Polsinelli Profit Sharing Plan I — Form 5500 plan (Polsinelli Pc)
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, Polsinelli Profit Sharing Plan I is a benefit plan reported by Polsinelli Pc under EIN 43-1064260 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,834 participants and $518,130,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polsinelli Pc
- EIN
- 43-1064260
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,834
- End-of-year plan assets
- $518,130,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,834 | H, C | 20250813162740NAL0012809168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $518,130,764
- Total liabilities (EOY)
- $15,000
- Net assets (EOY)
- $518,115,764
- Net assets (BOY)
- $400,727,969
Income & contributions
- Employer contributions
- $11,138,011
- Participant contributions
- $21,086,326
- Total contributions
- $39,228,783
- Total income / additions
- $150,437,215
Expenses & distributions
- Benefits paid
- $31,646,265
- Administrative expenses
- $103,845
- Total expenses
- $31,827,102
- Net increase / (decrease)
- $118,610,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $164,103 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors LLC | ADVISOR | $90,747 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | ADVISOR | $25,973 | not reported in the loaded dataset | 2023 |
| Creative Planning Inc | ACCOUNTING | $22,958 | not reported in the loaded dataset | 2023 |
| Brand Asset Management Group I | ADVISOR | $19,151 | not reported in the loaded dataset | 2023 |
| Envestment Asset Management, Inc. | ADVISOR | $15,360 | not reported in the loaded dataset | 2023 |
| Clayton Financial Group LLC | ADVISOR | $13,500 | not reported in the loaded dataset | 2023 |
| Acropolis Investment Mgmt LLC | ADVISOR | $9,515 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | ADVISOR | $9,277 | not reported in the loaded dataset | 2023 |
| Howard Capital Management Inc | ADVISOR | $7,782 | not reported in the loaded dataset | 2023 |
| Zemenick & Walker Inc | ADVISOR | $7,674 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $5,401 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Polsinelli Pc
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Empower Advisory Group, LLC — Schedule C compensation
- Mariner Wealth Advisors LLC — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Creative Planning Inc — Schedule C compensation
- Brand Asset Management Group I — Schedule C compensation
- Envestment Asset Management, Inc. — Schedule C compensation
- Clayton Financial Group LLC — Schedule C compensation
- Acropolis Investment Mgmt LLC — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Howard Capital Management Inc — Schedule C compensation
- Zemenick & Walker Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation