MILLER & ZOIS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MILLER & ZOIS 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MILLER & ZOIS 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 11778 |
| Net assets as of the end of the plan year | 2025-10-15 | 1323523 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 913082 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 112096 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 1552 |
| Other income to plan in this plan year | 2025-10-15 | 191592 |
| Plan net income in this plan year | 2025-10-15 | 410441 |
| Net assets as of the end of the plan year | 2025-10-15 | 1323523 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 913082 |
| Employer contributions to plan in this plan year | 2025-10-15 | 116979 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 2695 |
| 2024 : MILLER & ZOIS 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-26 | 4818 |
| Net assets as of the end of the plan year | 2024-09-26 | 913082 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 699756 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 300000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 73964 |
| Other expenses paid from plan in this plan year | 2024-09-26 | 0 |
| Other income to plan in this plan year | 2024-09-26 | 120851 |
| Plan net income in this plan year | 2024-09-26 | 213326 |
| Net assets as of the end of the plan year | 2024-09-26 | 913082 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 699756 |
| Employer contributions to plan in this plan year | 2024-09-26 | 23329 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 1983 |
| 2022 : MILLER & ZOIS 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 28120 |
| Net assets as of the end of the plan year | 2022-10-05 | 953852 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 633511 |
| Participant contributions to plan in this plan year | 2022-10-05 | 103018 |
| Other income to plan in this plan year | 2022-10-05 | 98852 |
| Plan net income in this plan year | 2022-10-05 | 320341 |
| Net assets as of the end of the plan year | 2022-10-05 | 953852 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 633511 |
| Employer contributions to plan in this plan year | 2022-10-05 | 146591 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 410 |
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