How big is David W Mills' plan?

David W Mills' plan reported $115K in assets and 4 participants for 2023.

Original filing (PDF)20240620185834NAL0001219507001

David W Mills

Name: David W Mills — David W Mills 401(k) Plan, Form 5500 (2023)
Creator: David W Mills
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David W Mills 401(k) Plan

401(k) retirement plan · David W Mills' David W Mills 401(k) Plan held $115K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Nick Rice signed David W Mills' 2023 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David W Mills' EIN is 01-0625707.

EIN 01-0625707

Plan number 001

Plan year 2023

ACK ID 20240620185834NAL0001219507001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David W Mills from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David W Mills' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID W MILLS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DAVID W MILLS

EIN

all filings

Address

1130 SOUTH FLOWER STREET · STE 312 · LOS ANGELES, CA · 90015

Phone

(831) 458-6000

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Unified Mortgage Service Inc.

Unified Mortgage Service Inc. 401(k) Profit Sharing Plan & Trust

$115K · 4 participants

DSDP LLC

DSDP LLC 401(k) Profit Sharing Plan & Trust

$115K · 66 participants

Belle VIE LLC

Belle VIE LLC 401(k) Profit Sharing Plan & Trust

$115K · 14 participants

Senescent in-Home

Senescent in-Home 401(k) Profit Sharing Plan & Trust

$115K · 11 participants

Connect Energy Mechanical Corpor

Connect Energy Mechanical Corporation - 401(k) Profit SHAR

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.