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, Millennium Trust Company, LLC 401(K) Plan is a benefit plan reported by Millennium Trust Company, LLC under EIN 36-4400066 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,124 participants and $81,944,642 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,944,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,944,642
- Net assets (BOY)
- $64,860,758
Income & contributions
- Employer contributions
- $2,354,801
- Participant contributions
- $7,281,988
- Total contributions
- $11,054,552
- Total income / additions
- $22,231,093
Expenses & distributions
- Benefits paid
- $4,947,467
- Administrative expenses
- $163,414
- Total expenses
- $5,147,209
- Net increase / (decrease)
- $17,083,884