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, Paul Miller & Its Affiliates 401(K) Plan is a benefit plan reported by Paul Miller, Inc. under EIN 22-2106441 and plan number 001. The latest loaded filing year is 2023. The filing reports 859 participants and $36,014,788 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,014,788
- Total liabilities (EOY)
- $126,410
- Net assets (EOY)
- $35,888,378
- Net assets (BOY)
- $28,850,465
Income & contributions
- Employer contributions
- $990,296
- Participant contributions
- $3,466,419
- Total contributions
- $4,834,836
- Total income / additions
- $10,047,138
Expenses & distributions
- Benefits paid
- $2,988,926
- Administrative expenses
- $20,299
- Total expenses
- $3,009,225
- Net increase / (decrease)
- $7,037,913