2023 Form 5500 filing — Mill-Max Manufacturing Corporation 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 20241011080541NAL0022381601001) for Mill-Max Manufacturing Corporation Profit Sharing Plan, reported by Mill-Max Mfg. Corp under EIN 11-2246212 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011080541NAL0022381601001
Filing year
2023
Form type
2
Plan sponsor
Mill-Max Mfg. Corp
EIN
11-2246212
Plan number
001
Location
Oyster Bay, NY
Participants
234
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$66,075,307
Total liabilities (EOY)
$0
Net assets (EOY)
$66,075,307
Employer contributions
$1,306,451
Participant contributions
$1,603,941
Total income / additions
$11,644,594
Benefits paid
$12,759,535
Administrative expenses
$187,673
Total expenses
$12,947,208
Net increase / (decrease)
-$1,302,614
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial LLCINVESTMENT ADVISORY$123,067$43
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$64,606$0
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages