?>
Logo

MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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

MILLER FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILLER FINANCIAL, INC.
Employer identification number (EIN):201543251
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about MILLER FINANCIAL, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 2000-03-23
Company Identification Number: 238973
Legal Registered Office Address: 3274 LAKE RIDGE DR

DUBUQUE
United States of America (USA)
52003

More information about MILLER FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RICHARD MILLER2015-06-30 RICHARD MILLER2015-06-30
0012013-01-01RICHARD MILLER2014-10-07 RICHARD MILLER2014-10-07
0012012-01-01RICHARD MILLER2013-07-26 RICHARD MILLER2013-07-26
0012011-01-01RICHARD MILLER2012-07-18 RICHARD MILLER2012-07-18
0012010-01-01RICHARD MILLER2011-09-28 RICHARD MILLER2011-09-28

Plan Statistics for MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-122
Total number of particpants at end of year2025-09-122
Number of Participants With Account Balances2025-09-122
2024: MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-113
Total number of particpants at end of year2024-09-112
Number of Participants With Account Balances2024-09-112

Financial Data on MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-120
Net assets as of the end of the plan year2025-09-122034811
Total assets as of the beginning of the plan year2025-09-121736552
Value of plan covered by a fidelity bond2025-09-12250000
Participant contributions to plan in this plan year2025-09-1253000
Other income to plan in this plan year2025-09-12245259
Plan net income in this plan year2025-09-12298259
Net assets as of the end of the plan year2025-09-122034811
Net assets as of the beginning of the plan year2025-09-121736552
2024 : MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1150805
Net assets as of the end of the plan year2024-09-111736552
Total assets as of the beginning of the plan year2024-09-111533257
Value of plan covered by a fidelity bond2024-09-11250000
Participant contributions to plan in this plan year2024-09-1148583
Other income to plan in this plan year2024-09-11205517
Plan net income in this plan year2024-09-11203295
Net assets as of the end of the plan year2024-09-111736552
Net assets as of the beginning of the plan year2024-09-111533257

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3