How many benefit plans does Millennium Advisors, Inc. report on Form 5500?

Millennium Advisors, Inc. (EIN 91-1644545) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Millennium Advisors, Inc.?

The Employer Identification Number (EIN) reported for Millennium Advisors, Inc. is 91-1644545.

What is the latest Form 5500 filing year for Millennium Advisors, Inc.?

The latest loaded Form 5500 filing year for Millennium Advisors, Inc. is 2023.

Millennium Advisors, 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, Millennium Advisors, Inc. (EIN 91-1644545) is a plan sponsor located in Seattle, WA 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: 91-1644545
Location: Seattle, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $5,581,779
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $5,581,779

Contributions & income

Employer contributions: $365,015
Participant contributions: $584,418
Total income / additions: $1,646,105

Expenses & distributions

Benefits paid / distributions: $420,306
Total expenses: $477,977
Net increase / (decrease): $1,168,128

Coverage

Total reported participants: 921
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Millennium Advisors, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Living Care Lifestyles 401(K) Profit Sharing Plan	002	648	$5,581,779	2023
Millennium Advisors Welfare Benefits Plan And Trust	501	273	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Millennium Advisors, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Living Care Lifestyles 401(K) Profit Sharing Plan	648	H, C	20241015113649NAL0057253074001
2023	Millennium Advisors Welfare Benefits Plan And Trust	273	—	20250519120258NAL0000764240001