2023 Form 5500 filing — R.K. Miles, Inc. Retirement 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 20240722152430NAL0023269458001) for R.K. Miles, Inc. Retirement Plan, reported by R.K. Miles, Inc. under EIN 03-0141661 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722152430NAL0023269458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.K. Miles, Inc.
- EIN
- 03-0141661
- Plan number
- 001
- Location
- Manchester Center, VT
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,784,042
- Net assets (EOY)
- $24,784,042
- Employer contributions
- $688,236
- Participant contributions
- $1,254,546
- Total income / additions
- $5,308,268
- Benefits paid
- $614,739
- Administrative expenses
- $73,849
- Total expenses
- $688,588
- Net increase / (decrease)
- $4,619,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $61,468 | $0 |
| Stancorp Financial Group | NONE | $36,781 | $0 |
| Setaway, LLC. | NONE | $2,325 | not reported in the loaded dataset |
| Standard Retirement Services | NONE | $0 | $392 |