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, Mirick, O'Connell, Demallie & Lougee, Llp Savings And Retirement Plan And Trust is a benefit plan reported by Mirick, O'Connell, Demallie & Lougee, Llp under EIN 04-2203347 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $73,749,794 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,749,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,749,794
- Net assets (BOY)
- $62,263,905
Income & contributions
- Employer contributions
- $1,039,869
- Participant contributions
- $2,113,126
- Total contributions
- $3,428,947
- Total income / additions
- $13,511,560
Expenses & distributions
- Benefits paid
- $1,982,401
- Administrative expenses
- $43,270
- Total expenses
- $2,025,671
- Net increase / (decrease)
- $11,485,889