Milner, Inc. 401(K) Plan — Form 5500 plan (Milner, 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, Milner, Inc. 401(K) Plan is a benefit plan reported by Milner, Inc. under EIN 58-1681590 and plan number 002. The latest loaded filing year is 2023. The filing reports 480 participants and $33,646,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milner, Inc.
- EIN
- 58-1681590
- Plan number
- 002
- Plan type
- 2
- Location
- Peachtree Corners, GA
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $33,646,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20241009094747NAL0010499091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,646,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,646,056
- Net assets (BOY)
- $30,341,788
Income & contributions
- Employer contributions
- $365,062
- Participant contributions
- $1,891,168
- Total contributions
- $2,279,660
- Total income / additions
- $6,573,770
Expenses & distributions
- Benefits paid
- $3,177,646
- Administrative expenses
- $82,672
- Total expenses
- $3,269,502
- Net increase / (decrease)
- $3,304,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,390 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,712 | not reported in the loaded dataset | 2023 |
| Precision Plan Administration | CONTRACT ADMIN | $11,070 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milner, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Peachtree Corners, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Precision Plan Administration — Schedule C compensation