Miles Sand & Gravel Company Retirement Plan — Form 5500 plan (Miles Sand & Gravel Company)
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, Miles Sand & Gravel Company Retirement Plan is a benefit plan reported by Miles Sand & Gravel Company under EIN 91-0815076 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $49,754,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miles Sand & Gravel Company
- EIN
- 91-0815076
- Plan number
- 001
- Plan type
- 2
- Location
- Puyallup, WA
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $49,754,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241011174813NAL0039700240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,754,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,754,176
- Net assets (BOY)
- $40,689,275
Income & contributions
- Employer contributions
- $3,897,683
- Participant contributions
- $1,797,243
- Total contributions
- $6,503,275
- Total income / additions
- $11,675,531
Expenses & distributions
- Benefits paid
- $2,534,472
- Administrative expenses
- $76,158
- Total expenses
- $2,610,630
- Net increase / (decrease)
- $9,064,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,158 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Miles Sand & Gravel Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Puyallup, WA
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation