Maynes, Bradford, Shipps And Sheftel, Llp Retirement Savings Plan — Form 5500 plan (Maynes, Bradford, Shipps And Sheftel, 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, Maynes, Bradford, Shipps And Sheftel, Llp Retirement Savings Plan is a benefit plan reported by Maynes, Bradford, Shipps And Sheftel, Llp under EIN 84-0745133 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $13,217,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maynes, Bradford, Shipps And Sheftel, Llp
EIN
84-0745133
Plan number
001
Plan type
2
Location
Durango, CO
Latest filing year
2023
Participants
25
End-of-year plan assets
$13,217,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I20250417164052NAL0000729955001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,217,975
Total liabilities (EOY)
$0
Net assets (EOY)
$13,217,975
Net assets (BOY)
$11,651,426

Income & contributions

Employer contributions
$319,626
Participant contributions
$88,034
Total income / additions
$1,572,702

Expenses & distributions

Benefits paid
$6,153
Total expenses
$6,153
Net increase / (decrease)
$1,566,549

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages