Nexsen Pruet 401(K) Profit Sharing Plan — Form 5500 plan (Nexsen Pruet, 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, Nexsen Pruet 401(K) Profit Sharing Plan is a benefit plan reported by Nexsen Pruet, LLC under EIN 57-0386425 and plan number 003. The latest loaded filing year is 2023. The filing reports 522 participants and $154,279,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nexsen Pruet, LLC
EIN
57-0386425
Plan number
003
Plan type
2
Location
Columbia, SC
Latest filing year
2023
Participants
522
End-of-year plan assets
$154,279,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241014104109NAL0045652256001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,279,782
Total liabilities (EOY)
$0
Net assets (EOY)
$154,279,782
Net assets (BOY)
$140,777,693

Income & contributions

Employer contributions
$1,258,355
Participant contributions
$1,101,676
Total contributions
$2,551,093
Total income / additions
$25,955,432

Expenses & distributions

Benefits paid
$12,345,933
Administrative expenses
$101,071
Total expenses
$12,453,343
Net increase / (decrease)
$13,502,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comperio Retirement Consulting IncADVISOR$75,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,121$02023

Related Form 5500 pages