2023 Form 5500 filing — Nexfirm LLC & Member Firms' 401(K) 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 20241010132220NAL0021035201001) for Nexfirm LLC & Member Firms' 401(K) Retirement Plan, reported by Nexfirm LLC under EIN 26-3485406 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132220NAL0021035201001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nexfirm LLC
- EIN
- 26-3485406
- Plan number
- 001
- Location
- Scarsdale, NY
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,509,496
- Net assets (EOY)
- $19,509,496
- Employer contributions
- $1,484,478
- Participant contributions
- $2,440,303
- Total income / additions
- $8,861,676
- Benefits paid
- $1,101,049
- Administrative expenses
- $121,529
- Total expenses
- $1,222,578
- Net increase / (decrease)
- $7,639,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shelter Rock Management LLC | FEE- BASED ADVISOR | $72,198 | not reported in the loaded dataset |
| Creative Pension Consultants, Inc. | TPA | $34,497 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $16,378 | not reported in the loaded dataset |
| Danziger & Markhoff, Llp | TPA | $2,500 | not reported in the loaded dataset |
| Gwfs Equities | ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |