2023 Form 5500 filing — Milrose Consultants, LLC 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 20241011122212NAL0012477123001) for Milrose Consultants, LLC 401(K)/Profit Sharing Plan, reported by Milrose Consultants, LLC under EIN 11-3039923 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122212NAL0012477123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milrose Consultants, LLC
- EIN
- 11-3039923
- Plan number
- 001
- Location
- New York, NY
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,355,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,355,543
- Employer contributions
- $6,396
- Participant contributions
- $983,013
- Total income / additions
- $3,310,226
- Benefits paid
- $523,434
- Administrative expenses
- $54,905
- Total expenses
- $594,179
- Net increase / (decrease)
- $2,716,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,848 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $26,054 | $5 |