Shumaker Loop Kendrick Llp — 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, Shumaker Loop Kendrick Llp (EIN 34-4439491) is a plan sponsor located in Toledo, OH with 2 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
34-4439491
Location
Toledo, OH
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$258,593,653
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$258,593,653

Contributions & income

Employer contributions
$6,054,195
Participant contributions
$3,766,604
Total income / additions
$50,691,094

Expenses & distributions

Benefits paid / distributions
$17,633,618
Total expenses
$17,799,337
Net increase / (decrease)
$32,891,757

Coverage

Total reported participants
1,580
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Shumaker Loop Kendrick Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shumaker, Loop And Kendrick Retirement Plan001610$258,593,6532023
Shumaker Loop Kendrick Llp501640not reported in the loaded dataset2023
Shumaker Loop Kendrick Premium Conversion Plan502330not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shumaker Loop Kendrick Llp
YearPlanParticipantsSchedulesFiling
2023Shumaker, Loop And Kendrick Retirement Plan610H, C20241014110159NAL0013172483001
2023Shumaker Loop Kendrick Premium Conversion Plan33020241015173408NAL0016972627001
2023Shumaker Loop Kendrick Llp64020241016134704NAL0051314656001

Related Form 5500 pages