Miller Davies & Ito Accountancy — 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, Miller Davies & Ito Accountancy (EIN 83-4686004) is a plan sponsor located in Fresno, CA 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
83-4686004
Location
Fresno, CA
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 Miller Davies & Ito Accountancy

  • 1 loaded plans hold $114.6K in reported assets.
  • The largest, Miller Davies & Ito 401k, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$114.6KSummed across loaded plans$114,576
Total reported assets$114.6K$114,576
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$114.6K total assets
Net assets$114.6KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$38K
Total income / additions$44.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$175
Net increase / (decrease)$44.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Miller Davies & Ito 401k
Participants per plan6Average 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
    Plan #001 · 6 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Miller Davies & Ito Accountancy. Open one for its full reported snapshot.

  1. 2023
    Miller Davies & Ito 401k6 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Miller Davies & Ito Accountancy report on Form 5500?
Miller Davies & Ito Accountancy (EIN 83-4686004) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Miller Davies & Ito Accountancy?
The Employer Identification Number (EIN) reported for Miller Davies & Ito Accountancy is 83-4686004.
What is the latest Form 5500 filing year for Miller Davies & Ito Accountancy?
The latest loaded Form 5500 filing year for Miller Davies & Ito Accountancy is 2023.

Related Form 5500 pages