Miles Partnership LLC 401(K)Plan — Form 5500 plan (Miles Partnership LLC)
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, Miles Partnership LLC 401(K)Plan is a benefit plan reported by Miles Partnership LLC under EIN 02-0761404 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $29,453,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miles Partnership LLC
- EIN
- 02-0761404
- Plan number
- 002
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $29,453,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241028123751NAL0002092195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,453,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,453,878
- Net assets (BOY)
- $22,174,381
Income & contributions
- Employer contributions
- $812,713
- Participant contributions
- $2,882,608
- Total contributions
- $4,082,877
- Total income / additions
- $8,895,484
Expenses & distributions
- Benefits paid
- $1,501,360
- Administrative expenses
- $114,627
- Total expenses
- $1,615,987
- Net increase / (decrease)
- $7,279,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Faircourt Partners LLC | ADVISOR | $67,614 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $47,013 | not reported in the loaded dataset | 2023 |