Millis, MA Form 5500 retirement and benefit plan filings

City Form 5500 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, Millis, MA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $16,455,864 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,455,864
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,455,864

Contributions & income

Employer contributions
$657,941
Participant contributions
$489,136
Total income / additions
$2,910,848

Expenses & distributions

Benefits paid / distributions
$1,334,107
Total expenses
$1,568,458
Net increase / (decrease)
$1,342,390

Coverage

Total reported participants
273
Plans with financial statements
5
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Millis, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Millis, MA
PlanSponsorReported assets (EOY)Year
Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) PlanTresca Brothers Sand And Gravel, Inc.$12,686,6062023
Millis Package Store Corp Profit Sharing PlanMillis Package Store Corp$2,871,9012023
Twist Bakery And Cafe, Inc 401(K) PlanTwist Bakery And Cafe, Inc$783,0202023
Radio Frequency Company, Inc. Employees' Benefit PlanRadio Frequency Company, Inc.$77,3502023
Riva Food, Corp 401(K) PlanRiva Food, Corp$36,9872023
Tresca Brothers Sand & Gravel, Inc. Employee Benefits PlanTresca Brothers Sand & Gravel, Inc.not reported in the loaded dataset2023

Related Form 5500 pages