Symmes, Maini & Mckee Associates, Inc. 401k Plan — Form 5500 plan (Symmes Maini & Mckee Assoc. Inc.)
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, Symmes, Maini & Mckee Associates, Inc. 401k Plan is a benefit plan reported by Symmes Maini & Mckee Assoc. Inc. under EIN 04-2745179 and plan number 004. The latest loaded filing year is 2023. The filing reports 286 participants and $56,044,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symmes Maini & Mckee Assoc. Inc.
- EIN
- 04-2745179
- Plan number
- 004
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $56,044,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240927083456NAL0000934867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,044,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,044,923
- Net assets (BOY)
- $47,304,895
Income & contributions
- Employer contributions
- $1,222,327
- Participant contributions
- $2,306,120
- Total contributions
- $4,266,262
- Total income / additions
- $12,810,274
Expenses & distributions
- Benefits paid
- $4,069,125
- Administrative expenses
- $1,121
- Total expenses
- $4,070,246
- Net increase / (decrease)
- $8,740,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J Alden Associates Inc | BROKER/ADVISER | $0 | $112,854 | 2023 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $40,083 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $616 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Symmes Maini & Mckee Assoc. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- J Alden Associates Inc — Schedule C compensation
- The Paragon Alliance Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation