401k Plan data: MILLENNIUM ADVISORS, LLC 401K PLAN plan

MILLENNIUM ADVISORS, LLC 401K PLAN 401k Plan overview

Plan Name	MILLENNIUM ADVISORS, LLC 401K PLAN
Plan identification number	001

MILLENNIUM ADVISORS, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

MILLENNIUM ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: MILLENNIUM ADVISORS, LLC

Employer identification number (EIN): 270221601

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about MILLENNIUM ADVISORS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2017-10-05

Company Identification Number: L17000206521

Legal Registered Office Address: 8005 VALHALLA DRIVE

DELRAY BEACH

33446

More information about MILLENNIUM ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLENNIUM ADVISORS, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVE CHAPPELLE 2024-06-21
001 2022-01-01 DAVE CHAPPELLE 2023-06-27
001 2021-01-01 DAVE CHAPPELLE 2022-06-08
001 2020-01-01 DAVE CHAPPELLE 2021-03-31
001 2019-01-01 DAVE CHAPPELLE 2020-04-29
001 2018-01-01 DAVE CHAPPELLE 2019-04-23
001 2017-01-01 DAVE CHAPPELLE
001 2016-01-01 DAVE CHAPPELLE
001 2015-01-01 DAVE CHAPPELLE
001 2014-01-01 DAVE CHAPPELLE
001 2013-01-01 DAVE CHAPPELLE
001 2012-01-01 DAVE CHAPPELLE
001 2011-01-01 DAVE CHAPPELLE
001 2010-01-01 DAVE CHAPPELLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVE CHAPPELLE	2024-06-21
001	2022-01-01	DAVE CHAPPELLE	2023-06-27
001	2021-01-01	DAVE CHAPPELLE	2022-06-08
001	2020-01-01	DAVE CHAPPELLE	2021-03-31
001	2019-01-01	DAVE CHAPPELLE	2020-04-29
001	2018-01-01	DAVE CHAPPELLE	2019-04-23
001	2017-01-01	DAVE CHAPPELLE
001	2016-01-01	DAVE CHAPPELLE
001	2015-01-01	DAVE CHAPPELLE
001	2014-01-01	DAVE CHAPPELLE
001	2013-01-01	DAVE CHAPPELLE
001	2012-01-01	DAVE CHAPPELLE
001	2011-01-01	DAVE CHAPPELLE
001	2010-01-01	DAVE CHAPPELLE

Financial Data on MILLENNIUM ADVISORS, LLC 401K PLAN

Measure	Date	Value
2025 : MILLENNIUM ADVISORS, LLC 401K PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-08-11	0
Total expenses incurred by plan in this plan year	2025-08-11	1697774
Net assets as of the end of the plan year	2025-08-11	16047200
Total assets as of the beginning of the plan year	2025-08-11	13177318
Value of plan covered by a fidelity bond	2025-08-11	4000000
Participant contributions to plan in this plan year	2025-08-11	1400019
Other contributions to plan in this plan year	2025-08-11	263127
Other income to plan in this plan year	2025-08-11	2103146
Plan net income in this plan year	2025-08-11	2869882
Net assets as of the end of the plan year	2025-08-11	16047200
Net assets as of the beginning of the plan year	2025-08-11	13177318
Employer contributions to plan in this plan year	2025-08-11	801364
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-11	11585
2024 : MILLENNIUM ADVISORS, LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-21	546947
Net assets as of the end of the plan year	2024-06-21	13177318
Total assets as of the beginning of the plan year	2024-06-21	9821730
Value of plan covered by a fidelity bond	2024-06-21	4000000
Participant contributions to plan in this plan year	2024-06-21	1140023
Other income to plan in this plan year	2024-06-21	2121680
Plan net income in this plan year	2024-06-21	3355588
Net assets as of the end of the plan year	2024-06-21	13177318
Net assets as of the beginning of the plan year	2024-06-21	9821730
Employer contributions to plan in this plan year	2024-06-21	640832
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-21	975
2022 : MILLENNIUM ADVISORS, LLC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-08	1381677
Net assets as of the end of the plan year	2022-06-08	10968317
Total assets as of the beginning of the plan year	2022-06-08	9270971
Value of plan covered by a fidelity bond	2022-06-08	4000000
Participant contributions to plan in this plan year	2022-06-08	951924
Other expenses paid from plan in this plan year	2022-06-08	920
Other contributions to plan in this plan year	2022-06-08	2548
Other income to plan in this plan year	2022-06-08	1583603
Plan net income in this plan year	2022-06-08	1697346
Net assets as of the end of the plan year	2022-06-08	10968317
Net assets as of the beginning of the plan year	2022-06-08	9270971
Employer contributions to plan in this plan year	2022-06-08	540948
2017 : MILLENNIUM ADVISORS, LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,610,639
Expenses. Total of all expenses incurred	2017-12-31	$10,700,435
Benefits paid (including direct rollovers)	2017-12-31	$10,700,290
Total plan assets at end of year	2017-12-31	$5,493,134
Total plan assets at beginning of year	2017-12-31	$12,582,930
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$451,476
Contributions received from other sources (not participants or employers)	2017-12-31	$1,699,244
Other income received	2017-12-31	$1,205,850
Net income (gross income less expenses)	2017-12-31	$-7,089,796
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,493,134
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$12,582,930
Assets. Value of employer securities	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$254,069
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MILLENNIUM ADVISORS, LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$3,069,837
Expenses. Total of all expenses incurred	2016-12-31	$42
Total plan assets at end of year	2016-12-31	$12,582,930
Total plan assets at beginning of year	2016-12-31	$9,513,135
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$412,760
Contributions received from other sources (not participants or employers)	2016-12-31	$116,461
Noncash contributions received	2016-12-31	$2,321,003
Net income (gross income less expenses)	2016-12-31	$3,069,795
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$12,582,930
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,513,135
Assets. Value of employer securities	2016-12-31	$9,314,618
Total contributions received or receivable from employer(s)	2016-12-31	$219,613
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$42
2015 : MILLENNIUM ADVISORS, LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,710,343
Expenses. Total of all expenses incurred	2015-12-31	$14,363
Total plan assets at end of year	2015-12-31	$9,513,135
Total plan assets at beginning of year	2015-12-31	$6,817,155
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$314,723
Contributions received from other sources (not participants or employers)	2015-12-31	$503,182
Other income received	2015-12-31	$1,727,266
Net income (gross income less expenses)	2015-12-31	$2,695,980
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,513,135
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,817,155
Assets. Value of employer securities	2015-12-31	$7,099,422
Total contributions received or receivable from employer(s)	2015-12-31	$165,172
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,363
2014 : MILLENNIUM ADVISORS, LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,230,371
Expenses. Total of all expenses incurred	2014-12-31	$1,090,422
Total plan assets at end of year	2014-12-31	$6,817,155
Total plan assets at beginning of year	2014-12-31	$6,677,206
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$246,008
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,090,422
Contributions received from other sources (not participants or employers)	2014-12-31	$473,556
Other income received	2014-12-31	$375,592
Net income (gross income less expenses)	2014-12-31	$139,949
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,817,155
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,677,206
Assets. Value of employer securities	2014-12-31	$5,507,460
Total contributions received or receivable from employer(s)	2014-12-31	$135,215
2013 : MILLENNIUM ADVISORS, LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,531,307
Expenses. Total of all expenses incurred	2013-12-31	$3,201
Total plan assets at end of year	2013-12-31	$6,677,206
Total plan assets at beginning of year	2013-12-31	$4,149,100
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$158,724
Other income received	2013-12-31	$2,287,037
Net income (gross income less expenses)	2013-12-31	$2,528,106
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,677,206
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,149,100
Assets. Value of employer securities	2013-12-31	$5,265,885
Total contributions received or receivable from employer(s)	2013-12-31	$85,546
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,201
2012 : MILLENNIUM ADVISORS, LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$806,238
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$4,149,100
Total plan assets at beginning of year	2012-12-31	$3,342,862
Value of fidelity bond covering the plan	2012-12-31	$800,000
Total contributions received or receivable from participants	2012-12-31	$146,964
Other income received	2012-12-31	$596,835
Net income (gross income less expenses)	2012-12-31	$806,238
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,149,100
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,342,862
Assets. Value of employer securities	2012-12-31	$3,689,203
Total contributions received or receivable from employer(s)	2012-12-31	$62,439
2011 : MILLENNIUM ADVISORS, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,836,845
Expenses. Total of all expenses incurred	2011-12-31	$11,817
Benefits paid (including direct rollovers)	2011-12-31	$10,992
Total plan assets at end of year	2011-12-31	$3,342,862
Total plan assets at beginning of year	2011-12-31	$1,517,834
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$125,147
Other income received	2011-12-31	$1,664,681
Net income (gross income less expenses)	2011-12-31	$1,825,028
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,342,862
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,517,834
Assets. Value of employer securities	2011-12-31	$3,126,087
Total contributions received or receivable from employer(s)	2011-12-31	$47,017
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MILLENNIUM ADVISORS, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,517,856
Expenses. Total of all expenses incurred	2010-12-31	$22
Total plan assets at end of year	2010-12-31	$1,517,834
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$39,920
Contributions received from other sources (not participants or employers)	2010-12-31	$1,356,215
Other income received	2010-12-31	$100,795
Net income (gross income less expenses)	2010-12-31	$1,517,834
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,517,834
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$1,452,593
Total contributions received or receivable from employer(s)	2010-12-31	$20,926
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$22

Form 5500 Responses for MILLENNIUM ADVISORS, LLC 401K PLAN

2017: MILLENNIUM ADVISORS, LLC 401K PLAN 2017 form 5500 responses
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: MILLENNIUM ADVISORS, LLC 401K 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: MILLENNIUM ADVISORS, LLC 401K 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: MILLENNIUM ADVISORS, LLC 401K 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: MILLENNIUM ADVISORS, LLC 401K PLAN 2013 form 5500 responses
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: MILLENNIUM ADVISORS, LLC 401K PLAN 2012 form 5500 responses
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: MILLENNIUM ADVISORS, LLC 401K PLAN 2011 form 5500 responses
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: MILLENNIUM ADVISORS, LLC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	811659
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	818169
Policy instance	2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	811659
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	876188
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	811659
Policy instance	2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	876188
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	876188
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	876188
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	876188
Policy instance	1

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See full terms and conditions

Company Name:	MILLENNIUM ADVISORS, LLC
Employer identification number (EIN):	270221601
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2017-10-05
Company Identification Number:	L17000206521
Legal Registered Office Address:	8005 VALHALLA DRIVE DELRAY BEACH 33446