The Mill Rose Companies Employees Profit Sharing Plan — Form 5500 plan (Mill Rose Group, 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, The Mill Rose Companies Employees Profit Sharing Plan is a benefit plan reported by Mill Rose Group, Inc. under EIN 34-1935263 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $13,783,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mill Rose Group, Inc.
EIN
34-1935263
Plan number
001
Plan type
2
Location
Mentor, OH
Latest filing year
2023
Participants
167
End-of-year plan assets
$13,783,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20240718091150NAL0008823520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,783,131
Total liabilities (EOY)
$0
Net assets (EOY)
$13,783,131
Net assets (BOY)
$12,091,673

Income & contributions

Employer contributions
$529,506
Participant contributions
$344,568
Total contributions
$874,074
Total income / additions
$2,773,786

Expenses & distributions

Benefits paid
$1,073,823
Administrative expenses
$8,505
Total expenses
$1,082,328
Net increase / (decrease)
$1,691,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stratos Wealth Partners LtdADVISOR$9,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$1,365$02023

Related Form 5500 pages