Garan Lucow Miller, P.C. Profit Sharing Plan & Trust — Form 5500 plan (Garan Lucow Miller, P.C.)
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, Garan Lucow Miller, P.C. Profit Sharing Plan & Trust is a benefit plan reported by Garan Lucow Miller, P.C. under EIN 38-1879991 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $41,946,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garan Lucow Miller, P.C.
- EIN
- 38-1879991
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $41,946,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20240904143319NAL0032974832002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,946,753
- Net assets (EOY)
- $41,946,753
- Net assets (BOY)
- $39,491,480
Income & contributions
- Employer contributions
- $699,242
- Participant contributions
- $1,145,754
- Total contributions
- $1,937,531
- Total income / additions
- $7,738,089
Expenses & distributions
- Benefits paid
- $5,210,852
- Administrative expenses
- $71,964
- Total expenses
- $5,282,816
- Net increase / (decrease)
- $2,455,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $52,483 | not reported in the loaded dataset | 2023 |
| Exchange Capital Management | NONE | $19,480 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc | NONE | $184 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garan Lucow Miller, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Exchange Capital Management — Schedule C compensation
- Charles Schwab & Co, Inc — Schedule C compensation