Millwood, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Millwood, Inc. (EIN 34-1725500) is a plan sponsor located in Vienna, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1725500
Location
Vienna, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,355,619
Total reported liabilities (EOY)
$211,255
Total reported net assets (EOY)
$29,144,364

Contributions & income

Employer contributions
$528,249
Participant contributions
$3,055,038
Total income / additions
$8,050,730

Expenses & distributions

Benefits paid / distributions
$4,057,424
Total expenses
$4,442,430
Net increase / (decrease)
$3,608,300

Coverage

Total reported participants
3,237
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Millwood, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Millwood, Inc. 401(K) Profit Sharing Plan0011,714$29,355,6192023
Millwood, Inc. Health & Welfare Plan5021,523not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Millwood, Inc.
YearPlanParticipantsSchedulesFiling
2023Millwood, Inc. Health & Welfare Plan1,52320240925101226NAL0019564816001
2023Millwood, Inc. 401(K) Profit Sharing Plan1,714H, C20241014112222NAL0026031025001

Related Form 5500 pages