Sheehan Phinney Bass & Green Pa Profit Sharing Plan And Trust — Form 5500 plan (Sheehan Phinney Bass & Green Pa)
Plain-English plan 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, Sheehan Phinney Bass & Green Pa Profit Sharing Plan And Trust is a benefit plan reported by Sheehan Phinney Bass & Green Pa under EIN 02-0315777 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $80,799,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheehan Phinney Bass & Green Pa
- EIN
- 02-0315777
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $80,799,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240918055921NAL0004126721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,799,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,799,883
- Net assets (BOY)
- $77,573,127
Income & contributions
- Employer contributions
- $1,500,000
- Participant contributions
- $1,514,982
- Total contributions
- $3,981,300
- Total income / additions
- $15,502,990
Expenses & distributions
- Benefits paid
- $12,279,330
- Administrative expenses
- -$3,096
- Total expenses
- $12,276,234
- Net increase / (decrease)
- $3,226,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$3,096 | $0 | 2023 |