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Plan Name | THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE MILLER/HULL PARTNERSHIP, LLP |
Employer identification number (EIN): | 911110925 |
NAIC Classification: | 541310 |
NAIC Description: | Architectural Services |
Additional information about THE MILLER/HULL PARTNERSHIP, LLP
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2000-03-30 |
Company Identification Number: | 602026637 |
Legal Registered Office Address: |
71 COLUMBIA ST 6TH FL SEATTLE United States of America (USA) 981040000 |
More information about THE MILLER/HULL PARTNERSHIP, LLP
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 | TAMI GRAMER | |||
001 | 2017-01-01 | TAMI GRAMER | 2018-10-08 | ||
001 | 2016-01-01 | MARA KINCAID | 2017-09-25 | ||
001 | 2015-01-01 | SUSAN BOYER | 2016-09-29 | ||
001 | 2014-01-01 | SUSAN BOYER | 2015-10-06 | ||
001 | 2013-01-01 | SUSAN BOYER | 2014-08-12 | ||
001 | 2012-01-01 | SUSAN BOYER | 2013-07-10 | ||
001 | 2011-01-01 | SUSAN BOYER | 2012-07-11 | ||
001 | 2010-01-01 | SUSAN BOYER | 2011-07-15 |
Measure | Date | Value |
---|---|---|
2022: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 53 |
Total of all active and inactive participants | 2022-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 176 |
Number of participants with account balances | 2022-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 55 |
Total of all active and inactive participants | 2021-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 162 |
Number of participants with account balances | 2021-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 46 |
Total of all active and inactive participants | 2020-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 138 |
Number of participants with account balances | 2020-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 43 |
Total of all active and inactive participants | 2019-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 140 |
Number of participants with account balances | 2019-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
2018: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 99 |
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 | 35 |
Total of all active and inactive participants | 2018-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 134 |
Number of participants with account balances | 2018-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $74 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,185,523 |
Total of all expenses incurred | 2022-12-31 | $405,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $367,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,629,985 |
Value of total assets at end of year | 2022-12-31 | $27,814,803 |
Value of total assets at beginning of year | 2022-12-31 | $32,406,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $38,117 |
Total interest from all sources | 2022-12-31 | $36 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,147,220 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,147,220 |
Administrative expenses professional fees incurred | 2022-12-31 | $8,117 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,310,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $173,868 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $74 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,591,302 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,814,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,406,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,747,559 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $30,979,863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $452,254 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $484,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $484,178 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $36 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,962,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,145,154 |
Employer contributions (assets) at end of year | 2022-12-31 | $614,990 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $942,138 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $367,662 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2022-12-31 | 911301672 |
2021 : THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $74 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $101 |
Total income from all sources (including contributions) | 2021-12-31 | $6,676,462 |
Total of all expenses incurred | 2021-12-31 | $1,142,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,103,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,445,230 |
Value of total assets at end of year | 2021-12-31 | $32,406,179 |
Value of total assets at beginning of year | 2021-12-31 | $26,872,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $39,987 |
Total interest from all sources | 2021-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,910,442 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,910,442 |
Administrative expenses professional fees incurred | 2021-12-31 | $9,987 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,099,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $62,444 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $74 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,533,472 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,406,105 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,872,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $30,979,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,998,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $484,178 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $424,863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $424,863 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,320,789 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,283,035 |
Employer contributions (assets) at end of year | 2021-12-31 | $942,138 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $449,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,103,003 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2021-12-31 | 911301672 |
2020 : THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $101 |
Total income from all sources (including contributions) | 2020-12-31 | $6,811,321 |
Total of all expenses incurred | 2020-12-31 | $2,853,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,815,097 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,895,106 |
Value of total assets at end of year | 2020-12-31 | $26,872,734 |
Value of total assets at beginning of year | 2020-12-31 | $22,915,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $38,598 |
Total interest from all sources | 2020-12-31 | $116 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $858,570 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $858,570 |
Administrative expenses professional fees incurred | 2020-12-31 | $8,598 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,023,239 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $92,563 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,957,626 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $26,872,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,915,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,998,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $22,066,761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $424,863 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $195,691 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $195,691 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,057,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $779,304 |
Employer contributions (assets) at end of year | 2020-12-31 | $449,737 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $652,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,815,097 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2020-12-31 | 911301672 |
2019 : THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $6,532,773 |
Total of all expenses incurred | 2019-12-31 | $333,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $295,983 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,961,673 |
Value of total assets at end of year | 2019-12-31 | $22,915,007 |
Value of total assets at beginning of year | 2019-12-31 | $16,715,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,048 |
Total interest from all sources | 2019-12-31 | $121 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $998,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $998,614 |
Administrative expenses professional fees incurred | 2019-12-31 | $7,048 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $966,370 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $16,913 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,199,742 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,915,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,715,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $22,066,761 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,884,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $195,691 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $159,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $159,861 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $121 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,572,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $978,390 |
Employer contributions (assets) at end of year | 2019-12-31 | $652,555 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $670,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $295,983 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2019-12-31 | 911301672 |
2018 : THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $188 |
Total income from all sources (including contributions) | 2018-12-31 | $998,760 |
Total of all expenses incurred | 2018-12-31 | $604,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $566,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,847,745 |
Value of total assets at end of year | 2018-12-31 | $16,715,265 |
Value of total assets at beginning of year | 2018-12-31 | $16,320,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $37,540 |
Total interest from all sources | 2018-12-31 | $84 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $927,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $927,958 |
Administrative expenses professional fees incurred | 2018-12-31 | $7,540 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $818,906 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $80,766 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $394,520 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,715,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,320,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,884,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $15,823,963 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $159,861 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $90,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $90,377 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $84 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,777,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $948,073 |
Employer contributions (assets) at end of year | 2018-12-31 | $670,486 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $406,593 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $566,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $113 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2018-12-31 | 913101672 |
2022: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT 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: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT 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: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT 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: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT 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: THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT 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 |