2023 Form 5500 filing — City Mill Company, Limited Profit Sharing 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 20241009204811NAL0009539571001) for City Mill Company, Limited Profit Sharing 401(K) Plan, reported by City Mill Company, Limited under EIN 99-0036090 and plan number 002. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009204811NAL0009539571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- City Mill Company, Limited
- EIN
- 99-0036090
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,672,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,672,571
- Employer contributions
- $306,644
- Participant contributions
- $547,267
- Total income / additions
- $2,769,266
- Benefits paid
- $747,042
- Administrative expenses
- $87,574
- Total expenses
- $834,616
- Net increase / (decrease)
- $1,934,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | ADVISORY SERVICE | $37,872 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $34,016 | $0 |
| Kmh Llp | AUDITOR | $15,686 | not reported in the loaded dataset |