Mills Manufacturing Retirement Plan — Form 5500 plan (Mills Manufacturing Corporation)

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, Mills Manufacturing Retirement Plan is a benefit plan reported by Mills Manufacturing Corporation under EIN 56-1220405 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $2,817,196 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,817,196
Participants163Covered participants reported
Assets / participant$17.3KComputed: assets ÷ participants$17,283 (computed)
Provider compensation$22.1K2 Schedule C provider row(s)$22,130
Plan sponsor
Mills Manufacturing Corporation
EIN
56-1220405
Plan number
002
Plan type
2
Location
Asheville, NC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20250117120533NAL0025116417001
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$526.9K
Total expenses$469.6K
Benefits paid / distributions$444.2K
Contributions
Employer$30K
Participant$155K
Full reported line items

Net assets

Total assets (EOY)
$2,817,196
Total liabilities (EOY)
$0
Net assets (EOY)
$2,817,196
Net assets (BOY)
$2,759,969

Income & contributions

Employer contributions
$30,029
Participant contributions
$154,966
Total contributions
$193,777
Total income / additions
$526,871

Expenses & distributions

Benefits paid
$444,210
Administrative expenses
$22,130
Total expenses
$469,644
Net increase / (decrease)
$57,227
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 16%Participant 84%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income84%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Colton Groome Financial Advisors LlINVESTMENT ADVISOR$11,775not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$10,355$02023

Related Form 5500 pages