Miller, Johnson, Snell & Cummiskey, P.L.C. 401(K) Retirement Savings Plan — Form 5500 plan (Miller, Johnson, Snell & Cummiskey, P.L.C.)
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, Johnson, Snell & Cummiskey, P.L.C. 401(K) Retirement Savings Plan is a benefit plan reported by Miller, Johnson, Snell & Cummiskey, P.L.C. under EIN 38-1603110 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $86,660,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller, Johnson, Snell & Cummiskey, P.L.C.
- EIN
- 38-1603110
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $86,660,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241011170807NAL0011215027004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,660,834
- Net assets (EOY)
- $86,660,834
- Net assets (BOY)
- $75,151,596
Income & contributions
- Employer contributions
- $2,717,937
- Participant contributions
- $2,000,743
- Total contributions
- $4,981,005
- Total income / additions
- $17,026,361
Expenses & distributions
- Benefits paid
- $6,173,720
- Administrative expenses
- $190,654
- Total expenses
- $6,364,374
- Net increase / (decrease)
- $10,661,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $76,230 | not reported in the loaded dataset | 2023 |
| Innovia Wealth LLC | NONE | $60,727 | not reported in the loaded dataset | 2023 |
| Greenleaf Trust | NONE | $21,707 | not reported in the loaded dataset | 2023 |
| Exchange Capital Management | NONE | $20,230 | not reported in the loaded dataset | 2023 |
| Midwest Capital Advisors LLC | NONE | $11,633 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,884 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Miller, Johnson, Snell & Cummiskey, P.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Innovia Wealth LLC — Schedule C compensation
- Greenleaf Trust — Schedule C compensation
- Exchange Capital Management — Schedule C compensation
- Midwest Capital Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation