2023 Form 5500 filing — The Miller-Clapperton Partnership, Inc. 401(K) Retirement 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 20241003111719NAL0020436418001) for The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan, reported by The Miller-Clapperton Partnership, Inc. under EIN 58-1471374 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003111719NAL0020436418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Miller-Clapperton Partnership, Inc.
- EIN
- 58-1471374
- Plan number
- 001
- Location
- Austell, GA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,150,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,150,956
- Employer contributions
- $280,316
- Participant contributions
- $480,556
- Total income / additions
- $1,718,168
- Benefits paid
- $134,831
- Administrative expenses
- $7,730
- Total expenses
- $142,561
- Net increase / (decrease)
- $1,575,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $7,730 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| American Century Investments | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Met West Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Eaton Vance | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Voya | NONE | $0 | $0 |
| Seafarer Funds | NONE | $0 | $0 |