R.K. Miles, Inc. Retirement Plan — Form 5500 plan (R.K. Miles, 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, R.K. Miles, Inc. Retirement Plan is a benefit plan reported by R.K. Miles, Inc. under EIN 03-0141661 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $24,784,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.K. Miles, Inc.
- EIN
- 03-0141661
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester Center, VT
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $24,784,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20240722152430NAL0023269458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,784,042
- Net assets (EOY)
- $24,784,042
- Net assets (BOY)
- $20,164,362
Income & contributions
- Employer contributions
- $688,236
- Participant contributions
- $1,254,546
- Total contributions
- $2,086,300
- Total income / additions
- $5,308,268
Expenses & distributions
- Benefits paid
- $614,739
- Administrative expenses
- $73,849
- Total expenses
- $688,588
- Net increase / (decrease)
- $4,619,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $61,468 | $0 | 2023 |
| Stancorp Financial Group | NONE | $36,781 | $0 | 2023 |
| Setaway, LLC. | NONE | $2,325 | not reported in the loaded dataset | 2023 |
| Standard Retirement Services | NONE | $0 | $392 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.K. Miles, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Manchester Center, VT
- Morgan Stanley — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Setaway, LLC. — Schedule C compensation
- Standard Retirement Services — Schedule C compensation