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| Plan Name | MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | RICHARD MILLER | 2015-06-30 | RICHARD MILLER | 2015-06-30 |
| 001 | 2013-01-01 | RICHARD MILLER | 2014-10-07 | RICHARD MILLER | 2014-10-07 |
| 001 | 2012-01-01 | RICHARD MILLER | 2013-07-26 | RICHARD MILLER | 2013-07-26 |
| 001 | 2011-01-01 | RICHARD MILLER | 2012-07-18 | RICHARD MILLER | 2012-07-18 |
| 001 | 2010-01-01 | RICHARD MILLER | 2011-09-28 | RICHARD MILLER | 2011-09-28 |
| Measure | Date | Value |
|---|---|---|
| 2025: MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-12 | 2 |
| Total number of particpants at end of year | 2025-09-12 | 2 |
| Number of Participants With Account Balances | 2025-09-12 | 2 |
| 2024: MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-11 | 3 |
| Total number of particpants at end of year | 2024-09-11 | 2 |
| Number of Participants With Account Balances | 2024-09-11 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-12 | 0 |
| Net assets as of the end of the plan year | 2025-09-12 | 2034811 |
| Total assets as of the beginning of the plan year | 2025-09-12 | 1736552 |
| Value of plan covered by a fidelity bond | 2025-09-12 | 250000 |
| Participant contributions to plan in this plan year | 2025-09-12 | 53000 |
| Other income to plan in this plan year | 2025-09-12 | 245259 |
| Plan net income in this plan year | 2025-09-12 | 298259 |
| Net assets as of the end of the plan year | 2025-09-12 | 2034811 |
| Net assets as of the beginning of the plan year | 2025-09-12 | 1736552 |
| 2024 : MILLER FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-11 | 50805 |
| Net assets as of the end of the plan year | 2024-09-11 | 1736552 |
| Total assets as of the beginning of the plan year | 2024-09-11 | 1533257 |
| Value of plan covered by a fidelity bond | 2024-09-11 | 250000 |
| Participant contributions to plan in this plan year | 2024-09-11 | 48583 |
| Other income to plan in this plan year | 2024-09-11 | 205517 |
| Plan net income in this plan year | 2024-09-11 | 203295 |
| Net assets as of the end of the plan year | 2024-09-11 | 1736552 |
| Net assets as of the beginning of the plan year | 2024-09-11 | 1533257 |