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MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 401k Plan overview

Plan NameMILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN
Plan identification number 001

MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) 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
  • 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.
  • Stock bonus
  • 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.
  • 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 CPAS AND ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MILLER & ASSOCIATES CPAS AND ADVISORS, LLC
Employer identification number (EIN):471160158
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JULIE MILLER2023-06-30
0012021-01-01JULIE MILLER2022-06-20
0012020-01-01JULIE MILLER2021-10-13
0012019-01-01JULIE MILLER2020-06-24
0012018-01-01JULIE MILLER2019-09-04
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN

401k plan membership statisitcs for MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN

Measure Date Value
2022: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110
Number of participants with account balances2022-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-018
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 participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Total of all active and inactive participants2018-01-017
Total participants2018-01-017
Number of participants with account balances2018-01-017
2017: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
2016: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-018
2015: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN

Measure Date Value
2022 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-213,979
Expenses. Total of all expenses incurred2022-12-31$222,631
Benefits paid (including direct rollovers)2022-12-31$222,631
Total plan assets at end of year2022-12-31$3,426,468
Total plan assets at beginning of year2022-12-31$3,863,078
Value of fidelity bond covering the plan2022-12-31$400,000
Total contributions received or receivable from participants2022-12-31$120,247
Other income received2022-12-31$-368,047
Net income (gross income less expenses)2022-12-31$-436,610
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,426,468
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,863,078
Assets. Value of assets in partnership/joint-venture interests2022-12-31$99,879
Total contributions received or receivable from employer(s)2022-12-31$33,821
2021 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$405,231
Total plan assets at end of year2021-12-31$3,863,078
Total plan assets at beginning of year2021-12-31$3,457,847
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$118,773
Other income received2021-12-31$244,550
Net income (gross income less expenses)2021-12-31$405,231
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,863,078
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,457,847
Assets. Value of assets in partnership/joint-venture interests2021-12-31$96,000
Total contributions received or receivable from employer(s)2021-12-31$41,908
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$369,932
Total plan assets at end of year2020-12-31$3,457,847
Total plan assets at beginning of year2020-12-31$3,087,915
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$117,995
Contributions received from other sources (not participants or employers)2020-12-31$88,945
Other income received2020-12-31$120,949
Net income (gross income less expenses)2020-12-31$369,932
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,457,847
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,087,915
Assets. Value of assets in partnership/joint-venture interests2020-12-31$92,121
Total contributions received or receivable from employer(s)2020-12-31$42,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$575,867
Total plan assets at end of year2019-12-31$3,087,915
Total plan assets at beginning of year2019-12-31$2,512,048
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$103,267
Other income received2019-12-31$436,697
Net income (gross income less expenses)2019-12-31$575,867
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,087,915
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,512,048
Assets. Value of assets in partnership/joint-venture interests2019-12-31$89,697
Total contributions received or receivable from employer(s)2019-12-31$35,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-27,158
Total plan assets at end of year2018-12-31$2,512,048
Total plan assets at beginning of year2018-12-31$2,539,206
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$95,599
Other income received2018-12-31$-157,498
Net income (gross income less expenses)2018-12-31$-27,158
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,512,048
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,539,206
Assets. Value of assets in partnership/joint-venture interests2018-12-31$80,970
Total contributions received or receivable from employer(s)2018-12-31$34,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$372,411
Expenses. Total of all expenses incurred2017-12-31$34,484
Benefits paid (including direct rollovers)2017-12-31$34,484
Total plan assets at end of year2017-12-31$2,539,206
Total plan assets at beginning of year2017-12-31$2,201,279
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$90,169
Other income received2017-12-31$252,254
Net income (gross income less expenses)2017-12-31$337,927
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,539,206
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,201,279
Assets. Value of assets in partnership/joint-venture interests2017-12-31$80,848
Total contributions received or receivable from employer(s)2017-12-31$29,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$258,089
Total plan assets at end of year2016-12-31$2,201,279
Total plan assets at beginning of year2016-12-31$1,943,190
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$76,969
Contributions received from other sources (not participants or employers)2016-12-31$19,555
Other income received2016-12-31$134,780
Net income (gross income less expenses)2016-12-31$258,089
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,201,279
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,943,190
Assets. Value of assets in partnership/joint-venture interests2016-12-31$79,758
Total contributions received or receivable from employer(s)2016-12-31$26,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,943,190
Total plan assets at end of year2015-12-31$1,943,190
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$78,700
Contributions received from other sources (not participants or employers)2015-12-31$1,892,760
Other income received2015-12-31$-48,038
Net income (gross income less expenses)2015-12-31$1,943,190
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,943,190
Assets. Value of assets in partnership/joint-venture interests2015-12-31$100,014
Total contributions received or receivable from employer(s)2015-12-31$19,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN

2022: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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