· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWN NELMS & CO PC — BROWN NELMS & CO PC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240603103226NAL0031232880001
BROWN NELMS & CO PC
Form 5500-SF
FILING_RECEIVED
BROWN NELMS & CO PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
3
Plan assets (EOY)
$8K
Net assets (EOY)
$8K
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BROWN NELMS & CO PC
.
Find decision makers
Plan sponsor
Name
BROWN NELMS & CO PC
EIN
58-1737336
Address
101 WORLD DRIVE · SUITE 300 · PEACHTREE CITY, GA · 30269
Phone
(770) 461-5502
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
JANOVER, LLC
JANOVER, LLC 401(K) PLAN
$8K
MONTEMAR ASSOCIATES, PC
MONTEMAR ASSOCIATES, PC 401(K) PLAN
$8K · 3 participants
JH PROFESSIONAL GROUP, INC.
JH PROFESSIONAL GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST
$8K · 5 participants
LIBERTY NW ACCOUNTING SERVICES, LLC
LIBERTY NW ACCOUNTING SERVICES, LLC 401(K) PLAN
$8K · 1 participants
FIN CON ASSOCIATES
FIN CON ASSOCIATES 401(K) P/S PLAN
$8K · 5 participants
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CREIGHTON J SPIES EA LLC
CREIGHTON J SPIES EA 401(K) PLAN
$8K · 3 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
