2023 Form 5500 filing — Milan Holdings 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 20241001092709NAL0012004048001) for Milan Holdings Retirement Plan, reported by Milan Laser Holdings LLC under EIN 36-4946885 and plan number 001. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001092709NAL0012004048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milan Laser Holdings LLC
- EIN
- 36-4946885
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,722,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,722,388
- Employer contributions
- $2,718,512
- Participant contributions
- $5,128,165
- Total income / additions
- $12,033,688
- Benefits paid
- $1,375,597
- Administrative expenses
- $78,911
- Total expenses
- $1,454,508
- Net increase / (decrease)
- $10,579,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $52,828 | $0 |
| Lutz Financial Services LLC | ADVISOR | $26,083 | not reported in the loaded dataset |