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, Milrose Consultants, LLC 401(K)/Profit Sharing Plan is a benefit plan reported by Milrose Consultants, LLC under EIN 11-3039923 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $12,355,543 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,355,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,355,543
- Net assets (BOY)
- $9,639,496
Income & contributions
- Employer contributions
- $6,396
- Participant contributions
- $983,013
- Total contributions
- $1,507,060
- Total income / additions
- $3,310,226
Expenses & distributions
- Benefits paid
- $523,434
- Administrative expenses
- $54,905
- Total expenses
- $594,179
- Net increase / (decrease)
- $2,716,047