Mcmillan Pazdan Smith, LLC 401(K) Plan — Form 5500 plan (Mcmillan Pazdan Smith, LLC)
Plain-English plan 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, Mcmillan Pazdan Smith, LLC 401(K) Plan is a benefit plan reported by Mcmillan Pazdan Smith, LLC under EIN 27-0813293 and plan number 003. The latest loaded filing year is 2023. The filing reports 375 participants and $26,883,834 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.9MPlan net assets, end of year$26,883,834
Participants375Covered participants reported
Assets / participant$71.7KComputed: assets ÷ participants$71,690 (computed)
Provider compensation$228.6K4 Schedule C provider row(s)$228,649
- Plan sponsor
- Mcmillan Pazdan Smith, LLC
- EIN
- 27-0813293
- Plan number
- 003
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241013180105NAL0025014001001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.9M total assets
Net assets$26.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,883,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,883,834
- Net assets (BOY)
- $22,904,535
Income & contributions
- Employer contributions
- $1,133,691
- Participant contributions
- $2,356,679
- Total contributions
- $3,881,546
- Total income / additions
- $7,641,011
Expenses & distributions
- Benefits paid
- $3,491,682
- Administrative expenses
- $170,030
- Total expenses
- $3,661,712
- Net increase / (decrease)
- $3,979,299
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $89,863 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70,546 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $58,619 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $9,621 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcmillan Pazdan Smith, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation