Miller & Martin Profit Sharing Plan — Form 5500 plan (Miller & Martin Pllc)
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 & Martin Profit Sharing Plan is a benefit plan reported by Miller & Martin Pllc under EIN 62-0449014 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $122,158,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller & Martin Pllc
- EIN
- 62-0449014
- Plan number
- 001
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $122,158,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241011092653NAL0022484193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,158,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,158,909
- Net assets (BOY)
- $104,738,241
Income & contributions
- Employer contributions
- $2,183,336
- Participant contributions
- $2,223,058
- Total contributions
- $4,443,431
- Total income / additions
- $22,005,630
Expenses & distributions
- Benefits paid
- $4,544,970
- Administrative expenses
- $39,992
- Total expenses
- $4,584,962
- Net increase / (decrease)
- $17,420,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $68,750 | not reported in the loaded dataset | 2023 |
| Lbmc, Pc | ACCOUNTANT/AUDITOR | $17,600 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$46,128 | $0 | 2023 |