Milber, Makris, Plousadis & Seiden 401(K) Plan — Form 5500 plan (Milber, Makris, Plousadis & Seiden Llp)

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, Milber, Makris, Plousadis & Seiden 401(K) Plan is a benefit plan reported by Milber, Makris, Plousadis & Seiden Llp under EIN 11-3431286 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $26,075,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milber, Makris, Plousadis & Seiden Llp
EIN
11-3431286
Plan number
001
Plan type
2
Location
Woodbury, NY
Latest filing year
2023
Participants
228
End-of-year plan assets
$26,075,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241015061029NAL0015899043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,075,579
Total liabilities (EOY)
$0
Net assets (EOY)
$26,075,579
Net assets (BOY)
$21,547,182

Income & contributions

Employer contributions
$0
Participant contributions
$1,461,925
Total contributions
$1,475,794
Total income / additions
$5,288,368

Expenses & distributions

Benefits paid
$707,211
Administrative expenses
$51,805
Total expenses
$759,971
Net increase / (decrease)
$4,528,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$47,151$02023

Related Form 5500 pages