2023 Form 5500 filing — Shutts & Bowen Llp 401(K) Profit Sharing Plan (A)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913081447NAL0015808288001) for Shutts & Bowen Llp 401(K) Profit Sharing Plan (A), reported by Shutts & Bowen Llp under EIN 59-0447122 and plan number 021. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913081447NAL0015808288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shutts & Bowen Llp
- EIN
- 59-0447122
- Plan number
- 021
- Location
- Miami, FL
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,186,373
- Net assets (EOY)
- $147,186,373
- Employer contributions
- $4,639,215
- Participant contributions
- $3,217,255
- Total income / additions
- $32,793,931
- Benefits paid
- $4,247,725
- Administrative expenses
- $75,058
- Total expenses
- $4,322,783
- Net increase / (decrease)
- $28,471,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $67,235 | not reported in the loaded dataset |
| Sequoia Financial Advisors LLC | NONE | $7,899 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $184 | $0 |