2023 Form 5500 filing — Nexsen Pruet 401(K) Profit Sharing 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 20241014104109NAL0045652256001) for Nexsen Pruet 401(K) Profit Sharing Plan, reported by Nexsen Pruet, LLC under EIN 57-0386425 and plan number 003. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104109NAL0045652256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nexsen Pruet, LLC
- EIN
- 57-0386425
- Plan number
- 003
- Location
- Columbia, SC
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,279,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,279,782
- Employer contributions
- $1,258,355
- Participant contributions
- $1,101,676
- Total income / additions
- $25,955,432
- Benefits paid
- $12,345,933
- Administrative expenses
- $101,071
- Total expenses
- $12,453,343
- Net increase / (decrease)
- $13,502,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comperio Retirement Consulting Inc | ADVISOR | $75,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,121 | $0 |