Mill-Max Manufacturing Corporation Profit Sharing Plan — Form 5500 plan (Mill-Max Mfg. Corp)
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, Mill-Max Manufacturing Corporation Profit Sharing Plan is a benefit plan reported by Mill-Max Mfg. Corp under EIN 11-2246212 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $66,075,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mill-Max Mfg. Corp
- EIN
- 11-2246212
- Plan number
- 001
- Plan type
- 2
- Location
- Oyster Bay, NY
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $66,075,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241011080541NAL0022381601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,075,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,075,307
- Net assets (BOY)
- $67,377,921
Income & contributions
- Employer contributions
- $1,306,451
- Participant contributions
- $1,603,941
- Total contributions
- $2,941,525
- Total income / additions
- $11,644,594
Expenses & distributions
- Benefits paid
- $12,759,535
- Administrative expenses
- $187,673
- Total expenses
- $12,947,208
- Net increase / (decrease)
- -$1,302,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISORY | $123,067 | $43 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,606 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |