Milo'S Tea Company, 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, Milo'S Tea Company, Inc. (EIN 63-0794375) is a plan sponsor located in Bessemer, AL 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
63-0794375
Location
Bessemer, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,613,192
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,613,192

Contributions & income

Employer contributions
$983,802
Participant contributions
$2,068,655
Total income / additions
$7,441,707

Expenses & distributions

Benefits paid / distributions
$1,514,285
Total expenses
$1,612,967
Net increase / (decrease)
$5,828,740

Coverage

Total reported participants
1,215
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

Milo'S Tea Company, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Milo'S Tea Company, Inc. Retirement Savings Plan001673$18,613,1922023
Milo'S Tea Company, Inc. Welfare Benefits Plan501542not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Milo'S Tea Company, Inc.
YearPlanParticipantsSchedulesFiling
2023Milo'S Tea Company, Inc. Retirement Savings Plan673H, C20240925111826NAL0019670736001
2023Milo'S Tea Company, Inc. Welfare Benefits Plan54220241127121759NAL0006609697001

Related Form 5500 pages