Keker, Van Nest & Peters Llp Cash Balance Plan — Form 5500 plan (Keker, Van Nest & Peters Llp)
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, Keker, Van Nest & Peters Llp Cash Balance Plan is a benefit plan reported by Keker, Van Nest & Peters Llp under EIN 94-2789810 and plan number 004. The latest loaded filing year is 2023. The filing reports 132 participants and $12,745,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keker, Van Nest & Peters Llp
- EIN
- 94-2789810
- Plan number
- 004
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $12,745,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241014112759NAL0014842771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,745,320
- Total liabilities (EOY)
- $39,029
- Net assets (EOY)
- $12,706,291
- Net assets (BOY)
- $12,664,282
Income & contributions
- Employer contributions
- $2,044,440
- Total contributions
- $2,044,440
- Total income / additions
- $2,930,649
Expenses & distributions
- Benefits paid
- $2,820,341
- Administrative expenses
- $68,299
- Total expenses
- $2,888,640
- Net increase / (decrease)
- $42,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marin Financial Advisors | NONE | $48,513 | not reported in the loaded dataset | 2023 |
| Comyns Smith Mccleary & Deaver Llp | NONE | $16,325 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. | NONE | $3,461 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keker, Van Nest & Peters Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Marin Financial Advisors — Schedule C compensation
- Comyns Smith Mccleary & Deaver Llp — Schedule C compensation
- Charles Schwab & Co. — Schedule C compensation