Knobbe Martens Olson & Bear, Llp 401(K) Retirement Savings Plan — Form 5500 plan (Knobbe Martens Olson & Bear, 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, Knobbe Martens Olson & Bear, Llp 401(K) Retirement Savings Plan is a benefit plan reported by Knobbe Martens Olson & Bear, Llp under EIN 95-3605138 and plan number 004. The latest loaded filing year is 2023. The filing reports 967 participants and $318,733,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knobbe Martens Olson & Bear, Llp
- EIN
- 95-3605138
- Plan number
- 004
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 967
- End-of-year plan assets
- $318,733,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 967 | H, C | 20241009154118NAL0010797043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $318,733,717
- Net assets (EOY)
- $318,733,717
- Net assets (BOY)
- $269,427,589
Income & contributions
- Employer contributions
- $5,712,955
- Participant contributions
- $8,172,010
- Total contributions
- $13,957,165
- Total income / additions
- $64,408,449
Expenses & distributions
- Benefits paid
- $14,880,678
- Administrative expenses
- $208,967
- Total expenses
- $15,102,321
- Net increase / (decrease)
- $49,306,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $85,432 | not reported in the loaded dataset | 2023 |
| Bfsg LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Kravitz Inc | NONE | $20,927 | not reported in the loaded dataset | 2023 |
| Pure Financial Advisors LLC | NONE | $16,172 | not reported in the loaded dataset | 2023 |
| Townsquare Capital LLC | NONE | $11,223 | not reported in the loaded dataset | 2023 |
| Equita Financial Network Inc | NONE | $11,080 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $7,634 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,188 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knobbe Martens Olson & Bear, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Bfsg LLC — Schedule C compensation
- Kravitz Inc — Schedule C compensation
- Pure Financial Advisors LLC — Schedule C compensation
- Townsquare Capital LLC — Schedule C compensation
- Equita Financial Network Inc — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation