Plain-English plan 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, Shumaker, Loop And Kendrick Retirement Plan is a benefit plan reported by Shumaker, Loop And Kendrick, Llp under EIN 34-4439491 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $258,593,653 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $258,593,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $258,593,653
- Net assets (BOY)
- $225,426,555
Income & contributions
- Employer contributions
- $6,054,195
- Participant contributions
- $3,766,604
- Total contributions
- $11,068,060
- Total income / additions
- $50,691,094
Expenses & distributions
- Benefits paid
- $17,633,618
- Administrative expenses
- $125,139
- Total expenses
- $17,799,337
- Net increase / (decrease)
- $32,891,757