2023 Form 5500 filing — Maynard Nexsen Pc 401(K) Plan & Trust
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 20241010163552NAL0036438896001) for Maynard Nexsen Pc 401(K) Plan & Trust, reported by Maynard Nexsen, Pc under EIN 63-0864426 and plan number 002. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163552NAL0036438896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maynard Nexsen, Pc
- EIN
- 63-0864426
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,055,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $309,055,367
- Employer contributions
- $13,427,131
- Participant contributions
- $8,752,660
- Total income / additions
- $65,548,932
- Benefits paid
- $11,743,115
- Administrative expenses
- $275,979
- Total expenses
- $12,025,245
- Net increase / (decrease)
- $53,523,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $320,017 | $0 |
| Empower Annuity Insurance Company | NONE | $300,779 | $0 |
| Capfinancial Partners LLC Dba Captr | NONE | $122,538 | not reported in the loaded dataset |
| Warren Averett, LLC | NONE | $18,900 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $7,679 | not reported in the loaded dataset |