2023 Form 5500 filing — Milton Industries 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 20251007100428NAL0011011810001) for Milton Industries 401(K) Plan, reported by Milton Industries, Inc. under EIN 36-2135402 and plan number 002. It reports 217 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)$4.8MReported net assets$4,842,875
Participants217
Provider compensation$18.7K3 Schedule C row(s)$18,733
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251007100428NAL0011011810001
Plan sponsor
Milton Industries, Inc.
EIN
36-2135402
Plan number
002
Location
Chicago, IL
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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$354.7K
Benefits paid / distributions$306K
Contributions
Employer$328.5K
Participant$660.4K
Full reported line items
Total assets (EOY)
$4,842,875
Total liabilities (EOY)
$0
Net assets (EOY)
$4,842,875
Employer contributions
$328,476
Participant contributions
$660,378
Total income / additions
$2,538,509
Benefits paid
$305,955
Administrative expenses
$11,508
Total expenses
$354,682
Net increase / (decrease)
$2,183,827
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $7.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7.2K
  3. 3
    INVESTMENT MGMT · Direct $4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251007100428NAL0011011810001 cover?
It is the 2023 Form 5500 filing for Milton Industries 401(K) Plan, reported by Milton Industries, Inc. (EIN 36-2135402).
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).

Related Form 5500 pages