Plan5500

Millbrooke 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, Millbrooke Inc. (EIN 47-4038703) is a plan sponsor located in Springfield, IL with 1 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
47-4038703
Location
Springfield, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Millbrooke Inc.

  • 2 loaded plans hold $4.2M in reported assets.
  • The largest, Millbrooke Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 51 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,165,263
Total reported assets$4.2M$4,165,263
Total reported participants51
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$25K
Participant contributions$25K
Total income / additions$140.3K
Expenses & distributions
Benefits paid / distributions$50K
Total expenses$50K
Net increase / (decrease)$90.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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%Millbrooke Inc. Retirement Plan
Participants per plan26Average 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
    Millbrooke Inc. Retirement Plan$4.2M
    Plan #001 · 43 participants · 2023
  2. 2
    Millbrooke, Inc. Health And Welfare Plan$0
    Plan #501 · 8 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Millbrooke Inc.. Open one for its full reported snapshot.

  1. 2023
    Millbrooke, Inc. Health And Welfare Plan8 participants · 2Sch I
    View filing →
  2. 2023
    Millbrooke Inc. Retirement Plan43 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Millbrooke Inc. report on Form 5500?
Millbrooke Inc. (EIN 47-4038703) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Millbrooke Inc.?
The Employer Identification Number (EIN) reported for Millbrooke Inc. is 47-4038703.
What is the latest Form 5500 filing year for Millbrooke Inc.?
The latest loaded Form 5500 filing year for Millbrooke Inc. is 2023.

Related Form 5500 pages