How many benefit plans does Mcmillan Pazdan Smith, LLC report on Form 5500?

Mcmillan Pazdan Smith, LLC (EIN 27-0813293) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Mcmillan Pazdan Smith, LLC?

The Employer Identification Number (EIN) reported for Mcmillan Pazdan Smith, LLC is 27-0813293.

What is the latest Form 5500 filing year for Mcmillan Pazdan Smith, LLC?

The latest loaded Form 5500 filing year for Mcmillan Pazdan Smith, LLC is 2023.

Mcmillan Pazdan Smith, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mcmillan Pazdan Smith, LLC (EIN 27-0813293) is a plan sponsor located in Greenville, SC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-0813293
Location: Greenville, SC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $26,883,834
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $26,883,834

Contributions & income

Employer contributions: $1,133,691
Participant contributions: $2,356,679
Total income / additions: $7,641,011

Expenses & distributions

Benefits paid / distributions: $3,491,682
Total expenses: $3,661,712
Net increase / (decrease): $3,979,299

Coverage

Total reported participants: 680
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mcmillan Pazdan Smith, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Mcmillan Pazdan Smith, LLC 401(K) Plan	003	375	$26,883,834	2023
Mcmillan Pazdan Smith, LLC Health And Welfare Benefit Plan	501	305	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mcmillan Pazdan Smith, LLC
Year	Plan	Participants	Schedules	Filing
2023	Mcmillan Pazdan Smith, LLC Health And Welfare Benefit Plan	305	—	20240502130104NAL0046661266001
2023	Mcmillan Pazdan Smith, LLC 401(K) Plan	375	H, C	20241013180105NAL0025014001001