Miller Tabak & Co. , LLC Savings Investment Plan — Form 5500 plan (Miller Tabak & Co., LLC)
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, Miller Tabak & Co. , LLC Savings Investment Plan is a benefit plan reported by Miller Tabak & Co., LLC under EIN 13-3086847 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $6,284,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller Tabak & Co., LLC
- EIN
- 13-3086847
- Plan number
- 001
- Plan type
- 2
- Location
- Lindenhurst, NY
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $6,284,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240604125604NAL0019458241001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,284,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,284,428
- Net assets (BOY)
- $6,066,210
Income & contributions
- Employer contributions
- $11,515
- Participant contributions
- $42,900
- Total income / additions
- $1,153,555
Expenses & distributions
- Benefits paid
- $932,014
- Administrative expenses
- $1,732
- Total expenses
- $935,337
- Net increase / (decrease)
- $218,218
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.