Millennium 401(K) Plan — Form 5500 plan (Kyle Enterprises, LLC)

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, Millennium 401(K) Plan is a benefit plan reported by Kyle Enterprises, LLC under EIN 20-8650658 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $9,681,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kyle Enterprises, LLC
EIN
20-8650658
Plan number
001
Plan type
2
Location
Delavan, WI
Latest filing year
2023
Participants
228
End-of-year plan assets
$9,681,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241015123529NAL0049415808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,681,096
Total liabilities (EOY)
$0
Net assets (EOY)
$9,681,096
Net assets (BOY)
$5,964,883

Income & contributions

Employer contributions
$784,764
Participant contributions
$1,340,323
Total contributions
$3,316,437
Total income / additions
$4,601,708

Expenses & distributions

Benefits paid
$755,206
Administrative expenses
$68,591
Total expenses
$885,495
Net increase / (decrease)
$3,716,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,591$02023
Principal Securities IncOTHER SERVICES$0$15,0152023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages