Milne Shaw & Robillard Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Milne Shaw & Robillard Pc)
Plain-English plan 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, Milne Shaw & Robillard Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Milne Shaw & Robillard Pc under EIN 04-3291643 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,948,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milne Shaw & Robillard Pc
- EIN
- 04-3291643
- Plan number
- 001
- Plan type
- 2
- Location
- Foxboro, MA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,948,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240709125638NAL0015413873001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,948,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,948,481
- Net assets (BOY)
- $2,458,131
Income & contributions
- Employer contributions
- $38,074
- Participant contributions
- $69,051
- Total income / additions
- $531,696
Expenses & distributions
- Benefits paid
- $39,925
- Administrative expenses
- $1,421
- Total expenses
- $41,346
- Net increase / (decrease)
- $490,350
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.