2023 Form 5500 filing — Maynard Nexsen Pc 401(K) Master Trust
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 20241010163904NAL0021459201001) for Maynard Nexsen Pc 401(K) Master Trust, reported by Maynard Nexsen Pc under EIN 63-0864426 and plan number 099. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$315.3MReported net assets$315,284,150
ParticipantsNot reported
Provider compensation$471.9K2 Schedule C row(s)$471,881
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010163904NAL0021459201001
- Plan sponsor
- Maynard Nexsen Pc
- EIN
- 63-0864426
- Plan number
- 099
- Location
- Birmingham, AL
- 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)$315.3M total assets
Net assets$315.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $315,284,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,284,150
- Total income / additions
- $43,589,018
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $43,589,018
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Company, Inc. | NONE | $320,017 | $0 |
| Empower Annuity Insurance Company | NONE | $151,864 | $0 |