2023 Form 5500 filing — Miles Partnership LLC 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 20241028123751NAL0002092195001) for Miles Partnership LLC 401(K)Plan, reported by Miles Partnership LLC under EIN 02-0761404 and plan number 002. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028123751NAL0002092195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miles Partnership LLC
- EIN
- 02-0761404
- Plan number
- 002
- Location
- Sarasota, FL
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,453,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,453,878
- Employer contributions
- $812,713
- Participant contributions
- $2,882,608
- Total income / additions
- $8,895,484
- Benefits paid
- $1,501,360
- Administrative expenses
- $114,627
- Total expenses
- $1,615,987
- Net increase / (decrease)
- $7,279,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Faircourt Partners LLC | ADVISOR | $67,614 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $47,013 | not reported in the loaded dataset |