2023 Form 5500 filing — Symmes, Maini & Mckee Associates, Inc. 401k 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 20240927083456NAL0000934867001) for Symmes, Maini & Mckee Associates, Inc. 401k Plan, reported by Symmes Maini & Mckee Assoc. Inc. under EIN 04-2745179 and plan number 004. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$56MReported net assets$56,044,923
Participants286
Provider compensation$153.8K4 Schedule C row(s)$153,833
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927083456NAL0000934867001
- Plan sponsor
- Symmes Maini & Mckee Assoc. Inc.
- EIN
- 04-2745179
- Plan number
- 004
- Location
- Cambridge, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$56M total assets
Net assets$56MLiabilities$0
Full reported line items
- Total assets (EOY)
- $56,044,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,044,923
- Employer contributions
- $1,222,327
- Participant contributions
- $2,306,120
- Total income / additions
- $12,810,274
- Benefits paid
- $4,069,125
- Administrative expenses
- $1,121
- Total expenses
- $4,070,246
- Net increase / (decrease)
- $8,740,028
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J Alden Associates Inc | BROKER/ADVISER | $0 | $112,854 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $40,083 |
| Empower Annuity Insurance Company | RECORDKEEPER | $616 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $280 | not reported in the loaded dataset |