401k Plan data: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN plan

MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILES & SCHMITT, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: MILES & SCHMITT, MD, PC

Employer identification number (EIN): 630620636

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LES MILES
001 2017-01-01 LES MILES
001 2016-01-01 LES MILES
001 2015-01-01 LES MILES
001 2014-01-01 LES MILES
001 2013-01-01 LES MILES
001 2012-01-01 DAWN BARTON
001 2011-01-01 JAMES E. STIDHAM
001 2009-01-01 JAMES E. STIDHAM

Plan Statistics for MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 20
Total participants 2022-01-01 20
Number of participants with account balances 2022-01-01 20
2021: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 17
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 17
2020: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 17
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 1
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 3
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 2
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 1
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	20
Total participants	2022-01-01	20
Number of participants with account balances	2022-01-01	20
2021: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	17
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	17
2020: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	17
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	1
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	3
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	2
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	1
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-458,133
Expenses. Total of all expenses incurred	2022-12-31	$3,975,026
Benefits paid (including direct rollovers)	2022-12-31	$3,975,026
Total plan assets at end of year	2022-12-31	$4,229,198
Total plan assets at beginning of year	2022-12-31	$8,662,357
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$87,322
Other income received	2022-12-31	$-673,057
Net income (gross income less expenses)	2022-12-31	$-4,433,159
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,229,198
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,662,357
Total contributions received or receivable from employer(s)	2022-12-31	$127,602
2021 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$542,638
Expenses. Total of all expenses incurred	2021-12-31	$191,540
Benefits paid (including direct rollovers)	2021-12-31	$188,233
Total plan assets at end of year	2021-12-31	$8,662,357
Total plan assets at beginning of year	2021-12-31	$8,311,259
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$32,273
Other income received	2021-12-31	$352,318
Net income (gross income less expenses)	2021-12-31	$351,098
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,662,357
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,311,259
Assets. Value of participant loans	2021-12-31	$1,198
Total contributions received or receivable from employer(s)	2021-12-31	$158,047
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,307
2020 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,356,794
Expenses. Total of all expenses incurred	2020-12-31	$311,053
Benefits paid (including direct rollovers)	2020-12-31	$305,272
Total plan assets at end of year	2020-12-31	$8,311,259
Total plan assets at beginning of year	2020-12-31	$7,265,518
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$74,856
Other income received	2020-12-31	$1,168,240
Net income (gross income less expenses)	2020-12-31	$1,045,741
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,311,259
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,265,518
Assets. Value of participant loans	2020-12-31	$1,400
Total contributions received or receivable from employer(s)	2020-12-31	$113,698
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,781
2019 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,153,095
Expenses. Total of all expenses incurred	2019-12-31	$547,524
Benefits paid (including direct rollovers)	2019-12-31	$540,838
Total plan assets at end of year	2019-12-31	$7,265,518
Total plan assets at beginning of year	2019-12-31	$6,659,947
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$71,286
Other income received	2019-12-31	$971,119
Net income (gross income less expenses)	2019-12-31	$605,571
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,265,518
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,659,947
Total contributions received or receivable from employer(s)	2019-12-31	$110,690
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,686
2018 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-19,710
Expenses. Total of all expenses incurred	2018-12-31	$232,124
Benefits paid (including direct rollovers)	2018-12-31	$225,216
Total plan assets at end of year	2018-12-31	$6,659,947
Total plan assets at beginning of year	2018-12-31	$6,911,781
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$68,776
Other income received	2018-12-31	$-190,824
Net income (gross income less expenses)	2018-12-31	$-251,834
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,659,947
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,911,781
Total contributions received or receivable from employer(s)	2018-12-31	$102,338
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,908
2017 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$953,677
Expenses. Total of all expenses incurred	2017-12-31	$246,383
Benefits paid (including direct rollovers)	2017-12-31	$205,576
Total plan assets at end of year	2017-12-31	$6,911,781
Total plan assets at beginning of year	2017-12-31	$6,204,487
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$66,885
Other income received	2017-12-31	$792,757
Net income (gross income less expenses)	2017-12-31	$707,294
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,911,781
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,204,487
Total contributions received or receivable from employer(s)	2017-12-31	$94,035
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$40,807
2016 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$537,614
Expenses. Total of all expenses incurred	2016-12-31	$203,730
Benefits paid (including direct rollovers)	2016-12-31	$199,065
Total plan assets at end of year	2016-12-31	$6,204,487
Total plan assets at beginning of year	2016-12-31	$5,870,603
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$64,492
Other income received	2016-12-31	$380,604
Net income (gross income less expenses)	2016-12-31	$333,884
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,204,487
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,870,603
Total contributions received or receivable from employer(s)	2016-12-31	$92,518
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,665
2015 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-91,502
Expenses. Total of all expenses incurred	2015-12-31	$318,618
Benefits paid (including direct rollovers)	2015-12-31	$314,630
Total plan assets at end of year	2015-12-31	$5,870,603
Total plan assets at beginning of year	2015-12-31	$6,280,723
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$61,378
Other income received	2015-12-31	$-241,810
Net income (gross income less expenses)	2015-12-31	$-410,120
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,870,603
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,280,723
Assets. Value of participant loans	2015-12-31	$11,365
Assets. Value of real-estate (other than employer real property)	2015-12-31	$8,400
Total contributions received or receivable from employer(s)	2015-12-31	$88,930
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,988
2014 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$573,475
Expenses. Total of all expenses incurred	2014-12-31	$533,958
Benefits paid (including direct rollovers)	2014-12-31	$531,598
Total plan assets at end of year	2014-12-31	$6,280,723
Total plan assets at beginning of year	2014-12-31	$6,241,206
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$58,995
Other income received	2014-12-31	$429,312
Net income (gross income less expenses)	2014-12-31	$39,517
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,280,723
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,241,206
Assets. Value of participant loans	2014-12-31	$11,365
Total contributions received or receivable from employer(s)	2014-12-31	$85,168
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,360
2013 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$998,395
Expenses. Total of all expenses incurred	2013-12-31	$418,446
Benefits paid (including direct rollovers)	2013-12-31	$416,561
Total plan assets at end of year	2013-12-31	$6,241,206
Total plan assets at beginning of year	2013-12-31	$5,661,257
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$53,733
Other income received	2013-12-31	$857,003
Net income (gross income less expenses)	2013-12-31	$579,949
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,241,206
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,661,257
Assets. Value of participant loans	2013-12-31	$11,365
Total contributions received or receivable from employer(s)	2013-12-31	$87,659
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,885
2012 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$626,678
Expenses. Total of all expenses incurred	2012-12-31	$236,307
Benefits paid (including direct rollovers)	2012-12-31	$234,201
Total plan assets at end of year	2012-12-31	$5,661,257
Total plan assets at beginning of year	2012-12-31	$5,270,886
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$52,712
Other income received	2012-12-31	$488,379
Net income (gross income less expenses)	2012-12-31	$390,371
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,661,257
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,270,886
Assets. Value of participant loans	2012-12-31	$11,365
Total contributions received or receivable from employer(s)	2012-12-31	$85,587
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,106
2011 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$441,385
Expenses. Total of all expenses incurred	2011-12-31	$133,056
Benefits paid (including direct rollovers)	2011-12-31	$131,000
Total plan assets at end of year	2011-12-31	$5,270,886
Total plan assets at beginning of year	2011-12-31	$4,962,557
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$48,346
Other income received	2011-12-31	$309,229
Net income (gross income less expenses)	2011-12-31	$308,329
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,270,886
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,962,557
Assets. Value of participant loans	2011-12-31	$11,365
Total contributions received or receivable from employer(s)	2011-12-31	$83,810
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,056
2010 : MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$6,000
Total income from all sources	2010-12-31	$12,263
Expenses. Total of all expenses incurred	2010-12-31	$376,556
Benefits paid (including direct rollovers)	2010-12-31	$369,021
Total plan assets at end of year	2010-12-31	$4,962,557
Total plan assets at beginning of year	2010-12-31	$5,332,850
Value of fidelity bond covering the plan	2010-12-31	$497,000
Total contributions received or receivable from participants	2010-12-31	$44,970
Other income received	2010-12-31	$-117,004
Net income (gross income less expenses)	2010-12-31	$-364,293
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,962,557
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,326,850
Assets. Value of participant loans	2010-12-31	$11,365
Total contributions received or receivable from employer(s)	2010-12-31	$84,297
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,535

Form 5500 Responses for MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN

2022: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MILES & SCHMITT MD PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MILES & SCHMITT, MD, PC
Employer identification number (EIN):	630620636
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)