England, Thims & Miller, Inc. 401(K) Plan — Form 5500 plan (England, Thims & Miller, 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, England, Thims & Miller, Inc. 401(K) Plan is a benefit plan reported by England, Thims & Miller, Inc. under EIN 59-1773930 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $47,884,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- England, Thims & Miller, Inc.
- EIN
- 59-1773930
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $47,884,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20241023164415NAL0008357202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,884,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,884,325
- Net assets (BOY)
- $40,517,900
Income & contributions
- Employer contributions
- $704,317
- Participant contributions
- $2,062,850
- Total contributions
- $2,812,358
- Total income / additions
- $9,989,217
Expenses & distributions
- Benefits paid
- $2,505,829
- Administrative expenses
- $57,934
- Total expenses
- $2,622,792
- Net increase / (decrease)
- $7,366,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $57,599 | $0 | 2023 |
| Mai Capital Management, LLC | SERVICE PROVIDER | $0 | $46,134 | 2023 |
| Principal Securities | SERVICE PROVIDER | $0 | $19,772 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $7,169 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for England, Thims & Miller, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Mai Capital Management, LLC — Schedule C compensation
- Principal Securities — Schedule C compensation
- Morningstar — Schedule C compensation