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'S Distributing Co., Inc. 401(K) Plan is a benefit plan reported by Miltons Distributing Co., Inc. under EIN 04-2637325 and plan number 003. The latest loaded filing year is 2023. The filing reports 204 participants and $10,306,512 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,306,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,306,512
- Net assets (BOY)
- $8,945,894
Income & contributions
- Employer contributions
- $455,799
- Participant contributions
- $637,345
- Total contributions
- $1,101,984
- Total income / additions
- $2,697,648
Expenses & distributions
- Benefits paid
- $1,282,195
- Administrative expenses
- $47,553
- Total expenses
- $1,337,030
- Net increase / (decrease)
- $1,360,618