Milinovich & Co., Inc. Profit Sharing Plan & Trust — Form 5500 plan (Milinovich & Co., Inc.)
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, Milinovich & Co., Inc. Profit Sharing Plan & Trust is a benefit plan reported by Milinovich & Co., Inc. under EIN 25-1221184 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $1,049,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milinovich & Co., Inc.
- EIN
- 25-1221184
- Plan number
- 002
- Plan type
- 2
- Location
- Waynesburg, PA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,049,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240520123006NAL0002626576001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,049,846
- Net assets (EOY)
- $1,049,846
- Net assets (BOY)
- $772,892
Income & contributions
- Employer contributions
- $56,803
- Participant contributions
- $76,800
- Total income / additions
- $276,954
Expenses & distributions
- Net increase / (decrease)
- $276,954
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.