2023 Form 5500 filing — L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership 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 20241015112151NAL0028185121001) for L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership Plan, reported by L.W. Miller Professional Services Inc. under EIN 82-0571300 and plan number 002. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112151NAL0028185121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L.W. Miller Professional Services Inc.
- EIN
- 82-0571300
- Plan number
- 002
- Location
- Logan, UT
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,460,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,460,289
- Employer contributions
- $171,139
- Participant contributions
- $304,279
- Total income / additions
- $1,445,963
- Benefits paid
- $1,413,159
- Administrative expenses
- $105,776
- Total expenses
- $1,518,935
- Net increase / (decrease)
- -$72,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adams Wealth Advisors | NONE | $41,535 | not reported in the loaded dataset |
| Oneamerica Retirement Services | NONE | $32,949 | $0 |
| Resources Investment Advisors | NONE | $30,892 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |