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JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan NameJAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN
Plan identification number 001

JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

JAMES G. MILNE, A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name:JAMES G. MILNE, A SOLE PROPRIETOR
Employer identification number (EIN):943045488
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES MILNE2024-06-20 JAMES MILNE2024-06-20
0012022-01-01JAMES MILNE2023-07-26 JAMES MILNE2023-07-26
0012021-01-01JAMES MILNE2022-04-29 JAMES MILNE2022-04-29
0012020-01-01JAMES MILNE2021-08-06 JAMES MILNE2021-08-06
0012020-01-01JAMES MILNE2022-02-18 JAMES MILNE2022-02-18

Plan Statistics for JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN

401k plan membership statisitcs for JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN

Measure Date Value
2025: JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-244
Total number of particpants at end of year2025-03-240
Number of Participants With Account Balances2025-03-240
2024: JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-204
Total number of particpants at end of year2024-06-204
Number of Participants With Account Balances2024-06-204
2022: JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-294
Total number of particpants at end of year2022-04-294
Number of Participants With Account Balances2022-04-294

Financial Data on JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN

Measure Date Value
2025 : JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-240
Total liabilities as of the end of the plan year2025-03-240
Total liabilities as of the beginning of the plan year2025-03-240
Total expenses incurred by plan in this plan year2025-03-24348952
Net assets as of the end of the plan year2025-03-240
Total assets as of the beginning of the plan year2025-03-24348296
Participant contributions to plan in this plan year2025-03-240
Other expenses paid from plan in this plan year2025-03-240
Other contributions to plan in this plan year2025-03-240
Other income to plan in this plan year2025-03-24656
Plan net income in this plan year2025-03-24-348296
Net assets as of the end of the plan year2025-03-240
Net assets as of the beginning of the plan year2025-03-24348296
Employer contributions to plan in this plan year2025-03-240
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-240
2024 : JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-200
Net assets as of the end of the plan year2024-06-20348296
Total assets as of the beginning of the plan year2024-06-20299544
Participant contributions to plan in this plan year2024-06-200
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2048752
Plan net income in this plan year2024-06-2048752
Net assets as of the end of the plan year2024-06-20348296
Net assets as of the beginning of the plan year2024-06-20299544
Employer contributions to plan in this plan year2024-06-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-200
2022 : JAMES G. MILNE, A SOLE PROPRIETOR 401(K) PROFIT-SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-290
Total liabilities as of the end of the plan year2022-04-290
Total liabilities as of the beginning of the plan year2022-04-290
Total expenses incurred by plan in this plan year2022-04-291898
Net assets as of the end of the plan year2022-04-29282863
Total assets as of the beginning of the plan year2022-04-29167501
Participant contributions to plan in this plan year2022-04-2931240
Other expenses paid from plan in this plan year2022-04-290
Other contributions to plan in this plan year2022-04-290
Other income to plan in this plan year2022-04-2920389
Plan net income in this plan year2022-04-29115362
Net assets as of the end of the plan year2022-04-29282863
Net assets as of the beginning of the plan year2022-04-29167501
Employer contributions to plan in this plan year2022-04-2965631
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-291898

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