2023 Form 5500 filing — Miniat Holdings LLC Employees' Profit Sharing Plan And 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 20241002132045NAL0004821171001) for Miniat Holdings LLC Employees' Profit Sharing Plan And Trust, reported by Miniat Holdings LLC under EIN 46-3958921 and plan number 003. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132045NAL0004821171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miniat Holdings LLC
- EIN
- 46-3958921
- Plan number
- 003
- Location
- South Holland, IL
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,893,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,893,286
- Employer contributions
- $318,498
- Participant contributions
- $1,211,900
- Total income / additions
- $9,400,985
- Benefits paid
- $8,034,544
- Administrative expenses
- $135,274
- Total expenses
- $8,169,818
- Net increase / (decrease)
- $1,231,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial | NONE | $84,800 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $51,294 | $0 |