2023 Form 5500 filing — Milne Shaw & Robillard Pc 401(K) Profit Sharing Plan & Trust
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 20240709125638NAL0015413873001) for Milne Shaw & Robillard Pc 401(K) Profit Sharing Plan & Trust, reported by Milne Shaw & Robillard Pc under EIN 04-3291643 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)$2.9MReported net assets$2,948,481
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240709125638NAL0015413873001
- Plan sponsor
- Milne Shaw & Robillard Pc
- EIN
- 04-3291643
- Plan number
- 001
- Location
- Foxboro, MA
- Received date
- not reported in the loaded dataset
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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,948,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,948,481
- Employer contributions
- $38,074
- Participant contributions
- $69,051
- Total income / additions
- $531,696
- Benefits paid
- $39,925
- Administrative expenses
- $1,421
- Total expenses
- $41,346
- Net increase / (decrease)
- $490,350