Millwood, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Millwood, 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, Millwood, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Millwood, Inc. under EIN 34-1725500 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,714 participants and $29,355,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Millwood, Inc.
EIN
34-1725500
Plan number
001
Plan type
2
Location
Vienna, OH
Latest filing year
2023
Participants
1,714
End-of-year plan assets
$29,355,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,714H, C20241014112222NAL0026031025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,355,619
Total liabilities (EOY)
$211,255
Net assets (EOY)
$29,144,364
Net assets (BOY)
$25,536,064

Income & contributions

Employer contributions
$528,249
Participant contributions
$3,055,038
Total contributions
$3,627,525
Total income / additions
$8,050,730

Expenses & distributions

Benefits paid
$4,057,424
Administrative expenses
$175,269
Total expenses
$4,442,430
Net increase / (decrease)
$3,608,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$118,190$4,5522023
First National Trust CompanyNONE$56,512not reported in the loaded dataset2023

Related Form 5500 pages