Shutts & Bowen Llp Retirement Plan And Trust — 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 Retirement Plan And Trust is a benefit plan reported by Shutts & Bowen, Llp under EIN 59-0447122 and plan number 023. The latest loaded filing year is 2023. The filing reports 105 participants and $45,716,203 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
- 023
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $45,716,203
- Net assets (EOY)
- $45,716,203
- Net assets (BOY)
- $43,349,431
Income & contributions
- Employer contributions
- $8,268,637
- Total income / additions
- $12,474,960
Expenses & distributions
- Benefits paid
- $9,957,087
- Total expenses
- $10,108,188
- Net increase / (decrease)
- $2,366,772
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.