2023 Form 5500 filing — Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & Trust
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 20250714103148NAL0000911713001) for Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & Trust, reported by Miller, Cooper & Co., Ltd. under EIN 36-2897372 and plan number 001. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714103148NAL0000911713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller, Cooper & Co., Ltd.
- EIN
- 36-2897372
- Plan number
- 001
- Location
- Deerfield, IL
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,054,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,054,050
- Employer contributions
- $3,189,769
- Participant contributions
- $4,656,474
- Total income / additions
- $33,349,910
- Benefits paid
- $2,867,523
- Administrative expenses
- $185,897
- Total expenses
- $3,053,944
- Net increase / (decrease)
- $30,295,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Investment Advisers Inc | ADVISOR | $86,597 | not reported in the loaded dataset |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $33,313 | not reported in the loaded dataset |
| David Vaughan Investments LLC | ADVISOR | $23,418 | not reported in the loaded dataset |
| Leslie Global Wealth LLC | ADVISOR | $14,054 | not reported in the loaded dataset |
| William Blair Investment Mgmt | ADVISOR | $12,364 | not reported in the loaded dataset |
| Strategic Wealth Partners Group | ADVISOR | $10,161 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE | $2,034 | $0 |