Lathrop Gpm Llp Retirement Plan And Trust — Form 5500 plan (Lathrop Gpm Llp)
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, Lathrop Gpm Llp Retirement Plan And Trust is a benefit plan reported by Lathrop Gpm Llp under EIN 43-0948710 and plan number 002. The latest loaded filing year is 2023. The filing reports 897 participants and $334,444,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lathrop Gpm Llp
- EIN
- 43-0948710
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 897
- End-of-year plan assets
- $334,444,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 897 | H, C | 20241015111201NAL0029360737002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $334,444,580
- Net assets (EOY)
- $334,444,580
- Net assets (BOY)
- $309,279,687
Income & contributions
- Employer contributions
- $6,581,781
- Participant contributions
- $4,953,874
- Total contributions
- $11,878,969
- Total income / additions
- $60,725,173
Expenses & distributions
- Benefits paid
- $29,721,045
- Administrative expenses
- $278,910
- Total expenses
- $30,004,666
- Net increase / (decrease)
- $30,720,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| White Oaks Wealth Advisors | NONE | $78,394 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $71,472 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $54,513 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates Inc | NONE | $14,039 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $11,272 | not reported in the loaded dataset | 2023 |
| Ledge Wealth Management Inc | NONE | $10,933 | not reported in the loaded dataset | 2023 |
| Wooster Corthell Wealth Manage | NONE | $7,621 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $5,904 | not reported in the loaded dataset | 2023 |
| Cornerstone Wealth | NONE | $5,485 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,319 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lathrop Gpm Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- White Oaks Wealth Advisors — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Ledge Wealth Management Inc — Schedule C compensation
- Wooster Corthell Wealth Manage — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Cornerstone Wealth — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation