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MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN
Plan identification number 001

MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

MILLER & ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:MILLER & ASSOCIATES, PC
Employer identification number (EIN):382744969
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01PAULETTE R. MILLER, CPA POLLY MILLER
0012016-01-01PAULETTE R. MILLER, CPA
0012015-01-01PAULETTE R. MILLER, CPA
0012014-01-01PAULETTE R. MILLER, CPA
0012014-01-01PAULETTE R. MILLER, CPA
0012013-01-01PAULETTE R. MILLER, CPA
0012012-01-01PAULETTE R. MILLER, CPA
0012011-01-01PAULETTE R. MILLER, CPA
0012009-01-01PAULETTE R. MILLER

Plan Statistics for MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN

Measure Date Value
2019: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0116

Financial Data on MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$1
Expenses. Total of all expenses incurred2019-12-31$138
Benefits paid (including direct rollovers)2019-12-31$138
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$137
Other income received2019-12-31$1
Net income (gross income less expenses)2019-12-31$-137
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$137
2018 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$-758
Expenses. Total of all expenses incurred2018-12-31$149,629
Benefits paid (including direct rollovers)2018-12-31$149,629
Total plan assets at end of year2018-12-31$137
Total plan assets at beginning of year2018-12-31$150,524
Other income received2018-12-31$-758
Net income (gross income less expenses)2018-12-31$-150,387
Net plan assets at end of year (total assets less liabilities)2018-12-31$137
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$150,524
2017 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$30,896
Expenses. Total of all expenses incurred2017-12-31$1,231,518
Benefits paid (including direct rollovers)2017-12-31$1,231,479
Total plan assets at end of year2017-12-31$150,524
Total plan assets at beginning of year2017-12-31$1,351,146
Expenses. Other expenses not covered elsewhere2017-12-31$39
Other income received2017-12-31$30,896
Net income (gross income less expenses)2017-12-31$-1,200,622
Net plan assets at end of year (total assets less liabilities)2017-12-31$150,524
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,351,146
Assets. Value of participant loans2017-12-31$0
2016 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$179,325
Expenses. Total of all expenses incurred2016-12-31$761,927
Benefits paid (including direct rollovers)2016-12-31$761,927
Total plan assets at end of year2016-12-31$1,351,146
Total plan assets at beginning of year2016-12-31$1,933,748
Total contributions received or receivable from participants2016-12-31$32,794
Other income received2016-12-31$72,918
Net income (gross income less expenses)2016-12-31$-582,602
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,351,146
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,933,748
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$73,613
2015 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$93,083
Expenses. Total of all expenses incurred2015-12-31$80,702
Benefits paid (including direct rollovers)2015-12-31$80,702
Total plan assets at end of year2015-12-31$1,933,748
Total plan assets at beginning of year2015-12-31$1,921,367
Total contributions received or receivable from participants2015-12-31$73,533
Other income received2015-12-31$-18,558
Net income (gross income less expenses)2015-12-31$12,381
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,933,748
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,921,367
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$38,108
2014 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$233,778
Total plan assets at end of year2014-12-31$1,921,367
Total plan assets at beginning of year2014-12-31$1,687,589
Total contributions received or receivable from participants2014-12-31$57,549
Other income received2014-12-31$96,474
Net income (gross income less expenses)2014-12-31$233,778
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,921,367
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,687,589
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$79,755
2013 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$321,959
Expenses. Total of all expenses incurred2013-12-31$79,175
Benefits paid (including direct rollovers)2013-12-31$79,175
Total plan assets at end of year2013-12-31$1,687,589
Total plan assets at beginning of year2013-12-31$1,444,805
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$84,091
Contributions received from other sources (not participants or employers)2013-12-31$52,072
Other income received2013-12-31$136,905
Net income (gross income less expenses)2013-12-31$242,784
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,687,589
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,444,805
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$48,891
2012 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$235,774
Expenses. Total of all expenses incurred2012-12-31$35,354
Benefits paid (including direct rollovers)2012-12-31$35,354
Total plan assets at end of year2012-12-31$1,444,805
Total plan assets at beginning of year2012-12-31$1,244,385
Total contributions received or receivable from participants2012-12-31$42,688
Other income received2012-12-31$144,195
Net income (gross income less expenses)2012-12-31$200,420
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,444,805
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,244,385
Assets. Value of participant loans2012-12-31$24,000
Total contributions received or receivable from employer(s)2012-12-31$48,891
2011 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$101,108
Expenses. Total of all expenses incurred2011-12-31$94,287
Benefits paid (including direct rollovers)2011-12-31$94,287
Total plan assets at end of year2011-12-31$1,244,385
Total plan assets at beginning of year2011-12-31$1,237,564
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$45,389
Other income received2011-12-31$19,329
Net income (gross income less expenses)2011-12-31$6,821
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,244,385
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,237,564
Total contributions received or receivable from employer(s)2011-12-31$36,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$22,308
2010 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$198,674
Expenses. Total of all expenses incurred2010-12-31$44,550
Benefits paid (including direct rollovers)2010-12-31$44,550
Total plan assets at end of year2010-12-31$1,237,564
Total plan assets at beginning of year2010-12-31$1,083,440
Total contributions received or receivable from participants2010-12-31$48,315
Contributions received from other sources (not participants or employers)2010-12-31$5,812
Other income received2010-12-31$108,157
Net income (gross income less expenses)2010-12-31$154,124
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,237,564
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,083,440
Assets. Value of participant loans2010-12-31$13,082
Total contributions received or receivable from employer(s)2010-12-31$36,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$10,513
2009 : MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$50,862
Amount contributed by the employer to the plan for this plan year2009-12-31$50,862

Form 5500 Responses for MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN

2019: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLER & ASSOCIATES, PC 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 - TrustYes
2017: MILLER & ASSOCIATES, PC 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 - TrustYes
2016: MILLER & ASSOCIATES, PC 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 - TrustYes
2015: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILLER & ASSOCIATES, PC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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