2023 Form 5500 filing — Sheehan Phinney Bass & Green Pa Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918055921NAL0004126721001) for Sheehan Phinney Bass & Green Pa Profit Sharing Plan And Trust, reported by Sheehan Phinney Bass & Green Pa under EIN 02-0315777 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918055921NAL0004126721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheehan Phinney Bass & Green Pa
- EIN
- 02-0315777
- Plan number
- 001
- Location
- Manchester, NH
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,799,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,799,883
- Employer contributions
- $1,500,000
- Participant contributions
- $1,514,982
- Total income / additions
- $15,502,990
- Benefits paid
- $12,279,330
- Administrative expenses
- -$3,096
- Total expenses
- $12,276,234
- Net increase / (decrease)
- $3,226,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$3,096 | $0 |