2023 Form 5500 filing — Millennium Trust Company, LLC 401(K) 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 20240806161139NAL0001503699001) for Millennium Trust Company, LLC 401(K) Plan, reported by Millennium Trust Company, LLC under EIN 36-4400066 and plan number 001. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806161139NAL0001503699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millennium Trust Company, LLC
- EIN
- 36-4400066
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,944,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,944,642
- Employer contributions
- $2,354,801
- Participant contributions
- $7,281,988
- Total income / additions
- $22,231,093
- Benefits paid
- $4,947,467
- Administrative expenses
- $163,414
- Total expenses
- $5,147,209
- Net increase / (decrease)
- $17,083,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $127,857 | $0 |
| Wintrust Investments LLC | ADVISOR | $35,667 | not reported in the loaded dataset |