2023 Form 5500 filing — Millstone Weber, LLC Retirement Savings 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 20240731114747NAL0033863152001) for Millstone Weber, LLC Retirement Savings Plan, reported by Millstone Weber, LLC under EIN 46-5342336 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731114747NAL0033863152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millstone Weber, LLC
- EIN
- 46-5342336
- Plan number
- 001
- Location
- St. Charles, MO
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,193,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,193,556
- Employer contributions
- $670,183
- Participant contributions
- $1,092,474
- Total income / additions
- $5,503,750
- Benefits paid
- $4,161,197
- Administrative expenses
- $58,015
- Total expenses
- $4,219,212
- Net increase / (decrease)
- $1,284,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $40,517 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,698 | $0 |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset |