2023 Form 5500 filing — Sydenstricker Nobbe Partners 401(K) 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 20241007144111NAL0015346161001) for Sydenstricker Nobbe Partners 401(K) Profit Sharing Plan And Trust, reported by Sydenstricker Nobbe Partners, Inc. under EIN 43-0947529 and plan number 001. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144111NAL0015346161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sydenstricker Nobbe Partners, Inc.
- EIN
- 43-0947529
- Plan number
- 001
- Location
- Shawnee Mission, KS
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,896,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,896,230
- Employer contributions
- $1,247,607
- Participant contributions
- $3,147,206
- Total income / additions
- $13,544,026
- Benefits paid
- $2,993,036
- Administrative expenses
- $195,731
- Total expenses
- $3,188,767
- Net increase / (decrease)
- $10,355,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfb Advisors, LLC | ADVISORY SERVICES | $62,506 | not reported in the loaded dataset |
| Ameritas Investment Corp | ADVISORY SERVICES | $62,055 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $50,400 | not reported in the loaded dataset |
| Tax Favored Benefits, Inc | TPA | $22,875 | not reported in the loaded dataset |
| Forvis, Llp | AUDITOR | $10,175 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $602 |