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THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING 401k Plan overview

Plan NameTHE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING
Plan identification number 001

THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE MILLSTONE EVANS GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:THE MILLSTONE EVANS GROUP LLC
Employer identification number (EIN):850499353
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELE DUVALL2024-06-05
0012022-01-01MICHELE DUVALL2023-07-07
0012021-01-01JOHN ANSAY2022-06-16

Financial Data on THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING

Measure Date Value
2025 : THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-2936130
Net assets as of the end of the plan year2025-05-291339469
Total assets as of the beginning of the plan year2025-05-29975918
Value of plan covered by a fidelity bond2025-05-29385000
Participant contributions to plan in this plan year2025-05-29187895
Other income to plan in this plan year2025-05-29134146
Plan net income in this plan year2025-05-29363551
Net assets as of the end of the plan year2025-05-291339469
Net assets as of the beginning of the plan year2025-05-29975918
Employer contributions to plan in this plan year2025-05-2977640
Fees paid to broker by Benefit Provider2025-05-29955
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-297613
2024 : THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-0547085
Net assets as of the end of the plan year2024-06-05975918
Total assets as of the beginning of the plan year2024-06-05628453
Value of plan covered by a fidelity bond2024-06-05385000
Participant contributions to plan in this plan year2024-06-05185054
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-05135215
Plan net income in this plan year2024-06-05347465
Net assets as of the end of the plan year2024-06-05975918
Net assets as of the beginning of the plan year2024-06-05628453
Employer contributions to plan in this plan year2024-06-0574281
Fees paid to broker by Benefit Provider2024-06-05643
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-055239
2022 : THE MILLSTONE EVANS GROUP 401(K) AND PROFIT SHARING 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-162337
Net assets as of the end of the plan year2022-06-16557729
Total assets as of the beginning of the plan year2022-06-160
Value of plan covered by a fidelity bond2022-06-16385000
Participant contributions to plan in this plan year2022-06-16137577
Other expenses paid from plan in this plan year2022-06-160
Other contributions to plan in this plan year2022-06-16322179
Other income to plan in this plan year2022-06-1646277
Plan net income in this plan year2022-06-16557729
Net assets as of the end of the plan year2022-06-16557729
Net assets as of the beginning of the plan year2022-06-160
Employer contributions to plan in this plan year2022-06-1654033
Fees paid to broker by Benefit Provider2022-06-162588
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-162337

Potentially related plans

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