Baker Sterchi Cowden And Rice LLC 401k Savings Plan — Form 5500 plan (Baker Sterchi Cowden And Rice LLC)
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, Baker Sterchi Cowden And Rice LLC 401k Savings Plan is a benefit plan reported by Baker Sterchi Cowden And Rice LLC under EIN 43-1265150 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $38,307,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Sterchi Cowden And Rice LLC
- EIN
- 43-1265150
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $38,307,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241014094009NAL0013074387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,307,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,307,298
- Net assets (BOY)
- $30,767,349
Income & contributions
- Employer contributions
- $722,067
- Participant contributions
- $1,772,550
- Total contributions
- $4,132,508
- Total income / additions
- $9,301,821
Expenses & distributions
- Benefits paid
- $1,615,291
- Administrative expenses
- $146,581
- Total expenses
- $1,761,872
- Net increase / (decrease)
- $7,539,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISOR | $120,155 | not reported in the loaded dataset | 2023 |
| Tpp Retirement Plan Specialists | RECORDKEEPER | $25,542 | not reported in the loaded dataset | 2023 |