2023 Form 5500 filing — Millennium Software 401(K) 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 20240909154703NAL0010818418001) for Millennium Software 401(K) Profit Sharing Plan & Trust, reported by Millennium Software under EIN 38-3316472 and plan number 001. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909154703NAL0010818418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millennium Software
- EIN
- 38-3316472
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,140,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,140,008
- Participant contributions
- $1,230,649
- Total income / additions
- $2,983,165
- Benefits paid
- $1,703,299
- Administrative expenses
- $48,366
- Total expenses
- $1,751,665
- Net increase / (decrease)
- $1,231,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $39,670 | not reported in the loaded dataset |
| Charles Schwab Trust Company | CUSTODIAN | $5,196 | not reported in the loaded dataset |