Miller Transportation 401(K) Plan And Trust — Form 5500 plan (Miller Transportation, 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 Transportation 401(K) Plan And Trust is a benefit plan reported by Miller Transportation, Inc. under EIN 61-0922062 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $5,999,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Miller Transportation, Inc.
EIN
61-0922062
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
601
End-of-year plan assets
$5,999,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023601H, C20240731092312NAL0012565779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,999,507
Total liabilities (EOY)
$916
Net assets (EOY)
$5,998,591
Net assets (BOY)
$4,635,397

Income & contributions

Employer contributions
$272,684
Participant contributions
$593,188
Total contributions
$899,132
Total income / additions
$1,718,733

Expenses & distributions

Benefits paid
$318,910
Administrative expenses
$36,629
Total expenses
$355,539
Net increase / (decrease)
$1,363,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Consulting Services, IncINVESTMENT ADVISORY$36,629not reported in the loaded dataset2023
Charles Schwab And CompanyCUSTODIAN$1,797$02023

Related Form 5500 pages