S&A Miller Group Retirement Plan — Form 5500 plan (S&A Miller Group, 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, S&A Miller Group Retirement Plan is a benefit plan reported by S&A Miller Group, Inc. under EIN 84-4512412 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $531,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S&A Miller Group, Inc.
- EIN
- 84-4512412
- Plan number
- 001
- Plan type
- 2
- Location
- Springboro, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $531,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240723132911NAL0018361216001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $531,919
- Net assets (EOY)
- $531,919
- Net assets (BOY)
- $211,383
Income & contributions
- Employer contributions
- $3,155
- Participant contributions
- $3,883
- Total income / additions
- $320,633
Expenses & distributions
- Administrative expenses
- $97
- Total expenses
- $97
- Net increase / (decrease)
- $320,536
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.