2023 Form 5500 filing — James B. Nutter & Company Profit Sharing Plan

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 20240918083447NAL0002444227001) for James B. Nutter & Company Profit Sharing Plan, reported by James B Nutter & Company under EIN 44-0607186 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.6MReported net assets$21,569,134

Participants189

Provider compensation$73.1K3 Schedule C row(s)$73,126

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240918083447NAL0002444227001
Plan sponsor: James B Nutter & Company
EIN: 44-0607186
Plan number: 001
Location: Kansas City, MO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.6M total assets

Net assets$21.6MLiabilities$0

Money in vs. money out

Total income / additions$4.2M

Total expenses$10.6M

Benefits paid / distributions$10.5M

Contributions

Employer$66.9K

Participant$332.3K

Full reported line items

Total assets (EOY): $21,569,134
Total liabilities (EOY): $0
Net assets (EOY): $21,569,134
Employer contributions: $66,949
Participant contributions: $332,258
Total income / additions: $4,162,355
Benefits paid: $10,540,060
Administrative expenses: $66,116
Total expenses: $10,609,656
Net increase / (decrease): -$6,447,301

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$66.1K
CONTRACT ADMINISTRATOR · Direct $66.1K · Indirect $0
2
Ameritas Investment Corp$7K
OTHER SERVICES · Direct $0 · Indirect $7K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918083447NAL0002444227001 cover?: It is the 2023 Form 5500 filing for James B. Nutter & Company Profit Sharing Plan, reported by James B Nutter & Company (EIN 44-0607186).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).