2023 Form 5500 filing — Miller Kaplan Arase Llp 401(K) 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 20241010171957NAL0010293203001) for Miller Kaplan Arase Llp 401(K) Profit Sharing Plan, reported by Miller Kaplan Arase Llp under EIN 95-2036255 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171957NAL0010293203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller Kaplan Arase Llp
- EIN
- 95-2036255
- Plan number
- 001
- Location
- North Hollywood, CA
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,554,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,554,105
- Employer contributions
- $1,003,238
- Participant contributions
- $1,925,587
- Total income / additions
- $9,314,756
- Benefits paid
- $3,001,257
- Administrative expenses
- $3,720
- Total expenses
- $3,004,977
- Net increase / (decrease)
- $6,309,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $7,724 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,102 | $0 |