Plan5500

F Bernard-A Miller Scholarship Trust Fund — 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, F Bernard-A Miller Scholarship Trust Fund (EIN 52-1701504) is a plan sponsor located in Lanham, MD 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
52-1701504
Location
Lanham, MD
Loaded plans
1
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 F Bernard-A Miller Scholarship Trust Fund

  • 1 loaded plans hold $2.3M in reported assets.
  • The largest, Florence Bernard - Alta Miller Scholarship Trust Fund, holds 100% of this company's reported plan assets.
  • Plans cover 22,838 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,314,008
Total reported assets$2.3M$2,323,752
Total reported participants22.8K22,838
Total reported liabilities$9.7K$9,744

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$9.7K
Contributions & income
Employer contributionsNot reported
Participant contributions$308.3K
Total income / additions$407.7K
Expenses & distributions
Benefits paid / distributions$104.4K
Total expenses$149.7K
Net increase / (decrease)$258K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Florence Bernard - Alta Miller Scholarship Trust Fund
Participants per plan22,838Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Florence Bernard - Alta Miller Scholarship Trust Fund$2.3M
    Plan #501 · 22,838 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 F Bernard-A Miller Scholarship Trust Fund. Open one for its full reported snapshot.

  1. 2023
    Florence Bernard - Alta Miller Scholarship Trust Fund22,838 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does F Bernard-A Miller Scholarship Trust Fund report on Form 5500?
F Bernard-A Miller Scholarship Trust Fund (EIN 52-1701504) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for F Bernard-A Miller Scholarship Trust Fund?
The Employer Identification Number (EIN) reported for F Bernard-A Miller Scholarship Trust Fund is 52-1701504.
What is the latest Form 5500 filing year for F Bernard-A Miller Scholarship Trust Fund?
The latest loaded Form 5500 filing year for F Bernard-A Miller Scholarship Trust Fund is 2023.

Related Form 5500 pages