2023 Form 5500 filing — Polsinelli Profit Sharing Plan I
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 20250813162740NAL0012809168001) for Polsinelli Profit Sharing Plan I, reported by Polsinelli Pc under EIN 43-1064260 and plan number 001. It reports 1,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813162740NAL0012809168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Polsinelli Pc
- EIN
- 43-1064260
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $518,130,764
- Total liabilities (EOY)
- $15,000
- Net assets (EOY)
- $518,115,764
- Employer contributions
- $11,138,011
- Participant contributions
- $21,086,326
- Total income / additions
- $150,437,215
- Benefits paid
- $31,646,265
- Administrative expenses
- $103,845
- Total expenses
- $31,827,102
- Net increase / (decrease)
- $118,610,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $164,103 | not reported in the loaded dataset |
| Mariner Wealth Advisors LLC | ADVISOR | $90,747 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | ADVISOR | $25,973 | not reported in the loaded dataset |
| Creative Planning Inc | ACCOUNTING | $22,958 | not reported in the loaded dataset |
| Brand Asset Management Group I | ADVISOR | $19,151 | not reported in the loaded dataset |
| Envestment Asset Management, Inc. | ADVISOR | $15,360 | not reported in the loaded dataset |
| Clayton Financial Group LLC | ADVISOR | $13,500 | not reported in the loaded dataset |
| Acropolis Investment Mgmt LLC | ADVISOR | $9,515 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | ADVISOR | $9,277 | not reported in the loaded dataset |
| Howard Capital Management Inc | ADVISOR | $7,782 | not reported in the loaded dataset |
| Zemenick & Walker Inc | ADVISOR | $7,674 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $5,401 | not reported in the loaded dataset |