2023 Form 5500 filing — Mills Manufacturing Retirement 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 20250117120533NAL0025116417001) for Mills Manufacturing Retirement Plan, reported by Mills Manufacturing Corporation under EIN 56-1220405 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,817,196
Participants163
Provider compensation$22.1K2 Schedule C row(s)$22,130
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250117120533NAL0025116417001
Plan sponsor
Mills Manufacturing Corporation
EIN
56-1220405
Plan number
002
Location
Asheville, NC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$526.9K
Total expenses$469.6K
Benefits paid / distributions$444.2K
Contributions
Employer$30K
Participant$155K
Full reported line items
Total assets (EOY)
$2,817,196
Total liabilities (EOY)
$0
Net assets (EOY)
$2,817,196
Employer contributions
$30,029
Participant contributions
$154,966
Total income / additions
$526,871
Benefits paid
$444,210
Administrative expenses
$22,130
Total expenses
$469,644
Net increase / (decrease)
$57,227

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Colton Groome Financial Advisors LlINVESTMENT ADVISOR$11,775not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$10,355$0

Related Form 5500 pages