2023 Form 5500 filing — Mark Miller Subaru, Inc. 401(K) 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 20240906153455NAL0000683011001) for Mark Miller Subaru, Inc. 401(K) Plan, reported by Mark Miller Subaru, Inc. under EIN 87-0422978 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.3MReported net assets$16,285,806
Participants284
Provider compensation$148.7K4 Schedule C row(s)$148,690
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906153455NAL0000683011001
Plan sponsor
Mark Miller Subaru, Inc.
EIN
87-0422978
Plan number
001
Location
Salt Lake City, UT
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)$16.3M total assets
Net assets$16.3MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$422.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$16,285,806
Total liabilities (EOY)
$0
Net assets (EOY)
$16,285,806
Employer contributions
$422,195
Participant contributions
$1,351,758
Total income / additions
$4,132,546
Benefits paid
$2,705,849
Administrative expenses
$97,463
Total expenses
$2,802,564
Net increase / (decrease)
$1,329,982
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $74.1K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $51.2K
  3. 3
    OTHER · Direct $15.3K
  4. 4
    INVESTMENT MGMT · Direct $8.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906153455NAL0000683011001 cover?
It is the 2023 Form 5500 filing for Mark Miller Subaru, Inc. 401(K) Plan, reported by Mark Miller Subaru, Inc. (EIN 87-0422978).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages