2023 Form 5500 filing — Mcmillan Pazdan Smith, LLC 401(K) 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 20241013180105NAL0025014001001) for Mcmillan Pazdan Smith, LLC 401(K) Plan, reported by Mcmillan Pazdan Smith, LLC under EIN 27-0813293 and plan number 003. It reports 375 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)$26.9MReported net assets$26,883,834
Participants375
Provider compensation$228.6K4 Schedule C row(s)$228,649
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013180105NAL0025014001001
- Plan sponsor
- Mcmillan Pazdan Smith, LLC
- EIN
- 27-0813293
- Plan number
- 003
- Location
- Greenville, SC
- 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)$26.9M total assets
Net assets$26.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,883,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,883,834
- Employer contributions
- $1,133,691
- Participant contributions
- $2,356,679
- Total income / additions
- $7,641,011
- Benefits paid
- $3,491,682
- Administrative expenses
- $170,030
- Total expenses
- $3,661,712
- Net increase / (decrease)
- $3,979,299
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $89,863 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70,546 | not reported in the loaded dataset |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $58,619 |
| Envestnet Retirement Solutions, LLC | OTHER | $9,621 | not reported in the loaded dataset |