2023 Form 5500 filing — Milton'S Distributing Co., Inc. 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 20241015180836NAL0030583649001) for Milton'S Distributing Co., Inc. 401(K) Plan, reported by Miltons Distributing Co., Inc. under EIN 04-2637325 and plan number 003. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180836NAL0030583649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miltons Distributing Co., Inc.
- EIN
- 04-2637325
- Plan number
- 003
- Location
- Mansfield, MA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,306,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,306,512
- Employer contributions
- $455,799
- Participant contributions
- $637,345
- Total income / additions
- $2,697,648
- Benefits paid
- $1,282,195
- Administrative expenses
- $47,553
- Total expenses
- $1,337,030
- Net increase / (decrease)
- $1,360,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $25,629 | $0 |
| Rockland Trust Co. | INVESTMENT/FINANCIAL ADVI | $21,923 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |