2023 Form 5500 filing — Nelson Mullins Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924133102NAL0013044049002) for Nelson Mullins Retirement Plan, reported by Nelson Mullins Riley & Scarborough Llp under EIN 57-0215445 and plan number 002. It reports 2,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924133102NAL0013044049002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson Mullins Riley & Scarborough Llp
- EIN
- 57-0215445
- Plan number
- 002
- Location
- Columbia, SC
- Participants
- 2,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $617,393,440
- Net assets (EOY)
- $617,393,440
- Employer contributions
- $17,021,750
- Participant contributions
- $20,364,487
- Total income / additions
- $129,226,017
- Benefits paid
- $37,255,251
- Administrative expenses
- $848,213
- Total expenses
- $38,104,456
- Net increase / (decrease)
- $91,121,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $189,627 | not reported in the loaded dataset |
| Abacus Planning Group Inc | NONE | $185,167 | not reported in the loaded dataset |
| Ccm Investment Advisers LLC | NONE | $83,055 | not reported in the loaded dataset |
| Towers Watson Investment Srvcs Inc | NONE | $80,502 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $53,564 | not reported in the loaded dataset |
| V M Manning & Co Inc | NONE | $52,326 | not reported in the loaded dataset |
| Balentine LLC | NONE | $45,032 | not reported in the loaded dataset |
| Buckhead Capital Management Ll | NONE | $35,002 | not reported in the loaded dataset |
| Commonwealth Equity Services I | NONE | $22,290 | not reported in the loaded dataset |
| Patton Albertson Miller Group | NONE | $21,189 | not reported in the loaded dataset |
| Calvary Wealth LLC | NONE | $16,735 | not reported in the loaded dataset |
| Prospective Value Partners LLC | NONE | $15,233 | not reported in the loaded dataset |
| Mclean Asset Management Corp | NONE | $12,120 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $10,606 | $0 |
| Hb Wealth Management LLC | NONE | $5,835 | not reported in the loaded dataset |
| Cubic Pye Capital Mgmt Inc | NONE | $5,310 | not reported in the loaded dataset |