2023 Form 5500 filing — Milton Cat 401(K) 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 20241015142416NAL0049892752001) for Milton Cat 401(K) Plan, reported by Southworth-Milton Inc under EIN 02-0258444 and plan number 008. It reports 1,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142416NAL0049892752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southworth-Milton Inc
- EIN
- 02-0258444
- Plan number
- 008
- Location
- Milford, MA
- Participants
- 1,432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,534,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,534,972
- Employer contributions
- $3,439,821
- Participant contributions
- $10,557,908
- Total income / additions
- $34,192,433
- Benefits paid
- $8,235,903
- Administrative expenses
- $60,946
- Total expenses
- $8,321,019
- Net increase / (decrease)
- $25,871,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $59,671 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $10,618 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,275 | $0 |