Baird Holm Llp Profit Sharing Plan — Form 5500 plan (Baird Holm 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, Baird Holm Llp Profit Sharing Plan is a benefit plan reported by Baird Holm Llp under EIN 47-0389074 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $92,845,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baird Holm Llp
- EIN
- 47-0389074
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $92,845,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241007220825NAL0027337776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,845,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,845,330
- Net assets (BOY)
- $81,488,275
Income & contributions
- Employer contributions
- $1,958,944
- Participant contributions
- $2,182,317
- Total contributions
- $4,244,581
- Total income / additions
- $18,571,421
Expenses & distributions
- Benefits paid
- $7,005,613
- Administrative expenses
- $208,753
- Total expenses
- $7,214,366
- Net increase / (decrease)
- $11,357,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bridges Investment Management Inc | OTHER SERVICES | $75,162 | not reported in the loaded dataset | 2023 |
| Usi Advisors, Inc. | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $36,831 | $0 | 2023 |
| Arbor Point Advisors | OTHER SERVICES | $19,638 | not reported in the loaded dataset | 2023 |
| D.A. Davidson & Co. | OTHER SERVICES | $18,303 | not reported in the loaded dataset | 2023 |
| Mcfarlin & Brokke Pc | ACCOUNTANT/AUDITOR | $13,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baird Holm Llp
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Bridges Investment Management Inc — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Arbor Point Advisors — Schedule C compensation
- D.A. Davidson & Co. — Schedule C compensation
- Mcfarlin & Brokke Pc — Schedule C compensation