2023 Form 5500 filing — Bernstein Shur Sawyer & Nelson P.A. 401(K) 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 20241009114430NAL0032558816001) for Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan, reported by Bernstein Shur Sawyer & Nelson P.A. under EIN 01-0378211 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114430NAL0032558816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bernstein Shur Sawyer & Nelson P.A.
- EIN
- 01-0378211
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,579,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,579,437
- Employer contributions
- $2,487,773
- Participant contributions
- $2,928,490
- Total income / additions
- $26,065,897
- Benefits paid
- $8,511,174
- Administrative expenses
- $51,804
- Total expenses
- $8,562,978
- Net increase / (decrease)
- $17,502,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $28,250 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $18,116 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $398 | $0 |