Nexfirm LLC & Member Firms' 401(K) Retirement Plan — Form 5500 plan (Nexfirm LLC)
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, Nexfirm LLC & Member Firms' 401(K) Retirement Plan is a benefit plan reported by Nexfirm LLC under EIN 26-3485406 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $19,509,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nexfirm LLC
- EIN
- 26-3485406
- Plan number
- 001
- Plan type
- 3
- Location
- Scarsdale, NY
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $19,509,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241010132220NAL0021035201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,509,496
- Net assets (EOY)
- $19,509,496
- Net assets (BOY)
- $11,870,398
Income & contributions
- Employer contributions
- $1,484,478
- Participant contributions
- $2,440,303
- Total contributions
- $6,379,610
- Total income / additions
- $8,861,676
Expenses & distributions
- Benefits paid
- $1,101,049
- Administrative expenses
- $121,529
- Total expenses
- $1,222,578
- Net increase / (decrease)
- $7,639,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shelter Rock Management LLC | FEE- BASED ADVISOR | $72,198 | not reported in the loaded dataset | 2023 |
| Creative Pension Consultants, Inc. | TPA | $34,497 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $16,378 | not reported in the loaded dataset | 2023 |
| Danziger & Markhoff, Llp | TPA | $2,500 | not reported in the loaded dataset | 2023 |
| Gwfs Equities | ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nexfirm LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Scarsdale, NY
- Shelter Rock Management LLC — Schedule C compensation
- Creative Pension Consultants, Inc. — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Danziger & Markhoff, Llp — Schedule C compensation
- Gwfs Equities — Schedule C compensation