2023 Form 5500 filing — Miller Refrigeration, Inc. 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 20241011095916NAL0010789667001) for Miller Refrigeration, Inc. Profit Sharing Plan, reported by Miller Refrigeration, Inc. under EIN 52-1504614 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095916NAL0010789667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller Refrigeration, Inc.
- EIN
- 52-1504614
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,790,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,790,637
- Employer contributions
- $377,168
- Participant contributions
- $469,052
- Total income / additions
- $2,172,808
- Benefits paid
- $905,467
- Administrative expenses
- $41,814
- Total expenses
- $970,091
- Net increase / (decrease)
- $1,202,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenspring Advisors, LLC | INVESTMENT ADVISOR | $26,520 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $11,244 | $0 |
| Bd & Company Inc | CONTRACT ADMINISTRATOR | $5,000 | not reported in the loaded dataset |
| Coastal Pension Services, | CONTRACT ADMNISTRATOR | $1,690 | not reported in the loaded dataset |