2023 Form 5500 filing — Shipman & Goodwin Llp Profit Sharing Retirement Plan And Trust

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 20241003141226NAL0004905091001) for Shipman & Goodwin Llp Profit Sharing Retirement Plan And Trust, reported by Shipman & Goodwin Llp under EIN 06-0640174 and plan number 001. It reports 335 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)$164.7MReported net assets$164,719,236
Participants335
Provider compensation$16.1K1 Schedule C row(s)$16,101
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003141226NAL0004905091001
Plan sponsor
Shipman & Goodwin Llp
EIN
06-0640174
Plan number
001
Location
Hartford, CT
Received date
not reported in the loaded dataset
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)$164.7M total assets
Net assets$164.7MLiabilities
Money in vs. money out
Total income / additions$26.5M
Total expenses$21M
Benefits paid / distributions$21M
Contributions
Employer$2.9M
Participant$2.2M
Full reported line items
Total assets (EOY)
$164,719,236
Net assets (EOY)
$164,719,236
Employer contributions
$2,903,118
Participant contributions
$2,238,704
Total income / additions
$26,480,193
Benefits paid
$20,957,804
Administrative expenses
$16,101
Total expenses
$20,973,905
Net increase / (decrease)
$5,506,288

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Vanguard Group, Inc.SERVICE PROVIDER$16,101$0

Related Form 5500 pages