Maynard Nexsen Pc 401(K) Plan & Trust — Form 5500 plan (Maynard Nexsen, Pc)
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, Maynard Nexsen Pc 401(K) Plan & Trust is a benefit plan reported by Maynard Nexsen, Pc under EIN 63-0864426 and plan number 002. The latest loaded filing year is 2023. The filing reports 638 participants and $309,055,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maynard Nexsen, Pc
- EIN
- 63-0864426
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $309,055,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20241010163552NAL0036438896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $309,055,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $309,055,367
- Net assets (BOY)
- $255,175,707
Income & contributions
- Employer contributions
- $13,427,131
- Participant contributions
- $8,752,660
- Total contributions
- $22,888,898
- Total income / additions
- $65,548,932
Expenses & distributions
- Benefits paid
- $11,743,115
- Administrative expenses
- $275,979
- Total expenses
- $12,025,245
- Net increase / (decrease)
- $53,523,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $320,017 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $300,779 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $122,538 | not reported in the loaded dataset | 2023 |
| Warren Averett, LLC | NONE | $18,900 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $7,679 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maynard Nexsen, Pc
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Charles Schwab & Co., Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation
- Principal Financial Group — Schedule C compensation