2023 Form 5500 filing — Maynard Nexsen, Pc Associates 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 20241010164756NAL0021465825001) for Maynard Nexsen, Pc Associates 401(K) Plan & Trust, reported by Maynard Nexsen, Pc under EIN 63-0864426 and plan number 005. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.9MReported net assets$6,933,888
Participants170
Provider compensation$65K2 Schedule C row(s)$65,029
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010164756NAL0021465825001
- Plan sponsor
- Maynard Nexsen, Pc
- EIN
- 63-0864426
- Plan number
- 005
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,933,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,933,888
- Participant contributions
- $1,763,773
- Total income / additions
- $2,786,196
- Benefits paid
- $395,831
- Administrative expenses
- $30,032
- Total expenses
- $425,863
- Net increase / (decrease)
- $2,360,333
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $54,103 | $0 |
| Capfinancial Partners LLC Dba Captr | NONE | $10,926 | not reported in the loaded dataset |