MILLER & ASSOCIATES CPAS AND ADVISORS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
2017: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
2016: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
2015: MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2022 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-213,979 |
Expenses. Total of all expenses incurred | 2022-12-31 | $222,631 |
Benefits paid (including direct rollovers) | 2022-12-31 | $222,631 |
Total plan assets at end of year | 2022-12-31 | $3,426,468 |
Total plan assets at beginning of year | 2022-12-31 | $3,863,078 |
Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
Total contributions received or receivable from participants | 2022-12-31 | $120,247 |
Other income received | 2022-12-31 | $-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 interests | 2022-12-31 | $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 |
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Total income from all sources | 2021-12-31 | $405,231 |
Total plan assets at end of year | 2021-12-31 | $3,863,078 |
Total plan assets at beginning of year | 2021-12-31 | $3,457,847 |
Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
Total contributions received or receivable from participants | 2021-12-31 | $118,773 |
Other income received | 2021-12-31 | $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 interests | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $369,932 |
Total plan assets at end of year | 2020-12-31 | $3,457,847 |
Total plan assets at beginning of year | 2020-12-31 | $3,087,915 |
Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
Total contributions received or receivable from participants | 2020-12-31 | $117,995 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $88,945 |
Other income received | 2020-12-31 | $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 interests | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $575,867 |
Total plan assets at end of year | 2019-12-31 | $3,087,915 |
Total plan assets at beginning of year | 2019-12-31 | $2,512,048 |
Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $103,267 |
Other income received | 2019-12-31 | $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 interests | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-27,158 |
Total plan assets at end of year | 2018-12-31 | $2,512,048 |
Total plan assets at beginning of year | 2018-12-31 | $2,539,206 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $95,599 |
Other income received | 2018-12-31 | $-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 interests | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $372,411 |
Expenses. Total of all expenses incurred | 2017-12-31 | $34,484 |
Benefits paid (including direct rollovers) | 2017-12-31 | $34,484 |
Total plan assets at end of year | 2017-12-31 | $2,539,206 |
Total plan assets at beginning of year | 2017-12-31 | $2,201,279 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Total contributions received or receivable from participants | 2017-12-31 | $90,169 |
Other income received | 2017-12-31 | $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 interests | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $258,089 |
Total plan assets at end of year | 2016-12-31 | $2,201,279 |
Total plan assets at beginning of year | 2016-12-31 | $1,943,190 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $76,969 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $19,555 |
Other income received | 2016-12-31 | $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 interests | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : MILLER & ASSOCIATES CPAS AND ADVISORS, LLC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $1,943,190 |
Total plan assets at end of year | 2015-12-31 | $1,943,190 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $78,700 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,892,760 |
Other income received | 2015-12-31 | $-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 interests | 2015-12-31 | $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 securities | 2015-12-31 | $0 |