Milton Cat 401(K) Plan — Form 5500 plan (Southworth-Milton Inc)
Plain-English plan 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, Milton Cat 401(K) Plan is a benefit plan reported by Southworth-Milton Inc under EIN 02-0258444 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,432 participants and $128,534,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southworth-Milton Inc
- EIN
- 02-0258444
- Plan number
- 008
- Plan type
- 2
- Location
- Milford, MA
- Latest filing year
- 2023
- Participants
- 1,432
- End-of-year plan assets
- $128,534,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,432 | H, C | 20241015142416NAL0049892752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,534,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,534,972
- Net assets (BOY)
- $97,684,326
Income & contributions
- Employer contributions
- $3,439,821
- Participant contributions
- $10,557,908
- Total contributions
- $14,938,290
- Total income / additions
- $34,192,433
Expenses & distributions
- Benefits paid
- $8,235,903
- Administrative expenses
- $60,946
- Total expenses
- $8,321,019
- Net increase / (decrease)
- $25,871,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $59,671 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $10,618 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,275 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southworth-Milton Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Milford, MA
- Strategic Advisors, Inc. — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation