2023 Form 5500 filing — Millwood, Inc. 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 20241014112222NAL0026031025001) for Millwood, Inc. 401(K) Profit Sharing Plan, reported by Millwood, Inc. under EIN 34-1725500 and plan number 001. It reports 1,714 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.1MReported net assets$29,144,364
Participants1.7K1,714
Provider compensation$179.3K2 Schedule C row(s)$179,254
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014112222NAL0026031025001
- Plan sponsor
- Millwood, Inc.
- EIN
- 34-1725500
- Plan number
- 001
- Location
- Vienna, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.4M total assets
Net assets$29.1MLiabilities$211.3K
Full reported line items
- Total assets (EOY)
- $29,355,619
- Total liabilities (EOY)
- $211,255
- Net assets (EOY)
- $29,144,364
- Employer contributions
- $528,249
- Participant contributions
- $3,055,038
- Total income / additions
- $8,050,730
- Benefits paid
- $4,057,424
- Administrative expenses
- $175,269
- Total expenses
- $4,442,430
- Net increase / (decrease)
- $3,608,300
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $118,190 | $4,552 |
| First National Trust Company | NONE | $56,512 | not reported in the loaded dataset |