Nelson Mullins Riley & Scarborough Llp Cash Balance Retirement Plan — Form 5500 plan (Nelson Mullins Riley & Scarborough Llp)
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, Nelson Mullins Riley & Scarborough Llp Cash Balance Retirement Plan is a benefit plan reported by Nelson Mullins Riley & Scarborough Llp under EIN 57-0215445 and plan number 004. The latest loaded filing year is 2023. The filing reports 270 participants and $119,356,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Mullins Riley & Scarborough Llp
- EIN
- 57-0215445
- Plan number
- 004
- Plan type
- 2
- Location
- Columbia, SC
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $119,356,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241022154346NAL0005736562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,356,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,356,511
- Net assets (BOY)
- $90,968,457
Income & contributions
- Employer contributions
- $18,340,425
- Total contributions
- $18,340,425
- Total income / additions
- $33,876,462
Expenses & distributions
- Benefits paid
- $5,164,883
- Administrative expenses
- $323,525
- Total expenses
- $5,488,408
- Net increase / (decrease)
- $28,388,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $142,500 | not reported in the loaded dataset | 2023 |
| Bernstein Private Wealth Management | NONE | $86,226 | $0 | 2023 |
| Pnc Bank | NONE | $46,692 | not reported in the loaded dataset | 2023 |
| Rsm Us LLC | NONE | $22,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Mullins Riley & Scarborough Llp
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Columbia, SC
- Willis Towers Watson Us LLC — Schedule C compensation
- Bernstein Private Wealth Management — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Rsm Us LLC — Schedule C compensation