Miller And Sons, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Miller And Sons, 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, Miller And Sons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Miller And Sons, Inc. under EIN 39-1102464 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $4,419,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miller And Sons, Inc.
EIN
39-1102464
Plan number
001
Plan type
2
Location
Verona, WI
Latest filing year
2023
Participants
142
End-of-year plan assets
$4,419,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240924102905NAL0012661185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,419,215
Total liabilities (EOY)
$0
Net assets (EOY)
$4,419,215
Net assets (BOY)
$3,574,835

Income & contributions

Employer contributions
$73,214
Participant contributions
$211,484
Total contributions
$284,698
Total income / additions
$974,463

Expenses & distributions

Benefits paid
$87,546
Administrative expenses
$34,965
Total expenses
$130,083
Net increase / (decrease)
$844,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST RECORDKEEPER$13,383$02023

Related Form 5500 pages