2023 Form 5500 filing — Mim 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 20241001143640NAL0007300977001) for Mim 401(K) Profit Sharing Plan & Trust, reported by Miller Investment Management, Lp under EIN 23-2969359 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001143640NAL0007300977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller Investment Management, Lp
- EIN
- 23-2969359
- Plan number
- 001
- Location
- West Conshohocken, PA
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,880,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,880,065
- Employer contributions
- $153,634
- Participant contributions
- $310,077
- Total income / additions
- $1,691,641
- Benefits paid
- $955,395
- Administrative expenses
- $1,198
- Total expenses
- $956,593
- Net increase / (decrease)
- $735,048
- Schedule source
- Schedule I