2023 Form 5500 filing — Lathrop Gpm Llp 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 20241015111201NAL0029360737002) for Lathrop Gpm Llp Retirement Plan And Trust, reported by Lathrop Gpm Llp under EIN 43-0948710 and plan number 002. It reports 897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111201NAL0029360737002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lathrop Gpm Llp
- EIN
- 43-0948710
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $334,444,580
- Net assets (EOY)
- $334,444,580
- Employer contributions
- $6,581,781
- Participant contributions
- $4,953,874
- Total income / additions
- $60,725,173
- Benefits paid
- $29,721,045
- Administrative expenses
- $278,910
- Total expenses
- $30,004,666
- Net increase / (decrease)
- $30,720,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| White Oaks Wealth Advisors | NONE | $78,394 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $71,472 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $54,513 | not reported in the loaded dataset |
| Raymond James & Associates Inc | NONE | $14,039 | not reported in the loaded dataset |
| Mariner LLC | NONE | $11,272 | not reported in the loaded dataset |
| Ledge Wealth Management Inc | NONE | $10,933 | not reported in the loaded dataset |
| Wooster Corthell Wealth Manage | NONE | $7,621 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $5,904 | not reported in the loaded dataset |
| Cornerstone Wealth | NONE | $5,485 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,319 | $0 |