Plan5500

Milender White 401(K) Profit Sharing Plan — Form 5500 plan (Milender White, 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, Milender White 401(K) Profit Sharing Plan is a benefit plan reported by Milender White, Inc. under EIN 87-2359778 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $16,569,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milender White, Inc.
EIN
87-2359778
Plan number
001
Plan type
2
Location
Arvada, CO
Latest filing year
2023
Participants
228
End-of-year plan assets
$16,569,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20240912122158NAL0014140608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,569,685
Total liabilities (EOY)
$0
Net assets (EOY)
$16,569,685
Net assets (BOY)
$13,354,240

Income & contributions

Employer contributions
$566,888
Participant contributions
$1,357,335
Total contributions
$1,967,192
Total income / additions
$4,407,883

Expenses & distributions

Benefits paid
$1,120,133
Administrative expenses
$72,305
Total expenses
$1,192,438
Net increase / (decrease)
$3,215,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$36,379not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$18,277$02023
Empower Advisory Group, LLCINVESTMENT MGMT$17,649not reported in the loaded dataset2023

Related Form 5500 pages