Pellerin Milnor Corporation And Affiliated Employers 401(K) Retirement Savings Plan — Form 5500 plan (Pellerin Milnor 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, Pellerin Milnor Corporation And Affiliated Employers 401(K) Retirement Savings Plan is a benefit plan reported by Pellerin Milnor Corporation under EIN 72-1103525 and plan number 003. The latest loaded filing year is 2023. The filing reports 509 participants and $38,457,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pellerin Milnor Corporation
- EIN
- 72-1103525
- Plan number
- 003
- Plan type
- 2
- Location
- Kenner, LA
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $38,457,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20241014112157NAL0026030177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,457,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,457,201
- Net assets (BOY)
- $33,711,045
Income & contributions
- Employer contributions
- $669,589
- Participant contributions
- $1,883,667
- Total contributions
- $2,553,256
- Total income / additions
- $8,256,889
Expenses & distributions
- Benefits paid
- $3,466,314
- Administrative expenses
- $40,647
- Total expenses
- $3,510,733
- Net increase / (decrease)
- $4,746,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,870 | $0 | 2023 |
| Leglue & Company Cpas | ACCOUNTANT | $7,919 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,859 | not reported in the loaded dataset | 2023 |