B S K Associates Employee Stock Ownership Plan — Form 5500 plan (B S K Associates)

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, B S K Associates Employee Stock Ownership Plan is a benefit plan reported by B S K Associates under EIN 94-1633676 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $15,188,013 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.2MPlan net assets, end of year$15,188,013
Participants246Covered participants reported
Assets / participant$61.7KComputed: assets ÷ participants$61,740 (computed)
Provider compensation$13K1 Schedule C provider row(s)$13,010
Plan sponsor
B S K Associates
EIN
94-1633676
Plan number
002
Plan type
2
Location
Fresno, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241014104019NAL0025945265001
Schedule H · 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)$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

Net assets

Total assets (EOY)
$15,188,013
Total liabilities (EOY)
$0
Net assets (EOY)
$15,188,013
Net assets (BOY)
$14,027,083

Income & contributions

Employer contributions
$1,160,227
Total contributions
$1,160,227
Total income / additions
$2,472,416

Expenses & distributions

Benefits paid
$1,298,171
Administrative expenses
$13,315
Total expenses
$1,311,486
Net increase / (decrease)
$1,160,930
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Provence Registered InvestmentINVESTMENT ADVISOR$13,010not reported in the loaded dataset2023

Related Form 5500 pages