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MILLER & LONG CO., INC. 401K PLAN 401k Plan overview

Plan NameMILLER & LONG CO., INC. 401K PLAN
Plan identification number 004

MILLER & LONG CO., INC. 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILLER & LONG CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:MILLER & LONG CO., INC.
Employer identification number (EIN):530180808
NAIC Classification:238100

Additional information about MILLER & LONG CO., INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0410602

More information about MILLER & LONG CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER & LONG CO., INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01E. BRETT MCMAHON, CEO
0042016-01-01E. BRETT MCMAHON, CEO
0042015-01-01MICHAEL E. BURLAS, VICE PRESIDENT
0042014-01-01MICHAEL E. BURLAS, VICE PRESIDENT
0042013-01-01MICHAEL E. BURLAS, VICE PRESIDENT
0042012-01-01MICHAEL E. BURLAS, VICE PRESIDENT
0042011-01-01MICHAEL E. BURLAS, VICE PRESIDENT SAME2012-10-11
0042010-01-01MICHAEL E. BURLAS, VICE PRESIDENT SAME2011-10-04
0042009-01-01MICHAEL E. BURLAS, VICE PRESIDENT SAME2010-10-11

Plan Statistics for MILLER & LONG CO., INC. 401K PLAN

401k plan membership statisitcs for MILLER & LONG CO., INC. 401K PLAN

Measure Date Value
2022: MILLER & LONG CO., INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,635
Total number of active participants reported on line 7a of the Form 55002022-01-01763
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01669
Total of all active and inactive participants2022-01-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,433
Number of participants with account balances2022-01-011,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: MILLER & LONG CO., INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,536
Total number of active participants reported on line 7a of the Form 55002021-01-01943
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01662
Total of all active and inactive participants2021-01-011,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,607
Number of participants with account balances2021-01-011,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: MILLER & LONG CO., INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,067
Total number of active participants reported on line 7a of the Form 55002020-01-01861
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01673
Total of all active and inactive participants2020-01-011,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,536
Number of participants with account balances2020-01-011,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: MILLER & LONG CO., INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,876
Total number of active participants reported on line 7a of the Form 55002019-01-011,224
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01813
Total of all active and inactive participants2019-01-012,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,038
Number of participants with account balances2019-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0148
2018: MILLER & LONG CO., INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,101
Total number of active participants reported on line 7a of the Form 55002018-01-011,207
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,465
Total of all active and inactive participants2018-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,672
Number of participants with account balances2018-01-012,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLER & LONG CO., INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,300
Total number of active participants reported on line 7a of the Form 55002017-01-011,027
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,101
Number of participants with account balances2017-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILLER & LONG CO., INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,530
Total number of active participants reported on line 7a of the Form 55002016-01-011,229
Number of other retired or separated participants entitled to future benefits2016-01-0171
Total of all active and inactive participants2016-01-011,300
Total participants2016-01-011,300
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILLER & LONG CO., INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,431
Total number of active participants reported on line 7a of the Form 55002015-01-011,466
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-011,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,530
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILLER & LONG CO., INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,340
Total number of active participants reported on line 7a of the Form 55002014-01-011,364
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-011,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,431
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILLER & LONG CO., INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,249
Total number of active participants reported on line 7a of the Form 55002013-01-011,278
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-011,340
Total participants2013-01-011,340
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILLER & LONG CO., INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,040
Total number of active participants reported on line 7a of the Form 55002012-01-011,182
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-011,249
Total participants2012-01-011,249
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILLER & LONG CO., INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01889
Total number of active participants reported on line 7a of the Form 55002011-01-01968
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,040
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MILLER & LONG CO., INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01977
Total number of active participants reported on line 7a of the Form 55002010-01-01812
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01889
Number of participants with account balances2010-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MILLER & LONG CO., INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,228
Total number of active participants reported on line 7a of the Form 55002009-01-01904
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0173
Total of all active and inactive participants2009-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01977
Number of participants with account balances2009-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILLER & LONG CO., INC. 401K PLAN

Measure Date Value
2022 : MILLER & LONG CO., INC. 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-43,623
Total unrealized appreciation/depreciation of assets2022-12-31$-43,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,917,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,998,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,807,429
Expenses. Certain deemed distributions of participant loans2022-12-31$40,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,634,310
Value of total assets at end of year2022-12-31$59,938,668
Value of total assets at beginning of year2022-12-31$72,854,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$150,463
Total interest from all sources2022-12-31$174,561
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$66,395
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$66,395
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$2,097,040
Participant contributions at end of year2022-12-31$3,050,157
Participant contributions at beginning of year2022-12-31$2,289,841
Participant contributions at beginning of year2022-12-31$33,787
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$288
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$212
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1
Other income not declared elsewhere2022-12-31$-83,730
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$-12,915,889
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,938,668
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,854,557
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
Assets. partnership/joint venture interests at end of year2022-12-31$999,367
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,161,789
Investment advisory and management fees2022-12-31$14,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,997,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,259,743
Value of interest in pooled separate accounts at end of year2022-12-31$251,031
Value of interest in pooled separate accounts at beginning of year2022-12-31$181,369
Interest on participant loans2022-12-31$162,987
Interest earned on other investments2022-12-31$11,574
Value of interest in common/collective trusts at end of year2022-12-31$50,801,224
Value of interest in common/collective trusts at beginning of year2022-12-31$62,614,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$794,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$560,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-989,704
Net investment gain/loss from pooled separate accounts2022-12-31$-12,557
Net investment gain or loss from common/collective trusts2022-12-31$-9,663,092
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$1,536,982
Employer contributions (assets) at end of year2022-12-31$45,066
Employer contributions (assets) at beginning of year2022-12-31$753,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,807,217
Contract administrator fees2022-12-31$136,288
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 name2022-12-31ELLIN & TUCKER
Accountancy firm EIN2022-12-31520959934
2021 : MILLER & LONG CO., INC. 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$308,433
Total unrealized appreciation/depreciation of assets2021-12-31$308,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,401
Total income from all sources (including contributions)2021-12-31$12,829,126
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,317,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,692,930
Expenses. Certain deemed distributions of participant loans2021-12-31$375,731
Value of total corrective distributions2021-12-31$19,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,585,489
Value of total assets at end of year2021-12-31$72,854,557
Value of total assets at beginning of year2021-12-31$67,360,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$229,241
Total interest from all sources2021-12-31$137,571
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$46,588
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$46,588
Administrative expenses professional fees incurred2021-12-31$16,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Contributions received from participants2021-12-31$1,827,728
Participant contributions at end of year2021-12-31$2,289,841
Participant contributions at beginning of year2021-12-31$2,215,351
Participant contributions at end of year2021-12-31$33,787
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17,401
Other income not declared elsewhere2021-12-31$19,112
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$5,511,670
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,854,557
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,342,887
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
Assets. partnership/joint venture interests at end of year2021-12-31$1,161,789
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,074,504
Investment advisory and management fees2021-12-31$15,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,259,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,564,272
Value of interest in pooled separate accounts at end of year2021-12-31$181,369
Value of interest in pooled separate accounts at beginning of year2021-12-31$234,538
Interest on participant loans2021-12-31$129,194
Interest earned on other investments2021-12-31$8,377
Value of interest in common/collective trusts at end of year2021-12-31$62,614,771
Value of interest in common/collective trusts at beginning of year2021-12-31$58,472,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$560,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$668,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$543,760
Net investment gain/loss from pooled separate accounts2021-12-31$-4,031
Net investment gain or loss from common/collective trusts2021-12-31$6,192,204
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,722,888
Employer contributions (assets) at end of year2021-12-31$753,059
Employer contributions (assets) at beginning of year2021-12-31$130,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,692,930
Contract administrator fees2021-12-31$197,310
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : MILLER & LONG CO., INC. 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$558,967
Total unrealized appreciation/depreciation of assets2020-12-31$558,967
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,672,908
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,233,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,531,472
Expenses. Certain deemed distributions of participant loans2020-12-31$302,499
Value of total corrective distributions2020-12-31$121,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,307,887
Value of total assets at end of year2020-12-31$67,360,288
Value of total assets at beginning of year2020-12-31$68,903,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$278,801
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$154,615
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$44,810
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$44,810
Administrative expenses professional fees incurred2020-12-31$24,944
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,875,059
Participant contributions at end of year2020-12-31$2,215,351
Participant contributions at beginning of year2020-12-31$1,983,642
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$37,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$123,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$387
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$13,508
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-1,560,921
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,342,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,903,808
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Assets. partnership/joint venture interests at end of year2020-12-31$1,074,504
Assets. partnership/joint venture interests at beginning of year2020-12-31$762,524
Investment advisory and management fees2020-12-31$44,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,564,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,318,852
Value of interest in pooled separate accounts at end of year2020-12-31$234,538
Value of interest in pooled separate accounts at beginning of year2020-12-31$212,307
Interest on participant loans2020-12-31$143,084
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$11,531
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$58,472,622
Value of interest in common/collective trusts at beginning of year2020-12-31$61,710,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$668,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$367,634
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$666,277
Net investment gain/loss from pooled separate accounts2020-12-31$18,171
Net investment gain or loss from common/collective trusts2020-12-31$6,908,673
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$309,567
Employer contributions (assets) at end of year2020-12-31$130,800
Employer contributions (assets) at beginning of year2020-12-31$511,481
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,531,085
Contract administrator fees2020-12-31$209,194
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHN & REZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : MILLER & LONG CO., INC. 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$21,755,023
Total transfer of assets to this plan2019-12-31$21,755,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,214,401
Total income from all sources (including contributions)2019-12-31$11,214,401
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,501,903
Total of all expenses incurred2019-12-31$3,501,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,093,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,093,148
Expenses. Certain deemed distributions of participant loans2019-12-31$165,721
Expenses. Certain deemed distributions of participant loans2019-12-31$165,721
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,941,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,941,590
Value of total assets at end of year2019-12-31$68,903,808
Value of total assets at end of year2019-12-31$68,903,808
Value of total assets at beginning of year2019-12-31$39,436,287
Value of total assets at beginning of year2019-12-31$39,436,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$243,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$243,034
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$117,208
Total interest from all sources2019-12-31$117,208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$60,635
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$60,635
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$60,635
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$60,635
Administrative expenses professional fees incurred2019-12-31$7,000
Administrative expenses professional fees incurred2019-12-31$7,000
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,429,446
Contributions received from participants2019-12-31$1,429,446
Participant contributions at end of year2019-12-31$1,983,642
Participant contributions at end of year2019-12-31$1,983,642
Participant contributions at beginning of year2019-12-31$1,141,300
Participant contributions at beginning of year2019-12-31$1,141,300
Participant contributions at end of year2019-12-31$37,210
Participant contributions at end of year2019-12-31$37,210
Participant contributions at beginning of year2019-12-31$30,301
Participant contributions at beginning of year2019-12-31$30,301
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$663
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$663
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$747,558
Other income not declared elsewhere2019-12-31$747,558
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$38,196,379
Total non interest bearing cash at beginning of year2019-12-31$38,196,379
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$7,712,498
Value of net income/loss2019-12-31$7,712,498
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,903,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,903,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,436,287
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,436,287
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
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
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$762,524
Assets. partnership/joint venture interests at end of year2019-12-31$762,524
Investment advisory and management fees2019-12-31$15,467
Investment advisory and management fees2019-12-31$15,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,318,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,318,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,249
Value of interest in pooled separate accounts at end of year2019-12-31$212,307
Value of interest in pooled separate accounts at end of year2019-12-31$212,307
Value of interest in pooled separate accounts at beginning of year2019-12-31$267
Value of interest in pooled separate accounts at beginning of year2019-12-31$267
Interest on participant loans2019-12-31$109,498
Interest on participant loans2019-12-31$109,498
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$7,710
Interest earned on other investments2019-12-31$7,710
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$61,710,158
Value of interest in common/collective trusts at end of year2019-12-31$61,710,158
Value of interest in common/collective trusts at beginning of year2019-12-31$66,435
Value of interest in common/collective trusts at beginning of year2019-12-31$66,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$367,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$367,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$356
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$607,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$607,872
Net investment gain/loss from pooled separate accounts2019-12-31$15,027
Net investment gain/loss from pooled separate accounts2019-12-31$15,027
Net investment gain or loss from common/collective trusts2019-12-31$7,724,511
Net investment gain or loss from common/collective trusts2019-12-31$7,724,511
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$511,481
Contributions received in cash from employer2019-12-31$511,481
Employer contributions (assets) at end of year2019-12-31$511,481
Employer contributions (assets) at end of year2019-12-31$511,481
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,093,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,093,148
Contract administrator fees2019-12-31$220,567
Contract administrator fees2019-12-31$220,567
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31COHN & REZNICK LLP
Accountancy firm name2019-12-31COHN & REZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : MILLER & LONG CO., INC. 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$31,999,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$399,974
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$956,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$689,355
Expenses. Certain deemed distributions of participant loans2018-12-31$251,726
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$397,657
Value of total assets at end of year2018-12-31$39,436,287
Value of total assets at beginning of year2018-12-31$7,993,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,340
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$12,541
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$397,657
Participant contributions at end of year2018-12-31$1,141,300
Participant contributions at beginning of year2018-12-31$81,774
Participant contributions at end of year2018-12-31$30,301
Participant contributions at beginning of year2018-12-31$8,223
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$71,060
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$38,196,379
Total non interest bearing cash at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-556,447
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,436,287
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,993,590
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,912,357
Value of interest in pooled separate accounts at end of year2018-12-31$267
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$6,804
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$66,435
Value of interest in common/collective trusts at beginning of year2018-12-31$654,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$320,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$320,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-106,436
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$25,152
Net gain/loss from 103.12 investment entities2018-12-31$0
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$6,200
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$689,355
Contract administrator fees2018-12-31$15,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31COHN & REZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : MILLER & LONG CO., INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,627,747
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,129,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,112,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$385,542
Value of total assets at end of year2017-12-31$7,993,590
Value of total assets at beginning of year2017-12-31$7,495,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,440
Total interest from all sources2017-12-31$6,941
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$379,342
Participant contributions at end of year2017-12-31$81,774
Participant contributions at beginning of year2017-12-31$85,414
Participant contributions at end of year2017-12-31$8,223
Participant contributions at beginning of year2017-12-31$6,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,259
Administrative expenses (other) incurred2017-12-31$17,440
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$498,172
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,993,590
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,495,418
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$6,912,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,414,572
Interest on participant loans2017-12-31$6,941
Value of interest in common/collective trusts at end of year2017-12-31$654,482
Value of interest in common/collective trusts at beginning of year2017-12-31$652,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$320,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$319,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$319,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,210,195
Net investment gain or loss from common/collective trusts2017-12-31$25,069
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$6,200
Employer contributions (assets) at end of year2017-12-31$6,200
Employer contributions (assets) at beginning of year2017-12-31$7,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,112,135
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 name2017-12-31COHN & REZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : MILLER & LONG CO., INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$986,513
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$537,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$515,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$403,625
Value of total assets at end of year2016-12-31$7,495,418
Value of total assets at beginning of year2016-12-31$7,046,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,193
Total interest from all sources2016-12-31$4,567
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$396,425
Participant contributions at end of year2016-12-31$85,414
Participant contributions at beginning of year2016-12-31$56,161
Participant contributions at end of year2016-12-31$6,895
Participant contributions at beginning of year2016-12-31$7,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,355
Administrative expenses (other) incurred2016-12-31$21,193
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$449,348
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,495,418
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,046,070
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$6,414,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,030,594
Interest on participant loans2016-12-31$4,567
Value of interest in common/collective trusts at end of year2016-12-31$652,818
Value of interest in common/collective trusts at beginning of year2016-12-31$648,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$319,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$288,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$288,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$553,190
Net investment gain or loss from common/collective trusts2016-12-31$25,131
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$7,200
Employer contributions (assets) at end of year2016-12-31$7,200
Employer contributions (assets) at beginning of year2016-12-31$6,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$515,972
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 name2016-12-31COHN & REZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : MILLER & LONG CO., INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$346,766
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$361,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$336,289
Value of total assets at end of year2015-12-31$7,046,070
Value of total assets at beginning of year2015-12-31$7,061,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,249
Total interest from all sources2015-12-31$3,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$329,399
Participant contributions at end of year2015-12-31$56,161
Participant contributions at beginning of year2015-12-31$43,508
Participant contributions at end of year2015-12-31$7,494
Participant contributions at beginning of year2015-12-31$4,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,345
Administrative expenses (other) incurred2015-12-31$1,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,552
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,046,070
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,061,622
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$6,030,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,038,103
Interest on participant loans2015-12-31$3,346
Value of interest in common/collective trusts at end of year2015-12-31$648,519
Value of interest in common/collective trusts at beginning of year2015-12-31$663,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$288,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$298,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$298,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,373
Net investment gain or loss from common/collective trusts2015-12-31$25,504
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$6,890
Employer contributions (assets) at end of year2015-12-31$6,890
Employer contributions (assets) at beginning of year2015-12-31$6,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$361,069
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 name2015-12-31COHN & REZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : MILLER & LONG CO., INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$769,693
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$28,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$293,924
Value of total assets at end of year2014-12-31$7,061,622
Value of total assets at beginning of year2014-12-31$6,320,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$500
Total interest from all sources2014-12-31$4,023
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$287,674
Participant contributions at end of year2014-12-31$43,508
Participant contributions at beginning of year2014-12-31$70,209
Participant contributions at end of year2014-12-31$4,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,092
Administrative expenses (other) incurred2014-12-31$500
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$741,086
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,061,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,320,536
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$6,038,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,325,796
Interest on participant loans2014-12-31$4,023
Value of interest in common/collective trusts at end of year2014-12-31$663,220
Value of interest in common/collective trusts at beginning of year2014-12-31$624,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$298,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$288,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$288,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$448,913
Net investment gain or loss from common/collective trusts2014-12-31$22,833
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$6,250
Employer contributions (assets) at end of year2014-12-31$6,250
Employer contributions (assets) at beginning of year2014-12-31$5,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,107
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 name2014-12-31COHN & REZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : MILLER & LONG CO., INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,413,386
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$893,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$893,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$275,719
Value of total assets at end of year2013-12-31$6,320,536
Value of total assets at beginning of year2013-12-31$5,800,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$500
Total interest from all sources2013-12-31$4,756
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$269,809
Participant contributions at end of year2013-12-31$70,209
Participant contributions at beginning of year2013-12-31$75,743
Participant contributions at beginning of year2013-12-31$4,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,719
Administrative expenses (other) incurred2013-12-31$500
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$519,546
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,320,536
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,800,990
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$5,325,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,740,157
Interest on participant loans2013-12-31$4,756
Value of interest in common/collective trusts at end of year2013-12-31$624,076
Value of interest in common/collective trusts at beginning of year2013-12-31$586,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$288,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$383,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$383,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,114,554
Net investment gain or loss from common/collective trusts2013-12-31$18,357
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$5,910
Employer contributions (assets) at end of year2013-12-31$5,910
Employer contributions (assets) at beginning of year2013-12-31$4,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$893,340
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 name2013-12-31COHN & REZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : MILLER & LONG CO., INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,042
Total income from all sources (including contributions)2012-12-31$812,483
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$73,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$201,056
Value of total assets at end of year2012-12-31$5,800,990
Value of total assets at beginning of year2012-12-31$5,064,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$750
Total interest from all sources2012-12-31$4,836
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$196,199
Participant contributions at end of year2012-12-31$75,743
Participant contributions at beginning of year2012-12-31$55,870
Participant contributions at end of year2012-12-31$4,206
Participant contributions at beginning of year2012-12-31$2,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,630
Administrative expenses (other) incurred2012-12-31$750
Liabilities. Value of operating payables at beginning of year2012-12-31$1,042
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$737,929
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,800,990
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,063,061
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$4,740,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,828,455
Interest on participant loans2012-12-31$4,836
Value of interest in common/collective trusts at end of year2012-12-31$586,410
Value of interest in common/collective trusts at beginning of year2012-12-31$710,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$383,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$457,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$457,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$596,516
Net investment gain or loss from common/collective trusts2012-12-31$10,075
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$4,857
Employer contributions (assets) at end of year2012-12-31$4,857
Employer contributions (assets) at beginning of year2012-12-31$4,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$73,804
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 name2012-12-31COHN & REZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : MILLER & LONG CO., INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,124
Total income from all sources (including contributions)2011-12-31$238,293
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$428,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$428,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$203,190
Value of total assets at end of year2011-12-31$5,064,103
Value of total assets at beginning of year2011-12-31$5,261,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125
Total interest from all sources2011-12-31$3,954
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$198,990
Participant contributions at end of year2011-12-31$55,870
Participant contributions at beginning of year2011-12-31$62,236
Participant contributions at end of year2011-12-31$2,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,868
Other income not declared elsewhere2011-12-31$18,702
Administrative expenses (other) incurred2011-12-31$125
Liabilities. Value of operating payables at end of year2011-12-31$1,042
Liabilities. Value of operating payables at beginning of year2011-12-31$8,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-190,174
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,063,061
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,253,235
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,828,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,088,452
Interest on participant loans2011-12-31$3,954
Value of interest in common/collective trusts at end of year2011-12-31$710,345
Value of interest in common/collective trusts at beginning of year2011-12-31$698,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$457,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$403,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$403,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,052
Net investment gain or loss from common/collective trusts2011-12-31$22,499
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$4,200
Employer contributions (assets) at end of year2011-12-31$4,200
Employer contributions (assets) at beginning of year2011-12-31$5,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$428,342
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 name2011-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2011-12-31521088612
2010 : MILLER & LONG CO., INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,530
Total income from all sources (including contributions)2010-12-31$721,372
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$668,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$662,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$222,219
Value of total assets at end of year2010-12-31$5,261,359
Value of total assets at beginning of year2010-12-31$5,207,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,541
Total interest from all sources2010-12-31$4,333
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$217,177
Participant contributions at end of year2010-12-31$62,236
Participant contributions at beginning of year2010-12-31$63,031
Participant contributions at beginning of year2010-12-31$7,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,544
Administrative expenses (other) incurred2010-12-31$5,541
Liabilities. Value of operating payables at end of year2010-12-31$8,124
Liabilities. Value of operating payables at beginning of year2010-12-31$7,530
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$53,264
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,253,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,199,971
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,088,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,947,986
Interest on participant loans2010-12-31$4,333
Value of interest in common/collective trusts at end of year2010-12-31$698,351
Value of interest in common/collective trusts at beginning of year2010-12-31$665,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$403,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$512,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$512,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$474,768
Net investment gain or loss from common/collective trusts2010-12-31$20,052
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$5,042
Employer contributions (assets) at end of year2010-12-31$5,042
Employer contributions (assets) at beginning of year2010-12-31$8,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$662,567
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 name2010-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2010-12-31521088612

Form 5500 Responses for MILLER & LONG CO., INC. 401K PLAN

2022: MILLER & LONG CO., INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MILLER & LONG CO., INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILLER & LONG CO., INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILLER & LONG CO., INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLER & LONG CO., INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILLER & LONG CO., INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILLER & LONG CO., INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILLER & LONG CO., INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILLER & LONG CO., INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILLER & LONG CO., INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLER & LONG CO., INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLER & LONG CO., INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MILLER & LONG CO., INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MILLER & LONG CO., INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532672
Policy instance 2
Insurance contract or identification number532672
Number of Individuals Covered1433
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1433
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532672
Policy instance 2
Insurance contract or identification number532672
Number of Individuals Covered1607
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1607
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532672
Policy instance 2
Insurance contract or identification number532672
Number of Individuals Covered1536
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1536
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532672
Policy instance 2
Insurance contract or identification number532672
Number of Individuals Covered2038
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2038
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number532672
Policy instance 2
Insurance contract or identification number532672
Number of Individuals Covered2672
Insurance policy start date2018-12-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2672
Insurance policy start date2018-12-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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