2023 Form 5500 filing — Frank Miller Lumber Company, Inc. Employees 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 20240723145645NAL0011979185003) for Frank Miller Lumber Company, Inc. Employees Retirement Plan, reported by Frank Miller Lumber Company Inc under EIN 35-1076932 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723145645NAL0011979185003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frank Miller Lumber Company Inc
- EIN
- 35-1076932
- Plan number
- 001
- Location
- Union City, IN
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,334,151
- Net assets (EOY)
- $13,334,151
- Employer contributions
- $251,275
- Participant contributions
- $461,637
- Total income / additions
- $2,716,643
- Benefits paid
- $371,016
- Administrative expenses
- $56,911
- Total expenses
- $427,927
- Net increase / (decrease)
- $2,288,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $31,074 | $0 |
| Everhart Advisors | INVESTMENT ADVISORY | $25,837 | not reported in the loaded dataset |