Lathrop Gpm Llp 401(K) Plan — Form 5500 plan (Lathrop Gpm Llp)
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, Lathrop Gpm Llp 401(K) Plan is a benefit plan reported by Lathrop Gpm Llp under EIN 43-0948710 and plan number 003. The latest loaded filing year is 2023. The filing reports 239 participants and $92,741,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lathrop Gpm Llp
- EIN
- 43-0948710
- Plan number
- 003
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $92,741,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241015110734NAL0016201923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,741,131
- Net assets (EOY)
- $92,741,131
- Net assets (BOY)
- $73,962,618
Income & contributions
- Employer contributions
- $606,262
- Participant contributions
- $2,591,855
- Total contributions
- $3,760,108
- Total income / additions
- $18,049,973
Expenses & distributions
- Benefits paid
- $4,740,699
- Administrative expenses
- $83,562
- Total expenses
- $4,827,074
- Net increase / (decrease)
- $13,222,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $21,042 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $18,643 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $14,941 | not reported in the loaded dataset | 2023 |
| Capital Management Associates | NONE | $9,635 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | NONE | $6,655 | not reported in the loaded dataset | 2023 |
| Howard Capital Management Inc | NONE | $5,699 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $125 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lathrop Gpm Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Capfinancial Partners LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capital Management Associates — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Howard Capital Management Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation