(K) Plan reports $518,122 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages