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MILLER AND COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMILLER AND COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 099

MILLER AND COMPANY RETIREMENT SAVINGS PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILLER AND COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:MILLER AND COMPANY LLC
Employer identification number (EIN):200333465
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER AND COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0992023-01-01HAROLD HARTSIG III2024-06-28
0992022-01-01HAROLD HARTSIG III2023-09-27
0992021-01-01
0992021-01-01HAROLD HARTSIG III
0992020-01-01
0992019-01-01
0992018-01-01
0992017-01-01DIMITRA KOTSINONOS
0992016-01-01DIMITRA KOTSINONOS
0992015-01-01DIMITRA KOTSINONOS2016-05-24
0992014-01-01GREGG WEISS2015-03-25
0992013-01-01GREGG WEISS2014-02-14
0992012-01-01GREGG WEISS2013-05-15
0992011-01-01GREGG WEISS2012-05-08
0992010-01-01GREGG WEISS2011-07-11
0992009-01-01GREGG WEISS GREGG WEISS2010-07-26

Plan Statistics for MILLER AND COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MILLER AND COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2025: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0169
Total number of particpants at end of year2025-07-0169
Number of Participants With Account Balances2025-07-0156
2024: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2865
Total number of particpants at end of year2024-06-2869
Number of Participants With Account Balances2024-06-2859
2021: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0181
Number of participants with account balances2021-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01123
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01112
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01117
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01123
Number of participants with account balances2019-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01117
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01114
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01128
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2009: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0188
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MILLER AND COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-012109951
Net assets as of the end of the plan year2025-07-0110026040
Total assets as of the beginning of the plan year2025-07-0110229482
Value of plan covered by a fidelity bond2025-07-01500000
Participant contributions to plan in this plan year2025-07-01516246
Value of participant loans at end of plan year2025-07-0135075
Other expenses paid from plan in this plan year2025-07-0145418
Other income to plan in this plan year2025-07-011185185
Plan net income in this plan year2025-07-01-203442
Net assets as of the end of the plan year2025-07-0110026040
Net assets as of the beginning of the plan year2025-07-0110229482
Value of contributions failed to transmitted timely2025-07-0120055
Employer contributions to plan in this plan year2025-07-01205078
2024 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-28914211
Net assets as of the end of the plan year2024-06-2810229482
Total assets as of the beginning of the plan year2024-06-288962203
Value of plan covered by a fidelity bond2024-06-28500000
Participant contributions to plan in this plan year2024-06-28537802
Value of participant loans at end of plan year2024-06-2858268
Other expenses paid from plan in this plan year2024-06-2838660
Other contributions to plan in this plan year2024-06-2863241
Other income to plan in this plan year2024-06-281277635
Plan net income in this plan year2024-06-281267279
Net assets as of the end of the plan year2024-06-2810229482
Net assets as of the beginning of the plan year2024-06-288962203
Employer contributions to plan in this plan year2024-06-28302812
2021 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,928,566
Total of all expenses incurred2021-12-31$2,183,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,151,365
Value of total corrective distributions2021-12-31$17,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$605,087
Value of total assets at end of year2021-12-31$12,009,340
Value of total assets at beginning of year2021-12-31$12,263,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,354
Total interest from all sources2021-12-31$36,418
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$226,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$226,133
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$478,758
Participant contributions at end of year2021-12-31$91,957
Participant contributions at beginning of year2021-12-31$81,198
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$19,853
Assets. Other investments not covered elsewhere at end of year2021-12-31$204,277
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$181,517
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$519
Other income not declared elsewhere2021-12-31$15,225
Administrative expenses (other) incurred2021-12-31$1,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-254,635
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,009,340
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,263,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$12,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,832,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,496,833
Interest on participant loans2021-12-31$4,788
Interest earned on other investments2021-12-31$31,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,761,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,342,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,045,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$118,064
Employer contributions (assets) at end of year2021-12-31$118,064
Employer contributions (assets) at beginning of year2021-12-31$141,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,151,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,198,098
Total of all expenses incurred2020-12-31$1,139,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,090,580
Expenses. Certain deemed distributions of participant loans2020-12-31$1,246
Value of total corrective distributions2020-12-31$21,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$664,971
Value of total assets at end of year2020-12-31$12,263,975
Value of total assets at beginning of year2020-12-31$11,205,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,626
Total interest from all sources2020-12-31$46,647
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$148,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$148,007
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$519,315
Participant contributions at end of year2020-12-31$81,198
Participant contributions at beginning of year2020-12-31$100,007
Participant contributions at end of year2020-12-31$19,853
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$181,517
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$303,817
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$201
Other income not declared elsewhere2020-12-31$23,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,058,185
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,263,975
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,205,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$26,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,496,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,105,018
Interest on participant loans2020-12-31$5,639
Interest earned on other investments2020-12-31$41,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,342,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,523,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,314,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$141,274
Employer contributions (assets) at end of year2020-12-31$141,118
Employer contributions (assets) at beginning of year2020-12-31$173,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,090,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,531,933
Total of all expenses incurred2019-12-31$851,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$819,766
Value of total corrective distributions2019-12-31$8,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$715,390
Value of total assets at end of year2019-12-31$11,205,790
Value of total assets at beginning of year2019-12-31$9,525,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,423
Total interest from all sources2019-12-31$50,533
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$94,451
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$532,442
Participant contributions at end of year2019-12-31$100,007
Participant contributions at beginning of year2019-12-31$118,231
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$20,595
Assets. Other investments not covered elsewhere at end of year2019-12-31$303,817
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$251,599
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$286
Other income not declared elsewhere2019-12-31$39,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,679,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,205,790
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,525,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,105,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,411,417
Interest on participant loans2019-12-31$6,635
Interest earned on other investments2019-12-31$43,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,523,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,567,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,631,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$173,442
Employer contributions (assets) at end of year2019-12-31$173,442
Employer contributions (assets) at beginning of year2019-12-31$155,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$819,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$258,048
Total of all expenses incurred2018-12-31$822,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$786,436
Value of total corrective distributions2018-12-31$23,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$649,697
Value of total assets at end of year2018-12-31$9,525,796
Value of total assets at beginning of year2018-12-31$10,089,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,151
Total interest from all sources2018-12-31$41,752
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$110,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,432
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$493,937
Participant contributions at end of year2018-12-31$118,231
Participant contributions at beginning of year2018-12-31$72,991
Participant contributions at end of year2018-12-31$20,595
Assets. Other investments not covered elsewhere at end of year2018-12-31$251,599
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$251,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$9
Other income not declared elsewhere2018-12-31$-12,877
Administrative expenses (other) incurred2018-12-31$2,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-564,065
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,525,796
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,089,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,411,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,064,751
Interest on participant loans2018-12-31$5,186
Interest earned on other investments2018-12-31$36,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,567,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,547,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-530,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$155,760
Employer contributions (assets) at end of year2018-12-31$155,760
Employer contributions (assets) at beginning of year2018-12-31$153,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$786,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,996,887
Total of all expenses incurred2017-12-31$921,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$903,029
Value of total corrective distributions2017-12-31$7,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$803,614
Value of total assets at end of year2017-12-31$10,089,861
Value of total assets at beginning of year2017-12-31$9,014,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,418
Total interest from all sources2017-12-31$42,311
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$110,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$110,155
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$484,772
Participant contributions at end of year2017-12-31$72,991
Participant contributions at beginning of year2017-12-31$123,910
Assets. Other investments not covered elsewhere at end of year2017-12-31$251,397
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$209,599
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13
Other income not declared elsewhere2017-12-31$28,852
Administrative expenses (other) incurred2017-12-31$1,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,075,847
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,089,861
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,014,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,064,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,839,363
Interest on participant loans2017-12-31$4,828
Interest earned on other investments2017-12-31$37,483
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,547,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,841,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,011,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$316,997
Employer contributions (assets) at end of year2017-12-31$153,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$903,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,707,291
Total of all expenses incurred2016-12-31$1,371,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,349,841
Value of total corrective distributions2016-12-31$11,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,130,680
Value of total assets at end of year2016-12-31$9,014,014
Value of total assets at beginning of year2016-12-31$8,677,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,016
Total interest from all sources2016-12-31$47,107
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$79,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$79,491
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$498,771
Participant contributions at end of year2016-12-31$123,910
Participant contributions at beginning of year2016-12-31$151,751
Assets. Other investments not covered elsewhere at end of year2016-12-31$209,599
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$285,132
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$525,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13
Other income not declared elsewhere2016-12-31$14,732
Administrative expenses (other) incurred2016-12-31$1,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$336,176
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,014,014
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,677,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$8,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,839,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,526,809
Interest on participant loans2016-12-31$7,857
Interest earned on other investments2016-12-31$39,250
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,841,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,712,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$435,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$106,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,349,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2009 : MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MILLER AND COMPANY RETIREMENT SAVINGS PLAN

2021: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2009: MILLER AND COMPANY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62057
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62057
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60944
Policy instance 3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62057
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62057
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62057
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62057
Policy instance 1

Potentially related plans

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