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CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 401k Plan overview

Plan NameCHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP
Plan identification number 001

CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH N MILLER has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH N MILLER
Employer identification number (EIN):751939854
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH MILLER JOSEPH MILLER2018-09-01
0012016-01-01JOSEPH MILLER
0012015-01-01JOSEPH MILLER
0012014-01-01JOSEPH MILLER JOSEPH MILLER2015-07-25
0012013-01-01JOSEPH MILLER
0012012-01-01JOSEPH MILLER
0012011-01-01JOSEPH MILLER

Plan Statistics for CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP

401k plan membership statisitcs for CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP

Measure Date Value
2019: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP

Measure Date Value
2019 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2019 401k financial data
Total income from all sources2019-12-31$52,691
Expenses. Total of all expenses incurred2019-12-31$16,372
Benefits paid (including direct rollovers)2019-12-31$16,372
Total plan assets at end of year2019-12-31$440,709
Total plan assets at beginning of year2019-12-31$404,390
Other income received2019-12-31$52,691
Net income (gross income less expenses)2019-12-31$36,319
Net plan assets at end of year (total assets less liabilities)2019-12-31$440,709
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$404,390
2018 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2018 401k financial data
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$22,616
Benefits paid (including direct rollovers)2018-12-31$16,680
Total plan assets at end of year2018-12-31$404,391
Total plan assets at beginning of year2018-12-31$427,007
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$5,936
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$0
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-22,616
Net plan assets at end of year (total assets less liabilities)2018-12-31$404,391
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$427,007
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2017 401k financial data
Total income from all sources2017-12-31$37,182
Expenses. Total of all expenses incurred2017-12-31$15,287
Benefits paid (including direct rollovers)2017-12-31$15,287
Total plan assets at end of year2017-12-31$427,007
Total plan assets at beginning of year2017-12-31$405,112
Other income received2017-12-31$37,182
Net income (gross income less expenses)2017-12-31$21,895
Net plan assets at end of year (total assets less liabilities)2017-12-31$427,007
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$405,112
2016 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$32,737
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$405,112
Total plan assets at beginning of year2016-12-31$372,375
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$32,737
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$32,737
Net plan assets at end of year (total assets less liabilities)2016-12-31$405,112
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$372,375
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$10,654
Expenses. Total of all expenses incurred2015-12-31$26,514
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$372,375
Total plan assets at beginning of year2015-12-31$388,235
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$26,514
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$10,654
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-15,860
Net plan assets at end of year (total assets less liabilities)2015-12-31$372,375
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$388,235
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$35,279
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$388,235
Total plan assets at beginning of year2014-12-31$352,956
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$35,279
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$35,279
Net plan assets at end of year (total assets less liabilities)2014-12-31$388,235
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$352,956
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$58,616
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$352,956
Total plan assets at beginning of year2013-12-31$294,340
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$58,616
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$58,616
Net plan assets at end of year (total assets less liabilities)2013-12-31$352,956
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$294,340
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$9,250
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$294,340
Total plan assets at beginning of year2012-12-31$267,927
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$9,250
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$9,250
Net plan assets at end of year (total assets less liabilities)2012-12-31$294,340
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$267,927
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$7,887
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$267,927
Total plan assets at beginning of year2011-12-31$237,311
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,887
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$7,887
Net plan assets at end of year (total assets less liabilities)2011-12-31$267,927
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$237,311
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$5,814
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$237,311
Total plan assets at beginning of year2010-12-31$202,830
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,814
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$5,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$237,311
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$202,830
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP

2019: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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: CHARLES SCHWAB COMPANY CUSTODIAN JOSEPH N MILLER PROFIT SHARING PLAN QRP 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

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