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MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Life insurance

401k Sponsoring company profile

MILLER JOHNSON SNELL & CUMMISKEY PLC has sponsored the creation of one or more 401k plans.

Company Name:MILLER JOHNSON SNELL & CUMMISKEY PLC
Employer identification number (EIN):381603110
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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
0012017-01-01BETSY RAYMOND
0012016-01-01BETSY RAYMOND
0012015-01-01BETSY RAYMOND
0012014-01-01BETSY RAYMOND
0012013-01-01BETSY RAYMOND
0012012-01-01BETSY F. RAYMOND
0012011-01-01BETSY F. RAYMOND
0012009-01-01BETSY F. RAYMOND

Plan Statistics for MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-01154
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01194
Number of participants with account balances2022-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01183
Number of participants with account balances2021-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01174
Number of participants with account balances2020-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01161
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01158
Total number of active participants reported on line 7a of the Form 55002017-01-01139
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01158
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01164
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01156
Number of participants with account balances2014-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01164
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01165
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01168
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01177
Number of participants with account balances2009-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$124,859
Total transfer of assets from this plan2022-12-31$8,417,181
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$0
Total income from all sources (including contributions)2022-12-31$-10,124,653
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,824,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,652,654
Value of total corrective distributions2022-12-31$535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,753,535
Value of total assets at end of year2022-12-31$75,151,596
Value of total assets at beginning of year2022-12-31$99,392,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$170,896
Total interest from all sources2022-12-31$31,323
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$821,828
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$821,828
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,850,281
Participant contributions at end of year2022-12-31$230,188
Participant contributions at beginning of year2022-12-31$211,882
Participant contributions at end of year2022-12-31$64,311
Participant contributions at beginning of year2022-12-31$71,603
Assets. Other investments not covered elsewhere at end of year2022-12-31$27,043,821
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$40,158,155
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$395,432
Other income not declared elsewhere2022-12-31$-5,495,235
Administrative expenses (other) incurred2022-12-31$71,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,948,738
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,151,596
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$99,392,656
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
Investment advisory and management fees2022-12-31$99,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,790,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$54,758,053
Interest on participant loans2022-12-31$12,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,823,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,039,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,039,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,236,104
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$2,507,822
Employer contributions (assets) at end of year2022-12-31$198,885
Employer contributions (assets) at beginning of year2022-12-31$153,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,652,654
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 name2022-12-31BEENE GARTER, A DOEREN MAYHEW FIRM
Accountancy firm EIN2022-12-31382492570
2021 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$186,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,658,292
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,930,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,750,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,991,545
Value of total assets at end of year2021-12-31$99,392,656
Value of total assets at beginning of year2021-12-31$90,478,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$180,060
Total interest from all sources2021-12-31$14,580
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$901,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$901,404
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,856,429
Participant contributions at end of year2021-12-31$211,882
Participant contributions at beginning of year2021-12-31$223,101
Participant contributions at end of year2021-12-31$71,603
Participant contributions at beginning of year2021-12-31$82,941
Assets. Other investments not covered elsewhere at end of year2021-12-31$40,158,155
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$37,454,760
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$804,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$4,782,191
Administrative expenses (other) incurred2021-12-31$79,642
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$8,727,400
Value of net assets at end of year (total assets less liabilities)2021-12-31$99,392,656
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$90,478,965
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
Investment advisory and management fees2021-12-31$100,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,758,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,011,250
Interest on participant loans2021-12-31$11,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,039,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,670,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,670,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,968,572
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$2,330,740
Employer contributions (assets) at end of year2021-12-31$153,447
Employer contributions (assets) at beginning of year2021-12-31$36,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,750,832
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 name2021-12-31BEENE GARTER, A DOEREN MAYHEW FIRM
Accountancy firm EIN2021-12-31382492570
2020 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$930,364
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,897,089
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,041,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,909,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,393,127
Value of total assets at end of year2020-12-31$90,478,965
Value of total assets at beginning of year2020-12-31$83,553,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,140
Total interest from all sources2020-12-31$25,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$631,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$631,540
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,619,707
Participant contributions at end of year2020-12-31$223,101
Participant contributions at beginning of year2020-12-31$271,152
Participant contributions at end of year2020-12-31$82,941
Participant contributions at beginning of year2020-12-31$71,860
Assets. Other investments not covered elsewhere at end of year2020-12-31$37,454,760
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$35,302,792
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$532,110
Other income not declared elsewhere2020-12-31$4,727,964
Administrative expenses (other) incurred2020-12-31$28,808
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$7,855,917
Value of net assets at end of year (total assets less liabilities)2020-12-31$90,478,965
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,553,412
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
Investment advisory and management fees2020-12-31$103,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,011,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,572,533
Interest on participant loans2020-12-31$14,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,670,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,269,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,269,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,118,836
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$2,241,310
Employer contributions (assets) at end of year2020-12-31$36,232
Employer contributions (assets) at beginning of year2020-12-31$65,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,909,032
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 name2020-12-31BEENE GARTER LLP
Accountancy firm EIN2020-12-31381337372
2019 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$501,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,679,320
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,615,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,476,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,712,381
Value of total assets at end of year2019-12-31$83,553,412
Value of total assets at beginning of year2019-12-31$67,988,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$138,461
Total interest from all sources2019-12-31$48,960
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$653,704
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$653,704
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,536,959
Participant contributions at end of year2019-12-31$271,152
Participant contributions at beginning of year2019-12-31$287,617
Participant contributions at end of year2019-12-31$71,860
Participant contributions at beginning of year2019-12-31$70,930
Assets. Other investments not covered elsewhere at end of year2019-12-31$35,302,792
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$28,231,934
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,830
Other income not declared elsewhere2019-12-31$6,249,531
Administrative expenses (other) incurred2019-12-31$85,849
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash 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$15,064,188
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,553,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,988,018
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$52,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,572,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,727,905
Interest on participant loans2019-12-31$15,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,269,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,645,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,645,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$33,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,014,744
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$2,171,592
Employer contributions (assets) at end of year2019-12-31$65,125
Employer contributions (assets) at beginning of year2019-12-31$24,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,476,671
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 name2019-12-31BEENE GARTER LLP
Accountancy firm EIN2019-12-31381337372
2018 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$5,998,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-472,742
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,691,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,564,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,565,319
Value of total assets at end of year2018-12-31$67,988,018
Value of total assets at beginning of year2018-12-31$69,153,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$127,103
Total interest from all sources2018-12-31$29,086
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,116,063
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$1,116,063
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,449,315
Participant contributions at end of year2018-12-31$287,617
Participant contributions at beginning of year2018-12-31$309,449
Participant contributions at end of year2018-12-31$70,930
Participant contributions at beginning of year2018-12-31$71,270
Assets. Other investments not covered elsewhere at end of year2018-12-31$28,231,934
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$26,923,634
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,796
Other income not declared elsewhere2018-12-31$-1,714,849
Administrative expenses (other) incurred2018-12-31$17,423
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,164,556
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,988,018
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,153,627
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
Investment advisory and management fees2018-12-31$109,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,727,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,423,313
Interest on participant loans2018-12-31$16,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,645,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,385,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,385,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,468,361
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$2,111,208
Employer contributions (assets) at end of year2018-12-31$24,463
Employer contributions (assets) at beginning of year2018-12-31$40,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,564,711
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 name2018-12-31BEENE GARTER LLP
Accountancy firm EIN2018-12-31381337372
2017 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$444,745
Total transfer of assets from this plan2017-12-31$4,121,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,597,549
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,044,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,937,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,451,251
Value of total assets at end of year2017-12-31$69,153,627
Value of total assets at beginning of year2017-12-31$63,277,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,510
Total interest from all sources2017-12-31$22,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$838,840
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$838,840
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,362,585
Participant contributions at end of year2017-12-31$309,449
Participant contributions at beginning of year2017-12-31$245,170
Participant contributions at end of year2017-12-31$71,270
Participant contributions at beginning of year2017-12-31$86,792
Assets. Other investments not covered elsewhere at end of year2017-12-31$26,923,634
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$27,419,746
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$138,748
Other income not declared elsewhere2017-12-31$3,696,560
Administrative expenses (other) incurred2017-12-31$23,590
Total non interest bearing cash at end of year2017-12-31$408
Total non interest bearing cash at beginning of year2017-12-31$255
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$9,552,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,153,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,277,331
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
Investment advisory and management fees2017-12-31$83,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,423,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,316,152
Interest on participant loans2017-12-31$13,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,385,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,153,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,153,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,588,303
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$1,949,918
Employer contributions (assets) at end of year2017-12-31$40,519
Employer contributions (assets) at beginning of year2017-12-31$55,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,937,046
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 name2017-12-31BEENE GARTER LLP
Accountancy firm EIN2017-12-31381337372
2016 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$1,535,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,622,032
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,641,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,551,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,427,287
Value of total assets at end of year2016-12-31$63,277,331
Value of total assets at beginning of year2016-12-31$58,832,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$89,854
Total interest from all sources2016-12-31$17,197
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$694,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$694,600
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,399,564
Participant contributions at end of year2016-12-31$245,170
Participant contributions at beginning of year2016-12-31$255,905
Participant contributions at end of year2016-12-31$86,792
Participant contributions at beginning of year2016-12-31$108,383
Assets. Other investments not covered elsewhere at end of year2016-12-31$27,419,746
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$26,903,766
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$117,653
Other income not declared elsewhere2016-12-31$2,289,001
Administrative expenses (other) incurred2016-12-31$64,519
Total non interest bearing cash at end of year2016-12-31$255
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,980,955
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,277,331
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,832,088
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$25,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,316,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,522,837
Interest on participant loans2016-12-31$11,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,153,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$954,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$954,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,193,947
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$1,910,070
Employer contributions (assets) at end of year2016-12-31$55,619
Employer contributions (assets) at beginning of year2016-12-31$86,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,551,223
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 name2016-12-31BEENE GARTER LLP
Accountancy firm EIN2016-12-31381337372
2015 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$159,777
Total transfer of assets from this plan2015-12-31$676,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,640,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,554,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,471,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,604,436
Value of total assets at end of year2015-12-31$58,832,088
Value of total assets at beginning of year2015-12-31$59,262,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,340
Total interest from all sources2015-12-31$15,559
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$681,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$681,350
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,500,220
Participant contributions at end of year2015-12-31$255,905
Participant contributions at beginning of year2015-12-31$240,713
Participant contributions at end of year2015-12-31$108,383
Participant contributions at beginning of year2015-12-31$75,682
Assets. Other investments not covered elsewhere at end of year2015-12-31$26,903,766
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$27,600,144
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,418
Other income not declared elsewhere2015-12-31$-644,929
Administrative expenses (other) incurred2015-12-31$60,035
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$85,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,832,088
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,262,807
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$2,711
Investment advisory and management fees2015-12-31$23,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,522,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,141,562
Interest on participant loans2015-12-31$14,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$954,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,100,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,100,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,015,940
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$1,997,798
Employer contributions (assets) at end of year2015-12-31$86,259
Employer contributions (assets) at beginning of year2015-12-31$101,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,471,416
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 name2015-12-31BEENE GARTER LLP
Accountancy firm EIN2015-12-31381337372
2014 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$239,189
Total transfer of assets from this plan2014-12-31$1,502,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,277,352
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,645,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,546,970
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,458,904
Value of total assets at end of year2014-12-31$59,262,807
Value of total assets at beginning of year2014-12-31$56,894,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,760
Total interest from all sources2014-12-31$15,478
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$632,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$632,687
Administrative expenses professional fees incurred2014-12-31$0
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$1,423,089
Participant contributions at end of year2014-12-31$240,713
Participant contributions at beginning of year2014-12-31$173,450
Participant contributions at end of year2014-12-31$75,682
Participant contributions at beginning of year2014-12-31$89,852
Assets. Other investments not covered elsewhere at end of year2014-12-31$27,600,144
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$29,427,924
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$118,183
Other income not declared elsewhere2014-12-31$1,715,059
Administrative expenses (other) incurred2014-12-31$58,752
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$2,206
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,631,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,262,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,894,469
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
Assets. partnership/joint venture interests at end of year2014-12-31$2,711
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$40,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,141,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,832,916
Interest on participant loans2014-12-31$11,715
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,100,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,283,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,283,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,763
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,455,224
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,917,632
Employer contributions (assets) at end of year2014-12-31$101,811
Employer contributions (assets) at beginning of year2014-12-31$84,147
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,546,970
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
Aggregate proceeds on sale of assets2014-12-31$7,775
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,775
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 name2014-12-31BEENE GARTER LLP
Accountancy firm EIN2014-12-31381337372
2013 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$69,694
Total transfer of assets from this plan2013-12-31$1,166,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,291,996
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,705,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,606,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,302,117
Value of total assets at end of year2013-12-31$56,894,469
Value of total assets at beginning of year2013-12-31$47,404,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,424
Total interest from all sources2013-12-31$11,118
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$460,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$460,207
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$1,436,405
Participant contributions at end of year2013-12-31$173,450
Participant contributions at beginning of year2013-12-31$195,367
Participant contributions at end of year2013-12-31$89,852
Participant contributions at beginning of year2013-12-31$76,650
Assets. Other investments not covered elsewhere at end of year2013-12-31$29,427,924
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$25,142,657
Other income not declared elsewhere2013-12-31$4,504,040
Administrative expenses (other) incurred2013-12-31$61,502
Total non interest bearing cash at end of year2013-12-31$2,206
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,586,413
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,894,469
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,404,927
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
Investment advisory and management fees2013-12-31$37,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,832,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,089,414
Interest on participant loans2013-12-31$9,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,283,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$824,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$824,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,014,514
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$1,865,712
Employer contributions (assets) at end of year2013-12-31$84,147
Employer contributions (assets) at beginning of year2013-12-31$76,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,606,159
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 name2013-12-31BEENE GARTER LLP
Accountancy firm EIN2013-12-31381337372
2012 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$10,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$8,618,931
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,901,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,860,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,275,172
Value of total assets at end of year2012-12-31$47,404,927
Value of total assets at beginning of year2012-12-31$42,676,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,254
Total interest from all sources2012-12-31$12,430
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$455,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$455,896
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 period2012-12-31Yes
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$1,327,292
Participant contributions at end of year2012-12-31$195,367
Participant contributions at beginning of year2012-12-31$289,440
Participant contributions at end of year2012-12-31$76,650
Participant contributions at beginning of year2012-12-31$76,448
Assets. Other investments not covered elsewhere at end of year2012-12-31$25,142,657
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20,898,906
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$150,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,930
Other income not declared elsewhere2012-12-31$2,529,507
Administrative expenses (other) incurred2012-12-31$30,568
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$4,717,691
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,404,927
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,676,591
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
Investment advisory and management fees2012-12-31$9,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,089,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,316,346
Interest on participant loans2012-12-31$11,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$824,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,025,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,025,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,345,926
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$1,796,911
Employer contributions (assets) at end of year2012-12-31$76,539
Employer contributions (assets) at beginning of year2012-12-31$63,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,860,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BEENE GARTER LLP
Accountancy firm EIN2012-12-31381337372
2011 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$538,423
Total transfer of assets from this plan2011-12-31$1,577,440
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$2,310,784
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,642,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,605,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,059,056
Value of total assets at end of year2011-12-31$42,676,591
Value of total assets at beginning of year2011-12-31$44,047,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,304
Total interest from all sources2011-12-31$14,321
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$541,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$541,572
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$1,309,554
Participant contributions at end of year2011-12-31$289,440
Participant contributions at beginning of year2011-12-31$195,866
Participant contributions at end of year2011-12-31$76,448
Participant contributions at beginning of year2011-12-31$71,520
Assets. Other investments not covered elsewhere at end of year2011-12-31$20,898,906
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$22,949,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,639
Other income not declared elsewhere2011-12-31$-467,667
Administrative expenses (other) incurred2011-12-31$28,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-331,541
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,676,591
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,047,149
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$9,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,316,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,290,953
Interest on participant loans2011-12-31$13,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,025,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,463,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,463,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-836,498
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$1,749,502
Employer contributions (assets) at end of year2011-12-31$63,386
Employer contributions (assets) at beginning of year2011-12-31$68,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,605,021
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 name2011-12-31BEENE GARTER LLP
Accountancy firm EIN2011-12-31381337372
2010 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$72,626
Total transfer of assets from this plan2010-12-31$3,570,878
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$7,873,679
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$947,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$916,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,107,578
Value of total assets at end of year2010-12-31$44,047,149
Value of total assets at beginning of year2010-12-31$40,619,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,578
Total interest from all sources2010-12-31$25,636
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$359,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$359,401
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$1,321,609
Participant contributions at end of year2010-12-31$195,866
Participant contributions at beginning of year2010-12-31$192,435
Participant contributions at end of year2010-12-31$71,520
Participant contributions at beginning of year2010-12-31$87,419
Assets. Other investments not covered elsewhere at end of year2010-12-31$22,949,551
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$23,230,429
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$57,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,954
Other income not declared elsewhere2010-12-31$2,280,444
Administrative expenses (other) incurred2010-12-31$23,674
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$6,925,872
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,047,149
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,619,529
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$5,603
Investment advisory and management fees2010-12-31$7,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,290,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,356,053
Interest on participant loans2010-12-31$12,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,463,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,635,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,635,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,214
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,100,620
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$1,728,031
Employer contributions (assets) at end of year2010-12-31$68,797
Employer contributions (assets) at beginning of year2010-12-31$103,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$915,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BEENE GARTER LLP
Accountancy firm EIN2010-12-31381337372
2009 : MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN

2022: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
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
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $88
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $67
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $55
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $57
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?3
Insurance broker nameDANA LEE WALES CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $45
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43
Insurance broker organization code?3
Insurance broker nameDANA LEE WALES CFP
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number7654662
Policy instance 1
Insurance contract or identification number7654662
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number10701
Policy instance 1
Insurance contract or identification number10701
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number10701
Policy instance 1
Insurance contract or identification number10701
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22226724
Policy instance 1
Insurance contract or identification number22226724
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number10701
Policy instance 2
Insurance contract or identification number10701
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number10701
Policy instance 2
Insurance contract or identification number10701
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22226724
Policy instance 1
Insurance contract or identification number22226724
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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