2023 Form 5500 filing — Milberg Coleman Bryson Phillips Grossman Pllc 401(K) Psp

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 20241015125659NAL0016438355001) for Milberg Coleman Bryson Phillips Grossman Pllc 401(K) Psp, reported by Milberg Coleman Bryson Phillips Grossman Pllc under EIN 86-1215093 and plan number 001. It reports 197 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)$25.7MReported net assets$25,708,066

Participants197

Provider compensation$64.9K2 Schedule C row(s)$64,875

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015125659NAL0016438355001
Plan sponsor: Milberg Coleman Bryson Phillips Grossman Pllc
EIN: 86-1215093
Plan number: 001
Location: Knoxville, TN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$25.7M total assets

Net assets$25.7MLiabilities$0

Money in vs. money out

Total income / additions$5.1M

Total expenses$2.3M

Benefits paid / distributions$2.2M

Contributions

Employer$497.1K

Participant$969.3K

Full reported line items

Total assets (EOY): $25,708,066
Total liabilities (EOY): $0
Net assets (EOY): $25,708,066
Employer contributions: $497,145
Participant contributions: $969,255
Total income / additions: $5,062,094
Benefits paid: $2,199,864
Administrative expenses: $66,658
Total expenses: $2,266,522
Net increase / (decrease): $2,795,572

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Raymond James Fin Services, Inc$37.6K
RIA · Direct $37.6K
2
John Hancock Life Insurance Company$27.2K
RECORDKEEPING · Direct $27.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125659NAL0016438355001 cover?: It is the 2023 Form 5500 filing for Milberg Coleman Bryson Phillips Grossman Pllc 401(K) Psp, reported by Milberg Coleman Bryson Phillips Grossman Pllc (EIN 86-1215093).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).