Plan5500

City Mill Company, Limited Profit Sharing 401(K) Plan — Form 5500 plan (City Mill Company, Limited)

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, City Mill Company, Limited Profit Sharing 401(K) Plan is a benefit plan reported by City Mill Company, Limited under EIN 99-0036090 and plan number 002. The latest loaded filing year is 2023. The filing reports 353 participants and $13,672,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
City Mill Company, Limited
EIN
99-0036090
Plan number
002
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
353
End-of-year plan assets
$13,672,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20241009204811NAL0009539571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,672,571
Total liabilities (EOY)
$0
Net assets (EOY)
$13,672,571
Net assets (BOY)
$11,737,921

Income & contributions

Employer contributions
$306,644
Participant contributions
$547,267
Total contributions
$1,353,266
Total income / additions
$2,769,266

Expenses & distributions

Benefits paid
$747,042
Administrative expenses
$87,574
Total expenses
$834,616
Net increase / (decrease)
$1,934,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchADVISORY SERVICE$37,872not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$34,016$02023
Kmh LlpAUDITOR$15,686not reported in the loaded dataset2023

Related Form 5500 pages