2023 Form 5500 filing — Millerbernd Manufacturing Company Profit Sharing 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 20240828105237NAL0019470672001) for Millerbernd Manufacturing Company Profit Sharing Plan, reported by Millerbernd Manufacturing Company under EIN 41-0648061 and plan number 002. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828105237NAL0019470672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millerbernd Manufacturing Company
- EIN
- 41-0648061
- Plan number
- 002
- Location
- Winsted, MN
- Participants
- 572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,303,902
- Net assets (EOY)
- $32,303,902
- Employer contributions
- $858,242
- Participant contributions
- $1,981,306
- Total income / additions
- $8,041,822
- Benefits paid
- $2,873,429
- Administrative expenses
- $100,193
- Total expenses
- $2,974,671
- Net increase / (decrease)
- $5,067,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life | RECORDKEEPER | $100,194 | $0 |
| Mwm Wealth Advisory, LLC | RIA | $89,700 | $0 |