2023 Form 5500 filing — Mayer, Llp 401(K) And 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 20241015111032NAL0028160273002) for Mayer, Llp 401(K) And Profit Sharing Plan, reported by Mayer, Llp under EIN 83-2396704 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111032NAL0028160273002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayer, Llp
- EIN
- 83-2396704
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,363,796
- Net assets (EOY)
- $16,363,796
- Employer contributions
- $189,043
- Participant contributions
- $1,621,581
- Total income / additions
- $4,361,584
- Benefits paid
- $1,507,886
- Administrative expenses
- $105,395
- Total expenses
- $1,613,281
- Net increase / (decrease)
- $2,748,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $34,049 | $0 |
| Raymond James | INVESTMENT ADVISOR | $26,059 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,120 | $0 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $22,168 | $0 |