Plan5500

Miller & Long Employees Combined Retirement Plan — Form 5500 plan (Miller & Long Co., 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 & Long Employees Combined Retirement Plan is a benefit plan reported by Miller & Long Co., Inc. under EIN 53-0180808 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,465 participants and $59,408,657 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$59.4MPlan net assets, end of year$59,408,549
Participants1.5KCovered participants reported1,465
Assets / participant$40.6KComputed: assets ÷ participants$40,552 (computed)
Provider compensation$122.8K1 Schedule C provider row(s)$122,844
Plan sponsor
Miller & Long Co., Inc.
EIN
53-0180808
Plan number
004
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,465 participants · 2Sch HSch C
    View filing →
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)$59.4M total assets
Net assets$59.4MLiabilities$108
Money in vs. money out
Total income / additions$9.5M
Total expenses$10.3M
Benefits paid / distributions$9.9M
Contributions
Employer$89.4K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$59,408,657
Total liabilities (EOY)
$108
Net assets (EOY)
$59,408,549
Net assets (BOY)
$60,206,923

Income & contributions

Employer contributions
$89,414
Participant contributions
$1,838,847
Total contributions
$1,928,261
Total income / additions
$9,470,992

Expenses & distributions

Benefits paid
$9,856,926
Administrative expenses
$122,844
Total expenses
$10,269,366
Net increase / (decrease)
-$798,374
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 5%Participant 95%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income104%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$122.8K
    CONTRACT ADMINISTRATOR · Direct $122.8K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Miller & Long Employees Combined Retirement Plan?
Miller & Long Employees Combined Retirement Plan is reported as sponsored by Miller & Long Co., Inc. (EIN 53-0180808, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Miller & Long Employees Combined Retirement Plan?
The latest Form 5500 filing year loaded for Miller & Long Employees Combined Retirement Plan is 2023.
How many participants does Miller & Long Employees Combined Retirement Plan report?
Miller & Long Employees Combined Retirement Plan reports 1,465 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Miller & Long Employees Combined Retirement Plan?
Miller & Long Employees Combined Retirement Plan reports $59,408,657 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages