2023 Form 5500 filing — Meyers Nave 401(K)/Profit Sharing Plan 001
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 20241011144313NAL0012615123001) for Meyers Nave 401(K)/Profit Sharing Plan 001, reported by Meyers Nave, A Professional Corporation under EIN 94-3050358 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144313NAL0012615123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meyers Nave, A Professional Corporation
- EIN
- 94-3050358
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,169,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,169,065
- Employer contributions
- $434,166
- Participant contributions
- $886,191
- Total income / additions
- $4,800,930
- Benefits paid
- $1,414,594
- Administrative expenses
- $57,899
- Total expenses
- $1,472,493
- Net increase / (decrease)
- $3,328,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burton Enright Welch | INVESTMENT ADVISOR | $37,827 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $12,348 | $0 |
| Newport Trust Company | TRUSTEE | $7,724 | $0 |