2023 Form 5500 filing — Mcmillan Pazdan Smith, LLC 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 20241013180105NAL0025014001001) for Mcmillan Pazdan Smith, LLC 401(K) Plan, reported by Mcmillan Pazdan Smith, LLC under EIN 27-0813293 and plan number 003. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013180105NAL0025014001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcmillan Pazdan Smith, LLC
- EIN
- 27-0813293
- Plan number
- 003
- Location
- Greenville, SC
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,883,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,883,834
- Employer contributions
- $1,133,691
- Participant contributions
- $2,356,679
- Total income / additions
- $7,641,011
- Benefits paid
- $3,491,682
- Administrative expenses
- $170,030
- Total expenses
- $3,661,712
- Net increase / (decrease)
- $3,979,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $89,863 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70,546 | not reported in the loaded dataset |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $58,619 |
| Envestnet Retirement Solutions, LLC | OTHER | $9,621 | not reported in the loaded dataset |