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| Plan Name | THE MILLER AGENCY OF N.Y., INC. EMPLOYEE PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE MILLER AGENCY OF NEW YORK, INC. |
| Employer identification number (EIN): | 161141769 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE MILLER AGENCY OF NEW YORK, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1979-01-22 |
| Company Identification Number: | 534311 |
| Legal Registered Office Address: |
7000 EAST GENESEE STREET BLDG. E FAYETTEVILLE United States of America (USA) 13066 |
More information about THE MILLER AGENCY OF NEW YORK, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | SANDRA WEHNER | 2024-09-06 | SANDRA WEHNER | 2024-09-06 |
| 002 | 2022-01-01 | SANDRA A WEHNER | 2023-08-07 | SANDRA A WEHNER | 2023-08-07 |
| 002 | 2021-01-01 | SANDRA WEHNER | 2022-08-16 | SANDRA WEHNER | 2022-08-16 |
| 002 | 2020-01-01 | SANDRA WEHNER | 2021-09-03 | SANDRA WEHNER | 2021-09-03 |
| 002 | 2019-01-01 | SANDRA WEHNER | 2020-08-13 | SANDRA WEHNER | 2020-08-13 |
| 002 | 2018-01-01 | JON M. MALOFF | 2019-01-23 | JON M. MALOFF | 2019-01-23 |
| 002 | 2017-01-01 | JON MALOFF | 2018-03-22 | JON MALOFF | 2018-03-22 |
| 002 | 2016-01-01 | JON MALOFF | 2017-02-06 | JON MALOFF | 2017-02-06 |
| 002 | 2015-01-01 | JON MALOFF | 2016-01-26 | JON MALOFF | 2016-01-26 |
| 002 | 2014-01-01 | JON MALOFF | 2015-02-05 | JON MALOFF | 2015-02-05 |
| 002 | 2013-01-01 | JON MALOFF | 2014-01-21 | JON MALOFF | 2014-01-21 |
| 002 | 2012-01-01 | JON MALOFF | 2013-02-14 | JON MALOFF | 2013-02-14 |
| 002 | 2011-01-01 | JON MALOFF | 2012-02-27 | JON MALOFF | 2012-02-27 |
| 002 | 2010-01-01 | ROBERT MILLER | 2011-03-17 | ROBERT MILLER | 2011-03-17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE MILLER AGENCY OF N.Y., INC. EMPLOYEE PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-17 | 48393 |
| Net assets as of the end of the plan year | 2025-06-17 | 916276 |
| Total assets as of the beginning of the plan year | 2025-06-17 | 856558 |
| Value of plan covered by a fidelity bond | 2025-06-17 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-17 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-17 | 0 |
| Other contributions to plan in this plan year | 2025-06-17 | 0 |
| Other income to plan in this plan year | 2025-06-17 | 108111 |
| Plan net income in this plan year | 2025-06-17 | 59718 |
| Net assets as of the end of the plan year | 2025-06-17 | 916276 |
| Net assets as of the beginning of the plan year | 2025-06-17 | 856558 |
| Employer contributions to plan in this plan year | 2025-06-17 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-17 | 0 |
| 2024 : THE MILLER AGENCY OF N.Y., INC. EMPLOYEE PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-06 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-06 | 52986 |
| Net assets as of the end of the plan year | 2024-09-06 | 856558 |
| Total assets as of the beginning of the plan year | 2024-09-06 | 798320 |
| Value of plan covered by a fidelity bond | 2024-09-06 | 250000 |
| Participant contributions to plan in this plan year | 2024-09-06 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-06 | 0 |
| Other contributions to plan in this plan year | 2024-09-06 | 0 |
| Other income to plan in this plan year | 2024-09-06 | 111224 |
| Plan net income in this plan year | 2024-09-06 | 58238 |
| Net assets as of the end of the plan year | 2024-09-06 | 856558 |
| Net assets as of the beginning of the plan year | 2024-09-06 | 798320 |
| Employer contributions to plan in this plan year | 2024-09-06 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-06 | 0 |
| 2022 : THE MILLER AGENCY OF N.Y., INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-08-16 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-16 | 45451 |
| Net assets as of the end of the plan year | 2022-08-16 | 980253 |
| Total assets as of the beginning of the plan year | 2022-08-16 | 849939 |
| Value of plan covered by a fidelity bond | 2022-08-16 | 250000 |
| Participant contributions to plan in this plan year | 2022-08-16 | 0 |
| Other expenses paid from plan in this plan year | 2022-08-16 | 0 |
| Other contributions to plan in this plan year | 2022-08-16 | 0 |
| Other income to plan in this plan year | 2022-08-16 | 175765 |
| Plan net income in this plan year | 2022-08-16 | 130314 |
| Net assets as of the end of the plan year | 2022-08-16 | 980253 |
| Net assets as of the beginning of the plan year | 2022-08-16 | 849939 |
| Employer contributions to plan in this plan year | 2022-08-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-16 | 0 |
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