Milan Holdings Retirement Plan — Form 5500 plan (Milan Laser Holdings LLC)
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, Milan Holdings Retirement Plan is a benefit plan reported by Milan Laser Holdings LLC under EIN 36-4946885 and plan number 001. The latest loaded filing year is 2023. The filing reports 832 participants and $16,722,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milan Laser Holdings LLC
- EIN
- 36-4946885
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $16,722,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20241001092709NAL0012004048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,722,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,722,388
- Net assets (BOY)
- $6,143,208
Income & contributions
- Employer contributions
- $2,718,512
- Participant contributions
- $5,128,165
- Total contributions
- $9,921,075
- Total income / additions
- $12,033,688
Expenses & distributions
- Benefits paid
- $1,375,597
- Administrative expenses
- $78,911
- Total expenses
- $1,454,508
- Net increase / (decrease)
- $10,579,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $52,828 | $0 | 2023 |
| Lutz Financial Services LLC | ADVISOR | $26,083 | not reported in the loaded dataset | 2023 |