Miller Oil Co., Inc. Retirement Savings Plan — Form 5500 plan (Miller Oil Co., 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 Oil Co., Inc. Retirement Savings Plan is a benefit plan reported by Miller Oil Co., Inc. under EIN 54-1056691 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $3,388,070 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.4MPlan net assets, end of year$3,388,070
Participants156Covered participants reported
Assets / participant$21.7KComputed: assets ÷ participants$21,718 (computed)
Provider compensation$16.9K2 Schedule C provider row(s)$16,853
Plan sponsor
Miller Oil Co., Inc.
EIN
54-1056691
Plan number
001
Plan type
2
Location
Chesapeake, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240919094743NAL0011512098001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$785.8K
Benefits paid / distributions$768.9K
Contributions
Employer$134.8K
Participant$344K
Full reported line items

Net assets

Total assets (EOY)
$3,388,070
Total liabilities (EOY)
$0
Net assets (EOY)
$3,388,070
Net assets (BOY)
$3,089,258

Income & contributions

Employer contributions
$134,849
Participant contributions
$343,970
Total contributions
$570,408
Total income / additions
$1,084,599

Expenses & distributions

Benefits paid
$768,934
Administrative expenses
$16,853
Total expenses
$785,787
Net increase / (decrease)
$298,812
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$9,101$02023
Davenport & Company LLCINVESTMENT ADVISOR$7,752not reported in the loaded dataset2023

Related Form 5500 pages