2023 Form 5500 filing — Miller Oil Co., Inc. Retirement Savings 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 20240919094743NAL0011512098001) for Miller Oil Co., Inc. Retirement Savings Plan, reported by Miller Oil Co., Inc. under EIN 54-1056691 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.4MReported net assets$3,388,070
Participants156
Provider compensation$16.9K2 Schedule C row(s)$16,853
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919094743NAL0011512098001
- Plan sponsor
- Miller Oil Co., Inc.
- EIN
- 54-1056691
- Plan number
- 001
- Location
- Chesapeake, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,388,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,388,070
- Employer contributions
- $134,849
- Participant contributions
- $343,970
- Total income / additions
- $1,084,599
- Benefits paid
- $768,934
- Administrative expenses
- $16,853
- Total expenses
- $785,787
- Net increase / (decrease)
- $298,812
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $9,101 | $0 |
| Davenport & Company LLC | INVESTMENT ADVISOR | $7,752 | not reported in the loaded dataset |