2023 Form 5500 filing — Baird Holm Llp Profit Sharing Plan
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 20241007220825NAL0027337776001) for Baird Holm Llp Profit Sharing Plan, reported by Baird Holm Llp under EIN 47-0389074 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007220825NAL0027337776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baird Holm Llp
- EIN
- 47-0389074
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,845,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,845,330
- Employer contributions
- $1,958,944
- Participant contributions
- $2,182,317
- Total income / additions
- $18,571,421
- Benefits paid
- $7,005,613
- Administrative expenses
- $208,753
- Total expenses
- $7,214,366
- Net increase / (decrease)
- $11,357,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridges Investment Management Inc | OTHER SERVICES | $75,162 | not reported in the loaded dataset |
| Usi Advisors, Inc. | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $36,831 | $0 |
| Arbor Point Advisors | OTHER SERVICES | $19,638 | not reported in the loaded dataset |
| D.A. Davidson & Co. | OTHER SERVICES | $18,303 | not reported in the loaded dataset |
| Mcfarlin & Brokke Pc | ACCOUNTANT/AUDITOR | $13,200 | not reported in the loaded dataset |