2023 Form 5500 filing — Miles & Stockbridge Retirement 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 20251014105110NAL0001259907001) for Miles & Stockbridge Retirement Plan, reported by Miles & Stockbridge P.C. under EIN 52-1852131 and plan number 001. It reports 515 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)$171.4MReported net assets$171,356,523
Participants515
Provider compensation$129.5K3 Schedule C row(s)$129,502
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251014105110NAL0001259907001
Plan sponsor
Miles & Stockbridge P.C.
EIN
52-1852131
Plan number
001
Location
Baltimore, MD
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)$171.4M total assets
Net assets$171.4MLiabilities$0
Money in vs. money out
Total income / additions$38.5M
Total expenses$9.8M
Benefits paid / distributions$9.8M
Contributions
Employer$2.9M
Participant$4.3M
Full reported line items
Total assets (EOY)
$171,356,523
Total liabilities (EOY)
$0
Net assets (EOY)
$171,356,523
Employer contributions
$2,896,940
Participant contributions
$4,301,588
Total income / additions
$38,523,193
Benefits paid
$9,754,880
Administrative expenses
$93,486
Total expenses
$9,848,366
Net increase / (decrease)
$28,674,827
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $60K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $39.5K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $30K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014105110NAL0001259907001 cover?
It is the 2023 Form 5500 filing for Miles & Stockbridge Retirement Plan, reported by Miles & Stockbridge P.C. (EIN 52-1852131).
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