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MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameMILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN
Plan identification number 002

MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

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 EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LAWRENCE MARINO2023-10-12
0022021-01-01LAWRENCE MARINO2022-10-14
0022020-01-01LAWRENCE MARINO2021-10-12
0022019-01-01PAMELA BERNSTEIN2020-10-12
0022018-01-01PAMELA BERNSTEIN2019-10-10
0022017-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2018-10-12
0022016-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2017-10-12
0022015-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2016-10-13
0022014-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2015-10-14
0022013-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2014-10-13
0022012-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2013-10-15
0022011-01-01PAMELA BERNSTEIN PAMELA BERNSTEIN2012-10-11
0022009-01-01PAMELA BERNSTEIN

Plan Statistics for MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3124,136,392
Acturial value of plan assets2022-12-3122,896,706
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,215,402
Number of terminated vested participants2022-12-31112
Fundng target for terminated vested participants2022-12-314,420,633
Active participant vested funding target2022-12-312,956,684
Number of active participants2022-12-3134
Total funding liabilities for active participants2022-12-312,956,684
Total participant count2022-12-31247
Total funding target for all participants2022-12-3120,592,719
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31133,170
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31133,170
Present value of excess contributions2022-12-31109,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31115,117
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31148,125
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01245
Total number of active participants reported on line 7a of the Form 55002022-01-0133
Number of retired or separated participants receiving benefits2022-01-0198
Number of other retired or separated participants entitled to future benefits2022-01-01101
Total of all active and inactive participants2022-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3122,965,801
Acturial value of plan assets2021-12-3121,250,396
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,409,183
Number of terminated vested participants2021-12-31114
Fundng target for terminated vested participants2021-12-314,207,988
Active participant vested funding target2021-12-312,674,169
Number of active participants2021-12-3135
Total funding liabilities for active participants2021-12-312,674,169
Total participant count2021-12-31249
Total funding target for all participants2021-12-3120,291,340
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31117,693
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31117,693
Present value of excess contributions2021-12-31636,835
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31670,396
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31133,170
Total employer contributions2021-12-31112,269
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31109,126
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31109,126
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Number of retired or separated participants receiving benefits2021-01-0187
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3120,693,895
Acturial value of plan assets2020-12-3119,932,855
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,759,967
Number of terminated vested participants2020-12-31117
Fundng target for terminated vested participants2020-12-314,197,906
Active participant vested funding target2020-12-314,589,182
Number of active participants2020-12-3145
Total funding liabilities for active participants2020-12-314,589,182
Total participant count2020-12-31253
Total funding target for all participants2020-12-3120,547,055
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3198,902
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3198,902
Present value of excess contributions2020-12-31150,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31158,837
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31117,693
Total employer contributions2020-12-31850,462
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31786,526
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31731,893
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31149,691
Additional cash requirement2020-12-31149,691
Contributions allocatedtoward minimum required contributions for current year2020-12-31786,526
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01253
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-0185
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3118,143,317
Acturial value of plan assets2019-12-3118,965,616
Funding target for retired participants and beneficiaries receiving payment2019-12-3111,669,599
Number of terminated vested participants2019-12-31122
Fundng target for terminated vested participants2019-12-314,030,613
Active participant vested funding target2019-12-313,954,263
Number of active participants2019-12-3148
Total funding liabilities for active participants2019-12-313,954,263
Total participant count2019-12-31254
Total funding target for all participants2019-12-3119,654,475
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31104,382
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31104,382
Present value of excess contributions2019-12-31115,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31122,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3198,902
Total employer contributions2019-12-31315,808
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31291,791
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31787,791
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31141,149
Additional cash requirement2019-12-31141,149
Contributions allocatedtoward minimum required contributions for current year2019-12-31291,791
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01254
Total number of active participants reported on line 7a of the Form 55002019-01-0149
Number of retired or separated participants receiving benefits2019-01-0177
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3120,019,782
Acturial value of plan assets2018-12-3118,613,925
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,386,408
Number of terminated vested participants2018-12-31124
Fundng target for terminated vested participants2018-12-314,221,852
Active participant vested funding target2018-12-314,229,769
Number of active participants2018-12-3153
Total funding liabilities for active participants2018-12-314,229,769
Total participant count2018-12-31256
Total funding target for all participants2018-12-3118,838,029
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3188,287
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3188,287
Present value of excess contributions2018-12-3142,213
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3144,670
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31104,382
Total employer contributions2018-12-31188,303
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31175,123
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31328,486
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3159,377
Additional cash requirement2018-12-3159,377
Contributions allocatedtoward minimum required contributions for current year2018-12-31175,123
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of retired or separated participants receiving benefits2018-01-0174
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3117,750,565
Acturial value of plan assets2017-12-3117,987,265
Funding target for retired participants and beneficiaries receiving payment2017-12-317,883,513
Number of terminated vested participants2017-12-31131
Fundng target for terminated vested participants2017-12-314,918,590
Active participant vested funding target2017-12-315,393,072
Number of active participants2017-12-3163
Total funding liabilities for active participants2017-12-315,393,072
Total participant count2017-12-31259
Total funding target for all participants2017-12-3118,195,175
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3181,998
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Amount remaining of prefunding balance2017-12-3181,998
Present value of excess contributions2017-12-3190,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3196,007
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3188,287
Total employer contributions2017-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3190,852
Remaining amount of unpaid minimum required contributions2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31296,197
Total funding amount beforereflecting carryover/prefunding balances2017-12-3148,639
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3148,639
Contributions allocatedtoward minimum required contributions for current year2017-12-3190,852
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-01260
Total number of active participants reported on line 7a of the Form 55002017-01-0156
Number of retired or separated participants receiving benefits2017-01-0169
Number of other retired or separated participants entitled to future benefits2017-01-01126
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3117,161,757
Acturial value of plan assets2016-12-3117,918,791
Funding target for retired participants and beneficiaries receiving payment2016-12-317,386,105
Number of terminated vested participants2016-12-31134
Fundng target for terminated vested participants2016-12-314,284,269
Active participant vested funding target2016-12-315,743,355
Number of active participants2016-12-3170
Total funding liabilities for active participants2016-12-315,743,355
Total participant count2016-12-31264
Total funding target for all participants2016-12-3117,413,729
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3181,444
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of prefunding balance2016-12-3181,444
Present value of excess contributions2016-12-31264,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31280,596
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3181,998
Total employer contributions2016-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3190,547
Remaining amount of unpaid minimum required contributions2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3190,547
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-01264
Total number of active participants reported on line 7a of the Form 55002016-01-0165
Number of retired or separated participants receiving benefits2016-01-0157
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01266
Total number of active participants reported on line 7a of the Form 55002015-01-0172
Number of retired or separated participants receiving benefits2015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01270
Total number of active participants reported on line 7a of the Form 55002014-01-0180
Number of retired or separated participants receiving benefits2014-01-0139
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01270
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-0139
Number of other retired or separated participants entitled to future benefits2013-01-01147
Total of all active and inactive participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01270
2012: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-0134
Number of other retired or separated participants entitled to future benefits2012-01-01145
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01270
2011: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01271
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-01143
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01271
2009: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01285
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-01146
Total of all active and inactive participants2009-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,573,299
Total of all expenses incurred2022-12-31$1,500,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,500,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$19,062,365
Value of total assets at beginning of year2022-12-31$24,136,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$268
Total interest from all sources2022-12-31$22,253
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$310,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$310,190
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
Other income not declared elsewhere2022-12-31$3,605
Administrative expenses (other) incurred2022-12-31$268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,074,026
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,062,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,136,391
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,737,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,723,045
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$17,181,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$324,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$231,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$231,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-3,909,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,500,459
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 EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,565,179
Total of all expenses incurred2021-12-31$1,419,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,419,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$112,269
Value of total assets at end of year2021-12-31$24,136,391
Value of total assets at beginning of year2021-12-31$22,990,864
Total interest from all sources2021-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,491
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$133,491
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4
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$1,145,527
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,136,391
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,990,864
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,723,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,934,981
Value of interest in common/collective trusts at end of year2021-12-31$17,181,598
Value of interest in common/collective trusts at beginning of year2021-12-31$16,093,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$231,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$217,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$217,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-195,428
Net investment gain or loss from common/collective trusts2021-12-31$2,514,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$112,269
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$744,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,419,652
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 EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,479,427
Total of all expenses incurred2020-12-31$1,191,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,190,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$850,462
Value of total assets at end of year2020-12-31$22,990,864
Value of total assets at beginning of year2020-12-31$20,703,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,433
Total interest from all sources2020-12-31$585
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$132,818
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$132,818
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$248
Other income not declared elsewhere2020-12-31$2,030
Administrative expenses (other) incurred2020-12-31$1,433
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$2,287,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,990,864
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,703,178
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,934,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,595,189
Value of interest in common/collective trusts at end of year2020-12-31$16,093,785
Value of interest in common/collective trusts at beginning of year2020-12-31$14,728,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$217,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$108,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$108,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$274,973
Net investment gain or loss from common/collective trusts2020-12-31$2,218,559
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$850,462
Employer contributions (assets) at end of year2020-12-31$744,601
Employer contributions (assets) at beginning of year2020-12-31$271,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,190,308
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 EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,942
Total income from all sources (including contributions)2019-12-31$3,652,085
Total income from all sources (including contributions)2019-12-31$3,652,085
Total of all expenses incurred2019-12-31$1,096,866
Total of all expenses incurred2019-12-31$1,096,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,096,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,096,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$315,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$315,808
Value of total assets at end of year2019-12-31$20,703,178
Value of total assets at end of year2019-12-31$20,703,178
Value of total assets at beginning of year2019-12-31$18,149,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22
Total interest from all sources2019-12-31$7,800
Total interest from all sources2019-12-31$7,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$234,742
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$234,742
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$234,742
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,942
Other income not declared elsewhere2019-12-31$9,505
Administrative expenses (other) incurred2019-12-31$26
Administrative expenses (other) incurred2019-12-31$26
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$2,555,219
Value of net income/loss2019-12-31$2,555,219
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,703,178
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,703,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,147,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,595,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,595,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,661,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,661,068
Value of interest in common/collective trusts at end of year2019-12-31$14,728,226
Value of interest in common/collective trusts at end of year2019-12-31$14,728,226
Value of interest in common/collective trusts at beginning of year2019-12-31$3,348,427
Value of interest in common/collective trusts at beginning of year2019-12-31$3,348,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$108,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$108,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,631,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,631,687
Net investment gain or loss from common/collective trusts2019-12-31$1,452,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$315,808
Contributions received in cash from employer2019-12-31$315,808
Employer contributions (assets) at end of year2019-12-31$271,276
Employer contributions (assets) at end of year2019-12-31$271,276
Employer contributions (assets) at beginning of year2019-12-31$140,000
Employer contributions (assets) at beginning of year2019-12-31$140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,096,844
Contract administrator fees2019-12-31$-4
Contract administrator fees2019-12-31$-4
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,942
Total income from all sources (including contributions)2018-12-31$-832,263
Total of all expenses incurred2018-12-31$1,043,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,043,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$188,303
Value of total assets at end of year2018-12-31$18,149,901
Value of total assets at beginning of year2018-12-31$20,023,642
Total interest from all sources2018-12-31$5,480
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$269,958
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$269,958
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,942
Other income not declared elsewhere2018-12-31$9,607
Total non interest bearing cash at beginning of year2018-12-31$491,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,875,683
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,147,959
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,023,642
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,661,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,645,855
Value of interest in common/collective trusts at end of year2018-12-31$3,348,427
Value of interest in common/collective trusts at beginning of year2018-12-31$3,786,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-965,076
Net investment gain or loss from common/collective trusts2018-12-31$-340,535
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$188,303
Employer contributions (assets) at end of year2018-12-31$140,000
Employer contributions (assets) at beginning of year2018-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,043,420
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 EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,238,580
Total of all expenses incurred2017-12-31$969,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$969,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$100,000
Value of total assets at end of year2017-12-31$20,023,642
Value of total assets at beginning of year2017-12-31$17,754,558
Total interest from all sources2017-12-31$1,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$114
Other income not declared elsewhere2017-12-31$12,770
Total non interest bearing cash at end of year2017-12-31$491,345
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$2,269,084
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,023,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,754,558
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,645,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,974,484
Value of interest in common/collective trusts at end of year2017-12-31$3,786,364
Value of interest in common/collective trusts at beginning of year2017-12-31$3,572,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$107,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$107,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,551,287
Net investment gain or loss from common/collective trusts2017-12-31$573,151
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$100,000
Employer contributions (assets) at end of year2017-12-31$100,000
Employer contributions (assets) at beginning of year2017-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$969,496
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 EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,382,274
Total of all expenses incurred2016-12-31$793,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$793,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$100,000
Value of total assets at end of year2016-12-31$17,754,558
Value of total assets at beginning of year2016-12-31$17,165,839
Total interest from all sources2016-12-31$316
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3
Other income not declared elsewhere2016-12-31$13,938
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$588,719
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,754,558
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,165,839
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,974,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,647,842
Value of interest in common/collective trusts at end of year2016-12-31$3,572,151
Value of interest in common/collective trusts at beginning of year2016-12-31$3,162,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$107,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$255,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$255,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$728,412
Net investment gain or loss from common/collective trusts2016-12-31$539,608
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$100,000
Employer contributions (assets) at end of year2016-12-31$100,000
Employer contributions (assets) at beginning of year2016-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$793,555
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 EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$396,598
Total of all expenses incurred2015-12-31$739,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$739,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$279,514
Value of total assets at end of year2015-12-31$17,165,839
Value of total assets at beginning of year2015-12-31$17,508,711
Total interest from all sources2015-12-31$48
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6
Other income not declared elsewhere2015-12-31$15,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-342,872
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,165,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,508,711
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,647,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,522,170
Value of interest in common/collective trusts at end of year2015-12-31$3,162,859
Value of interest in common/collective trusts at beginning of year2015-12-31$3,198,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$255,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$588,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$588,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$136,737
Net investment gain or loss from common/collective trusts2015-12-31$-35,547
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$279,514
Employer contributions (assets) at end of year2015-12-31$100,000
Employer contributions (assets) at beginning of year2015-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$739,470
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 EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,912,231
Total of all expenses incurred2014-12-31$680,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$680,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$949,697
Value of total assets at end of year2014-12-31$17,508,711
Value of total assets at beginning of year2014-12-31$16,276,549
Total interest from all sources2014-12-31$53
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$153
Other income not declared elsewhere2014-12-31$14,901
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$1,232,162
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,508,711
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,276,549
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,522,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,663,766
Value of interest in common/collective trusts at end of year2014-12-31$3,198,406
Value of interest in common/collective trusts at beginning of year2014-12-31$2,757,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$588,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$521,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$521,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$692,003
Net investment gain or loss from common/collective trusts2014-12-31$255,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$949,697
Employer contributions (assets) at end of year2014-12-31$200,000
Employer contributions (assets) at beginning of year2014-12-31$333,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$680,069
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 EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,513,070
Total of all expenses incurred2013-12-31$599,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$599,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$810,476
Value of total assets at end of year2013-12-31$16,276,549
Value of total assets at beginning of year2013-12-31$13,363,230
Total interest from all sources2013-12-31$189
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4
Other income not declared elsewhere2013-12-31$11,785
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$2,913,319
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,276,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,363,230
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,663,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,856,725
Value of interest in common/collective trusts at end of year2013-12-31$2,757,648
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$521,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$441,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$441,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,690,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$810,476
Employer contributions (assets) at end of year2013-12-31$333,869
Employer contributions (assets) at beginning of year2013-12-31$65,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$599,751
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 EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,325,727
Total of all expenses incurred2012-12-31$544,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$544,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$664,331
Value of total assets at end of year2012-12-31$13,363,230
Value of total assets at beginning of year2012-12-31$11,581,813
Total interest from all sources2012-12-31$35
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2
Other income not declared elsewhere2012-12-31$2,429
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$1,781,417
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,363,230
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,581,813
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,856,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,210,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$441,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$153,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$153,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,658,932
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$664,331
Employer contributions (assets) at end of year2012-12-31$65,000
Employer contributions (assets) at beginning of year2012-12-31$217,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$544,310
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 EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$398,316
Total of all expenses incurred2011-12-31$531,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$529,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$628,256
Value of total assets at end of year2011-12-31$11,581,813
Value of total assets at beginning of year2011-12-31$11,714,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,886
Total interest from all sources2011-12-31$150
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-132,721
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,581,813
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,714,534
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$1,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,210,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,306,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$153,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$197,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$197,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-230,090
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$628,256
Employer contributions (assets) at end of year2011-12-31$217,064
Employer contributions (assets) at beginning of year2011-12-31$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$529,151
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 EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,916,080
Total of all expenses incurred2010-12-31$533,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$532,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$615,000
Value of total assets at end of year2010-12-31$11,714,534
Value of total assets at beginning of year2010-12-31$10,331,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,226
Total interest from all sources2010-12-31$1,163
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,757
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$1,382,809
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,714,534
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,331,725
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$1,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,306,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,899,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$197,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$279,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$279,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,299,917
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$615,000
Employer contributions (assets) at end of year2010-12-31$210,000
Employer contributions (assets) at beginning of year2010-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$532,045
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 investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 EMPLOYEES' RETIREMENT PLAN

2022: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLER & CHEVALIER, CHARTERED EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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 EMPLOYEES' RETIREMENT 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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