Scott Miller Salon 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Scott Miller Salon)
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, Scott Miller Salon 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Scott Miller Salon under EIN 16-1237622 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $4,305,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott Miller Salon
- EIN
- 16-1237622
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $4,305,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241017102507NAL0031681521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,305,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,305,723
- Net assets (BOY)
- $4,042,800
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $333,626
- Total contributions
- $333,626
- Total income / additions
- $950,789
Expenses & distributions
- Benefits paid
- $676,679
- Administrative expenses
- $11,187
- Total expenses
- $687,866
- Net increase / (decrease)
- $262,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cnb Wealth Management | ADVISOR | $10,020 | not reported in the loaded dataset | 2023 |