Plan5500

Millie And Severson, Incorporated — 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, Millie And Severson, Incorporated (EIN 95-1550927) is a plan sponsor located in Los Alamitos, 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
95-1550927
Location
Los Alamitos, CA
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 Millie And Severson, Incorporated

  • 2 loaded plans hold $57.7M in reported assets.
  • The largest, Severson Group Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 405 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.7MSummed across loaded plans$57,731,095
Total reported assets$57.7M$57,731,095
Total reported participants405
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$57.7M total assets
Net assets$57.7MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributionsNot reported
Total income / additions$9.2M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.2M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements1 / 2 (50%)
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%Severson Group Employee Stock Ownership Plan
Participants per plan203Average 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
    Severson Group Employee Stock Ownership Plan$57.7M
    Plan #001 · 230 participants · 2023
  2. 2
    Millie And Severson, Incorporated Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 175 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 Millie And Severson, Incorporated. Open one for its full reported snapshot.

  1. 2023
    Millie And Severson, Incorporated Welfare Benefits Plan175 participants · 2No schedules
    View filing →
  2. 2023
    Severson Group Employee Stock Ownership Plan230 participants · 3Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Millie And Severson, Incorporated report on Form 5500?
Millie And Severson, Incorporated (EIN 95-1550927) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Millie And Severson, Incorporated?
The Employer Identification Number (EIN) reported for Millie And Severson, Incorporated is 95-1550927.
What is the latest Form 5500 filing year for Millie And Severson, Incorporated?
The latest loaded Form 5500 filing year for Millie And Severson, Incorporated is 2023.

Related Form 5500 pages