2023 Form 5500 filing — Jill Miller & Associates, P.C. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240305121234NAL0041107442001) for Jill Miller & Associates, P.C. Profit Sharing Plan, reported by Jill Miller & Associates, P.C. under EIN 27-0075396 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,523,227
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240305121234NAL0041107442001
Plan sponsor
Jill Miller & Associates, P.C.
EIN
27-0075396
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$398.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$30.6K
Participant$72.7K
Full reported line items
Total assets (EOY)
$2,523,227
Total liabilities (EOY)
$0
Net assets (EOY)
$2,523,227
Employer contributions
$30,636
Participant contributions
$72,692
Total income / additions
$398,468
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$398,468

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240305121234NAL0041107442001 cover?
It is the 2023 Form 5500 filing for Jill Miller & Associates, P.C. Profit Sharing Plan, reported by Jill Miller & Associates, P.C. (EIN 27-0075396).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages