2023 Form 5500 filing — Miller Adkins, LLC 401(K) Plan Formerly Miller & Associates Cpas And Advisors, LLC 401(K) 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 20240612095711NAL0046186560001) for Miller Adkins, LLC 401(K) Plan Formerly Miller & Associates Cpas And Advisors, LLC 401(K) Plan, reported by Miller Adkins, LLC under EIN 47-1160158 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,776,607
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612095711NAL0046186560001
Plan sponsor
Miller Adkins, LLC
EIN
47-1160158
Plan number
001
Location
Springfield, MO
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)$3.8M total assets
Net assets$3.8MLiabilities
Money in vs. money out
Total income / additions$477.2K
Total expenses$127K
Benefits paid / distributions$124.2K
Contributions
Employer$37.5K
Participant$134.8K
Full reported line items
Total assets (EOY)
$3,776,607
Net assets (EOY)
$3,776,607
Employer contributions
$37,472
Participant contributions
$134,810
Total income / additions
$477,170
Benefits paid
$124,216
Administrative expenses
$2,815
Total expenses
$127,031
Net increase / (decrease)
$350,139

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612095711NAL0046186560001 cover?
It is the 2023 Form 5500 filing for Miller Adkins, LLC 401(K) Plan Formerly Miller & Associates Cpas And Advisors, LLC 401(K) Plan, reported by Miller Adkins, LLC (EIN 47-1160158).
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