2023 Form 5500 filing — Nelson Mullins Riley & Scarborough Llp Cash Balance Retirement 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 20241022154346NAL0005736562001) for Nelson Mullins Riley & Scarborough Llp Cash Balance Retirement Plan, reported by Nelson Mullins Riley & Scarborough Llp under EIN 57-0215445 and plan number 004. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022154346NAL0005736562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson Mullins Riley & Scarborough Llp
- EIN
- 57-0215445
- Plan number
- 004
- Location
- Columbia, SC
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,356,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,356,511
- Employer contributions
- $18,340,425
- Total income / additions
- $33,876,462
- Benefits paid
- $5,164,883
- Administrative expenses
- $323,525
- Total expenses
- $5,488,408
- Net increase / (decrease)
- $28,388,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $142,500 | not reported in the loaded dataset |
| Bernstein Private Wealth Management | NONE | $86,226 | $0 |
| Pnc Bank | NONE | $46,692 | not reported in the loaded dataset |
| Rsm Us LLC | NONE | $22,050 | not reported in the loaded dataset |