Sydenstricker Nobbe Partners 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Sydenstricker Nobbe Partners, Inc.)
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, Sydenstricker Nobbe Partners 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Sydenstricker Nobbe Partners, Inc. under EIN 43-0947529 and plan number 001. The latest loaded filing year is 2023. The filing reports 833 participants and $50,896,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sydenstricker Nobbe Partners, Inc.
- EIN
- 43-0947529
- Plan number
- 001
- Plan type
- 2
- Location
- Shawnee Mission, KS
- Latest filing year
- 2023
- Participants
- 833
- End-of-year plan assets
- $50,896,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 833 | H, C | 20241007144111NAL0015346161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,896,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,896,230
- Net assets (BOY)
- $40,540,971
Income & contributions
- Employer contributions
- $1,247,607
- Participant contributions
- $3,147,206
- Total contributions
- $4,648,269
- Total income / additions
- $13,544,026
Expenses & distributions
- Benefits paid
- $2,993,036
- Administrative expenses
- $195,731
- Total expenses
- $3,188,767
- Net increase / (decrease)
- $10,355,259
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfb Advisors, LLC | ADVISORY SERVICES | $62,506 | not reported in the loaded dataset | 2023 |
| Ameritas Investment Corp | ADVISORY SERVICES | $62,055 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $50,400 | not reported in the loaded dataset | 2023 |
| Tax Favored Benefits, Inc | TPA | $22,875 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $10,175 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $602 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sydenstricker Nobbe Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Shawnee Mission, KS
- Tfb Advisors, LLC — Schedule C compensation
- Ameritas Investment Corp — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Tax Favored Benefits, Inc — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Ascensus LLC — Schedule C compensation