Cj Miller, LLC — Form 5500 plan (Cj Miller, 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, Cj Miller, LLC is a benefit plan reported by Cj Miller, LLC under EIN 20-1201962 and plan number 002. The latest loaded filing year is 2023. The filing reports 362 participants and $16,149,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cj Miller, LLC
- EIN
- 20-1201962
- Plan number
- 002
- Plan type
- 2
- Location
- Hampstead, MD
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $16,149,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241010074927NAL0019768625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,149,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,149,151
- Net assets (BOY)
- $13,617,207
Income & contributions
- Employer contributions
- $347,228
- Participant contributions
- $596,469
- Total contributions
- $1,519,632
- Total income / additions
- $3,853,946
Expenses & distributions
- Benefits paid
- $1,271,834
- Administrative expenses
- $50,168
- Total expenses
- $1,322,002
- Net increase / (decrease)
- $2,531,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,167 | $0 | 2023 |
| Baird Insurance Services Inc | OTHER SERVICES | $0 | $22,993 | 2023 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $5,573 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cj Miller, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hampstead, MD
- Principal Life Insurance Company — Schedule C compensation
- Baird Insurance Services Inc — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation