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MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameMILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number 001

MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

MILLER & CHEVALIER, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:MILLER & CHEVALIER, CHARTERED
Employer identification number (EIN):521212890
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAWRENCE MARINO2023-10-12
0012021-01-01LAWRENCE MARINO2022-10-14
0012020-01-01LAWRENCE MARINO2021-10-12
0012019-01-01PAMELA BERNSTEIN2020-10-12
0012018-01-01PAMELA BERNSTEIN2019-10-10
0012017-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2018-10-12
0012016-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2017-10-12
0012015-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2016-10-13
0012014-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2015-10-14
0012013-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2014-10-13
0012012-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2013-10-15
0012011-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2012-10-11
0012009-01-01PAMELA BERNSTEIN

Plan Statistics for MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01171
Total number of active participants reported on line 7a of the Form 55002022-01-0189
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01172
Number of participants with account balances2022-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01171
Number of participants with account balances2021-01-01171
2020: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01170
Number of participants with account balances2020-01-01170
2019: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01189
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01182
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01192
Number of participants with account balances2017-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01184
Number of participants with account balances2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01183
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01183
Number of participants with account balances2014-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01182
Number of participants with account balances2013-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01182
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01181
Number of participants with account balances2012-01-01181
2011: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01182
Total participants2011-01-01182
Number of participants with account balances2011-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01199
Number of participants with account balances2009-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$218,082
Total income from all sources (including contributions)2022-12-31$-29,022,277
Total of all expenses incurred2022-12-31$5,458,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,332,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,069,778
Value of total assets at end of year2022-12-31$125,202,345
Value of total assets at beginning of year2022-12-31$159,465,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$125,753
Total interest from all sources2022-12-31$33,380
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,684,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,528,925
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,359,205
Participant contributions at end of year2022-12-31$251,470
Participant contributions at beginning of year2022-12-31$355,515
Participant contributions at end of year2022-12-31$22,557
Participant contributions at beginning of year2022-12-31$29,125
Assets. Other investments not covered elsewhere at end of year2022-12-31$23,383,890
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$27,501,211
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$380,511
Other income not declared elsewhere2022-12-31$566
Administrative expenses (other) incurred2022-12-31$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,480,851
Value of net assets at end of year (total assets less liabilities)2022-12-31$125,202,345
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$159,465,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$123,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,349,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$124,244,385
Interest on participant loans2022-12-31$14,746
Income. Interest from US Government securities2022-12-31$622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,986,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,155,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,155,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,810,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,330,062
Employer contributions (assets) at end of year2022-12-31$208,402
Employer contributions (assets) at beginning of year2022-12-31$179,031
Income. Dividends from common stock2022-12-31$155,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,332,821
Contract administrator fees2022-12-31$2,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$138,812
Total income from all sources (including contributions)2021-12-31$24,775,417
Total of all expenses incurred2021-12-31$1,709,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,581,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,106,728
Value of total assets at end of year2021-12-31$159,465,114
Value of total assets at beginning of year2021-12-31$136,260,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,719
Total interest from all sources2021-12-31$19,234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,080,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,945,056
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,355,850
Participant contributions at end of year2021-12-31$355,515
Participant contributions at beginning of year2021-12-31$455,683
Participant contributions at end of year2021-12-31$29,125
Participant contributions at beginning of year2021-12-31$64,313
Assets. Other investments not covered elsewhere at end of year2021-12-31$27,501,211
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$23,149,141
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$433,858
Other income not declared elsewhere2021-12-31$3,099
Administrative expenses (other) incurred2021-12-31$626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,065,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,465,114
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$136,260,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$125,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$124,244,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$105,008,512
Interest on participant loans2021-12-31$18,788
Income. Interest from US Government securities2021-12-31$31
Income. Interest from corporate debt instruments2021-12-31$195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,155,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,288,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,288,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,565,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,317,020
Employer contributions (assets) at end of year2021-12-31$179,031
Employer contributions (assets) at beginning of year2021-12-31$294,242
Income. Dividends from common stock2021-12-31$135,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,581,775
Contract administrator fees2021-12-31$2,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$179,906
Total income from all sources (including contributions)2020-12-31$27,375,389
Total of all expenses incurred2020-12-31$8,229,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,109,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,898,690
Value of total assets at end of year2020-12-31$136,260,379
Value of total assets at beginning of year2020-12-31$116,935,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,625
Total interest from all sources2020-12-31$33,529
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,440,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,234,910
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,417,975
Participant contributions at end of year2020-12-31$455,683
Participant contributions at beginning of year2020-12-31$420,799
Participant contributions at end of year2020-12-31$64,313
Participant contributions at beginning of year2020-12-31$34,011
Assets. Other investments not covered elsewhere at end of year2020-12-31$23,149,141
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$20,908,573
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$77,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,145,418
Value of net assets at end of year (total assets less liabilities)2020-12-31$136,260,379
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$116,935,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$120,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$105,008,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$95,473,058
Interest on participant loans2020-12-31$25,876
Income. Interest from US Government securities2020-12-31$2,310
Income. Interest from corporate debt instruments2020-12-31$1,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,288,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,002,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,402,779
Employer contributions (assets) at end of year2020-12-31$294,242
Employer contributions (assets) at beginning of year2020-12-31$98,614
Income. Dividends from common stock2020-12-31$205,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,109,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$183,127
Total transfer of assets to this plan2019-12-31$183,127
Total income from all sources (including contributions)2019-12-31$29,167,933
Total income from all sources (including contributions)2019-12-31$29,167,933
Total of all expenses incurred2019-12-31$11,074,878
Total of all expenses incurred2019-12-31$11,074,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,961,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,961,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,680,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,680,956
Value of total assets at end of year2019-12-31$116,935,055
Value of total assets at end of year2019-12-31$116,935,055
Value of total assets at beginning of year2019-12-31$98,658,873
Value of total assets at beginning of year2019-12-31$98,658,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,442
Total interest from all sources2019-12-31$67,770
Total interest from all sources2019-12-31$67,770
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,811,615
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,811,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,715,398
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,715,398
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,368,483
Contributions received from participants2019-12-31$1,368,483
Participant contributions at end of year2019-12-31$420,799
Participant contributions at end of year2019-12-31$420,799
Participant contributions at beginning of year2019-12-31$446,969
Participant contributions at beginning of year2019-12-31$446,969
Participant contributions at end of year2019-12-31$34,011
Participant contributions at end of year2019-12-31$34,011
Participant contributions at beginning of year2019-12-31$27,766
Participant contributions at beginning of year2019-12-31$27,766
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,908,573
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,908,573
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,444,626
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,444,626
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$954,453
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$954,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,093,055
Value of net income/loss2019-12-31$18,093,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,935,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,935,055
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,658,873
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,658,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$113,442
Investment advisory and management fees2019-12-31$113,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,473,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,473,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,625,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,625,247
Interest on participant loans2019-12-31$27,815
Interest on participant loans2019-12-31$27,815
Income. Interest from US Government securities2019-12-31$4,554
Income. Interest from US Government securities2019-12-31$4,554
Income. Interest from corporate debt instruments2019-12-31$2,825
Income. Interest from corporate debt instruments2019-12-31$2,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,607,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,607,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,358,020
Contributions received in cash from employer2019-12-31$2,358,020
Employer contributions (assets) at end of year2019-12-31$98,614
Employer contributions (assets) at end of year2019-12-31$98,614
Employer contributions (assets) at beginning of year2019-12-31$114,265
Employer contributions (assets) at beginning of year2019-12-31$114,265
Income. Dividends from common stock2019-12-31$96,217
Income. Dividends from common stock2019-12-31$96,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,961,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,961,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$202,591
Total income from all sources (including contributions)2018-12-31$-749,502
Total of all expenses incurred2018-12-31$6,949,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,848,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,898,623
Value of total assets at end of year2018-12-31$98,658,873
Value of total assets at beginning of year2018-12-31$106,155,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,302
Total interest from all sources2018-12-31$53,527
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,453,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,365,421
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,357,581
Participant contributions at end of year2018-12-31$446,969
Participant contributions at beginning of year2018-12-31$421,860
Participant contributions at end of year2018-12-31$27,766
Participant contributions at beginning of year2018-12-31$29,169
Assets. Other investments not covered elsewhere at end of year2018-12-31$16,444,626
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,034,058
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,699,280
Value of net assets at end of year (total assets less liabilities)2018-12-31$98,658,873
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,155,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$101,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$81,625,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$87,603,256
Interest on participant loans2018-12-31$25,902
Income. Interest from US Government securities2018-12-31$2,132
Income. Interest from corporate debt instruments2018-12-31$4,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,155,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,412,273
Employer contributions (assets) at end of year2018-12-31$114,265
Employer contributions (assets) at beginning of year2018-12-31$67,219
Income. Dividends from common stock2018-12-31$87,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,848,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$609,816
Total income from all sources (including contributions)2017-12-31$23,432,162
Total of all expenses incurred2017-12-31$6,952,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,807,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,048,312
Value of total assets at end of year2017-12-31$106,155,562
Value of total assets at beginning of year2017-12-31$89,066,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$145,451
Total interest from all sources2017-12-31$23,462
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,138,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,138,431
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,512,852
Participant contributions at end of year2017-12-31$421,860
Participant contributions at beginning of year2017-12-31$350,271
Participant contributions at end of year2017-12-31$29,169
Participant contributions at beginning of year2017-12-31$55,092
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,034,058
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$16,609,133
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,747
Other income not declared elsewhere2017-12-31$3,119,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,479,409
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,155,562
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$89,066,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$145,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$87,603,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,012,475
Interest on participant loans2017-12-31$23,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,102,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,510,713
Employer contributions (assets) at end of year2017-12-31$67,219
Employer contributions (assets) at beginning of year2017-12-31$39,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,807,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$132,882
Total income from all sources (including contributions)2016-12-31$8,752,680
Total of all expenses incurred2016-12-31$3,211,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,051,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,982,493
Value of total assets at end of year2016-12-31$89,066,337
Value of total assets at beginning of year2016-12-31$83,391,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$159,402
Total interest from all sources2016-12-31$20,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,549,789
Participant contributions at end of year2016-12-31$350,271
Participant contributions at beginning of year2016-12-31$346,760
Participant contributions at end of year2016-12-31$55,092
Participant contributions at beginning of year2016-12-31$44,974
Assets. Other investments not covered elsewhere at end of year2016-12-31$16,609,133
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,093,793
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,683
Other income not declared elsewhere2016-12-31$1,311,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,541,548
Value of net assets at end of year (total assets less liabilities)2016-12-31$89,066,337
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,391,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$159,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,012,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,847,007
Interest on participant loans2016-12-31$20,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,438,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,426,021
Employer contributions (assets) at end of year2016-12-31$39,366
Employer contributions (assets) at beginning of year2016-12-31$59,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,051,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$192,544
Total transfer of assets from this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,410,628
Total of all expenses incurred2015-12-31$3,400,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,272,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,940,700
Value of total assets at end of year2015-12-31$83,391,907
Value of total assets at beginning of year2015-12-31$82,189,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$128,308
Total interest from all sources2015-12-31$17,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,487,902
Participant contributions at end of year2015-12-31$346,760
Participant contributions at beginning of year2015-12-31$412,408
Participant contributions at end of year2015-12-31$44,974
Participant contributions at beginning of year2015-12-31$38,754
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,093,793
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,322,834
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,077
Other income not declared elsewhere2015-12-31$-444,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,010,255
Value of net assets at end of year (total assets less liabilities)2015-12-31$83,391,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,189,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$128,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$67,847,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,370,838
Interest on participant loans2015-12-31$17,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$896,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,397,721
Employer contributions (assets) at end of year2015-12-31$59,373
Employer contributions (assets) at beginning of year2015-12-31$44,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,272,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$257,110
Total transfer of assets from this plan2014-12-31$16,474
Total income from all sources (including contributions)2014-12-31$9,332,876
Total of all expenses incurred2014-12-31$7,103,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,019,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,758,643
Value of total assets at end of year2014-12-31$82,189,108
Value of total assets at beginning of year2014-12-31$79,718,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,566
Total interest from all sources2014-12-31$24,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,423,548
Participant contributions at end of year2014-12-31$412,408
Participant contributions at beginning of year2014-12-31$518,714
Participant contributions at end of year2014-12-31$38,754
Participant contributions at beginning of year2014-12-31$32,862
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,322,834
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,135,431
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,715
Other income not declared elsewhere2014-12-31$1,691,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,229,816
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,189,108
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,718,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$83,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,370,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,982,889
Interest on participant loans2014-12-31$24,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,858,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,299,380
Employer contributions (assets) at end of year2014-12-31$44,274
Employer contributions (assets) at beginning of year2014-12-31$48,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,019,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$298,821
Total income from all sources (including contributions)2013-12-31$18,138,572
Total of all expenses incurred2013-12-31$5,099,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,030,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,508,403
Value of total assets at end of year2013-12-31$79,718,656
Value of total assets at beginning of year2013-12-31$66,380,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,435
Total interest from all sources2013-12-31$24,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,370,524
Participant contributions at end of year2013-12-31$518,714
Participant contributions at beginning of year2013-12-31$439,991
Participant contributions at end of year2013-12-31$32,862
Participant contributions at beginning of year2013-12-31$28,087
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,135,431
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,566,836
Other income not declared elsewhere2013-12-31$2,651,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,039,345
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,718,656
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,380,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$68,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,982,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$51,298,580
Interest on participant loans2013-12-31$24,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,954,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,137,879
Employer contributions (assets) at end of year2013-12-31$48,760
Employer contributions (assets) at beginning of year2013-12-31$46,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,030,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$488,280
Total income from all sources (including contributions)2012-12-31$11,780,509
Total of all expenses incurred2012-12-31$2,899,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,838,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,329,893
Value of total assets at end of year2012-12-31$66,380,490
Value of total assets at beginning of year2012-12-31$57,011,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,068
Total interest from all sources2012-12-31$23,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,287,773
Participant contributions at end of year2012-12-31$439,991
Participant contributions at beginning of year2012-12-31$497,548
Participant contributions at end of year2012-12-31$28,087
Participant contributions at beginning of year2012-12-31$50,759
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,566,836
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,832,386
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,220
Other income not declared elsewhere2012-12-31$1,560,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,881,002
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,380,490
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,011,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$61,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$51,298,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,597,951
Interest on participant loans2012-12-31$23,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,866,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,038,900
Employer contributions (assets) at end of year2012-12-31$46,996
Employer contributions (assets) at beginning of year2012-12-31$32,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,838,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,927,858
Total of all expenses incurred2011-12-31$6,819,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,755,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,429,239
Value of total assets at end of year2011-12-31$57,011,208
Value of total assets at beginning of year2011-12-31$61,903,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,795
Total interest from all sources2011-12-31$28,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,290,372
Participant contributions at end of year2011-12-31$497,548
Participant contributions at beginning of year2011-12-31$474,636
Participant contributions at end of year2011-12-31$50,759
Participant contributions at beginning of year2011-12-31$14,966
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,832,386
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$14,715,042
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$109,368
Other income not declared elsewhere2011-12-31$-46,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,892,112
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,011,208
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,903,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$64,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,597,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,680,059
Interest on participant loans2011-12-31$28,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,483,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,029,499
Employer contributions (assets) at end of year2011-12-31$32,564
Employer contributions (assets) at beginning of year2011-12-31$18,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,755,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$40,198
Total income from all sources (including contributions)2010-12-31$10,353,395
Total of all expenses incurred2010-12-31$2,894,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,841,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,505,487
Value of total assets at end of year2010-12-31$61,903,165
Value of total assets at beginning of year2010-12-31$54,404,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,689
Total interest from all sources2010-12-31$33,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,303,148
Participant contributions at end of year2010-12-31$474,636
Participant contributions at beginning of year2010-12-31$489,960
Participant contributions at end of year2010-12-31$14,966
Participant contributions at beginning of year2010-12-31$32,686
Assets. Other investments not covered elsewhere at end of year2010-12-31$14,715,042
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$12,738,788
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$57,271
Other income not declared elsewhere2010-12-31$2,104,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,458,541
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,903,165
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$54,404,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$53,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,680,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,092,934
Interest on participant loans2010-12-31$32,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,710,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,145,068
Employer contributions (assets) at end of year2010-12-31$18,462
Employer contributions (assets) at beginning of year2010-12-31$50,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,841,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910

Form 5500 Responses for MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

2022: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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 & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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
2014: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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