Shook, Hardy & Bacon 401(K) Profit Sharing Plan — Form 5500 plan (Shook, Hardy & Bacon L.L.P.)
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, Shook, Hardy & Bacon 401(K) Profit Sharing Plan is a benefit plan reported by Shook, Hardy & Bacon L.L.P. under EIN 44-0585497 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,728 participants and $588,654,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shook, Hardy & Bacon L.L.P.
- EIN
- 44-0585497
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,728
- End-of-year plan assets
- $588,654,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,728 | H, C | 20241015091150NAL0056740210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $588,654,330
- Net assets (EOY)
- $588,654,330
- Net assets (BOY)
- $496,464,807
Income & contributions
- Employer contributions
- $15,329,696
- Participant contributions
- $13,986,072
- Total contributions
- $32,661,340
- Total income / additions
- $121,840,603
Expenses & distributions
- Benefits paid
- $29,249,751
- Administrative expenses
- $362,185
- Total expenses
- $29,651,080
- Net increase / (decrease)
- $92,189,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $163,609 | $0 | 2023 |
| Capital Mgmt Services Inc | SECURITIES BROKER | $68,981 | not reported in the loaded dataset | 2023 |
| Yukon Wealth Management Inc | SECURITIES BROKER | $39,531 | not reported in the loaded dataset | 2023 |
| Fas Wealth Partners Inc | SECURITIES BROKER | $23,051 | not reported in the loaded dataset | 2023 |
| Country Club Bank | INVESTMENT MANAGEMENT | $18,752 | not reported in the loaded dataset | 2023 |
| Tfb Advisors LLC | INVESTMENT ADVISORY | $12,729 | not reported in the loaded dataset | 2023 |
| Creativeone Securities LLC | SECURITIES BROKER | $10,915 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | SECURITIES BROKER | $7,144 | not reported in the loaded dataset | 2023 |
| Canvas Wealth Advisors LLC | SECURITIES BROKER | $6,158 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,429 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shook, Hardy & Bacon L.L.P.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Yukon Wealth Management Inc — Schedule C compensation
- Fas Wealth Partners Inc — Schedule C compensation
- Country Club Bank — Schedule C compensation
- Tfb Advisors LLC — Schedule C compensation
- Creativeone Securities LLC — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Canvas Wealth Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation