2023 Form 5500 filing — Miller, Miller, Bradwish & Miller, P.A. 401(K) Profit Sharing Plan & Trust

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 20241206111634NAL0003781811001) for Miller, Miller, Bradwish & Miller, P.A. 401(K) Profit Sharing Plan & Trust, reported by Miller,Miller,Bradwish&Miller, P.A. under EIN 59-1140985 and plan number 005. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,693,851
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241206111634NAL0003781811001
Plan sponsor
Miller,Miller,Bradwish&Miller, P.A.
EIN
59-1140985
Plan number
005
Location
Jacksonville, FL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$292.4K
Total expenses$131K
Benefits paid / distributions$131K
Contributions
Employer$4.4K
Participant$7.9K
Full reported line items
Total assets (EOY)
$6,693,851
Total liabilities (EOY)
$0
Net assets (EOY)
$6,693,851
Employer contributions
$4,365
Participant contributions
$7,943
Total income / additions
$292,415
Benefits paid
$131,031
Total expenses
$131,031
Net increase / (decrease)
$161,384

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241206111634NAL0003781811001 cover?
It is the 2023 Form 5500 filing for Miller, Miller, Bradwish & Miller, P.A. 401(K) Profit Sharing Plan & Trust, reported by Miller,Miller,Bradwish&Miller, P.A. (EIN 59-1140985).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages