2023 Form 5500 filing — Garan Lucow Miller, P.C. Profit Sharing Plan & Trust
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 20240904143319NAL0032974832002) for Garan Lucow Miller, P.C. Profit Sharing Plan & Trust, reported by Garan Lucow Miller, P.C. under EIN 38-1879991 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904143319NAL0032974832002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garan Lucow Miller, P.C.
- EIN
- 38-1879991
- Plan number
- 001
- Location
- Detroit, MI
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,946,753
- Net assets (EOY)
- $41,946,753
- Employer contributions
- $699,242
- Participant contributions
- $1,145,754
- Total income / additions
- $7,738,089
- Benefits paid
- $5,210,852
- Administrative expenses
- $71,964
- Total expenses
- $5,282,816
- Net increase / (decrease)
- $2,455,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $52,483 | not reported in the loaded dataset |
| Exchange Capital Management | NONE | $19,480 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc | NONE | $184 | $0 |