401k Plan data: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

MILES & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MILES & ASSOCIATES, INC.

Employer identification number (EIN): 561470235

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Additional information about MILES & ASSOCIATES, INC.

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 1987-04-01

Company Identification Number: 116-690

Legal Registered Office Address: 5757 C ATLANTA HWY MONTGOMERY,

United States of America (USA)
36117

More information about MILES & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHAEL W. MILES MICHAEL W. MILES 2013-10-11
001 2011-01-01 MICHAEL W. MILES MICHAEL W. MILES 2012-10-15
001 2009-01-01 MICHAEL W. MILES MICHAEL W. MILES 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHAEL W. MILES	MICHAEL W. MILES	2013-10-11
001	2011-01-01	MICHAEL W. MILES	MICHAEL W. MILES	2012-10-15
001	2009-01-01	MICHAEL W. MILES	MICHAEL W. MILES	2010-10-13

Plan Statistics for MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-07-16	$162,491
Expenses. Total of all expenses incurred	2014-07-16	$3,192,593
Benefits paid (including direct rollovers)	2014-07-16	$3,122,404
Total plan assets at end of year	2014-07-16	$0
Total plan assets at beginning of year	2014-07-16	$3,030,102
Value of fidelity bond covering the plan	2014-07-16	$300,000
Total contributions received or receivable from participants	2014-07-16	$0
Contributions received from other sources (not participants or employers)	2014-07-16	$0
Other income received	2014-07-16	$162,491
Net income (gross income less expenses)	2014-07-16	$-3,030,102
Net plan assets at end of year (total assets less liabilities)	2014-07-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-07-16	$3,030,102
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-07-16	$28,330
Total contributions received or receivable from employer(s)	2014-07-16	$0
Value of certain deemed distributions of participant loans	2014-07-16	$70,189
2013 : MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$624,730
Expenses. Total of all expenses incurred	2013-12-31	$1,800,113
Benefits paid (including direct rollovers)	2013-12-31	$1,640,419
Total plan assets at end of year	2013-12-31	$3,030,102
Total plan assets at beginning of year	2013-12-31	$4,205,485
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$624,730
Net income (gross income less expenses)	2013-12-31	$-1,175,383
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,030,102
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,205,485
Assets. Value of participant loans	2013-12-31	$73,596
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$22,538
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$159,694
2012 : MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$488,939
Expenses. Total of all expenses incurred	2012-12-31	$317,907
Benefits paid (including direct rollovers)	2012-12-31	$317,907
Total plan assets at end of year	2012-12-31	$4,205,485
Total plan assets at beginning of year	2012-12-31	$4,034,453
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$59,473
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$429,466
Net income (gross income less expenses)	2012-12-31	$171,032
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,205,485
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,034,453
Assets. Value of participant loans	2012-12-31	$217,203
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$377,112
Total contributions received or receivable from employer(s)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-128,041
Expenses. Total of all expenses incurred	2011-12-31	$13,288
Benefits paid (including direct rollovers)	2011-12-31	$13,288
Total plan assets at end of year	2011-12-31	$4,034,453
Total plan assets at beginning of year	2011-12-31	$4,175,782
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$89,580
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-217,621
Net income (gross income less expenses)	2011-12-31	$-141,329
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,034,453
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,175,782
Assets. Value of participant loans	2011-12-31	$166,820
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$283,535
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$580,286
Expenses. Total of all expenses incurred	2010-12-31	$101,438
Benefits paid (including direct rollovers)	2010-12-31	$101,438
Total plan assets at end of year	2010-12-31	$4,175,782
Total plan assets at beginning of year	2010-12-31	$3,696,934
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$122,202
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$458,084
Net income (gross income less expenses)	2010-12-31	$478,848
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,175,782
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,696,934
Assets. Value of participant loans	2010-12-31	$184,850
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$158,447
Total contributions received or receivable from employer(s)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2014: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MILES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MILES & ASSOCIATES, INC.
Employer identification number (EIN):	561470235
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	1987-04-01
Company Identification Number:	116-690
Legal Registered Office Address:	5757 C ATLANTA HWY MONTGOMERY, United States of America (USA) 36117