2023 Form 5500 filing — Mills-James Inc 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 20240726141618NAL0016135601001) for Mills-James Inc 401(K) Profit Sharing Plan & Trust, reported by Mills-James Inc under EIN 31-1141064 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726141618NAL0016135601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mills-James Inc
- EIN
- 31-1141064
- Plan number
- 001
- Location
- Hilliard, OH
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,377,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,377,008
- Employer contributions
- $284,326
- Participant contributions
- $1,066,173
- Total income / additions
- $4,702,740
- Benefits paid
- $1,873,622
- Administrative expenses
- $28,866
- Total expenses
- $1,902,488
- Net increase / (decrease)
- $2,800,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Opera | ADVISOR | $26,324 | not reported in the loaded dataset |