Who sponsors the Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B)?

Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) is reported as sponsored by Shutts & Bowen Llp (EIN 59-0447122, plan number 022) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B)?

The latest Form 5500 filing year loaded for Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) is 2023.

How many participants does Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) report?

Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) reports 194 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B)?

Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) reports $40,900,776 in end-of-year plan assets in its latest loaded Form 5500 filing.

Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) — Form 5500 plan (Shutts & Bowen 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, Shutts & Bowen, Llp 401(K) Profit Sharing Plan (B) is a benefit plan reported by Shutts & Bowen Llp under EIN 59-0447122 and plan number 022. The latest loaded filing year is 2023. The filing reports 194 participants and $40,900,776 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.9MPlan net assets, end of year$40,900,776

Participants194Covered participants reported

Assets / participant$210.8KComputed: assets ÷ participants$210,829 (computed)

Provider compensation$29.8K2 Schedule C provider row(s)$29,828

Plan sponsor: Shutts & Bowen Llp
EIN: 59-0447122
Plan number: 022
Plan type: 2
Location: Miami, FL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	194	H, C	20240913081318NAL0004963011001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40.9M total assets

Net assets$40.9MLiabilities—

Money in vs. money out

Total income / additions$8.6M

Total expenses$4.4M

Benefits paid / distributions$4.4M

Contributions

Employer$451.5K

Participant$2.3M

Full reported line items

Net assets

Total assets (EOY): $40,900,776
Net assets (EOY): $40,900,776
Net assets (BOY): $29,146,157

Income & contributions

Employer contributions: $451,503
Participant contributions: $2,325,013
Total contributions: $3,027,097
Total income / additions: $8,583,570

Expenses & distributions

Benefits paid: $4,408,035
Administrative expenses: $30,171
Total expenses: $4,438,206
Net increase / (decrease): $4,145,364

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

16%84%

Employer 16%Participant 84%

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income51%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Schwab Retirement Plan Services,Inc	NONE	$29,827	not reported in the loaded dataset	2023
Charles Schwab & Co., Inc.	NONE	$1	$0	2023