Miller Kaplan Arase Llp 401(K) Profit Sharing Plan — Form 5500 plan (Miller Kaplan Arase Llp)
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, Miller Kaplan Arase Llp 401(K) Profit Sharing Plan is a benefit plan reported by Miller Kaplan Arase Llp under EIN 95-2036255 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $38,554,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller Kaplan Arase Llp
- EIN
- 95-2036255
- Plan number
- 001
- Plan type
- 2
- Location
- North Hollywood, CA
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $38,554,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241010171957NAL0010293203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,554,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,554,105
- Net assets (BOY)
- $32,244,326
Income & contributions
- Employer contributions
- $1,003,238
- Participant contributions
- $1,925,587
- Total contributions
- $3,362,675
- Total income / additions
- $9,314,756
Expenses & distributions
- Benefits paid
- $3,001,257
- Administrative expenses
- $3,720
- Total expenses
- $3,004,977
- Net increase / (decrease)
- $6,309,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $7,724 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,102 | $0 | 2023 |