DANIELS & MILLER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIELS & MILLER, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for DANIELS & MILLER, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2020: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 19 |
Number of participants with account balances | 2019-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 19 |
Number of participants with account balances | 2018-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 18 |
Number of participants with account balances | 2017-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 19 |
Number of participants with account balances | 2016-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 22 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 20 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 19 |
Number of participants with account balances | 2011-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 19 |
Number of participants with account balances | 2010-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 21 |
Number of participants with account balances | 2009-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2020 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $458,127 |
Expenses. Total of all expenses incurred | 2020-12-31 | $212,525 |
Benefits paid (including direct rollovers) | 2020-12-31 | $207,421 |
Total plan assets at end of year | 2020-12-31 | $4,560,827 |
Total plan assets at beginning of year | 2020-12-31 | $4,315,225 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $40 |
Other income received | 2020-12-31 | $437,808 |
Net income (gross income less expenses) | 2020-12-31 | $245,602 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,560,827 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,315,225 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $20,319 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,064 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,105,173 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,598,499 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,590,624 |
Total plan assets at end of year | 2019-12-31 | $4,315,225 |
Total plan assets at beginning of year | 2019-12-31 | $4,808,551 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $80 |
Other income received | 2019-12-31 | $1,083,467 |
Net income (gross income less expenses) | 2019-12-31 | $-493,326 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,315,225 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,808,551 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $21,706 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,795 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-176,935 |
Expenses. Total of all expenses incurred | 2018-12-31 | $7,976 |
Total plan assets at end of year | 2018-12-31 | $4,808,551 |
Total plan assets at beginning of year | 2018-12-31 | $4,993,462 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-196,056 |
Net income (gross income less expenses) | 2018-12-31 | $-184,911 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,808,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,993,462 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $19,121 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,976 |
2017 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $297,294 |
Expenses. Total of all expenses incurred | 2017-12-31 | $77,619 |
Benefits paid (including direct rollovers) | 2017-12-31 | $69,789 |
Total plan assets at end of year | 2017-12-31 | $4,993,462 |
Total plan assets at beginning of year | 2017-12-31 | $4,773,787 |
Value of fidelity bond covering the plan | 2017-12-31 | $480,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,670 |
Other income received | 2017-12-31 | $271,186 |
Net income (gross income less expenses) | 2017-12-31 | $219,675 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,993,462 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,773,787 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $26,108 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $160 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $223,553 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,925 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,916 |
Total plan assets at end of year | 2016-12-31 | $4,773,787 |
Total plan assets at beginning of year | 2016-12-31 | $4,564,159 |
Value of fidelity bond covering the plan | 2016-12-31 | $475,000 |
Other income received | 2016-12-31 | $202,234 |
Net income (gross income less expenses) | 2016-12-31 | $209,628 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,773,787 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,564,159 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $21,319 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,009 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-14,334 |
Expenses. Total of all expenses incurred | 2015-12-31 | $40,567 |
Benefits paid (including direct rollovers) | 2015-12-31 | $31,695 |
Total plan assets at end of year | 2015-12-31 | $4,564,159 |
Total plan assets at beginning of year | 2015-12-31 | $4,619,060 |
Value of fidelity bond covering the plan | 2015-12-31 | $475,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $120 |
Other income received | 2015-12-31 | $-31,015 |
Net income (gross income less expenses) | 2015-12-31 | $-54,901 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,564,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,619,060 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $16,681 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,752 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $331,976 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24,173 |
Benefits paid (including direct rollovers) | 2014-12-31 | $15,575 |
Total plan assets at end of year | 2014-12-31 | $4,619,060 |
Total plan assets at beginning of year | 2014-12-31 | $4,311,257 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $200 |
Other income received | 2014-12-31 | $311,040 |
Net income (gross income less expenses) | 2014-12-31 | $307,803 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,619,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,311,257 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,936 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,398 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $884,350 |
Expenses. Total of all expenses incurred | 2013-12-31 | $11,916 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,857 |
Total plan assets at end of year | 2013-12-31 | $4,311,257 |
Total plan assets at beginning of year | 2013-12-31 | $3,438,823 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Other income received | 2013-12-31 | $795,625 |
Net income (gross income less expenses) | 2013-12-31 | $872,434 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,311,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,438,823 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $88,725 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,059 |
2012 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $463,407 |
Expenses. Total of all expenses incurred | 2012-12-31 | $16,605 |
Benefits paid (including direct rollovers) | 2012-12-31 | $10,646 |
Total plan assets at end of year | 2012-12-31 | $3,438,823 |
Total plan assets at beginning of year | 2012-12-31 | $2,992,021 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Other income received | 2012-12-31 | $416,471 |
Net income (gross income less expenses) | 2012-12-31 | $446,802 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,438,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,992,021 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $46,936 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,959 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $76,880 |
Expenses. Total of all expenses incurred | 2011-12-31 | $30,143 |
Benefits paid (including direct rollovers) | 2011-12-31 | $24,725 |
Total plan assets at end of year | 2011-12-31 | $2,992,021 |
Total plan assets at beginning of year | 2011-12-31 | $2,945,284 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Other income received | 2011-12-31 | $15,662 |
Net income (gross income less expenses) | 2011-12-31 | $46,737 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,992,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,945,284 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $61,218 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,418 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $438,056 |
Expenses. Total of all expenses incurred | 2010-12-31 | $96,473 |
Benefits paid (including direct rollovers) | 2010-12-31 | $91,941 |
Total plan assets at end of year | 2010-12-31 | $2,945,284 |
Total plan assets at beginning of year | 2010-12-31 | $2,603,701 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Other income received | 2010-12-31 | $324,007 |
Net income (gross income less expenses) | 2010-12-31 | $341,583 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,945,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,603,701 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $114,049 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,532 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : DANIELS & MILLER, INC. PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DANIELS & MILLER, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 113372 |
Policy instance | 1 |
Insurance contract or identification number | 113372 | Number of Individuals Covered | 18 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,638 | Total amount of fees paid to insurance company | USD $40 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,638 | Amount paid for insurance broker fees | 40 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR SERVICE FEE | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 113372 |
Policy instance | 1 |
Insurance contract or identification number | 113372 | Number of Individuals Covered | 16 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $6,800 | Total amount of fees paid to insurance company | USD $603 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,800 | Amount paid for insurance broker fees | 603 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR SERVICE FEE | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 113372 |
Policy instance | 1 |
Insurance contract or identification number | 113372 | Number of Individuals Covered | 15 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $6,428 | Total amount of fees paid to insurance company | USD $160 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,428 | Amount paid for insurance broker fees | 160 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | C. B. TRACY & ASSOC, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 113372 |
Policy instance | 1 |
Insurance contract or identification number | 113372 | Number of Individuals Covered | 16 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,508 | Total amount of fees paid to insurance company | USD $120 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,508 | Amount paid for insurance broker fees | 120 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | C. B. TRACY & ASSOC, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | GD 37684 |
Policy instance | 1 |
Insurance contract or identification number | GD 37684 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-01-17 | Total amount of commissions paid to insurance broker | USD $418 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $418 | Insurance broker organization code? | 3 | Insurance broker name | C.B. TRACY & ASSOC, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 113372 |
Policy instance | 2 |
Insurance contract or identification number | 113372 | Number of Individuals Covered | 16 | Insurance policy start date | 2014-01-21 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,856 | Total amount of fees paid to insurance company | USD $200 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $4,856 | Amount paid for insurance broker fees | 200 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | C B TRACY & ASSOC INC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | GD 37684 |
Policy instance | 1 |
Insurance contract or identification number | GD 37684 | Number of Individuals Covered | 21 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,351 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $4,351 | Insurance broker organization code? | 3 | Insurance broker name | C.B. TRACY & ASSOC, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | GD 37684 |
Policy instance | 1 |
Insurance contract or identification number | GD 37684 | Number of Individuals Covered | 20 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,708 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $3,708 | Insurance broker organization code? | 3 | Insurance broker name | C.B. TRACY & ASSOC, INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | GD 37684 |
Policy instance | 1 |
Insurance contract or identification number | GD 37684 | Number of Individuals Covered | 19 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,384 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | GD 37684 |
Policy instance | 1 |
Insurance contract or identification number | GD 37684 | Number of Individuals Covered | 18 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,827 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $2,827 | Insurance broker organization code? | 3 | Insurance broker name | C.B. TRACY & ASSOC, INC. |
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