2023 Form 5500 filing — Nixon Peabody Llp Retirement Savings Plan Ii
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 20241015113531NAL0029420497001) for Nixon Peabody Llp Retirement Savings Plan Ii, reported by Nixon Peabody Llp under EIN 16-0764720 and plan number 025. It reports 844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113531NAL0029420497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nixon Peabody Llp
- EIN
- 16-0764720
- Plan number
- 025
- Location
- Rochester, NY
- Participants
- 844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,110,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,110,084
- Employer contributions
- $7,311,692
- Participant contributions
- $2,990,854
- Total income / additions
- $39,192,150
- Benefits paid
- $16,763,124
- Administrative expenses
- $100,132
- Total expenses
- $16,863,256
- Net increase / (decrease)
- $22,328,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,493 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $30,466 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $14,796 | not reported in the loaded dataset |
| Bonadio & Co Llp | ACCOUNTANT/AUDITOR | $12,600 | not reported in the loaded dataset |