Maynes, Bradford, Shipps And Sheftel, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Maynes, Bradford, Shipps And Sheftel, Llp (EIN 84-0745133) is a plan sponsor located in Durango, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
84-0745133
Location
Durango, CO
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,217,975
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,217,975

Contributions & income

Employer contributions
$319,626
Participant contributions
$88,034
Total income / additions
$1,572,702

Expenses & distributions

Benefits paid / distributions
$6,153
Total expenses
$6,153
Net increase / (decrease)
$1,566,549

Coverage

Total reported participants
25
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Maynes, Bradford, Shipps And Sheftel, Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Maynes, Bradford, Shipps And Sheftel, Llp Retirement Savings Plan00125$13,217,9752023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Maynes, Bradford, Shipps And Sheftel, Llp
YearPlanParticipantsSchedulesFiling
2023Maynes, Bradford, Shipps And Sheftel, Llp Retirement Savings Plan25I20250417164052NAL0000729955001

Related Form 5500 pages