MAYNARD NEXSEN PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST
401k plan membership statisitcs for MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST
Measure | Date | Value |
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2023: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 36 |
Total of all active and inactive participants | 2023-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 224 |
Number of participants with account balances | 2023-01-01 | 185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 3 |
2022: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
Total of all active and inactive participants | 2022-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 164 |
Number of participants with account balances | 2022-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 23 |
Total of all active and inactive participants | 2021-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 109 |
Number of participants with account balances | 2021-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
2020: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 23 |
Total of all active and inactive participants | 2020-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 96 |
Number of participants with account balances | 2020-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 98 |
Number of participants with account balances | 2019-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
Total of all active and inactive participants | 2018-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 96 |
Number of participants with account balances | 2018-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 83 |
Number of participants with account balances | 2017-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 73 |
Number of participants with account balances | 2016-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2023 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $355,973 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $2,786,196 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $425,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $395,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,821,016 |
Value of total assets at end of year | 2023-12-31 | $6,933,888 |
Value of total assets at beginning of year | 2023-12-31 | $4,929,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $30,032 |
Total interest from all sources | 2023-12-31 | $219 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,763,773 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $57,243 |
Assets. Loans (other than to participants) at end of year | 2023-12-31 | $3,895 |
Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $2,360,333 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,933,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,929,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $10,926 |
Interest on participant loans | 2023-12-31 | $219 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $6,929,993 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $4,929,528 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Assets. Invements in employer securities at end of year | 2023-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2023-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $395,831 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2023-12-31 | 454084437 |
2022 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $-570,024 |
Total income from all sources | 2022-12-31 | $204,748 |
Expenses. Total of all expenses incurred | 2022-12-31 | $411,690 |
Benefits paid (including direct rollovers) | 2022-12-31 | $391,950 |
Total plan assets at end of year | 2022-12-31 | $4,929,528 |
Total plan assets at beginning of year | 2022-12-31 | $5,706,494 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $1,075,595 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $126,060 |
Other income received | 2022-12-31 | $-997,507 |
Net income (gross income less expenses) | 2022-12-31 | $-206,942 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,929,528 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,706,494 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,740 |
2021 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $-576,449 |
Total income from all sources | 2021-12-31 | $1,880,601 |
Expenses. Total of all expenses incurred | 2021-12-31 | $309,228 |
Benefits paid (including direct rollovers) | 2021-12-31 | $291,518 |
Total plan assets at end of year | 2021-12-31 | $5,706,494 |
Total plan assets at beginning of year | 2021-12-31 | $4,711,570 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $961,420 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $14,062 |
Other income received | 2021-12-31 | $639,172 |
Net income (gross income less expenses) | 2021-12-31 | $1,571,373 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,706,494 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,711,570 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $265,947 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $17,710 |
2020 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $-699,302 |
Total income from all sources | 2020-12-31 | $1,850,164 |
Expenses. Total of all expenses incurred | 2020-12-31 | $274,875 |
Benefits paid (including direct rollovers) | 2020-12-31 | $273,319 |
Total plan assets at end of year | 2020-12-31 | $4,711,570 |
Total plan assets at beginning of year | 2020-12-31 | $3,835,583 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $800,952 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $127,485 |
Other income received | 2020-12-31 | $703,920 |
Net income (gross income less expenses) | 2020-12-31 | $1,575,289 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,711,570 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,835,583 |
Assets. Value of participant loans | 2020-12-31 | $18,921 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $217,807 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,556 |
2019 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $-31,257 |
Total income from all sources | 2019-12-31 | $1,583,814 |
Expenses. Total of all expenses incurred | 2019-12-31 | $213,124 |
Benefits paid (including direct rollovers) | 2019-12-31 | $210,670 |
Total plan assets at end of year | 2019-12-31 | $3,835,583 |
Total plan assets at beginning of year | 2019-12-31 | $2,496,150 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $705,403 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $72,966 |
Other income received | 2019-12-31 | $610,272 |
Net income (gross income less expenses) | 2019-12-31 | $1,370,690 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,835,583 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,496,150 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $195,173 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,454 |
2018 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $748,891 |
Expenses. Total of all expenses incurred | 2018-12-31 | $50,426 |
Benefits paid (including direct rollovers) | 2018-12-31 | $41,096 |
Total plan assets at end of year | 2018-12-31 | $2,496,150 |
Total plan assets at beginning of year | 2018-12-31 | $1,797,685 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $709,430 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $49,669 |
Other income received | 2018-12-31 | $-190,971 |
Net income (gross income less expenses) | 2018-12-31 | $698,465 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,496,150 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,797,685 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $180,763 |
Value of corrective distributions | 2018-12-31 | $9,252 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $78 |
2017 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,037,190 |
Expenses. Total of all expenses incurred | 2017-12-31 | $55,490 |
Benefits paid (including direct rollovers) | 2017-12-31 | $55,446 |
Total plan assets at end of year | 2017-12-31 | $1,797,685 |
Total plan assets at beginning of year | 2017-12-31 | $815,985 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $667,301 |
Other income received | 2017-12-31 | $191,411 |
Net income (gross income less expenses) | 2017-12-31 | $981,700 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,797,685 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $815,985 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $178,478 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $44 |
2016 : MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $829,610 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,625 |
Benefits paid (including direct rollovers) | 2016-12-31 | $13,625 |
Total plan assets at end of year | 2016-12-31 | $815,985 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $628,394 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $879 |
Other income received | 2016-12-31 | $19,620 |
Net income (gross income less expenses) | 2016-12-31 | $815,985 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $815,985 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $180,717 |
2023: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MAYNARD NEXSEN PC ASSOCIATES 401(K) PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |