WILLIAM F. MILLER & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN
401k plan membership statisitcs for WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN
Measure | Date | Value |
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2016: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 18 |
Number of participants with account balances | 2016-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 18 |
Number of participants with account balances | 2015-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 17 |
Number of participants with account balances | 2011-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $399,957 |
Expenses. Total of all expenses incurred | 2016-12-31 | $442,618 |
Benefits paid (including direct rollovers) | 2016-12-31 | $442,468 |
Total plan assets at end of year | 2016-12-31 | $3,789,856 |
Total plan assets at beginning of year | 2016-12-31 | $3,832,517 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $186,687 |
Other income received | 2016-12-31 | $213,270 |
Net income (gross income less expenses) | 2016-12-31 | $-42,661 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,789,856 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,832,517 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $252,683 |
Expenses. Total of all expenses incurred | 2015-12-31 | $68,875 |
Benefits paid (including direct rollovers) | 2015-12-31 | $68,650 |
Total plan assets at end of year | 2015-12-31 | $3,832,517 |
Total plan assets at beginning of year | 2015-12-31 | $3,648,709 |
Value of fidelity bond covering the plan | 2015-12-31 | $365,000 |
Total contributions received or receivable from participants | 2015-12-31 | $184,836 |
Other income received | 2015-12-31 | $-82,153 |
Net income (gross income less expenses) | 2015-12-31 | $183,808 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,832,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,648,709 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $150,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $546,352 |
Expenses. Total of all expenses incurred | 2014-12-31 | $171,193 |
Benefits paid (including direct rollovers) | 2014-12-31 | $171,043 |
Total plan assets at end of year | 2014-12-31 | $3,648,709 |
Total plan assets at beginning of year | 2014-12-31 | $3,273,550 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $157,583 |
Other income received | 2014-12-31 | $298,769 |
Net income (gross income less expenses) | 2014-12-31 | $375,159 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,648,709 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,273,550 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $90,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $733,111 |
Expenses. Total of all expenses incurred | 2013-12-31 | $301,231 |
Benefits paid (including direct rollovers) | 2013-12-31 | $301,006 |
Total plan assets at end of year | 2013-12-31 | $3,272,317 |
Total plan assets at beginning of year | 2013-12-31 | $2,840,437 |
Value of fidelity bond covering the plan | 2013-12-31 | $320,000 |
Total contributions received or receivable from participants | 2013-12-31 | $142,923 |
Other income received | 2013-12-31 | $490,188 |
Net income (gross income less expenses) | 2013-12-31 | $431,880 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,272,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,840,437 |
Assets. Value of participant loans | 2013-12-31 | $1,136 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $406,367 |
Expenses. Total of all expenses incurred | 2012-12-31 | $61,488 |
Benefits paid (including direct rollovers) | 2012-12-31 | $61,488 |
Total plan assets at end of year | 2012-12-31 | $2,840,437 |
Total plan assets at beginning of year | 2012-12-31 | $2,495,558 |
Value of fidelity bond covering the plan | 2012-12-31 | $280,000 |
Total contributions received or receivable from participants | 2012-12-31 | $128,408 |
Other income received | 2012-12-31 | $277,959 |
Net income (gross income less expenses) | 2012-12-31 | $344,879 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,840,437 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,495,558 |
Assets. Value of participant loans | 2012-12-31 | $2,148 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $118,115 |
Expenses. Total of all expenses incurred | 2011-12-31 | $536,137 |
Benefits paid (including direct rollovers) | 2011-12-31 | $536,117 |
Total plan assets at end of year | 2011-12-31 | $2,495,558 |
Total plan assets at beginning of year | 2011-12-31 | $2,913,580 |
Value of fidelity bond covering the plan | 2011-12-31 | $240,000 |
Total contributions received or receivable from participants | 2011-12-31 | $131,569 |
Other income received | 2011-12-31 | $-13,454 |
Net income (gross income less expenses) | 2011-12-31 | $-418,022 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,495,558 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,913,580 |
Assets. Value of participant loans | 2011-12-31 | $16,427 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $20 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $272,005 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16,500 |
Benefits paid (including direct rollovers) | 2010-12-31 | $16,500 |
Total plan assets at end of year | 2010-12-31 | $2,913,580 |
Total plan assets at beginning of year | 2010-12-31 | $2,658,075 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $88,925 |
Other income received | 2010-12-31 | $183,080 |
Net income (gross income less expenses) | 2010-12-31 | $255,505 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,913,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,658,075 |
Assets. Value of participant loans | 2010-12-31 | $6,648 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILLIAM F. MILLER & ASSOCIATES 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |