Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan — Form 5500 plan (Bernstein Shur Sawyer & Nelson P.A.)
Plain-English plan 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, Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan is a benefit plan reported by Bernstein Shur Sawyer & Nelson P.A. under EIN 01-0378211 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $124,579,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bernstein Shur Sawyer & Nelson P.A.
- EIN
- 01-0378211
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $124,579,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241009114430NAL0032558816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,579,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,579,437
- Net assets (BOY)
- $107,076,518
Income & contributions
- Employer contributions
- $2,487,773
- Participant contributions
- $2,928,490
- Total contributions
- $5,770,811
- Total income / additions
- $26,065,897
Expenses & distributions
- Benefits paid
- $8,511,174
- Administrative expenses
- $51,804
- Total expenses
- $8,562,978
- Net increase / (decrease)
- $17,502,919
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $28,250 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $18,116 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $398 | $0 | 2023 |