Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & Trust — Form 5500 plan (Miller, Cooper & Co., Ltd.)
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, Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & Trust is a benefit plan reported by Miller, Cooper & Co., Ltd. under EIN 36-2897372 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $123,054,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller, Cooper & Co., Ltd.
- EIN
- 36-2897372
- Plan number
- 001
- Plan type
- 2
- Location
- Deerfield, IL
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $123,054,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20250714103148NAL0000911713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,054,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,054,050
- Net assets (BOY)
- $92,758,084
Income & contributions
- Employer contributions
- $3,189,769
- Participant contributions
- $4,656,474
- Total contributions
- $8,531,088
- Total income / additions
- $33,349,910
Expenses & distributions
- Benefits paid
- $2,867,523
- Administrative expenses
- $185,897
- Total expenses
- $3,053,944
- Net increase / (decrease)
- $30,295,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| At Investment Advisers Inc | ADVISOR | $86,597 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $33,313 | not reported in the loaded dataset | 2023 |
| David Vaughan Investments LLC | ADVISOR | $23,418 | not reported in the loaded dataset | 2023 |
| Leslie Global Wealth LLC | ADVISOR | $14,054 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mgmt | ADVISOR | $12,364 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Partners Group | ADVISOR | $10,161 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE | $2,034 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Miller, Cooper & Co., Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Deerfield, IL
- At Investment Advisers Inc — Schedule C compensation
- Alliance Pension Consultants, LLC — Schedule C compensation
- David Vaughan Investments LLC — Schedule C compensation
- Leslie Global Wealth LLC — Schedule C compensation
- William Blair Investment Mgmt — Schedule C compensation
- Strategic Wealth Partners Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation