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MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 401k Plan overview

Plan NameMILLER & MARTIN ALTERNATE PROFIT SHARING PLAN
Plan identification number 002

MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

MILLER & MARTIN PLLC has sponsored the creation of one or more 401k plans.

Company Name:MILLER & MARTIN PLLC
Employer identification number (EIN):620449014
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01SEAN WELDON2022-06-16
0022020-01-01SEAN WELDON2021-10-10
0022019-01-01MARK E. CAMPBELL2020-10-11
0022018-01-01MARK E. CAMPBELL2019-10-13
0022017-01-01
0022016-01-01MARK E. CAMPBELL
0022015-01-01MARK E. CAMPBELL
0022014-01-01MARK E. CAMPBELL
0022013-01-01MARK E. CAMPBELL
0022012-01-01MARK E. CAMPBELL MARK E. CAMPBELL2013-10-07
0022011-01-01MARK E. CAMPBELL
0022009-01-01MARK E. CAMPBELL MARK E. CAMPBELL2010-10-14
0022009-01-01MARK E. CAMPBELL MARK E. CAMPBELL2010-10-18
0022009-01-01MARK CAMPBELL

Plan Statistics for MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN

401k plan membership statisitcs for MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN

Measure Date Value
2021: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01187
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01313
Number of participants with account balances2020-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01123
Total of all active and inactive participants2019-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01310
Number of participants with account balances2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01127
Total of all active and inactive participants2018-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01314
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01307
Total number of active participants reported on line 7a of the Form 55002017-01-01191
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01112
Total of all active and inactive participants2017-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01306
Number of participants with account balances2017-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01318
Total number of active participants reported on line 7a of the Form 55002016-01-01197
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01199
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01357
Total number of active participants reported on line 7a of the Form 55002015-01-01354
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01356
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01359
Total number of active participants reported on line 7a of the Form 55002014-01-01354
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01357
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01360
Total number of active participants reported on line 7a of the Form 55002013-01-01357
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01359
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01362
Total number of active participants reported on line 7a of the Form 55002012-01-01358
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01360
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01362
Total number of active participants reported on line 7a of the Form 55002011-01-01361
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01362
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01360
Total number of active participants reported on line 7a of the Form 55002009-01-01360
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01363
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN

Measure Date Value
2021 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-01$1,031,598
Total unrealized appreciation/depreciation of assets2021-09-01$1,031,598
Total transfer of assets from this plan2021-09-01$7,923,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-01$2,552
Total income from all sources (including contributions)2021-09-01$1,110,670
Total loss/gain on sale of assets2021-09-01$0
Total of all expenses incurred2021-09-01$12,126,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-01$12,084,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-01$2,022
Value of total assets at end of year2021-09-01$0
Value of total assets at beginning of year2021-09-01$18,942,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-01$42,027
Total interest from all sources2021-09-01$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-01$77,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-01No
Administrative expenses professional fees incurred2021-09-01$42,027
Was this plan covered by a fidelity bond2021-09-01Yes
Value of fidelity bond cover2021-09-01$1,000,000
If this is an individual account plan, was there a blackout period2021-09-01No
Were there any nonexempt tranactions with any party-in-interest2021-09-01No
Contributions received from participants2021-09-01$202
Participant contributions at end of year2021-09-01$0
Participant contributions at beginning of year2021-09-01$82,316
Assets. Other investments not covered elsewhere at end of year2021-09-01$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-01$18,773,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-01$5,334
Liabilities. Value of operating payables at end of year2021-09-01$0
Liabilities. Value of operating payables at beginning of year2021-09-01$2,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-01No
Value of net income/loss2021-09-01$-11,016,075
Value of net assets at end of year (total assets less liabilities)2021-09-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-01$18,939,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-01No
Were any leases to which the plan was party in default or uncollectible2021-09-01No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-01No
Was there a failure to transmit to the plan any participant contributions2021-09-01No
Has the plan failed to provide any benefit when due under the plan2021-09-01No
Contributions received in cash from employer2021-09-01$1,820
Employer contributions (assets) at end of year2021-09-01$0
Employer contributions (assets) at beginning of year2021-09-01$80,866
Income. Dividends from common stock2021-09-01$77,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-01$12,084,718
Did the plan have assets held for investment2021-09-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-01No
Opinion of an independent qualified public accountant for this plan2021-09-01Unqualified
Accountancy firm name2021-09-01LBMC, PC
Accountancy firm EIN2021-09-01621199757
2020 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,459,464
Total unrealized appreciation/depreciation of assets2020-12-31$1,459,464
Total transfer of assets from this plan2020-12-31$473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,326
Total income from all sources (including contributions)2020-12-31$2,133,137
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,176,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,068,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$252,133
Value of total assets at end of year2020-12-31$18,942,457
Value of total assets at beginning of year2020-12-31$22,001,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,422
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$421,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$108,422
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$163,328
Participant contributions at end of year2020-12-31$82,316
Participant contributions at beginning of year2020-12-31$81,166
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,773,941
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$21,809,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$285
Liabilities. Value of operating payables at end of year2020-12-31$2,552
Liabilities. Value of operating payables at beginning of year2020-12-31$17,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,043,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,939,905
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,983,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$88,805
Employer contributions (assets) at end of year2020-12-31$80,866
Employer contributions (assets) at beginning of year2020-12-31$110,663
Income. Dividends from common stock2020-12-31$421,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,068,290
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,489,874
Total unrealized appreciation/depreciation of assets2019-12-31$3,489,874
Total transfer of assets from this plan2019-12-31$5,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58,174
Total income from all sources (including contributions)2019-12-31$4,265,420
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$305,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$201,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$269,306
Value of total assets at end of year2019-12-31$22,001,279
Value of total assets at beginning of year2019-12-31$18,088,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$104,156
Total interest from all sources2019-12-31$24,135
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$482,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$62,517
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$149,000
Participant contributions at end of year2019-12-31$81,166
Participant contributions at beginning of year2019-12-31$126,728
Assets. Other investments not covered elsewhere at end of year2019-12-31$21,809,450
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,816,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$16,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$52,795
Administrative expenses (other) incurred2019-12-31$41,639
Liabilities. Value of operating payables at end of year2019-12-31$17,041
Liabilities. Value of operating payables at beginning of year2019-12-31$5,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,959,520
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,983,953
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,029,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$120,306
Employer contributions (assets) at end of year2019-12-31$110,663
Employer contributions (assets) at beginning of year2019-12-31$128,241
Income. Dividends from common stock2019-12-31$482,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$201,744
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC PC
Accountancy firm EIN2019-12-31621199757
2018 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-700,349
Total unrealized appreciation/depreciation of assets2018-12-31$-700,349
Total transfer of assets from this plan2018-12-31$34,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,761
Total income from all sources (including contributions)2018-12-31$359,282
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,197,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,095,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$619,399
Value of total assets at end of year2018-12-31$18,088,107
Value of total assets at beginning of year2018-12-31$20,909,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,576
Total interest from all sources2018-12-31$25,479
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$414,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$101,576
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$193,466
Participant contributions at end of year2018-12-31$126,728
Participant contributions at beginning of year2018-12-31$124,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$17,816,632
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$20,142,085
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$280,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$16,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$513,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$52,795
Liabilities. Value of operating payables at end of year2018-12-31$5,379
Liabilities. Value of operating payables at beginning of year2018-12-31$6,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,838,246
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,029,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,902,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$25,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$145,390
Employer contributions (assets) at end of year2018-12-31$128,241
Employer contributions (assets) at beginning of year2018-12-31$129,749
Income. Dividends from common stock2018-12-31$414,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,095,952
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LBMC PC
Accountancy firm EIN2018-12-31621199757
2017 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,524,391
Total unrealized appreciation/depreciation of assets2017-12-31$2,524,391
Total transfer of assets from this plan2017-12-31$937,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,129
Total income from all sources (including contributions)2017-12-31$3,534,706
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$84,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$554,619
Value of total assets at end of year2017-12-31$20,909,311
Value of total assets at beginning of year2017-12-31$18,407,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$84,958
Total interest from all sources2017-12-31$455,696
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$84,958
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$168,000
Participant contributions at end of year2017-12-31$124,000
Participant contributions at beginning of year2017-12-31$148,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$20,142,085
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,090,177
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$249,865
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$513,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$22,752
Liabilities. Value of operating payables at end of year2017-12-31$6,761
Liabilities. Value of operating payables at beginning of year2017-12-31$17,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,449,748
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,902,550
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,390,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$455,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$136,754
Employer contributions (assets) at end of year2017-12-31$129,749
Employer contributions (assets) at beginning of year2017-12-31$146,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$989,584
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$32,075
Total unrealized appreciation/depreciation of assets2016-12-31$1,021,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,330
Total income from all sources (including contributions)2016-12-31$1,735,663
Total loss/gain on sale of assets2016-12-31$-111,683
Total of all expenses incurred2016-12-31$398,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$319,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$349,372
Value of total assets at end of year2016-12-31$18,407,270
Value of total assets at beginning of year2016-12-31$17,066,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,838
Total interest from all sources2016-12-31$39,117
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$437,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$251,749
Administrative expenses professional fees incurred2016-12-31$78,838
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$192,000
Participant contributions at end of year2016-12-31$148,000
Participant contributions at beginning of year2016-12-31$148,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,090,177
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,742,089
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$22,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$21,256
Liabilities. Value of operating payables at end of year2016-12-31$17,129
Liabilities. Value of operating payables at beginning of year2016-12-31$13,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,337,109
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,390,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,053,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$5,164
Income. Interest from corporate debt instruments2016-12-31$28,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$151,050
Employer contributions (assets) at end of year2016-12-31$146,341
Employer contributions (assets) at beginning of year2016-12-31$155,017
Income. Dividends from preferred stock2016-12-31$4,502
Income. Dividends from common stock2016-12-31$180,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$319,716
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-111,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-581,978
Total unrealized appreciation/depreciation of assets2015-12-31$-581,978
Total transfer of assets from this plan2015-12-31$296,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,238
Total income from all sources (including contributions)2015-12-31$201,204
Total loss/gain on sale of assets2015-12-31$-132,578
Total of all expenses incurred2015-12-31$4,313,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,197,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$347,017
Value of total assets at end of year2015-12-31$17,066,362
Value of total assets at beginning of year2015-12-31$21,486,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$116,063
Total interest from all sources2015-12-31$21,210
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$547,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$320,477
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$192,000
Participant contributions at end of year2015-12-31$148,000
Participant contributions at beginning of year2015-12-31$150,033
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,742,089
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$21,020,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$21,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$136,618
Administrative expenses (other) incurred2015-12-31$116,063
Liabilities. Value of operating payables at end of year2015-12-31$13,330
Liabilities. Value of operating payables at beginning of year2015-12-31$25,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,111,948
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,053,032
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,461,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned on other investments2015-12-31$1,616
Income. Interest from corporate debt instruments2015-12-31$14,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$155,017
Employer contributions (assets) at end of year2015-12-31$155,017
Employer contributions (assets) at beginning of year2015-12-31$179,755
Income. Dividends from preferred stock2015-12-31$6,051
Income. Dividends from common stock2015-12-31$221,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,197,089
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,685,439
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,818,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$922,423
Total unrealized appreciation/depreciation of assets2014-12-31$922,423
Total transfer of assets to this plan2014-12-31$78,213
Total transfer of assets from this plan2014-12-31$1,237,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,691
Total income from all sources (including contributions)2014-12-31$2,009,087
Total loss/gain on sale of assets2014-12-31$70,791
Total of all expenses incurred2014-12-31$1,961,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,820,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$400,468
Value of total assets at end of year2014-12-31$21,486,684
Value of total assets at beginning of year2014-12-31$22,601,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$140,646
Total interest from all sources2014-12-31$23,904
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$591,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$363,956
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$218,828
Participant contributions at end of year2014-12-31$150,033
Participant contributions at beginning of year2014-12-31$147,402
Assets. Other investments not covered elsewhere at end of year2014-12-31$21,020,278
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,316,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$136,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$24,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$116
Administrative expenses (other) incurred2014-12-31$140,646
Liabilities. Value of operating payables at end of year2014-12-31$25,238
Liabilities. Value of operating payables at beginning of year2014-12-31$28,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$47,894
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,461,446
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,572,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$3,257
Income. Interest from corporate debt instruments2014-12-31$15,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$181,640
Employer contributions (assets) at end of year2014-12-31$179,755
Employer contributions (assets) at beginning of year2014-12-31$112,524
Income. Dividends from preferred stock2014-12-31$6,155
Income. Dividends from common stock2014-12-31$221,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,820,547
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,048,108
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,977,317
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$331,543
Total transfer of assets from this plan2013-12-31$1,191,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$297,846
Total income from all sources (including contributions)2013-12-31$4,118,668
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,514,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,379,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$345,267
Value of total assets at end of year2013-12-31$22,601,139
Value of total assets at beginning of year2013-12-31$27,126,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,577
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$232,560
Participant contributions at end of year2013-12-31$147,402
Participant contributions at beginning of year2013-12-31$156,469
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,316,423
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$26,644,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$24,790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$207,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$116
Other income not declared elsewhere2013-12-31$3,773,401
Administrative expenses (other) incurred2013-12-31$134,577
Liabilities. Value of operating payables at end of year2013-12-31$28,575
Liabilities. Value of operating payables at beginning of year2013-12-31$297,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,395,695
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,572,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,828,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$112,707
Employer contributions (assets) at end of year2013-12-31$112,524
Employer contributions (assets) at beginning of year2013-12-31$118,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,379,786
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LATTIMORE,BLACK,MORGAN & CAIN, INC.
Accountancy firm EIN2013-12-31621199757
2012 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$129,293
Total transfer of assets from this plan2012-12-31$26,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$297,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,223
Total income from all sources (including contributions)2012-12-31$3,816,366
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,668,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,507,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$406,586
Value of total assets at end of year2012-12-31$27,126,353
Value of total assets at beginning of year2012-12-31$25,606,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$160,692
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$285,377
Participant contributions at end of year2012-12-31$156,469
Participant contributions at beginning of year2012-12-31$157,702
Assets. Other investments not covered elsewhere at end of year2012-12-31$26,644,560
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$25,205,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$207,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$75,308
Other income not declared elsewhere2012-12-31$3,409,780
Administrative expenses (other) incurred2012-12-31$160,692
Liabilities. Value of operating payables at end of year2012-12-31$297,846
Liabilities. Value of operating payables at beginning of year2012-12-31$28,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,147,713
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,828,507
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,578,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$121,209
Employer contributions (assets) at end of year2012-12-31$118,236
Employer contributions (assets) at beginning of year2012-12-31$168,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,507,961
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LATTIMORE, BLACK, MORGAN & CAIN INC
Accountancy firm EIN2012-12-31621199757
2011 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$668,823
Total transfer of assets from this plan2011-12-31$441,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$129,200
Total income from all sources (including contributions)2011-12-31$433,981
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,167,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,103,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,867
Value of total assets at end of year2011-12-31$25,606,650
Value of total assets at beginning of year2011-12-31$26,213,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,169
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$300,808
Participant contributions at end of year2011-12-31$157,702
Participant contributions at beginning of year2011-12-31$170,909
Assets. Other investments not covered elsewhere at end of year2011-12-31$25,205,085
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$25,802,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$75,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$69,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$102,039
Other income not declared elsewhere2011-12-31$-38,886
Administrative expenses (other) incurred2011-12-31$64,169
Liabilities. Value of operating payables at end of year2011-12-31$28,223
Liabilities. Value of operating payables at beginning of year2011-12-31$27,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-733,522
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,578,427
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,084,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$172,059
Employer contributions (assets) at end of year2011-12-31$168,555
Employer contributions (assets) at beginning of year2011-12-31$171,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,103,334
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LATTIMORE BLACK MORGAN & CAIN, INC.
Accountancy firm EIN2011-12-31621199757
2010 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$335,109
Total transfer of assets from this plan2010-12-31$97,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$129,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$231,465
Total income from all sources (including contributions)2010-12-31$2,442,465
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,715,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,649,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$501,340
Value of total assets at end of year2010-12-31$26,213,959
Value of total assets at beginning of year2010-12-31$28,352,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,169
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$328,090
Participant contributions at end of year2010-12-31$170,909
Participant contributions at beginning of year2010-12-31$172,350
Assets. Other investments not covered elsewhere at end of year2010-12-31$25,802,157
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$28,017,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$69,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$85,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$102,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$202,312
Other income not declared elsewhere2010-12-31$1,941,125
Administrative expenses (other) incurred2010-12-31$66,169
Liabilities. Value of operating payables at end of year2010-12-31$27,161
Liabilities. Value of operating payables at beginning of year2010-12-31$29,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,273,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,084,759
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,120,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$173,250
Employer contributions (assets) at end of year2010-12-31$171,247
Employer contributions (assets) at beginning of year2010-12-31$76,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,649,784
Contract administrator fees2010-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LATTIMORE BLACK MORGAN & CAIN, INC.
Accountancy firm EIN2010-12-31621199757
2009 : MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN

2021: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILLER & MARTIN ALTERNATE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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