Milk + Honey Holdings, LLC 401(K) P/S Plan — Form 5500 plan (Milk + Honey Holdings, LLC)

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, Milk + Honey Holdings, LLC 401(K) P/S Plan is a benefit plan reported by Milk + Honey Holdings, LLC under EIN 83-0549679 and plan number 001. The latest loaded filing year is 2023. The filing reports 956 participants and $4,607,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milk + Honey Holdings, LLC
EIN
83-0549679
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
956
End-of-year plan assets
$4,607,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023956H, C20250116114812NAL0012704259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,607,016
Total liabilities (EOY)
$0
Net assets (EOY)
$4,607,016
Net assets (BOY)
$3,231,019

Income & contributions

Employer contributions
$188,492
Participant contributions
$990,664
Total contributions
$1,187,913
Total income / additions
$1,698,598

Expenses & distributions

Benefits paid
$300,330
Administrative expenses
$22,271
Total expenses
$322,601
Net increase / (decrease)
$1,375,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
SharebuilderINVESTMENT MANAGER$14,527not reported in the loaded dataset2023
Ascensus LLCNONE$5,932$8,3642023
PaiTPA$4,556not reported in the loaded dataset2023

Related Form 5500 pages