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PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NamePAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN
Plan identification number 001

PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PAUL MILLER FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAUL MILLER FORD, INC.
Employer identification number (EIN):610481346
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-30JP MILLER2024-01-30
0012021-06-30JP MILLER2023-01-30
0012020-06-30JP MILLER2022-03-16
0012019-06-30JP MILLER2021-03-23
0012018-06-30JP MILLER2020-02-24
0012017-06-30RON WILLS2019-04-11
0012016-06-30
0012015-06-30
0012014-06-30
0012013-06-30
0012012-06-30TODD WETZEL
0012011-06-30TODD WETZEL
0012010-06-30SUE CRAWFORD
0012009-06-30MICHELLE SWARTZ

Plan Statistics for PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-30142
Total number of active participants reported on line 7a of the Form 55002022-06-30140
Number of retired or separated participants receiving benefits2022-06-302
Number of other retired or separated participants entitled to future benefits2022-06-3018
Total of all active and inactive participants2022-06-30160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-300
Total participants2022-06-30160
Number of participants with account balances2022-06-30109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-302
2021: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-30177
Total number of active participants reported on line 7a of the Form 55002021-06-30109
Number of retired or separated participants receiving benefits2021-06-3049
Number of other retired or separated participants entitled to future benefits2021-06-3021
Total of all active and inactive participants2021-06-30179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-300
Total participants2021-06-30179
Number of participants with account balances2021-06-30105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-3012
2020: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-30217
Total number of active participants reported on line 7a of the Form 55002020-06-30116
Number of retired or separated participants receiving benefits2020-06-3025
Number of other retired or separated participants entitled to future benefits2020-06-3029
Total of all active and inactive participants2020-06-30170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-300
Total participants2020-06-30170
Number of participants with account balances2020-06-30141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-309
2019: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-30265
Total number of active participants reported on line 7a of the Form 55002019-06-30139
Number of retired or separated participants receiving benefits2019-06-3012
Number of other retired or separated participants entitled to future benefits2019-06-3052
Total of all active and inactive participants2019-06-30203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-300
Total participants2019-06-30203
Number of participants with account balances2019-06-30172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-3034
2018: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-30241
Total number of active participants reported on line 7a of the Form 55002018-06-30191
Number of retired or separated participants receiving benefits2018-06-308
Number of other retired or separated participants entitled to future benefits2018-06-3037
Total of all active and inactive participants2018-06-30236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-300
Total participants2018-06-30236
Number of participants with account balances2018-06-30186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-3017
2017: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-30279
Total number of active participants reported on line 7a of the Form 55002017-06-30180
Number of retired or separated participants receiving benefits2017-06-302
Number of other retired or separated participants entitled to future benefits2017-06-3038
Total of all active and inactive participants2017-06-30220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-300
Total participants2017-06-30220
Number of participants with account balances2017-06-30176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-3013
2016: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-30285
Total number of active participants reported on line 7a of the Form 55002016-06-30194
Number of retired or separated participants receiving benefits2016-06-305
Number of other retired or separated participants entitled to future benefits2016-06-3065
Total of all active and inactive participants2016-06-30264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-300
Total participants2016-06-30264
Number of participants with account balances2016-06-30210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-300
2015: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-30264
Total number of active participants reported on line 7a of the Form 55002015-06-30244
Number of retired or separated participants receiving benefits2015-06-304
Number of other retired or separated participants entitled to future benefits2015-06-3037
Total of all active and inactive participants2015-06-30285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-300
Total participants2015-06-30285
Number of participants with account balances2015-06-30191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-300
2014: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-30245
Total number of active participants reported on line 7a of the Form 55002014-06-30192
Number of retired or separated participants receiving benefits2014-06-300
Number of other retired or separated participants entitled to future benefits2014-06-3049
Total of all active and inactive participants2014-06-30241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-300
Total participants2014-06-30241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-30162
2013: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-30240
Total number of active participants reported on line 7a of the Form 55002013-06-30186
Number of retired or separated participants receiving benefits2013-06-301
Number of other retired or separated participants entitled to future benefits2013-06-3040
Total of all active and inactive participants2013-06-30227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-300
Total participants2013-06-30227
Number of participants with account balances2013-06-30130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-300
2012: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-30232
Total number of active participants reported on line 7a of the Form 55002012-06-30181
Number of retired or separated participants receiving benefits2012-06-300
Number of other retired or separated participants entitled to future benefits2012-06-3026
Total of all active and inactive participants2012-06-30207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-301
Total participants2012-06-30208
Number of participants with account balances2012-06-30114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-309
2011: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-30215
Total number of active participants reported on line 7a of the Form 55002011-06-30158
Number of retired or separated participants receiving benefits2011-06-3025
Number of other retired or separated participants entitled to future benefits2011-06-300
Total of all active and inactive participants2011-06-30183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-300
Total participants2011-06-30183
Number of participants with account balances2011-06-30105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-303
2010: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-30170
Total number of active participants reported on line 7a of the Form 55002010-06-30134
Number of retired or separated participants receiving benefits2010-06-300
Number of other retired or separated participants entitled to future benefits2010-06-3016
Total of all active and inactive participants2010-06-30150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-300
Total participants2010-06-30150
Number of participants with account balances2010-06-3087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-301
2009: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-30162
Total number of active participants reported on line 7a of the Form 55002009-06-30129
Number of retired or separated participants receiving benefits2009-06-300
Number of other retired or separated participants entitled to future benefits2009-06-3018
Total of all active and inactive participants2009-06-30147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-300
Total participants2009-06-30147
Number of participants with account balances2009-06-3091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-300

Financial Data on PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-29$668,620
Total of all expenses incurred2023-06-29$816,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-29$794,133
Expenses. Certain deemed distributions of participant loans2023-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-29$378,237
Value of total assets at end of year2023-06-29$3,323,934
Value of total assets at beginning of year2023-06-29$3,472,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-29$22,634
Total interest from all sources2023-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-29$0
Was this plan covered by a fidelity bond2023-06-29Yes
Value of fidelity bond cover2023-06-29$500,000
If this is an individual account plan, was there a blackout period2023-06-29No
Were there any nonexempt tranactions with any party-in-interest2023-06-29No
Contributions received from participants2023-06-29$378,237
Participant contributions at end of year2023-06-29$0
Participant contributions at beginning of year2023-06-29$0
Participant contributions at end of year2023-06-29$0
Participant contributions at beginning of year2023-06-29$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-29No
Value of net income/loss2023-06-29$-148,147
Value of net assets at end of year (total assets less liabilities)2023-06-29$3,323,934
Value of net assets at beginning of year (total assets less liabilities)2023-06-29$3,472,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-29No
Were any leases to which the plan was party in default or uncollectible2023-06-29No
Investment advisory and management fees2023-06-29$22,634
Value of interest in pooled separate accounts at end of year2023-06-29$2,854,400
Value of interest in pooled separate accounts at beginning of year2023-06-29$2,827,853
Interest on participant loans2023-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-29$469,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-29$599,254
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-29$290,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-29No
Was there a failure to transmit to the plan any participant contributions2023-06-29No
Has the plan failed to provide any benefit when due under the plan2023-06-29No
Employer contributions (assets) at end of year2023-06-29$0
Employer contributions (assets) at beginning of year2023-06-29$44,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-29$794,133
Did the plan have assets held for investment2023-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-29No
Opinion of an independent qualified public accountant for this plan2023-06-29Unqualified
Accountancy firm name2023-06-29BESTEN & DIERUF, PLLC
Accountancy firm EIN2023-06-29453048812
2022 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-29$-134,771
Total of all expenses incurred2022-06-29$533,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-29$507,927
Expenses. Certain deemed distributions of participant loans2022-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-29$371,339
Value of total assets at end of year2022-06-29$3,472,081
Value of total assets at beginning of year2022-06-29$4,140,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-29$25,942
Total interest from all sources2022-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-29$0
Was this plan covered by a fidelity bond2022-06-29Yes
Value of fidelity bond cover2022-06-29$500,000
If this is an individual account plan, was there a blackout period2022-06-29No
Were there any nonexempt tranactions with any party-in-interest2022-06-29No
Contributions received from participants2022-06-29$326,453
Participant contributions at end of year2022-06-29$0
Participant contributions at beginning of year2022-06-29$0
Participant contributions at end of year2022-06-29$0
Participant contributions at beginning of year2022-06-29$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-29$0
Other income not declared elsewhere2022-06-29$23,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-29No
Value of net income/loss2022-06-29$-668,640
Value of net assets at end of year (total assets less liabilities)2022-06-29$3,472,081
Value of net assets at beginning of year (total assets less liabilities)2022-06-29$4,140,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-29No
Were any leases to which the plan was party in default or uncollectible2022-06-29No
Investment advisory and management fees2022-06-29$25,942
Value of interest in pooled separate accounts at end of year2022-06-29$2,827,853
Value of interest in pooled separate accounts at beginning of year2022-06-29$4,056,747
Interest on participant loans2022-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-29$599,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-29$64,515
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-29$-530,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-29No
Was there a failure to transmit to the plan any participant contributions2022-06-29No
Has the plan failed to provide any benefit when due under the plan2022-06-29No
Contributions received in cash from employer2022-06-29$44,886
Employer contributions (assets) at end of year2022-06-29$44,974
Employer contributions (assets) at beginning of year2022-06-29$19,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-29$507,927
Did the plan have assets held for investment2022-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-29No
Opinion of an independent qualified public accountant for this plan2022-06-29Unqualified
Accountancy firm name2022-06-29BESTEN & DIERUF, PLLC
Accountancy firm EIN2022-06-29453048812
2021 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-29$1,382,248
Total of all expenses incurred2021-06-29$768,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-29$742,608
Expenses. Certain deemed distributions of participant loans2021-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-29$284,257
Value of total assets at end of year2021-06-29$4,140,721
Value of total assets at beginning of year2021-06-29$3,526,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-29$25,731
Total interest from all sources2021-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-29$0
Was this plan covered by a fidelity bond2021-06-29Yes
Value of fidelity bond cover2021-06-29$500,000
If this is an individual account plan, was there a blackout period2021-06-29No
Were there any nonexempt tranactions with any party-in-interest2021-06-29No
Contributions received from participants2021-06-29$264,799
Participant contributions at end of year2021-06-29$0
Participant contributions at beginning of year2021-06-29$0
Participant contributions at end of year2021-06-29$0
Participant contributions at beginning of year2021-06-29$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-29$0
Administrative expenses (other) incurred2021-06-29$751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-29No
Value of net income/loss2021-06-29$613,909
Value of net assets at end of year (total assets less liabilities)2021-06-29$4,140,721
Value of net assets at beginning of year (total assets less liabilities)2021-06-29$3,526,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-29No
Were any leases to which the plan was party in default or uncollectible2021-06-29No
Investment advisory and management fees2021-06-29$24,980
Value of interest in pooled separate accounts at end of year2021-06-29$4,056,747
Value of interest in pooled separate accounts at beginning of year2021-06-29$3,408,451
Interest on participant loans2021-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-29$64,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-29$118,361
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-29$1,097,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-29No
Was there a failure to transmit to the plan any participant contributions2021-06-29No
Has the plan failed to provide any benefit when due under the plan2021-06-29No
Contributions received in cash from employer2021-06-29$19,458
Employer contributions (assets) at end of year2021-06-29$19,459
Employer contributions (assets) at beginning of year2021-06-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-29$742,608
Did the plan have assets held for investment2021-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-29No
Opinion of an independent qualified public accountant for this plan2021-06-29Disclaimer
Accountancy firm name2021-06-29BESTEN & DIERUF, PLLC
Accountancy firm EIN2021-06-29453048812
2020 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-29$291,864
Total of all expenses incurred2020-06-29$817,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-29$791,879
Expenses. Certain deemed distributions of participant loans2020-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-29$347,288
Value of total assets at end of year2020-06-29$3,526,812
Value of total assets at beginning of year2020-06-29$4,052,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-29$25,766
Total interest from all sources2020-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-29$0
Was this plan covered by a fidelity bond2020-06-29Yes
Value of fidelity bond cover2020-06-29$500,000
If this is an individual account plan, was there a blackout period2020-06-29No
Were there any nonexempt tranactions with any party-in-interest2020-06-29No
Contributions received from participants2020-06-29$347,288
Participant contributions at end of year2020-06-29$0
Participant contributions at beginning of year2020-06-29$0
Participant contributions at end of year2020-06-29$0
Participant contributions at beginning of year2020-06-29$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-29$0
Other income not declared elsewhere2020-06-29$6,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-29No
Value of net income/loss2020-06-29$-525,781
Value of net assets at end of year (total assets less liabilities)2020-06-29$3,526,812
Value of net assets at beginning of year (total assets less liabilities)2020-06-29$4,052,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-29No
Were any leases to which the plan was party in default or uncollectible2020-06-29No
Investment advisory and management fees2020-06-29$25,766
Value of interest in pooled separate accounts at end of year2020-06-29$3,408,451
Value of interest in pooled separate accounts at beginning of year2020-06-29$3,972,250
Interest on participant loans2020-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-29$118,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-29$80,343
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-29$-62,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-29No
Was there a failure to transmit to the plan any participant contributions2020-06-29No
Has the plan failed to provide any benefit when due under the plan2020-06-29No
Contributions received in cash from employer2020-06-29$0
Employer contributions (assets) at end of year2020-06-29$0
Employer contributions (assets) at beginning of year2020-06-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-29$791,879
Did the plan have assets held for investment2020-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-29Yes
Opinion of an independent qualified public accountant for this plan2020-06-29Disclaimer
Accountancy firm name2020-06-29BESTEN & DIERUF, PLLC
Accountancy firm EIN2020-06-29453048812
2019 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-29$582,660
Total of all expenses incurred2019-06-29$1,665,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-29$1,638,912
Expenses. Certain deemed distributions of participant loans2019-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-29$399,605
Value of total assets at end of year2019-06-29$4,052,593
Value of total assets at beginning of year2019-06-29$5,135,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-29$26,375
Total interest from all sources2019-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-29$0
Was this plan covered by a fidelity bond2019-06-29Yes
Value of fidelity bond cover2019-06-29$500,000
If this is an individual account plan, was there a blackout period2019-06-29No
Were there any nonexempt tranactions with any party-in-interest2019-06-29No
Contributions received from participants2019-06-29$340,576
Participant contributions at end of year2019-06-29$0
Participant contributions at beginning of year2019-06-29$0
Participant contributions at end of year2019-06-29$0
Participant contributions at beginning of year2019-06-29$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-29$0
Other income not declared elsewhere2019-06-29$3,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-29No
Value of net income/loss2019-06-29$-1,082,627
Value of net assets at end of year (total assets less liabilities)2019-06-29$4,052,593
Value of net assets at beginning of year (total assets less liabilities)2019-06-29$5,135,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-29No
Were any leases to which the plan was party in default or uncollectible2019-06-29No
Investment advisory and management fees2019-06-29$26,375
Value of interest in pooled separate accounts at end of year2019-06-29$3,972,250
Value of interest in pooled separate accounts at beginning of year2019-06-29$5,021,905
Interest on participant loans2019-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-29$80,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-29$113,202
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-29$179,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-29No
Was there a failure to transmit to the plan any participant contributions2019-06-29No
Has the plan failed to provide any benefit when due under the plan2019-06-29No
Contributions received in cash from employer2019-06-29$59,029
Employer contributions (assets) at end of year2019-06-29$0
Employer contributions (assets) at beginning of year2019-06-29$113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-29$1,638,912
Did the plan have assets held for investment2019-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-29Yes
Opinion of an independent qualified public accountant for this plan2019-06-29Disclaimer
Accountancy firm name2019-06-29BESTEN & DIERUF, PLLC
Accountancy firm EIN2019-06-29453048812
2018 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-29$774,037
Total of all expenses incurred2018-06-29$589,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-29$558,538
Expenses. Certain deemed distributions of participant loans2018-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-29$387,352
Value of total assets at end of year2018-06-29$5,135,220
Value of total assets at beginning of year2018-06-29$4,950,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-29$31,227
Total interest from all sources2018-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-29$0
Was this plan covered by a fidelity bond2018-06-29Yes
Value of fidelity bond cover2018-06-29$500,000
If this is an individual account plan, was there a blackout period2018-06-29No
Were there any nonexempt tranactions with any party-in-interest2018-06-29No
Contributions received from participants2018-06-29$331,343
Participant contributions at end of year2018-06-29$0
Participant contributions at beginning of year2018-06-29$0
Participant contributions at end of year2018-06-29$0
Participant contributions at beginning of year2018-06-29$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-29No
Value of net income/loss2018-06-29$184,272
Value of net assets at end of year (total assets less liabilities)2018-06-29$5,135,220
Value of net assets at beginning of year (total assets less liabilities)2018-06-29$4,950,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-29No
Were any leases to which the plan was party in default or uncollectible2018-06-29No
Investment advisory and management fees2018-06-29$31,227
Value of interest in pooled separate accounts at end of year2018-06-29$5,021,905
Value of interest in pooled separate accounts at beginning of year2018-06-29$4,836,788
Interest on participant loans2018-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-29$113,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-29$114,160
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-29$386,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-29No
Was there a failure to transmit to the plan any participant contributions2018-06-29No
Has the plan failed to provide any benefit when due under the plan2018-06-29No
Contributions received in cash from employer2018-06-29$56,009
Employer contributions (assets) at end of year2018-06-29$113
Employer contributions (assets) at beginning of year2018-06-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-29$558,538
Did the plan have assets held for investment2018-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-29Yes
Opinion of an independent qualified public accountant for this plan2018-06-29Disclaimer
Accountancy firm name2018-06-29BESTEN & DIERUF, PLLC
Accountancy firm EIN2018-06-29453048812
2017 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-29$1,101,722
Total of all expenses incurred2017-06-29$387,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-29$360,014
Expenses. Certain deemed distributions of participant loans2017-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-29$387,636
Value of total assets at end of year2017-06-29$4,950,948
Value of total assets at beginning of year2017-06-29$4,236,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-29$27,713
Total interest from all sources2017-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-29$0
Was this plan covered by a fidelity bond2017-06-29Yes
Value of fidelity bond cover2017-06-29$500,000
If this is an individual account plan, was there a blackout period2017-06-29No
Were there any nonexempt tranactions with any party-in-interest2017-06-29No
Contributions received from participants2017-06-29$357,200
Participant contributions at end of year2017-06-29$0
Participant contributions at beginning of year2017-06-29$0
Participant contributions at end of year2017-06-29$0
Participant contributions at beginning of year2017-06-29$4,251
Income. Received or receivable in cash from other sources (including rollovers)2017-06-29$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-29$-362
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-29$0
Administrative expenses (other) incurred2017-06-29$27,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-29No
Value of net income/loss2017-06-29$713,995
Value of net assets at end of year (total assets less liabilities)2017-06-29$4,950,948
Value of net assets at beginning of year (total assets less liabilities)2017-06-29$4,236,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-29No
Were any leases to which the plan was party in default or uncollectible2017-06-29No
Value of interest in pooled separate accounts at end of year2017-06-29$4,836,788
Value of interest in pooled separate accounts at beginning of year2017-06-29$4,120,440
Interest on participant loans2017-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-29$114,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-29$112,262
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-29$714,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-29No
Was there a failure to transmit to the plan any participant contributions2017-06-29No
Has the plan failed to provide any benefit when due under the plan2017-06-29No
Contributions received in cash from employer2017-06-29$30,436
Employer contributions (assets) at end of year2017-06-29$0
Employer contributions (assets) at beginning of year2017-06-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-29$360,376
Did the plan have assets held for investment2017-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-29Yes
Opinion of an independent qualified public accountant for this plan2017-06-29Disclaimer
Accountancy firm name2017-06-29BESTEN & DIERUF
Accountancy firm EIN2017-06-29453048812
2016 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-29$245,125
Total of all expenses incurred2016-06-29$244,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-29$220,586
Expenses. Certain deemed distributions of participant loans2016-06-29$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-29$299,547
Value of total assets at end of year2016-06-29$4,236,953
Value of total assets at beginning of year2016-06-29$4,236,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-29$24,029
Total interest from all sources2016-06-29$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-29$0
Was this plan covered by a fidelity bond2016-06-29Yes
Value of fidelity bond cover2016-06-29$500,000
If this is an individual account plan, was there a blackout period2016-06-29No
Were there any nonexempt tranactions with any party-in-interest2016-06-29No
Contributions received from participants2016-06-29$299,547
Participant contributions at end of year2016-06-29$0
Participant contributions at end of year2016-06-29$4,251
Participant contributions at beginning of year2016-06-29$3,125
Income. Received or receivable in cash from other sources (including rollovers)2016-06-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-29$0
Administrative expenses (other) incurred2016-06-29$24,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-29No
Value of net income/loss2016-06-29$510
Value of net assets at end of year (total assets less liabilities)2016-06-29$4,236,953
Value of net assets at beginning of year (total assets less liabilities)2016-06-29$4,236,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-29No
Were any leases to which the plan was party in default or uncollectible2016-06-29No
Value of interest in pooled separate accounts at end of year2016-06-29$4,120,440
Value of interest in pooled separate accounts at beginning of year2016-06-29$4,118,171
Interest on participant loans2016-06-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-29$112,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-29$115,147
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-29$-54,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-29No
Was there a failure to transmit to the plan any participant contributions2016-06-29No
Has the plan failed to provide any benefit when due under the plan2016-06-29No
Employer contributions (assets) at end of year2016-06-29$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-29$220,586
Did the plan have assets held for investment2016-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-29Yes
Opinion of an independent qualified public accountant for this plan2016-06-29Disclaimer
Accountancy firm name2016-06-29ENDERLE BESTEN DIERUF, PLLC
Accountancy firm EIN2016-06-29453048812
2015 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-29$314,214
Total of all expenses incurred2015-06-29$281,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-29$257,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-29$229,958
Value of total assets at end of year2015-06-29$4,236,443
Value of total assets at beginning of year2015-06-29$4,204,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-29$23,952
Total interest from all sources2015-06-29$84,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-29No
Was this plan covered by a fidelity bond2015-06-29Yes
Value of fidelity bond cover2015-06-29$500,000
If this is an individual account plan, was there a blackout period2015-06-29No
Were there any nonexempt tranactions with any party-in-interest2015-06-29No
Contributions received from participants2015-06-29$229,958
Participant contributions at end of year2015-06-29$3,125
Participant contributions at beginning of year2015-06-29$2,594
Administrative expenses (other) incurred2015-06-29$23,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-29No
Value of net income/loss2015-06-29$32,349
Value of net assets at end of year (total assets less liabilities)2015-06-29$4,236,443
Value of net assets at beginning of year (total assets less liabilities)2015-06-29$4,204,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-29No
Were any leases to which the plan was party in default or uncollectible2015-06-29No
Value of interest in pooled separate accounts at end of year2015-06-29$4,118,171
Value of interest in pooled separate accounts at beginning of year2015-06-29$4,083,837
Interest earned on other investments2015-06-29$84,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-29$115,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-29$117,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-29No
Was there a failure to transmit to the plan any participant contributions2015-06-29No
Has the plan failed to provide any benefit when due under the plan2015-06-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-29$257,913
Did the plan have assets held for investment2015-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-29Yes
Opinion of an independent qualified public accountant for this plan2015-06-29Disclaimer
Accountancy firm name2015-06-29ENDERLE & COMPANY
Accountancy firm EIN2015-06-29453048812
2014 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-29$0
Total income from all sources (including contributions)2014-06-29$962,152
Total loss/gain on sale of assets2014-06-29$0
Total of all expenses incurred2014-06-29$325,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-29$301,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-29$253,473
Value of total assets at end of year2014-06-29$4,204,094
Value of total assets at beginning of year2014-06-29$3,567,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-29$23,501
Total interest from all sources2014-06-29$708,679
Total dividends received (eg from common stock, registered investment company shares)2014-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-29No
Was this plan covered by a fidelity bond2014-06-29Yes
Value of fidelity bond cover2014-06-29$500,000
If this is an individual account plan, was there a blackout period2014-06-29No
Were there any nonexempt tranactions with any party-in-interest2014-06-29No
Contributions received from participants2014-06-29$245,502
Participant contributions at end of year2014-06-29$2,594
Participant contributions at beginning of year2014-06-29$2,602
Income. Received or receivable in cash from other sources (including rollovers)2014-06-29$7,971
Administrative expenses (other) incurred2014-06-29$23,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-29No
Value of net income/loss2014-06-29$636,715
Value of net assets at end of year (total assets less liabilities)2014-06-29$4,204,094
Value of net assets at beginning of year (total assets less liabilities)2014-06-29$3,567,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-29No
Were any leases to which the plan was party in default or uncollectible2014-06-29No
Value of interest in pooled separate accounts at end of year2014-06-29$4,083,837
Value of interest in pooled separate accounts at beginning of year2014-06-29$3,363,304
Interest earned on other investments2014-06-29$708,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-29$117,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-29$201,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-29No
Was there a failure to transmit to the plan any participant contributions2014-06-29No
Has the plan failed to provide any benefit when due under the plan2014-06-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-29$301,936
Did the plan have assets held for investment2014-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-29Yes
Opinion of an independent qualified public accountant for this plan2014-06-29Disclaimer
Accountancy firm name2014-06-29ENDERLE & COMPANY, PLLC
Accountancy firm EIN2014-06-29453048812
2013 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-29$0
Total income from all sources (including contributions)2013-06-29$716,426
Total loss/gain on sale of assets2013-06-29$0
Total of all expenses incurred2013-06-29$232,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-29$212,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-29$208,859
Value of total assets at end of year2013-06-29$3,567,379
Value of total assets at beginning of year2013-06-29$3,083,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-29$19,681
Total interest from all sources2013-06-29$507,567
Total dividends received (eg from common stock, registered investment company shares)2013-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-29No
Was this plan covered by a fidelity bond2013-06-29Yes
Value of fidelity bond cover2013-06-29$500,000
If this is an individual account plan, was there a blackout period2013-06-29No
Were there any nonexempt tranactions with any party-in-interest2013-06-29No
Contributions received from participants2013-06-29$208,859
Participant contributions at end of year2013-06-29$2,602
Administrative expenses (other) incurred2013-06-29$19,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-29No
Value of net income/loss2013-06-29$483,923
Value of net assets at end of year (total assets less liabilities)2013-06-29$3,567,379
Value of net assets at beginning of year (total assets less liabilities)2013-06-29$3,083,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-29No
Were any leases to which the plan was party in default or uncollectible2013-06-29No
Value of interest in pooled separate accounts at end of year2013-06-29$3,363,304
Value of interest in pooled separate accounts at beginning of year2013-06-29$2,843,989
Interest earned on other investments2013-06-29$507,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-29$201,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-29$239,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-29No
Was there a failure to transmit to the plan any participant contributions2013-06-29No
Has the plan failed to provide any benefit when due under the plan2013-06-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-29$212,822
Did the plan have assets held for investment2013-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-29Yes
Opinion of an independent qualified public accountant for this plan2013-06-29Disclaimer
Accountancy firm name2013-06-29ENDERLE & COMPANY, PLLC
Accountancy firm EIN2013-06-29453048812
2012 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-29$0
Total income from all sources (including contributions)2012-06-29$253,098
Total loss/gain on sale of assets2012-06-29$0
Total of all expenses incurred2012-06-29$245,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-29$233,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-29$245,653
Value of total assets at end of year2012-06-29$3,083,456
Value of total assets at beginning of year2012-06-29$3,076,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-29$12,885
Total interest from all sources2012-06-29$7,445
Total dividends received (eg from common stock, registered investment company shares)2012-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-29No
Was this plan covered by a fidelity bond2012-06-29Yes
Value of fidelity bond cover2012-06-29$500,000
If this is an individual account plan, was there a blackout period2012-06-29Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-29$0
Were there any nonexempt tranactions with any party-in-interest2012-06-29No
Contributions received from participants2012-06-29$245,653
Administrative expenses (other) incurred2012-06-29$12,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-29No
Value of net income/loss2012-06-29$7,125
Value of net assets at end of year (total assets less liabilities)2012-06-29$3,083,456
Value of net assets at beginning of year (total assets less liabilities)2012-06-29$3,076,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-29No
Were any leases to which the plan was party in default or uncollectible2012-06-29No
Value of interest in pooled separate accounts at end of year2012-06-29$2,843,989
Value of interest in pooled separate accounts at beginning of year2012-06-29$2,941,513
Interest earned on other investments2012-06-29$7,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-29$239,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-29$134,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-29No
Was there a failure to transmit to the plan any participant contributions2012-06-29Yes
Has the plan failed to provide any benefit when due under the plan2012-06-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-29$233,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-29Yes
Did the plan have assets held for investment2012-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-29Yes
Opinion of an independent qualified public accountant for this plan2012-06-29Disclaimer
Accountancy firm name2012-06-29ENDERLE & COMPANY, PLLC
Accountancy firm EIN2012-06-29453048812
2011 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-29$0
Total income from all sources (including contributions)2011-06-29$815,008
Total loss/gain on sale of assets2011-06-29$0
Total of all expenses incurred2011-06-29$378,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-29$372,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-29$194,263
Value of total assets at end of year2011-06-29$3,076,331
Value of total assets at beginning of year2011-06-29$2,639,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-29$5,579
Total interest from all sources2011-06-29$4,063
Total dividends received (eg from common stock, registered investment company shares)2011-06-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-29No
Was this plan covered by a fidelity bond2011-06-29Yes
Value of fidelity bond cover2011-06-29$500,000
If this is an individual account plan, was there a blackout period2011-06-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-29$0
Were there any nonexempt tranactions with any party-in-interest2011-06-29No
Contributions received from participants2011-06-29$194,263
Administrative expenses (other) incurred2011-06-29$5,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-29No
Value of net income/loss2011-06-29$436,715
Value of net assets at end of year (total assets less liabilities)2011-06-29$3,076,331
Value of net assets at beginning of year (total assets less liabilities)2011-06-29$2,639,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-29No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-29No
Were any leases to which the plan was party in default or uncollectible2011-06-29No
Value of interest in pooled separate accounts at end of year2011-06-29$2,941,513
Value of interest in pooled separate accounts at beginning of year2011-06-29$2,517,194
Interest earned on other investments2011-06-29$4,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-29$134,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-29$122,422
Net investment gain/loss from pooled separate accounts2011-06-29$616,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-29No
Was there a failure to transmit to the plan any participant contributions2011-06-29No
Has the plan failed to provide any benefit when due under the plan2011-06-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-29$372,714
Did the plan have assets held for investment2011-06-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-29Yes
Opinion of an independent qualified public accountant for this plan2011-06-29Disclaimer
Accountancy firm name2011-06-29FRANK, TRINLER & YOUNG, PSC
Accountancy firm EIN2011-06-29611273839
2010 : PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-29$0

Form 5500 Responses for PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN

2022: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-06-30Type of plan entitySingle employer plan
2022-06-30Plan funding arrangement – InsuranceYes
2022-06-30Plan benefit arrangement – InsuranceYes
2021: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-06-30Type of plan entitySingle employer plan
2021-06-30Plan funding arrangement – InsuranceYes
2021-06-30Plan benefit arrangement – InsuranceYes
2020: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-06-30Type of plan entitySingle employer plan
2020-06-30Plan funding arrangement – InsuranceYes
2020-06-30Plan benefit arrangement – InsuranceYes
2019: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-06-30Type of plan entitySingle employer plan
2019-06-30Plan funding arrangement – InsuranceYes
2019-06-30Plan benefit arrangement – InsuranceYes
2018: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-06-30Type of plan entitySingle employer plan
2018-06-30Plan funding arrangement – InsuranceYes
2018-06-30Plan benefit arrangement – InsuranceYes
2017: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-06-30Type of plan entitySingle employer plan
2017-06-30Plan funding arrangement – InsuranceYes
2017-06-30Plan benefit arrangement – InsuranceYes
2016: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-06-30Type of plan entitySingle employer plan
2016-06-30Plan funding arrangement – InsuranceYes
2016-06-30Plan benefit arrangement – InsuranceYes
2015: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-06-30Type of plan entitySingle employer plan
2015-06-30Plan funding arrangement – InsuranceYes
2015-06-30Plan benefit arrangement – InsuranceYes
2014: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-06-30Type of plan entitySingle employer plan
2014-06-30Plan funding arrangement – InsuranceYes
2014-06-30Plan benefit arrangement – InsuranceYes
2013: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-06-30Type of plan entitySingle employer plan
2013-06-30Submission has been amendedNo
2013-06-30This submission is the final filingNo
2013-06-30This return/report is a short plan year return/report (less than 12 months)No
2013-06-30Plan is a collectively bargained planNo
2013-06-30Plan funding arrangement – InsuranceYes
2013-06-30Plan benefit arrangement – InsuranceYes
2012: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-06-30Type of plan entitySingle employer plan
2012-06-30Submission has been amendedNo
2012-06-30This submission is the final filingNo
2012-06-30This return/report is a short plan year return/report (less than 12 months)No
2012-06-30Plan is a collectively bargained planNo
2012-06-30Plan funding arrangement – InsuranceYes
2012-06-30Plan benefit arrangement – InsuranceYes
2011: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-06-30Type of plan entitySingle employer plan
2011-06-30Submission has been amendedNo
2011-06-30This submission is the final filingNo
2011-06-30This return/report is a short plan year return/report (less than 12 months)No
2011-06-30Plan is a collectively bargained planNo
2011-06-30Plan funding arrangement – InsuranceYes
2011-06-30Plan benefit arrangement – InsuranceYes
2010: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses
2010-06-30Type of plan entitySingle employer plan
2010-06-30Submission has been amendedNo
2010-06-30This submission is the final filingNo
2010-06-30This return/report is a short plan year return/report (less than 12 months)No
2010-06-30Plan is a collectively bargained planNo
2010-06-30Plan funding arrangement – InsuranceYes
2010-06-30Plan benefit arrangement – InsuranceYes
2009: PAUL MILLER FORD AND ASSOCIATES RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-06-30Type of plan entitySingle employer plan
2009-06-30Submission has been amendedNo
2009-06-30This submission is the final filingNo
2009-06-30This return/report is a short plan year return/report (less than 12 months)No
2009-06-30Plan is a collectively bargained planNo
2009-06-30Plan funding arrangement – InsuranceYes
2009-06-30Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2022-06-30
Insurance policy end date2023-06-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,311
Amount paid for insurance broker fees5311
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2021-06-30
Insurance policy end date2022-06-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,018
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6018
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2020-06-30
Insurance policy end date2021-06-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,767
Amount paid for insurance broker fees5767
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2019-06-30
Insurance policy end date2020-06-29
Total amount of fees paid to insurance companyUSD $5,905
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2018-06-30
Insurance policy end date2019-06-29
Total amount of fees paid to insurance companyUSD $6,353
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2017-06-30
Insurance policy end date2018-06-29
Total amount of fees paid to insurance companyUSD $7,427
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2015-06-30
Insurance policy end date2016-06-29
Total amount of fees paid to insurance companyUSD $7,405
Amount paid for insurance broker fees7405
Additional information about fees paid to insurance broker5
Insurance broker organization code?5
Insurance broker nameMCGREGOR & ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2014-06-30
Insurance policy end date2015-06-29
Total amount of fees paid to insurance companyUSD $6,159
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees6159
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?5
Insurance broker nameMCGREGOR & ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2013-06-30
Insurance policy end date2014-06-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,883
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees5883
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?5
Insurance broker nameMCGREGOR & ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2012-06-30
Insurance policy end date2013-06-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,961
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees4961
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?5
Insurance broker nameMCGREGOR & ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802405-000
Policy instance 1
Insurance contract or identification number802405-000
Insurance policy start date2011-06-30
Insurance policy end date2012-06-29
Total amount of commissions paid to insurance brokerUSD $6,612
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number794111
Policy instance 1
Insurance contract or identification number794111
Number of Individuals Covered87
Insurance policy start date2010-06-30
Insurance policy end date2011-06-29
Total amount of commissions paid to insurance brokerUSD $11,994
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

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