Miniat Holdings LLC Employees' Profit Sharing Plan And Trust — Form 5500 plan (Miniat 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, Miniat Holdings LLC Employees' Profit Sharing Plan And Trust is a benefit plan reported by Miniat Holdings LLC under EIN 46-3958921 and plan number 003. The latest loaded filing year is 2023. The filing reports 255 participants and $45,893,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miniat Holdings LLC
- EIN
- 46-3958921
- Plan number
- 003
- Plan type
- 2
- Location
- South Holland, IL
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $45,893,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241002132045NAL0004821171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,893,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,893,286
- Net assets (BOY)
- $44,657,097
Income & contributions
- Employer contributions
- $318,498
- Participant contributions
- $1,211,900
- Total contributions
- $1,536,513
- Total income / additions
- $9,400,985
Expenses & distributions
- Benefits paid
- $8,034,544
- Administrative expenses
- $135,274
- Total expenses
- $8,169,818
- Net increase / (decrease)
- $1,231,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial | NONE | $84,800 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $51,294 | $0 | 2023 |