Original filing (PDF)20230802114246NAL0025192368001

MILIK & ASSOCIATES INSURANCE SERVICES INC.

Name: MILIK & ASSOCIATES INSURANCE SERVICES INC. — MILIK & ASSOCIATES INSURANCE SERVICES INC. CASH BALANCE PLAN, Form 5500 (2022)
Creator: MILIK & ASSOCIATES INSURANCE SERVICES INC.

Form 5500-SF

FILING_RECEIVED

MILIK & ASSOCIATES INSURANCE SERVICES INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILIK & ASSOCIATES INSURANCE SERVICES INC..

Plan sponsor

Name

MILIK & ASSOCIATES INSURANCE SERVICES INC.

EIN

46-0665817

Address

917 S. VILLAGE OAKS DRIVE · COVINA, CA · 91724

Phone

(909) 468-2233

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-06-30

Filed

2023-08-02

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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