Miller Bros. Electrical Contractors 401(K) Plan — Form 5500 plan (Wampole Miller, Inc.)

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, Miller Bros. Electrical Contractors 401(K) Plan is a benefit plan reported by Wampole Miller, Inc. under EIN 23-2548775 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $7,282,913 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wampole Miller, Inc.
EIN
23-2548775
Plan number
001
Plan type
2
Location
Conshohocken, PA
Latest filing year
2023
Participants
212
End-of-year plan assets
$7,282,913

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241009130020NAL0009218275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,282,913
Total liabilities (EOY)
$0
Net assets (EOY)
$7,282,913
Net assets (BOY)
$5,789,985

Income & contributions

Employer contributions
$569,585
Participant contributions
$705,788
Total contributions
$1,275,373
Total income / additions
$2,168,758

Expenses & distributions

Benefits paid
$618,155
Administrative expenses
$40,200
Total expenses
$675,830
Net increase / (decrease)
$1,492,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen Wealth AdvisorsINVESTMENT MANAGER$30,482$02023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$9,718$02023

Related Form 5500 pages