Mayer, Llp 401(K) And Profit Sharing Plan — Form 5500 plan (Mayer, 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, Mayer, Llp 401(K) And Profit Sharing Plan is a benefit plan reported by Mayer, Llp under EIN 83-2396704 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $16,363,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mayer, Llp
- EIN
- 83-2396704
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $16,363,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015111032NAL0028160273002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,363,796
- Net assets (EOY)
- $16,363,796
- Net assets (BOY)
- $13,615,493
Income & contributions
- Employer contributions
- $189,043
- Participant contributions
- $1,621,581
- Total contributions
- $1,933,915
- Total income / additions
- $4,361,584
Expenses & distributions
- Benefits paid
- $1,507,886
- Administrative expenses
- $105,395
- Total expenses
- $1,613,281
- Net increase / (decrease)
- $2,748,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $34,049 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $26,059 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,120 | $0 | 2023 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $22,168 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mayer, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation