Meyers Nave 401(K)/Profit Sharing Plan 001 — Form 5500 plan (Meyers Nave, A Professional Corporation)

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, Meyers Nave 401(K)/Profit Sharing Plan 001 is a benefit plan reported by Meyers Nave, A Professional Corporation under EIN 94-3050358 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $24,169,065 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meyers Nave, A Professional Corporation
EIN
94-3050358
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
127
End-of-year plan assets
$24,169,065

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241011144313NAL0012615123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,169,065
Total liabilities (EOY)
$0
Net assets (EOY)
$24,169,065
Net assets (BOY)
$20,821,894

Income & contributions

Employer contributions
$434,166
Participant contributions
$886,191
Total contributions
$1,391,708
Total income / additions
$4,800,930

Expenses & distributions

Benefits paid
$1,414,594
Administrative expenses
$57,899
Total expenses
$1,472,493
Net increase / (decrease)
$3,328,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burton Enright WelchINVESTMENT ADVISOR$37,827not reported in the loaded dataset2023
Newport Group, Inc.RECORD-KEEPER$12,348$02023
Newport Trust CompanyTRUSTEE$7,724$02023

Related Form 5500 pages