Miller Refrigeration, Inc. Profit Sharing Plan — Form 5500 plan (Miller Refrigeration, 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, Miller Refrigeration, Inc. Profit Sharing Plan is a benefit plan reported by Miller Refrigeration, Inc. under EIN 52-1504614 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $9,790,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miller Refrigeration, Inc.
EIN
52-1504614
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
125
End-of-year plan assets
$9,790,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241011095916NAL0010789667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,790,637
Total liabilities (EOY)
$0
Net assets (EOY)
$9,790,637
Net assets (BOY)
$8,587,920

Income & contributions

Employer contributions
$377,168
Participant contributions
$469,052
Total contributions
$852,892
Total income / additions
$2,172,808

Expenses & distributions

Benefits paid
$905,467
Administrative expenses
$41,814
Total expenses
$970,091
Net increase / (decrease)
$1,202,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenspring Advisors, LLCINVESTMENT ADVISOR$26,520not reported in the loaded dataset2023
Capital Group Retirement Plan ServRECORDKEEPER$11,244$02023
Bd & Company IncCONTRACT ADMINISTRATOR$5,000not reported in the loaded dataset2023
Coastal Pension Services,CONTRACT ADMNISTRATOR$1,690not reported in the loaded dataset2023

Related Form 5500 pages