LEVANDER, GILLEN & MILLER, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN
401k plan membership statisitcs for LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 26 |
| Number of participants with account balances | 2022-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 23 |
| Number of participants with account balances | 2021-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 30 |
| Number of participants with account balances | 2020-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 28 |
| Number of participants with account balances | 2019-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 25 |
| Number of participants with account balances | 2018-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 23 |
| Number of participants with account balances | 2017-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-955,690 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $102,463 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $92,673 |
| Total plan assets at end of year | 2022-12-31 | $7,453,379 |
| Total plan assets at beginning of year | 2022-12-31 | $8,511,532 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $191,570 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $41,738 |
| Other income received | 2022-12-31 | $-1,307,058 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,058,153 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,453,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,511,532 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $118,060 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,790 |
| 2021 : LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,332,362 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,915,465 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,905,358 |
| Total plan assets at end of year | 2021-12-31 | $8,511,532 |
| Total plan assets at beginning of year | 2021-12-31 | $10,094,635 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $169,085 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,038,950 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,583,103 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,511,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,094,635 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $124,327 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,107 |
| 2020 : LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,471,847 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,409,361 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,399,931 |
| Total plan assets at end of year | 2020-12-31 | $10,094,635 |
| Total plan assets at beginning of year | 2020-12-31 | $10,032,149 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $167,472 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $26,821 |
| Other income received | 2020-12-31 | $1,133,179 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $62,486 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,094,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,032,149 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $144,375 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,430 |
| 2019 : LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,938,046 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $41,686 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $20,710 |
| Total plan assets at end of year | 2019-12-31 | $10,032,149 |
| Total plan assets at beginning of year | 2019-12-31 | $8,135,789 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $186,436 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,632,292 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,896,360 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,032,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,135,789 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $119,318 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $20,976 |
| 2018 : LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-161,539 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,199,488 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,174,533 |
| Total plan assets at end of year | 2018-12-31 | $8,135,789 |
| Total plan assets at beginning of year | 2018-12-31 | $10,496,816 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $187,987 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-502,063 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,361,027 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,135,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,496,816 |
| Assets. Value of participant loans | 2018-12-31 | $4,091 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $152,537 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $24,955 |
| 2017 : LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,788,746 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $478,196 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $472,224 |
| Total plan assets at end of year | 2017-12-31 | $10,496,816 |
| Total plan assets at beginning of year | 2017-12-31 | $9,186,266 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $220,957 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,441,927 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,310,550 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,496,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,186,266 |
| Assets. Value of participant loans | 2017-12-31 | $12,746 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $125,862 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,972 |
| 2022: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LEVANDER, GILLEN & MILLER, P.A. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
