2023 Form 5500 filing — The Fort Miller Group, Inc. Employee Stock Ownership 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 20240730151527NAL0011975523001) for The Fort Miller Group, Inc. Employee Stock Ownership Plan, reported by The Fort Miller Group, Inc. under EIN 14-1459087 and plan number 003. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.9MReported net assets$32,925,413

Participants413

Provider compensationNone reported

Schedules filedSchedule HLoaded schedules

EFAST2 acknowledgement: 20240730151527NAL0011975523001
Plan sponsor: The Fort Miller Group, Inc.
EIN: 14-1459087
Plan number: 003
Location: Schuylerville, NY
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$61M total assets

Net assets$32.9MLiabilities$28M

Money in vs. money out

Total income / additions$11.3M

Total expenses$1.8M

Benefits paid / distributions$1.2M

Contributions

Employer$2.9M

ParticipantNot reported

Full reported line items

Total assets (EOY): $60,957,845
Total liabilities (EOY): $28,032,432
Net assets (EOY): $32,925,413
Employer contributions: $2,913,757
Total income / additions: $11,257,772
Benefits paid: $1,224,622
Administrative expenses: $0
Total expenses: $1,806,601
Net increase / (decrease): $9,451,171

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730151527NAL0011975523001 cover?: It is the 2023 Form 5500 filing for The Fort Miller Group, Inc. Employee Stock Ownership Plan, reported by The Fort Miller Group, Inc. (EIN 14-1459087).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials).