Mim 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Miller Investment Management, Lp)
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, Mim 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Miller Investment Management, Lp under EIN 23-2969359 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $6,880,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller Investment Management, Lp
- EIN
- 23-2969359
- Plan number
- 001
- Plan type
- 2
- Location
- West Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $6,880,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20241001143640NAL0007300977001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,880,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,880,065
- Net assets (BOY)
- $6,145,017
Income & contributions
- Employer contributions
- $153,634
- Participant contributions
- $310,077
- Total income / additions
- $1,691,641
Expenses & distributions
- Benefits paid
- $955,395
- Administrative expenses
- $1,198
- Total expenses
- $956,593
- Net increase / (decrease)
- $735,048
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.