2023 Form 5500 filing — Baker Sterchi Cowden And Rice LLC 401k Savings 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 20241014094009NAL0013074387001) for Baker Sterchi Cowden And Rice LLC 401k Savings Plan, reported by Baker Sterchi Cowden And Rice LLC under EIN 43-1265150 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094009NAL0013074387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Sterchi Cowden And Rice LLC
- EIN
- 43-1265150
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,307,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,307,298
- Employer contributions
- $722,067
- Participant contributions
- $1,772,550
- Total income / additions
- $9,301,821
- Benefits paid
- $1,615,291
- Administrative expenses
- $146,581
- Total expenses
- $1,761,872
- Net increase / (decrease)
- $7,539,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISOR | $120,155 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists | RECORDKEEPER | $25,542 | not reported in the loaded dataset |