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R.K. MILES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameR.K. MILES, INC. RETIREMENT PLAN
Plan identification number 001

R.K. MILES, INC. RETIREMENT 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

R.K. MILES, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:R.K. MILES, INCORPORATED
Employer identification number (EIN):030141661
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Additional information about R.K. MILES, INCORPORATED

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1940-03-27
Company Identification Number: 47274
Legal Registered Office Address: PO BOX 1125

MANCHESTR CTR
United States of America (USA)
05255

More information about R.K. MILES, INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.K. MILES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSIAH MILES2023-10-02
0012021-01-01JOSIAH E. MILES2022-07-27
0012020-01-01JOSIAH E. MILES2021-08-02 JOSIAH E. MILES2021-08-02
0012019-01-01JOSIAH E. MILES2020-06-08 JOSIAH E. MILES2020-06-08
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOSIAH E. MILES JOSIAH E. MILES2013-07-31
0012011-01-01JOSIAH E. MILES JOSIAH E. MILES2012-07-17
0012010-01-01JOSIAH E. MILES JOSIAH E. MILES2011-09-06
0012009-01-01JOSIAH E. MILES JOSIAH E. MILES2010-07-29

Plan Statistics for R.K. MILES, INC. RETIREMENT PLAN

401k plan membership statisitcs for R.K. MILES, INC. RETIREMENT PLAN

Measure Date Value
2022: R.K. MILES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01352
Total number of active participants reported on line 7a of the Form 55002022-01-01251
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01352
Number of participants with account balances2022-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: R.K. MILES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01321
Total number of active participants reported on line 7a of the Form 55002021-01-01234
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01335
Number of participants with account balances2021-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: R.K. MILES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01299
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01306
Number of participants with account balances2020-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: R.K. MILES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01256
Number of participants with account balances2019-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: R.K. MILES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01243
Number of participants with account balances2018-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: R.K. MILES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: R.K. MILES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01214
Number of participants with account balances2016-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: R.K. MILES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: R.K. MILES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01210
Number of participants with account balances2014-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: R.K. MILES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01199
Total participants2013-01-01199
Number of participants with account balances2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: R.K. MILES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01189
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: R.K. MILES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01188
Total participants2011-01-01188
Number of participants with account balances2011-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: R.K. MILES, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01187
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01180
Number of participants with account balances2010-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: R.K. MILES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01179
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01185
Number of participants with account balances2009-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on R.K. MILES, INC. RETIREMENT PLAN

Measure Date Value
2022 : R.K. MILES, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,178,588
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,460,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,386,086
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,909,076
Value of total assets at end of year2022-12-31$20,164,362
Value of total assets at beginning of year2022-12-31$22,803,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,669
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$8,622
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,157,707
Participant contributions at end of year2022-12-31$58,167
Participant contributions at beginning of year2022-12-31$41,541
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$82,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,522
Total non interest bearing cash at beginning of year2022-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,639,343
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,164,362
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,803,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,095,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,791,280
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$2,237
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$6,385
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$340,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$393,646
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,096,286
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$668,898
Employer contributions (assets) at end of year2022-12-31$668,898
Employer contributions (assets) at beginning of year2022-12-31$577,198
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,386,086
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$74,669
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2022-12-31030327374
2021 : R.K. MILES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,295,285
Total of all expenses incurred2021-12-31$994,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$925,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,140,949
Value of total assets at end of year2021-12-31$22,803,705
Value of total assets at beginning of year2021-12-31$18,503,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,210
Total interest from all sources2021-12-31$1,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$958,049
Participant contributions at end of year2021-12-31$41,541
Participant contributions at beginning of year2021-12-31$47,516
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,605,702
Total non interest bearing cash at end of year2021-12-31$40
Total non interest bearing cash at beginning of year2021-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,300,540
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,803,705
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,503,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,791,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,913,184
Interest on participant loans2021-12-31$1,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$393,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$70,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,152,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$577,198
Employer contributions (assets) at end of year2021-12-31$577,198
Employer contributions (assets) at beginning of year2021-12-31$471,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$925,535
Contract administrator fees2021-12-31$69,210
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2021-12-31030327374
2020 : R.K. MILES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,307,835
Total of all expenses incurred2020-12-31$652,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$598,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,162,105
Value of total assets at end of year2020-12-31$18,503,165
Value of total assets at beginning of year2020-12-31$15,847,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,013
Total interest from all sources2020-12-31$528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$690,197
Participant contributions at end of year2020-12-31$47,516
Participant contributions at beginning of year2020-12-31$5,472
Total non interest bearing cash at end of year2020-12-31$40
Total non interest bearing cash at beginning of year2020-12-31$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,655,428
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,503,165
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,847,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,913,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,400,767
Interest on participant loans2020-12-31$528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$70,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,145,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$471,908
Employer contributions (assets) at end of year2020-12-31$471,908
Employer contributions (assets) at beginning of year2020-12-31$436,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$598,394
Contract administrator fees2020-12-31$54,013
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2020-12-31030327374
2019 : R.K. MILES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,771,712
Total of all expenses incurred2019-12-31$520,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$432,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,181,367
Value of total assets at end of year2019-12-31$15,847,737
Value of total assets at beginning of year2019-12-31$12,596,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,950
Total interest from all sources2019-12-31$666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$20,552
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$640,748
Participant contributions at end of year2019-12-31$5,472
Participant contributions at beginning of year2019-12-31$8,814
Participant contributions at beginning of year2019-12-31$24,085
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$104,514
Total non interest bearing cash at end of year2019-12-31$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,251,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,847,737
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,596,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$41,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,400,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,142,853
Interest on participant loans2019-12-31$666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,589,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$436,105
Employer contributions (assets) at end of year2019-12-31$436,105
Employer contributions (assets) at beginning of year2019-12-31$420,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$432,612
Contract administrator fees2019-12-31$25,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2019-12-31030327374
2018 : R.K. MILES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$510,023
Total of all expenses incurred2018-12-31$1,367,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,301,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,235,235
Value of total assets at end of year2018-12-31$12,596,587
Value of total assets at beginning of year2018-12-31$13,453,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,971
Total interest from all sources2018-12-31$649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$720
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$555,133
Participant contributions at end of year2018-12-31$8,814
Participant contributions at beginning of year2018-12-31$16,074
Participant contributions at end of year2018-12-31$24,085
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$259,267
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-857,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,596,587
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,453,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,142,853
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,949,263
Interest on participant loans2018-12-31$624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$103,370
Net investment gain/loss from pooled separate accounts2018-12-31$-725,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$420,835
Employer contributions (assets) at end of year2018-12-31$420,835
Employer contributions (assets) at beginning of year2018-12-31$384,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,301,133
Contract administrator fees2018-12-31$65,251
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2018-12-31030327374
2017 : R.K. MILES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,245,124
Total of all expenses incurred2017-12-31$586,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$559,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,282,425
Value of total assets at end of year2017-12-31$13,453,668
Value of total assets at beginning of year2017-12-31$10,795,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,590
Total interest from all sources2017-12-31$946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,508
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$484,732
Participant contributions at end of year2017-12-31$16,074
Participant contributions at beginning of year2017-12-31$21,563
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$412,732
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,658,442
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,453,668
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,795,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$12,949,263
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,308,287
Interest on participant loans2017-12-31$704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$103,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$102,078
Net investment gain/loss from pooled separate accounts2017-12-31$1,961,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$384,961
Employer contributions (assets) at end of year2017-12-31$384,961
Employer contributions (assets) at beginning of year2017-12-31$362,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$559,092
Contract administrator fees2017-12-31$14,082
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCSOLEY MCCOY & COMPANY
Accountancy firm EIN2017-12-31030327374
2016 : R.K. MILES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,492,035
Total of all expenses incurred2016-12-31$421,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$395,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$814,570
Value of total assets at end of year2016-12-31$10,795,226
Value of total assets at beginning of year2016-12-31$9,724,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,701
Total interest from all sources2016-12-31$1,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$16,953
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$447,813
Participant contributions at end of year2016-12-31$21,563
Participant contributions at beginning of year2016-12-31$21,480
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,944
Total non interest bearing cash at end of year2016-12-31$485
Total non interest bearing cash at beginning of year2016-12-31$2,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,070,401
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,795,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,724,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$8,748
Value of interest in pooled separate accounts at end of year2016-12-31$10,308,287
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,229,112
Interest on participant loans2016-12-31$836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$102,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$100,860
Net investment gain/loss from pooled separate accounts2016-12-31$676,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$362,813
Employer contributions (assets) at end of year2016-12-31$362,813
Employer contributions (assets) at beginning of year2016-12-31$371,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$395,933
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2016-12-31030285593
2015 : R.K. MILES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$702,751
Total of all expenses incurred2015-12-31$96,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$854,943
Value of total assets at end of year2015-12-31$9,724,825
Value of total assets at beginning of year2015-12-31$9,118,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,546
Total interest from all sources2015-12-31$1,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$380
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$433,130
Participant contributions at end of year2015-12-31$21,480
Participant contributions at beginning of year2015-12-31$20,419
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,656
Total non interest bearing cash at end of year2015-12-31$2,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$606,489
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,724,825
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,118,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,229,112
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,632,336
Interest on participant loans2015-12-31$942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$100,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$121,540
Net investment gain/loss from pooled separate accounts2015-12-31$-153,285
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$371,157
Employer contributions (assets) at end of year2015-12-31$371,157
Employer contributions (assets) at beginning of year2015-12-31$344,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,716
Contract administrator fees2015-12-31$16,166
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2015-12-31030285593
2014 : R.K. MILES, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,159,283
Total of all expenses incurred2014-12-31$175,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$149,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$766,081
Value of total assets at end of year2014-12-31$9,118,336
Value of total assets at beginning of year2014-12-31$8,134,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,238
Total interest from all sources2014-12-31$1,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,249
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$419,930
Participant contributions at end of year2014-12-31$20,419
Participant contributions at beginning of year2014-12-31$19,550
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$983,950
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,118,336
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,134,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,632,336
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,698,281
Interest on participant loans2014-12-31$868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$121,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$119,301
Net investment gain/loss from pooled separate accounts2014-12-31$391,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$344,041
Employer contributions (assets) at end of year2014-12-31$344,041
Employer contributions (assets) at beginning of year2014-12-31$294,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$149,095
Contract administrator fees2014-12-31$17,989
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2014-12-31030285593
2013 : R.K. MILES, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,019,866
Total of all expenses incurred2013-12-31$76,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$57,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$751,134
Value of total assets at end of year2013-12-31$8,134,386
Value of total assets at beginning of year2013-12-31$6,190,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,282
Total interest from all sources2013-12-31$1,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,101
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$330,772
Participant contributions at end of year2013-12-31$19,550
Participant contributions at beginning of year2013-12-31$7,913
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$125,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,943,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,134,386
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,190,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,698,281
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,868,083
Income. Interest from loans (other than to participants)2013-12-31$592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$119,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$117,371
Net investment gain/loss from pooled separate accounts2013-12-31$1,267,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$294,995
Employer contributions (assets) at end of year2013-12-31$294,995
Employer contributions (assets) at beginning of year2013-12-31$197,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$57,932
Contract administrator fees2013-12-31$14,181
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2013-12-31030285593
2012 : R.K. MILES, INC. RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,246,084
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$431,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$410,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$497,347
Value of total assets at end of year2012-12-31$6,190,734
Value of total assets at beginning of year2012-12-31$5,376,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,478
Total interest from all sources2012-12-31$1,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,937
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$269,433
Participant contributions at end of year2012-12-31$7,913
Participant contributions at beginning of year2012-12-31$15,258
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,547
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$814,657
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,190,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,376,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,868,083
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,094,286
Interest on participant loans2012-12-31$513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$117,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$115,445
Net investment gain/loss from pooled separate accounts2012-12-31$747,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$197,367
Employer contributions (assets) at end of year2012-12-31$197,367
Employer contributions (assets) at beginning of year2012-12-31$150,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$410,949
Contract administrator fees2012-12-31$14,541
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2012-12-31030285593
2011 : R.K. MILES, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$288,792
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$892,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$877,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$464,927
Value of total assets at end of year2011-12-31$5,376,077
Value of total assets at beginning of year2011-12-31$5,979,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,792
Total interest from all sources2011-12-31$2,257
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$400
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$239,535
Participant contributions at end of year2011-12-31$15,258
Participant contributions at beginning of year2011-12-31$27,892
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$75,347
Total non interest bearing cash at end of year2011-12-31$1,043
Total non interest bearing cash at beginning of year2011-12-31$2,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-603,841
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,376,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,979,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$95
Value of interest in pooled separate accounts at end of year2011-12-31$5,094,286
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,714,598
Interest on participant loans2011-12-31$1,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$115,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$113,558
Net investment gain/loss from pooled separate accounts2011-12-31$-178,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$150,045
Employer contributions (assets) at end of year2011-12-31$150,045
Employer contributions (assets) at beginning of year2011-12-31$121,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$877,841
Contract administrator fees2011-12-31$14,297
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2011-12-31030285593
2010 : R.K. MILES, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,097,522
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$487,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$462,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$340,457
Value of total assets at end of year2010-12-31$5,979,918
Value of total assets at beginning of year2010-12-31$5,369,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,182
Total interest from all sources2010-12-31$1,660
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,634
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$216,291
Participant contributions at end of year2010-12-31$27,892
Participant contributions at beginning of year2010-12-31$25,858
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,544
Total non interest bearing cash at end of year2010-12-31$2,247
Total non interest bearing cash at beginning of year2010-12-31$6,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$610,521
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,979,918
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,369,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,714,598
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,248,991
Interest on participant loans2010-12-31$1,175
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$113,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,570
Net investment gain/loss from pooled separate accounts2010-12-31$755,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$121,622
Employer contributions (assets) at end of year2010-12-31$121,623
Employer contributions (assets) at beginning of year2010-12-31$81,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$462,819
Contract administrator fees2010-12-31$13,548
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STEVENS, WILCOX, POTVIN, CASSIDY &
Accountancy firm EIN2010-12-31030285593

Form 5500 Responses for R.K. MILES, INC. RETIREMENT PLAN

2022: R.K. MILES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: R.K. MILES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: R.K. MILES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R.K. MILES, INC. RETIREMENT PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: R.K. MILES, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: R.K. MILES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813627
Policy instance 1
Insurance contract or identification number813627
Number of Individuals Covered329
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813627
Policy instance 1
Insurance contract or identification number813627
Number of Individuals Covered325
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813627
Policy instance 1
Insurance contract or identification number813627
Number of Individuals Covered285
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813627
Policy instance 1
Insurance contract or identification number813627
Number of Individuals Covered256
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-05-14
Total amount of commissions paid to insurance brokerUSD $11,008
Total amount of fees paid to insurance companyUSD $2,919
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,986
Insurance broker organization code?3
Amount paid for insurance broker fees2919
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered212
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $29,237
Total amount of fees paid to insurance companyUSD $5,834
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,145
Insurance broker organization code?3
Amount paid for insurance broker fees5834
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered202
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,342
Total amount of fees paid to insurance companyUSD $5,546
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,234
Insurance broker organization code?3
Amount paid for insurance broker fees5546
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,086
Total amount of fees paid to insurance companyUSD $11,953
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,978
Insurance broker organization code?3
Amount paid for insurance broker fees11953
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered181
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,982
Total amount of fees paid to insurance companyUSD $4,218
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $16,982
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered171
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,145
Total amount of fees paid to insurance companyUSD $8,885
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,145
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered177
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,086
Total amount of fees paid to insurance companyUSD $2,803
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14073
Policy instance 1
Insurance contract or identification number14073
Number of Individuals Covered168
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,161
Total amount of fees paid to insurance companyUSD $13,219
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,161
Insurance broker organization code?3
Amount paid for insurance broker fees13219
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSE REIMBURSEMENT
Insurance broker namePENSION WORKS, INC.

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