2023 Form 5500 filing — Shook, Hardy & Bacon 401(K) 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 20241015091150NAL0056740210001) for Shook, Hardy & Bacon 401(K) Profit Sharing Plan, reported by Shook, Hardy & Bacon L.L.P. under EIN 44-0585497 and plan number 001. It reports 1,728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091150NAL0056740210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shook, Hardy & Bacon L.L.P.
- EIN
- 44-0585497
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $588,654,330
- Net assets (EOY)
- $588,654,330
- Employer contributions
- $15,329,696
- Participant contributions
- $13,986,072
- Total income / additions
- $121,840,603
- Benefits paid
- $29,249,751
- Administrative expenses
- $362,185
- Total expenses
- $29,651,080
- Net increase / (decrease)
- $92,189,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $163,609 | $0 |
| Capital Mgmt Services Inc | SECURITIES BROKER | $68,981 | not reported in the loaded dataset |
| Yukon Wealth Management Inc | SECURITIES BROKER | $39,531 | not reported in the loaded dataset |
| Fas Wealth Partners Inc | SECURITIES BROKER | $23,051 | not reported in the loaded dataset |
| Country Club Bank | INVESTMENT MANAGEMENT | $18,752 | not reported in the loaded dataset |
| Tfb Advisors LLC | INVESTMENT ADVISORY | $12,729 | not reported in the loaded dataset |
| Creativeone Securities LLC | SECURITIES BROKER | $10,915 | not reported in the loaded dataset |
| Larson Financial Group LLC | SECURITIES BROKER | $7,144 | not reported in the loaded dataset |
| Canvas Wealth Advisors LLC | SECURITIES BROKER | $6,158 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,429 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |