2023 Form 5500 filing — Symmes, Maini & Mckee Associates, Inc. 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927083456NAL0000934867001) for Symmes, Maini & Mckee Associates, Inc. 401k Plan, reported by Symmes Maini & Mckee Assoc. Inc. under EIN 04-2745179 and plan number 004. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927083456NAL0000934867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Symmes Maini & Mckee Assoc. Inc.
- EIN
- 04-2745179
- Plan number
- 004
- Location
- Cambridge, MA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,044,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,044,923
- Employer contributions
- $1,222,327
- Participant contributions
- $2,306,120
- Total income / additions
- $12,810,274
- Benefits paid
- $4,069,125
- Administrative expenses
- $1,121
- Total expenses
- $4,070,246
- Net increase / (decrease)
- $8,740,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J Alden Associates Inc | BROKER/ADVISER | $0 | $112,854 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $40,083 |
| Empower Annuity Insurance Company | RECORDKEEPER | $616 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $280 | not reported in the loaded dataset |