2023 Form 5500 filing — Paul Miller & Its Affiliates 401(K) 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 20241009121039NAL0010588163001) for Paul Miller & Its Affiliates 401(K) Plan, reported by Paul Miller, Inc. under EIN 22-2106441 and plan number 001. It reports 859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121039NAL0010588163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paul Miller, Inc.
- EIN
- 22-2106441
- Plan number
- 001
- Location
- Parsippany, NJ
- Participants
- 859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,014,788
- Total liabilities (EOY)
- $126,410
- Net assets (EOY)
- $35,888,378
- Employer contributions
- $990,296
- Participant contributions
- $3,466,419
- Total income / additions
- $10,047,138
- Benefits paid
- $2,988,926
- Administrative expenses
- $20,299
- Total expenses
- $3,009,225
- Net increase / (decrease)
- $7,037,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $59,812 | $0 |
| Morgan Stanley Global Banking Opera | ADVISOR | $51,289 | $0 |
| Nationwide | RECORDKEEPER | $22,933 | $14,139 |
| Intac Actuarial Services | TPA | $20,194 | $0 |