Mills-James Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mills-James 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, Mills-James Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mills-James Inc under EIN 31-1141064 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $19,377,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mills-James Inc
- EIN
- 31-1141064
- Plan number
- 001
- Plan type
- 2
- Location
- Hilliard, OH
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $19,377,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240726141618NAL0016135601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,377,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,377,008
- Net assets (BOY)
- $16,576,756
Income & contributions
- Employer contributions
- $284,326
- Participant contributions
- $1,066,173
- Total contributions
- $1,526,512
- Total income / additions
- $4,702,740
Expenses & distributions
- Benefits paid
- $1,873,622
- Administrative expenses
- $28,866
- Total expenses
- $1,902,488
- Net increase / (decrease)
- $2,800,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Opera | ADVISOR | $26,324 | not reported in the loaded dataset | 2023 |