Plan5500

Shepley Bulfinch Richardson And Abbott — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shepley Bulfinch Richardson And Abbott (EIN 04-2504672) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2504672
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Shepley Bulfinch Richardson And Abbott

  • 2 loaded plans hold $34.1M in reported assets.
  • The largest, Shepley Bulfinch Richardson And Abbott, Incorporated Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 496 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.1MSummed across loaded plans$34,118,023
Total reported assets$34.1M$34,118,023
Total reported participants496
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.1M total assets
Net assets$34.1MLiabilities$0
Contributions & income
Employer contributions$648K
Participant contributions$2.1M
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Shepley Bulfinch Richardson And Abbott, Incorporated Profit Sharing Plan
Participants per plan248Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Shepley Bulfinch Richardson And Abbott, Incorporated Profit Sharing Plan$34.1M
    Plan #001 · 315 participants · 2023
  2. 2
    Shepley Bulfinch Richardson And Abbott, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #506 · 181 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Shepley Bulfinch Richardson And Abbott. Open one for its full reported snapshot.

  1. 2023
    Shepley Bulfinch Richardson And Abbott, Incorporated Profit Sharing Plan315 participants · 2Sch HSch C
    View filing →
  2. 2023
    Shepley Bulfinch Richardson And Abbott, Inc. Welfare Benefit Plan181 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shepley Bulfinch Richardson And Abbott report on Form 5500?
Shepley Bulfinch Richardson And Abbott (EIN 04-2504672) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shepley Bulfinch Richardson And Abbott?
The Employer Identification Number (EIN) reported for Shepley Bulfinch Richardson And Abbott is 04-2504672.
What is the latest Form 5500 filing year for Shepley Bulfinch Richardson And Abbott?
The latest loaded Form 5500 filing year for Shepley Bulfinch Richardson And Abbott is 2023.

Related Form 5500 pages