Best Best & Krieger Llp Profit-Sharing & Employee Savings Plan — Form 5500 plan (Best Best & Krieger 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, Best Best & Krieger Llp Profit-Sharing & Employee Savings Plan is a benefit plan reported by Best Best & Krieger Llp under EIN 95-2157337 and plan number 002. The latest loaded filing year is 2023. The filing reports 599 participants and $75,359,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Best Best & Krieger Llp
- EIN
- 95-2157337
- Plan number
- 002
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $75,359,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241011133819NAL0012545827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,359,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,359,257
- Net assets (BOY)
- $63,018,612
Income & contributions
- Employer contributions
- $1,900,331
- Participant contributions
- $4,048,432
- Total contributions
- $6,208,726
- Total income / additions
- $16,786,430
Expenses & distributions
- Benefits paid
- $4,347,873
- Administrative expenses
- $97,912
- Total expenses
- $4,445,785
- Net increase / (decrease)
- $12,340,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $37,423 | $0 | 2023 |
| Soltis Investment Advisors LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Halliday & Company Cpa'S | AUDITOR | $19,926 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Best Best & Krieger Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Soltis Investment Advisors LLC — Schedule C compensation
- Halliday & Company Cpa'S — Schedule C compensation