Miniat Holdings LLC Employees' Profit Sharing Plan And Trust — Form 5500 plan (Miniat Holdings 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, Miniat Holdings LLC Employees' Profit Sharing Plan And Trust is a benefit plan reported by Miniat Holdings LLC under EIN 46-3958921 and plan number 003. The latest loaded filing year is 2023. The filing reports 255 participants and $45,893,286 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.9MPlan net assets, end of year$45,893,286
Participants255Covered participants reported
Assets / participant$180KComputed: assets ÷ participants$179,974 (computed)
Provider compensation$136.1K2 Schedule C provider row(s)$136,094
Plan sponsor
Miniat Holdings LLC
EIN
46-3958921
Plan number
003
Plan type
2
Location
South Holland, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20241002132045NAL0004821171001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$45.9M total assets
Net assets$45.9MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$8.2M
Benefits paid / distributions$8M
Contributions
Employer$318.5K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$45,893,286
Total liabilities (EOY)
$0
Net assets (EOY)
$45,893,286
Net assets (BOY)
$44,657,097

Income & contributions

Employer contributions
$318,498
Participant contributions
$1,211,900
Total contributions
$1,536,513
Total income / additions
$9,400,985

Expenses & distributions

Benefits paid
$8,034,544
Administrative expenses
$135,274
Total expenses
$8,169,818
Net increase / (decrease)
$1,231,167
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodbury FinancialNONE$84,800not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$51,294$02023

Related Form 5500 pages