2023 Form 5500 filing — Miller Tabak & Co. , LLC Savings Investment 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 20240604125604NAL0019458241001) for Miller Tabak & Co. , LLC Savings Investment Plan, reported by Miller Tabak & Co., LLC under EIN 13-3086847 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240604125604NAL0019458241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller Tabak & Co., LLC
- EIN
- 13-3086847
- Plan number
- 001
- Location
- Lindenhurst, NY
- Participants
- 26
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,284,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,284,428
- Employer contributions
- $11,515
- Participant contributions
- $42,900
- Total income / additions
- $1,153,555
- Benefits paid
- $932,014
- Administrative expenses
- $1,732
- Total expenses
- $935,337
- Net increase / (decrease)
- $218,218
- Schedule source
- Schedule I