Shutts & Bowen Llp 401(K) Profit Sharing Plan (A) — Form 5500 plan (Shutts & Bowen 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, Shutts & Bowen Llp 401(K) Profit Sharing Plan (A) is a benefit plan reported by Shutts & Bowen Llp under EIN 59-0447122 and plan number 021. The latest loaded filing year is 2023. The filing reports 368 participants and $147,186,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shutts & Bowen Llp
- EIN
- 59-0447122
- Plan number
- 021
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $147,186,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240913081447NAL0015808288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,186,373
- Net assets (EOY)
- $147,186,373
- Net assets (BOY)
- $126,324,480
Income & contributions
- Employer contributions
- $4,639,215
- Participant contributions
- $3,217,255
- Total contributions
- $11,197,124
- Total income / additions
- $32,793,931
Expenses & distributions
- Benefits paid
- $4,247,725
- Administrative expenses
- $75,058
- Total expenses
- $4,322,783
- Net increase / (decrease)
- $28,471,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $67,235 | not reported in the loaded dataset | 2023 |
| Sequoia Financial Advisors LLC | NONE | $7,899 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $184 | $0 | 2023 |