Millstone Weber, LLC Retirement Savings Plan — Form 5500 plan (Millstone Weber, 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, Millstone Weber, LLC Retirement Savings Plan is a benefit plan reported by Millstone Weber, LLC under EIN 46-5342336 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $25,193,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millstone Weber, LLC
- EIN
- 46-5342336
- Plan number
- 001
- Plan type
- 2
- Location
- St. Charles, MO
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $25,193,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240731114747NAL0033863152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,193,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,193,556
- Net assets (BOY)
- $23,909,018
Income & contributions
- Employer contributions
- $670,183
- Participant contributions
- $1,092,474
- Total contributions
- $1,885,717
- Total income / additions
- $5,503,750
Expenses & distributions
- Benefits paid
- $4,161,197
- Administrative expenses
- $58,015
- Total expenses
- $4,219,212
- Net increase / (decrease)
- $1,284,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $40,517 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,698 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Millstone Weber, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Charles, MO
- Raymond James & Associates Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation