2023 Form 5500 filing — S&A Miller Group Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723132911NAL0018361216001) for S&A Miller Group Retirement Plan, reported by S&A Miller Group, Inc. under EIN 84-4512412 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240723132911NAL0018361216001
Filing year
2023
Form type
2
Plan sponsor
S&A Miller Group, Inc.
EIN
84-4512412
Plan number
001
Location
Springboro, OH
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$531,919
Net assets (EOY)
$531,919
Employer contributions
$3,155
Participant contributions
$3,883
Total income / additions
$320,633
Administrative expenses
$97
Total expenses
$97
Net increase / (decrease)
$320,536
Schedule source
Schedule I

Related Form 5500 pages