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PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

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

Company Name:PAUL MILLER, INC.
Employer identification number (EIN):222106441
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL MILLER
0012016-01-01PAUL MILLER
0012015-01-01PAUL MILLER
0012014-01-01PAUL MILLER
0012013-01-01PAUL MILLER
0012012-01-01PAUL MILLER
0012011-01-01PAUL T. MILLER
0012010-01-01PAUL T. MILLER
0012009-01-01PAUL T. MILLER

Plan Statistics for PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01833
Total number of active participants reported on line 7a of the Form 55002022-01-01606
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01797
Number of participants with account balances2022-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01775
Total number of active participants reported on line 7a of the Form 55002021-01-01592
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01774
Number of participants with account balances2021-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01869
Total number of active participants reported on line 7a of the Form 55002020-01-01648
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01787
Total participants2020-01-01787
Number of participants with account balances2020-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01880
Total number of active participants reported on line 7a of the Form 55002019-01-01579
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01187
Total of all active and inactive participants2019-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01769
Number of participants with account balances2019-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01833
Total number of active participants reported on line 7a of the Form 55002018-01-01563
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01186
Total of all active and inactive participants2018-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01751
Number of participants with account balances2018-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01815
Total number of active participants reported on line 7a of the Form 55002017-01-01557
Number of other retired or separated participants entitled to future benefits2017-01-01144
Total of all active and inactive participants2017-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01701
Number of participants with account balances2017-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01752
Total number of active participants reported on line 7a of the Form 55002016-01-01525
Number of other retired or separated participants entitled to future benefits2016-01-01195
Total of all active and inactive participants2016-01-01720
Total participants2016-01-01720
Number of participants with account balances2016-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01612
Total number of active participants reported on line 7a of the Form 55002015-01-01435
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-01635
Total participants2015-01-01635
Number of participants with account balances2015-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01546
Total number of active participants reported on line 7a of the Form 55002014-01-01396
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01137
Total of all active and inactive participants2014-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01533
Number of participants with account balances2014-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01520
Total number of active participants reported on line 7a of the Form 55002013-01-01364
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01477
Number of participants with account balances2013-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01415
Total number of active participants reported on line 7a of the Form 55002012-01-01376
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01457
Total participants2012-01-01457
Number of participants with account balances2012-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01430
Total number of active participants reported on line 7a of the Form 55002011-01-01311
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01413
Total participants2011-01-01413
Number of participants with account balances2011-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01453
Total number of active participants reported on line 7a of the Form 55002010-01-01280
Number of other retired or separated participants entitled to future benefits2010-01-0186
Total of all active and inactive participants2010-01-01366
Total participants2010-01-01366
Number of participants with account balances2010-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01513
Total number of active participants reported on line 7a of the Form 55002009-01-01280
Number of other retired or separated participants entitled to future benefits2009-01-01130
Total of all active and inactive participants2009-01-01410
Total participants2009-01-01410
Number of participants with account balances2009-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,734
Total income from all sources (including contributions)2022-12-31$-3,500,698
Total of all expenses incurred2022-12-31$2,821,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,743,049
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,563,164
Value of total assets at end of year2022-12-31$28,905,199
Value of total assets at beginning of year2022-12-31$35,172,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,210
Total interest from all sources2022-12-31$3,510
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
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$3,142,026
Participant contributions at end of year2022-12-31$57,150
Participant contributions at beginning of year2022-12-31$64,546
Participant contributions at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$140,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$54,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,321,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,850,465
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,172,422
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,848,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,107,876
Interest on participant loans2022-12-31$3,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,067,372
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
Contributions received in cash from employer2022-12-31$280,394
Employer contributions (assets) at end of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,743,049
Contract administrator fees2022-12-31$78,210
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2022-12-31222027092
2021 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$236,592
Total income from all sources (including contributions)2021-12-31$6,642,849
Total of all expenses incurred2021-12-31$2,319,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,319,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,875,515
Value of total assets at end of year2021-12-31$35,172,422
Value of total assets at beginning of year2021-12-31$30,612,086
Total interest from all sources2021-12-31$4,580
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,589,056
Participant contributions at end of year2021-12-31$64,546
Participant contributions at beginning of year2021-12-31$71,493
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,471
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$4,323,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,172,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,612,086
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$35,107,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,540,593
Interest on participant loans2021-12-31$4,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,762,754
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$247,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,319,105
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 name2021-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2021-12-31222027092
2020 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,138,431
Total of all expenses incurred2020-12-31$2,855,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,855,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,170,983
Value of total assets at end of year2020-12-31$30,612,086
Value of total assets at beginning of year2020-12-31$26,328,700
Total interest from all sources2020-12-31$5,189
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$1,940,923
Participant contributions at end of year2020-12-31$71,493
Participant contributions at beginning of year2020-12-31$123,597
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,283,386
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,612,086
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,328,700
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$30,540,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,205,103
Interest on participant loans2020-12-31$5,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,962,259
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$210,468
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,855,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Accountancy firm name2020-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2020-12-31222027092
2019 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,219,274
Total of all expenses incurred2019-12-31$1,730,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,730,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,349,144
Value of total assets at end of year2019-12-31$26,328,700
Value of total assets at beginning of year2019-12-31$20,840,269
Total interest from all sources2019-12-31$8,018
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
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 period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,099,731
Participant contributions at end of year2019-12-31$123,597
Participant contributions at beginning of year2019-12-31$214,464
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,488,431
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,328,700
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,840,269
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,205,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,625,805
Interest on participant loans2019-12-31$8,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,862,112
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$193,310
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,730,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2019-12-31222027092
2018 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,178,712
Total of all expenses incurred2018-12-31$1,820,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,815,398
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,500,162
Value of total assets at end of year2018-12-31$20,840,269
Value of total assets at beginning of year2018-12-31$21,481,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,839
Total interest from all sources2018-12-31$10,396
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$4,839
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$2,163,965
Participant contributions at end of year2018-12-31$214,464
Participant contributions at beginning of year2018-12-31$229,308
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$147,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-641,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,840,269
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,481,794
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$20,625,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,252,486
Interest on participant loans2018-12-31$10,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,331,846
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$188,222
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,815,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2018-12-31222027092
2017 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,765,867
Total of all expenses incurred2017-12-31$2,186,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,186,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,348,707
Value of total assets at end of year2017-12-31$21,481,794
Value of total assets at beginning of year2017-12-31$17,902,735
Total interest from all sources2017-12-31$10,658
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$2,003,013
Participant contributions at end of year2017-12-31$229,308
Participant contributions at beginning of year2017-12-31$259,050
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$127,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,579,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,481,794
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,902,735
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$21,252,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,643,685
Interest on participant loans2017-12-31$10,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,406,502
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$217,750
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,186,808
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 name2017-12-31PAUL MILLER, INC. & ITS AFFILIATES
Accountancy firm EIN2017-12-31222106441
2016 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,207,306
Total of all expenses incurred2016-12-31$1,119,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,119,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,264,422
Value of total assets at end of year2016-12-31$17,902,735
Value of total assets at beginning of year2016-12-31$15,814,856
Total interest from all sources2016-12-31$11,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,780,295
Participant contributions at end of year2016-12-31$259,050
Participant contributions at beginning of year2016-12-31$308,259
Participant contributions at beginning of year2016-12-31$15,047
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$316,817
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$2,087,879
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,902,735
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,814,856
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,643,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,490,665
Interest on participant loans2016-12-31$11,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$931,249
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$167,310
Employer contributions (assets) at beginning of year2016-12-31$885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,119,427
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 name2016-12-31WITHUM SMITH & BROWN
Accountancy firm EIN2016-12-31222027092
2015 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,939,202
Total of all expenses incurred2015-12-31$930,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$930,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,002,030
Value of total assets at end of year2015-12-31$15,814,856
Value of total assets at beginning of year2015-12-31$14,806,133
Total interest from all sources2015-12-31$13,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$1,703,319
Participant contributions at end of year2015-12-31$308,259
Participant contributions at beginning of year2015-12-31$336,687
Participant contributions at end of year2015-12-31$15,047
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$125,486
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$1,008,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,814,856
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,806,133
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$15,490,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,469,446
Interest on participant loans2015-12-31$13,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,028
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$173,225
Employer contributions (assets) at end of year2015-12-31$885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$930,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2015-12-31222027092
2014 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$732,087
Total unrealized appreciation/depreciation of assets2014-12-31$732,087
Total income from all sources (including contributions)2014-12-31$2,516,270
Total of all expenses incurred2014-12-31$1,451,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,451,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,769,166
Value of total assets at end of year2014-12-31$14,806,133
Value of total assets at beginning of year2014-12-31$13,740,964
Total interest from all sources2014-12-31$15,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,538,576
Participant contributions at end of year2014-12-31$336,687
Participant contributions at beginning of year2014-12-31$409,710
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,112
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$1,065,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,806,133
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,740,964
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$14,469,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,331,254
Interest on participant loans2014-12-31$15,017
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$164,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,451,101
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 name2014-12-31THE MIRONOV GROUP
Accountancy firm EIN2014-12-31222208030
2013 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,189,307
Total unrealized appreciation/depreciation of assets2013-12-31$2,189,307
Total income from all sources (including contributions)2013-12-31$3,811,958
Total of all expenses incurred2013-12-31$684,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$672,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,606,318
Value of total assets at end of year2013-12-31$13,740,964
Value of total assets at beginning of year2013-12-31$10,613,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,460
Total interest from all sources2013-12-31$16,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,373,299
Participant contributions at end of year2013-12-31$409,710
Participant contributions at beginning of year2013-12-31$353,282
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$81,670
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$3,127,814
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,740,964
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,613,150
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$13,331,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,259,868
Interest on participant loans2013-12-31$16,333
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$151,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$672,684
Contract administrator fees2013-12-31$11,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31THE MIRONOV GROUP
Accountancy firm EIN2013-12-31222208030
2012 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$948,447
Total unrealized appreciation/depreciation of assets2012-12-31$948,447
Total income from all sources (including contributions)2012-12-31$2,422,033
Total of all expenses incurred2012-12-31$682,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$672,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,460,799
Value of total assets at end of year2012-12-31$10,613,150
Value of total assets at beginning of year2012-12-31$8,873,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,033
Total interest from all sources2012-12-31$12,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,202,311
Participant contributions at end of year2012-12-31$353,282
Participant contributions at beginning of year2012-12-31$334,084
Participant contributions at beginning of year2012-12-31$12,774
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$356,101
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$122,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,546
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$1,739,707
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,613,150
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,873,443
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$10,259,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,166,980
Interest on participant loans2012-12-31$12,787
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$135,751
Employer contributions (assets) at beginning of year2012-12-31$958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$672,293
Contract administrator fees2012-12-31$10,033
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
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 name2012-12-31THE MIRONOV GROUP
Accountancy firm EIN2012-12-31222208030
2011 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$852,976
Total of all expenses incurred2011-12-31$369,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$358,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,226,470
Value of total assets at end of year2011-12-31$8,873,443
Value of total assets at beginning of year2011-12-31$8,389,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,358
Total interest from all sources2011-12-31$17,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$1,061,810
Participant contributions at end of year2011-12-31$334,084
Participant contributions at beginning of year2011-12-31$407,172
Participant contributions at end of year2011-12-31$12,774
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,546
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$483,555
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,873,443
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,389,888
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
Value of interest in pooled separate accounts at end of year2011-12-31$8,166,980
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,606,455
Interest on participant loans2011-12-31$17,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$356,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$321,261
Net investment gain or loss from common/collective trusts2011-12-31$-390,613
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$122,226
Employer contributions (assets) at end of year2011-12-31$958
Employer contributions (assets) at beginning of year2011-12-31$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$358,063
Contract administrator fees2011-12-31$11,358
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 name2011-12-31THE MIRONOV GROUP LLC
Accountancy firm EIN2011-12-31222208030
2010 : PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$755,210
Total unrealized appreciation/depreciation of assets2010-12-31$755,210
Total income from all sources (including contributions)2010-12-31$1,867,696
Total of all expenses incurred2010-12-31$1,453,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,453,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,095,870
Value of total assets at end of year2010-12-31$8,389,888
Value of total assets at beginning of year2010-12-31$7,975,395
Total interest from all sources2010-12-31$16,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$888,290
Participant contributions at end of year2010-12-31$407,172
Participant contributions at beginning of year2010-12-31$262,773
Participant contributions at beginning of year2010-12-31$1,320
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$45,688
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$414,493
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,389,888
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,975,395
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$7,606,455
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,281,609
Interest on participant loans2010-12-31$16,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$321,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$298,657
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$161,892
Employer contributions (assets) at end of year2010-12-31$55,000
Employer contributions (assets) at beginning of year2010-12-31$131,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,453,203
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31MIRONOV SLOAN & PARZIALE LLC
Accountancy firm EIN2010-12-31222208030

Form 5500 Responses for PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN

2022: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING 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 - TrustYes
2021: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING 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: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING 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: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PAUL MILLER, INC. & ITS AFFILIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80099
Policy instance 1
Insurance contract or identification number350-80099
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80099
Policy instance 1
Insurance contract or identification number350-80099
Number of Individuals Covered498
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80099
Policy instance 1
Insurance contract or identification number350-80099
Number of Individuals Covered563
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80099
Policy instance 1
Insurance contract or identification number350-80099
Number of Individuals Covered563
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,723
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 $2,723
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80099
Policy instance 1
Insurance contract or identification number350-80099
Number of Individuals Covered514
Total amount of commissions paid to insurance brokerUSD $3,730
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 $1,886
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35000977
Policy instance 1
Insurance contract or identification number35000977
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $37,788
Total amount of fees paid to insurance companyUSD $8,462
Commission paid to Insurance BrokerUSD $37,788
Amount paid for insurance broker fees8462
Insurance broker nameWELLS FARGO ADVISORS LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35-00977
Policy instance 1
Insurance contract or identification number35-00977
Number of Individuals Covered314
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,373
Total amount of fees paid to insurance companyUSD $9,642
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35-00977
Policy instance 1
Insurance contract or identification number35-00977
Number of Individuals Covered366
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $39,224
Total amount of fees paid to insurance companyUSD $8,646
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

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