The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan — Form 5500 plan (The Miller-Clapperton Partnership, 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, The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan is a benefit plan reported by The Miller-Clapperton Partnership, Inc. under EIN 58-1471374 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $6,150,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Miller-Clapperton Partnership, Inc.
EIN
58-1471374
Plan number
001
Plan type
2
Location
Austell, GA
Latest filing year
2023
Participants
209
End-of-year plan assets
$6,150,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241003111719NAL0020436418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,150,956
Total liabilities (EOY)
$0
Net assets (EOY)
$6,150,956
Net assets (BOY)
$4,575,349

Income & contributions

Employer contributions
$280,316
Participant contributions
$480,556
Total contributions
$760,872
Total income / additions
$1,718,168

Expenses & distributions

Benefits paid
$134,831
Administrative expenses
$7,730
Total expenses
$142,561
Net increase / (decrease)
$1,575,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Price Rps, Inc.NONE$7,730$02023
Jp Morgan FundsNONE$0$02023
Prudential JennisonNONE$0$02023
American Century InvestmentsNONE$0$02023
Mfs FundsNONE$0$02023
InvescoNONE$0$02023
Met West FundsNONE$0$02023
American FundsNONE$0$02023
Columbia FundsNONE$0$02023
Dimensional FundsNONE$0$02023
Blackrock FundsNONE$0$02023
Eaton VanceNONE$0$02023
FidelityNONE$0$02023
VoyaNONE$0$02023
Seafarer FundsNONE$0$02023

Related Form 5500 pages