Mills Manufacturing Retirement Plan — Form 5500 plan (Mills Manufacturing Corporation)

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, Mills Manufacturing Retirement Plan is a benefit plan reported by Mills Manufacturing Corporation under EIN 56-1220405 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $2,817,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mills Manufacturing Corporation
EIN
56-1220405
Plan number
002
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
163
End-of-year plan assets
$2,817,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20250117120533NAL0025116417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,817,196
Total liabilities (EOY)
$0
Net assets (EOY)
$2,817,196
Net assets (BOY)
$2,759,969

Income & contributions

Employer contributions
$30,029
Participant contributions
$154,966
Total contributions
$193,777
Total income / additions
$526,871

Expenses & distributions

Benefits paid
$444,210
Administrative expenses
$22,130
Total expenses
$469,644
Net increase / (decrease)
$57,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Colton Groome Financial Advisors LlINVESTMENT ADVISOR$11,775not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$10,355$02023

Related Form 5500 pages