2023 Form 5500 filing — Miller Bros. Electrical Contractors 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 20241009130020NAL0009218275001) for Miller Bros. Electrical Contractors 401(K) Plan, reported by Wampole Miller, Inc. under EIN 23-2548775 and plan number 001. It reports 212 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)$7.3MReported net assets$7,282,913
Participants212
Provider compensation$40.2K2 Schedule C row(s)$40,200
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009130020NAL0009218275001
- Plan sponsor
- Wampole Miller, Inc.
- EIN
- 23-2548775
- Plan number
- 001
- Location
- Conshohocken, PA
- Received date
- not reported in the loaded dataset
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,282,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,282,913
- Employer contributions
- $569,585
- Participant contributions
- $705,788
- Total income / additions
- $2,168,758
- Benefits paid
- $618,155
- Administrative expenses
- $40,200
- Total expenses
- $675,830
- Net increase / (decrease)
- $1,492,928
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGER | $30,482 | $0 |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $9,718 | $0 |