L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership Plan — Form 5500 plan (L.W. Miller Professional Services 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, L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership Plan is a benefit plan reported by L.W. Miller Professional Services Inc. under EIN 82-0571300 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $5,460,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.W. Miller Professional Services Inc.
- EIN
- 82-0571300
- Plan number
- 002
- Plan type
- 2
- Location
- Logan, UT
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $5,460,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241015112151NAL0028185121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,460,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,460,289
- Net assets (BOY)
- $5,533,261
Income & contributions
- Employer contributions
- $171,139
- Participant contributions
- $304,279
- Total contributions
- $476,106
- Total income / additions
- $1,445,963
Expenses & distributions
- Benefits paid
- $1,413,159
- Administrative expenses
- $105,776
- Total expenses
- $1,518,935
- Net increase / (decrease)
- -$72,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adams Wealth Advisors | NONE | $41,535 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | NONE | $32,949 | $0 | 2023 |
| Resources Investment Advisors | NONE | $30,892 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L.W. Miller Professional Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Logan, UT
- Adams Wealth Advisors — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Matrix Trust Company — Schedule C compensation