Plan5500

Millwood, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Millwood, Inc. (EIN 34-1725500) is a plan sponsor located in Vienna, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1725500
Location
Vienna, OH
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.1MSummed across loaded plans$29,144,364
Total reported assets$29.4M$29,355,619
Total reported participants3.2K3,237
Total reported liabilities$211.3K$211,255

Reported net position

Reported assets = net assets + liabilities (summed)$29.4M total assets
Net assets$29.1MLiabilities$211.3K
Contributions & income
Employer contributions$528.2K
Participant contributions$3.1M
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.4M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Millwood, Inc. 401(K) Profit Sharing Plan
Participants per plan1,619Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Millwood, Inc. 401(K) Profit Sharing Plan$29.4M
    Plan #001 · 1,714 participants · 2023
  2. 2
    Millwood, Inc. Health & Welfare Plannot reported in the loaded dataset
    Plan #502 · 1,523 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Millwood, Inc.
YearPlanParticipantsSchedulesFiling
2023Millwood, Inc. Health & Welfare Plan1,523—20240925101226NAL0019564816001
2023Millwood, Inc. 401(K) Profit Sharing Plan1,714H, C20241014112222NAL0026031025001

Related Form 5500 pages