Maynard Nexsen Pc 401(K) Master 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) Master Trust is a benefit plan reported by Maynard Nexsen Pc under EIN 63-0864426 and plan number 099. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $315,284,150 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$315.3MPlan net assets, end of year$315,284,150
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$471.9K2 Schedule C provider row(s)$471,881
- Plan sponsor
- Maynard Nexsen Pc
- EIN
- 63-0864426
- Plan number
- 099
- Plan type
- 4
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010163904NAL0021459201001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$315.3M total assets
Net assets$315.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $315,284,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,284,150
- Net assets (BOY)
- $259,450,715
Income & contributions
- Total contributions
- $0
- Total income / additions
- $43,589,018
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $43,589,018
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Company, Inc. | NONE | $320,017 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $151,864 | $0 | 2023 |