2023 Form 5500 filing — Miller Davies & Ito 401k

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 20240516124505NAL0050424720001) for Miller Davies & Ito 401k, reported by Miller Davies & Ito Accountancy under EIN 83-4686004 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$114.6KReported net assets$114,576
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516124505NAL0050424720001
Plan sponsor
Miller Davies & Ito Accountancy
EIN
83-4686004
Plan number
001
Location
Fresno, CA
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)$114.6K total assets
Net assets$114.6KLiabilities
Money in vs. money out
Total income / additions$44.6K
Total expenses$175
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$38K
Full reported line items
Total assets (EOY)
$114,576
Net assets (EOY)
$114,576
Participant contributions
$38,032
Total income / additions
$44,593
Administrative expenses
$175
Total expenses
$175
Net increase / (decrease)
$44,418

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516124505NAL0050424720001 cover?
It is the 2023 Form 5500 filing for Miller Davies & Ito 401k, reported by Miller Davies & Ito Accountancy (EIN 83-4686004).
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