2023 Form 5500 filing — Miller, Johnson, Snell & Cummiskey, P.L.C. 401(K) 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 20241011170807NAL0011215027004) for Miller, Johnson, Snell & Cummiskey, P.L.C. 401(K) Retirement Savings Plan, reported by Miller, Johnson, Snell & Cummiskey, P.L.C. under EIN 38-1603110 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170807NAL0011215027004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller, Johnson, Snell & Cummiskey, P.L.C.
- EIN
- 38-1603110
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,660,834
- Net assets (EOY)
- $86,660,834
- Employer contributions
- $2,717,937
- Participant contributions
- $2,000,743
- Total income / additions
- $17,026,361
- Benefits paid
- $6,173,720
- Administrative expenses
- $190,654
- Total expenses
- $6,364,374
- Net increase / (decrease)
- $10,661,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $76,230 | not reported in the loaded dataset |
| Innovia Wealth LLC | NONE | $60,727 | not reported in the loaded dataset |
| Greenleaf Trust | NONE | $21,707 | not reported in the loaded dataset |
| Exchange Capital Management | NONE | $20,230 | not reported in the loaded dataset |
| Midwest Capital Advisors LLC | NONE | $11,633 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,884 | $0 |