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MILES & STOCKBRIDGE RETIREMENT PLAN 401k Plan overview

Plan NameMILES & STOCKBRIDGE RETIREMENT PLAN
Plan identification number 001

MILES & STOCKBRIDGE RETIREMENT 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.
  • 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.

401k Sponsoring company profile

MILES & STOCKBRIDGE P.C. has sponsored the creation of one or more 401k plans.

Company Name:MILES & STOCKBRIDGE P.C.
Employer identification number (EIN):521852131
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MILES & STOCKBRIDGE P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2001-08-06
Company Identification Number: F116764
Legal Registered Office Address: 1751 PINNACLE DRIVE
SUITE 1500
MCLEAN
United States of America (USA)
22102

More information about MILES & STOCKBRIDGE P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILES & STOCKBRIDGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01PAOLO M. PASICOLAN2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01EDWARD J. ADKINS
0012011-01-01EDWARD J. ADKINS
0012009-01-01EDWARD J. ADKINS

Plan Statistics for MILES & STOCKBRIDGE RETIREMENT PLAN

401k plan membership statisitcs for MILES & STOCKBRIDGE RETIREMENT PLAN

Measure Date Value
2022: MILES & STOCKBRIDGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01539
Total number of active participants reported on line 7a of the Form 55002022-01-01332
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01179
Total of all active and inactive participants2022-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01513
Number of participants with account balances2022-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: MILES & STOCKBRIDGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01555
Total number of active participants reported on line 7a of the Form 55002021-01-01361
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01540
Number of participants with account balances2021-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: MILES & STOCKBRIDGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01592
Total number of active participants reported on line 7a of the Form 55002020-01-01386
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01549
Number of participants with account balances2020-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: MILES & STOCKBRIDGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01604
Total number of active participants reported on line 7a of the Form 55002019-01-01426
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01157
Total of all active and inactive participants2019-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01585
Number of participants with account balances2019-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: MILES & STOCKBRIDGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01630
Total number of active participants reported on line 7a of the Form 55002018-01-01454
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01147
Total of all active and inactive participants2018-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01605
Number of participants with account balances2018-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: MILES & STOCKBRIDGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01603
Total number of active participants reported on line 7a of the Form 55002017-01-01472
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01612
Number of participants with account balances2017-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: MILES & STOCKBRIDGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01613
Total number of active participants reported on line 7a of the Form 55002016-01-01463
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01136
Total of all active and inactive participants2016-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01603
Number of participants with account balances2016-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: MILES & STOCKBRIDGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01595
Total number of active participants reported on line 7a of the Form 55002015-01-01477
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01601
Number of participants with account balances2015-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: MILES & STOCKBRIDGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01580
Total number of active participants reported on line 7a of the Form 55002014-01-01470
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01588
Total participants2014-01-01588
Number of participants with account balances2014-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: MILES & STOCKBRIDGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01557
Total number of active participants reported on line 7a of the Form 55002013-01-01458
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01580
Total participants2013-01-01580
Number of participants with account balances2013-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: MILES & STOCKBRIDGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01564
Total number of active participants reported on line 7a of the Form 55002012-01-01427
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-01554
Total participants2012-01-01554
Number of participants with account balances2012-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: MILES & STOCKBRIDGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01573
Total number of active participants reported on line 7a of the Form 55002011-01-01426
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01127
Total of all active and inactive participants2011-01-01555
Total participants2011-01-01555
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: MILES & STOCKBRIDGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01600
Total number of active participants reported on line 7a of the Form 55002009-01-01470
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01113
Total of all active and inactive participants2009-01-01586
Total participants2009-01-01586
Number of participants with account balances2009-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on MILES & STOCKBRIDGE RETIREMENT PLAN

Measure Date Value
2022 : MILES & STOCKBRIDGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-35,727,306
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,410,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,315,387
Value of total corrective distributions2022-12-31$7,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,461,765
Value of total assets at end of year2022-12-31$142,681,696
Value of total assets at beginning of year2022-12-31$195,819,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,291
Total interest from all sources2022-12-31$194,601
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,071,448
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$1,071,448
Administrative expenses professional fees incurred2022-12-31$2,596
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,231,903
Participant contributions at end of year2022-12-31$1,383,140
Participant contributions at beginning of year2022-12-31$1,579,581
Participant contributions at end of year2022-12-31$117,355
Participant contributions at beginning of year2022-12-31$100,800
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,038,477
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,698,648
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$680,286
Other income not declared elsewhere2022-12-31$-785,401
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$-53,138,177
Value of net assets at end of year (total assets less liabilities)2022-12-31$142,681,696
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$195,819,873
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$43,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$86,854,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$130,403,123
Interest on participant loans2022-12-31$68,951
Interest earned on other investments2022-12-31$125,650
Value of interest in common/collective trusts at end of year2022-12-31$38,785,369
Value of interest in common/collective trusts at beginning of year2022-12-31$46,686,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,953,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,599,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,016,776
Net investment gain or loss from common/collective trusts2022-12-31$-7,652,943
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,549,576
Employer contributions (assets) at end of year2022-12-31$2,549,576
Employer contributions (assets) at beginning of year2022-12-31$2,751,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,315,387
Contract administrator fees2022-12-31$41,782
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ELLIN & TUCKER
Accountancy firm EIN2022-12-31520959934
2021 : MILES & STOCKBRIDGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$34,493,389
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,803,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,710,872
Value of total corrective distributions2021-12-31$3,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,242,049
Value of total assets at end of year2021-12-31$195,819,873
Value of total assets at beginning of year2021-12-31$180,129,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,347
Total interest from all sources2021-12-31$250,918
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$985,961
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$985,961
Administrative expenses professional fees incurred2021-12-31$12,594
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,178,560
Participant contributions at end of year2021-12-31$1,579,581
Participant contributions at beginning of year2021-12-31$2,131,533
Participant contributions at end of year2021-12-31$100,800
Participant contributions at beginning of year2021-12-31$146,723
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,698,648
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,191,948
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$299,326
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,160
Other income not declared elsewhere2021-12-31$744,586
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$15,689,896
Value of net assets at end of year (total assets less liabilities)2021-12-31$195,819,873
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$180,129,977
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$33,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$130,403,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$116,631,398
Interest on participant loans2021-12-31$96,794
Interest earned on other investments2021-12-31$154,124
Value of interest in common/collective trusts at end of year2021-12-31$46,686,773
Value of interest in common/collective trusts at beginning of year2021-12-31$40,668,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,599,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,533,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,671,707
Net investment gain or loss from common/collective trusts2021-12-31$5,598,168
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,764,163
Employer contributions (assets) at end of year2021-12-31$2,751,045
Employer contributions (assets) at beginning of year2021-12-31$2,826,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,709,712
Contract administrator fees2021-12-31$42,761
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ELLIN & TUCKER
Accountancy firm EIN2021-12-31520959934
2020 : MILES & STOCKBRIDGE RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$36,745,687
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,305,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,216,441
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,927,347
Value of total assets at end of year2020-12-31$180,129,977
Value of total assets at beginning of year2020-12-31$161,689,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,724
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$298,188
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,032,270
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$1,032,270
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$4,096,562
Participant contributions at end of year2020-12-31$2,131,533
Participant contributions at beginning of year2020-12-31$1,829,946
Participant contributions at end of year2020-12-31$146,723
Participant contributions at beginning of year2020-12-31$204,812
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,191,948
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,537,183
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,989,095
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$818,286
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables 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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$18,440,522
Value of net assets at end of year (total assets less liabilities)2020-12-31$180,129,977
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$161,689,455
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$39,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$116,631,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$103,239,230
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$233,392
Interest on participant loans2020-12-31$101,883
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$196,305
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$40,668,624
Value of interest in common/collective trusts at beginning of year2020-12-31$36,051,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,533,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,430,752
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,502,543
Net investment gain/loss from pooled separate accounts2020-12-31$10,147
Net investment gain or loss from common/collective trusts2020-12-31$5,156,906
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,841,690
Employer contributions (assets) at end of year2020-12-31$2,826,127
Employer contributions (assets) at beginning of year2020-12-31$3,163,071
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,216,441
Contract administrator fees2020-12-31$48,829
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIN & TUCKER
Accountancy firm EIN2020-12-31520959934
2019 : MILES & STOCKBRIDGE RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$15,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,451
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$40,453,038
Total income from all sources (including contributions)2019-12-31$40,453,038
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,524,825
Total of all expenses incurred2019-12-31$19,524,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,363,598
Expenses. Certain deemed distributions of participant loans2019-12-31$59,817
Expenses. Certain deemed distributions of participant loans2019-12-31$59,817
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,701,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,701,582
Value of total assets at end of year2019-12-31$161,689,455
Value of total assets at end of year2019-12-31$161,689,455
Value of total assets at beginning of year2019-12-31$140,776,693
Value of total assets at beginning of year2019-12-31$140,776,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,410
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$-4,055,519
Total interest from all sources2019-12-31$-4,055,519
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,408,595
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,408,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,408,595
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,408,595
Administrative expenses professional fees incurred2019-12-31$4,185
Administrative expenses professional fees incurred2019-12-31$4,185
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$4,254,224
Contributions received from participants2019-12-31$4,254,224
Participant contributions at end of year2019-12-31$1,829,946
Participant contributions at beginning of year2019-12-31$1,786,537
Participant contributions at beginning of year2019-12-31$1,786,537
Participant contributions at end of year2019-12-31$204,812
Participant contributions at end of year2019-12-31$204,812
Participant contributions at beginning of year2019-12-31$220,759
Participant contributions at beginning of year2019-12-31$220,759
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,537,183
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,537,183
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,446,885
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,446,885
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,174,748
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,174,748
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,451
Other income not declared elsewhere2019-12-31$5,279,961
Other income not declared elsewhere2019-12-31$5,279,961
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables 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
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$20,928,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$161,689,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$161,689,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$140,761,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$140,761,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$29,996
Investment advisory and management fees2019-12-31$29,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,239,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,239,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,778,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,778,193
Value of interest in pooled separate accounts at end of year2019-12-31$233,392
Value of interest in pooled separate accounts at end of year2019-12-31$233,392
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$108,889
Interest on participant loans2019-12-31$108,889
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$-4,164,408
Interest earned on other investments2019-12-31$-4,164,408
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$36,051,069
Value of interest in common/collective trusts at end of year2019-12-31$36,051,069
Value of interest in common/collective trusts at beginning of year2019-12-31$28,129,822
Value of interest in common/collective trusts at beginning of year2019-12-31$28,129,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,430,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,430,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,567,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,567,830
Net investment gain/loss from pooled separate accounts2019-12-31$12,297
Net investment gain/loss from pooled separate accounts2019-12-31$12,297
Net investment gain or loss from common/collective trusts2019-12-31$5,538,292
Net investment gain or loss from common/collective trusts2019-12-31$5,538,292
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,272,610
Contributions received in cash from employer2019-12-31$3,272,610
Employer contributions (assets) at end of year2019-12-31$3,163,071
Employer contributions (assets) at end of year2019-12-31$3,163,071
Employer contributions (assets) at beginning of year2019-12-31$3,414,497
Employer contributions (assets) at beginning of year2019-12-31$3,414,497
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,363,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,363,598
Contract administrator fees2019-12-31$67,229
Contract administrator fees2019-12-31$67,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIN & TUCKER
Accountancy firm EIN2019-12-31520959934
Accountancy firm EIN2019-12-31520959934
2018 : MILES & STOCKBRIDGE RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,313
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,677,362
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,232,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,110,962
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,991,517
Value of total assets at end of year2018-12-31$140,776,693
Value of total assets at beginning of year2018-12-31$151,331,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$121,375
Total interest from all sources2018-12-31$87,147
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,537,235
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$6,537,235
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$4,167,076
Participant contributions at end of year2018-12-31$1,786,537
Participant contributions at beginning of year2018-12-31$1,742,956
Participant contributions at end of year2018-12-31$220,759
Participant contributions at beginning of year2018-12-31$133,852
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,446,885
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,106,576
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,409,944
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$15,313
Other income not declared elsewhere2018-12-31$-132,843
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-10,554,975
Value of net assets at end of year (total assets less liabilities)2018-12-31$140,761,242
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$151,316,217
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$95,778,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$102,999,645
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$87,147
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$28,129,822
Value of interest in common/collective trusts at beginning of year2018-12-31$33,843,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,788,157
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-2,017,537
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$3,414,497
Employer contributions (assets) at end of year2018-12-31$3,414,497
Employer contributions (assets) at beginning of year2018-12-31$3,504,894
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,110,962
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$121,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31ELLIN & TUCKER
Accountancy firm EIN2018-12-31520959934
2017 : MILES & STOCKBRIDGE RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,669
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$33,384,660
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,312,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,186,034
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,441,604
Value of total assets at end of year2017-12-31$151,331,530
Value of total assets at beginning of year2017-12-31$125,260,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,762
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$86,358
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,157,562
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$7,157,562
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$4,034,478
Participant contributions at end of year2017-12-31$1,742,956
Participant contributions at beginning of year2017-12-31$1,874,191
Participant contributions at end of year2017-12-31$133,852
Participant contributions at beginning of year2017-12-31$207,369
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,106,576
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,275,115
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,902,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$15,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,669
Other income not declared elsewhere2017-12-31$888,931
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$26,071,864
Value of net assets at end of year (total assets less liabilities)2017-12-31$151,316,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$125,244,353
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$102,999,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,069,844
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$86,358
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$33,843,607
Value of interest in common/collective trusts at beginning of year2017-12-31$24,510,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,616,252
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$4,193,953
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$3,504,894
Employer contributions (assets) at end of year2017-12-31$3,504,894
Employer contributions (assets) at beginning of year2017-12-31$3,322,511
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,186,034
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$126,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31ELLIN & TUCKER
Accountancy firm EIN2017-12-31520959934
2016 : MILES & STOCKBRIDGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,287
Total income from all sources (including contributions)2016-12-31$16,310,595
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,742,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,599,402
Expenses. Certain deemed distributions of participant loans2016-12-31$41,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,890,033
Value of total assets at end of year2016-12-31$125,260,022
Value of total assets at beginning of year2016-12-31$117,691,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,877
Total interest from all sources2016-12-31$84,555
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,749,537
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$2,749,537
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$3,865,389
Participant contributions at end of year2016-12-31$1,874,191
Participant contributions at beginning of year2016-12-31$2,054,322
Participant contributions at end of year2016-12-31$207,369
Participant contributions at beginning of year2016-12-31$138,490
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,275,115
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,722,491
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,702,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,287
Other income not declared elsewhere2016-12-31$508,715
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$7,567,775
Value of net assets at end of year (total assets less liabilities)2016-12-31$125,244,353
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,676,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$88,069,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$84,722,457
Interest on participant loans2016-12-31$84,555
Value of interest in common/collective trusts at end of year2016-12-31$24,510,992
Value of interest in common/collective trusts at beginning of year2016-12-31$20,628,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,448,100
Net investment gain or loss from common/collective trusts2016-12-31$1,629,655
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$3,322,511
Employer contributions (assets) at end of year2016-12-31$3,322,511
Employer contributions (assets) at beginning of year2016-12-31$3,425,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,599,402
Contract administrator fees2016-12-31$101,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ELLIN & TUCKER
Accountancy firm EIN2016-12-31520959934
2015 : MILES & STOCKBRIDGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,189
Total income from all sources (including contributions)2015-12-31$10,440,152
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,467,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,335,928
Expenses. Certain deemed distributions of participant loans2015-12-31$8,703
Value of total corrective distributions2015-12-31$4,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,082,917
Value of total assets at end of year2015-12-31$117,691,865
Value of total assets at beginning of year2015-12-31$116,719,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$117,751
Total interest from all sources2015-12-31$83,214
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,668,006
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$4,668,006
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$3,708,563
Participant contributions at end of year2015-12-31$2,054,322
Participant contributions at beginning of year2015-12-31$1,815,073
Participant contributions at end of year2015-12-31$138,490
Participant contributions at beginning of year2015-12-31$126,497
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,722,491
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$13,582,688
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$946,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,189
Other income not declared elsewhere2015-12-31$-61,272
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$973,047
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,676,578
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$116,703,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$84,722,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$74,765,551
Interest on participant loans2015-12-31$83,214
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$20,628,826
Value of interest in common/collective trusts at beginning of year2015-12-31$22,840,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$172,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$172,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,248,300
Net investment gain or loss from common/collective trusts2015-12-31$-84,413
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$3,427,385
Employer contributions (assets) at end of year2015-12-31$3,425,279
Employer contributions (assets) at beginning of year2015-12-31$3,416,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,335,928
Contract administrator fees2015-12-31$117,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIN & TUCKER
Accountancy firm EIN2015-12-31520959934
2014 : MILES & STOCKBRIDGE RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,667
Total income from all sources (including contributions)2014-12-31$15,297,304
Total of all expenses incurred2014-12-31$8,654,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,447,923
Expenses. Certain deemed distributions of participant loans2014-12-31$73,651
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,312,126
Value of total assets at end of year2014-12-31$116,719,720
Value of total assets at beginning of year2014-12-31$110,072,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,104
Total interest from all sources2014-12-31$108,600
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,884,980
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$4,884,980
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,442,482
Participant contributions at end of year2014-12-31$1,815,073
Participant contributions at beginning of year2014-12-31$1,811,135
Participant contributions at end of year2014-12-31$126,497
Participant contributions at beginning of year2014-12-31$112,320
Assets. Other investments not covered elsewhere at end of year2014-12-31$13,582,688
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,320,952
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$452,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,667
Other income not declared elsewhere2014-12-31$166,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,642,626
Value of net assets at end of year (total assets less liabilities)2014-12-31$116,703,531
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$110,060,905
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
Investment advisory and management fees2014-12-31$133,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$74,765,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$70,966,785
Interest on participant loans2014-12-31$80,413
Value of interest in common/collective trusts at end of year2014-12-31$22,840,794
Value of interest in common/collective trusts at beginning of year2014-12-31$22,875,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$172,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,756,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,756,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$28,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,400,518
Net investment gain or loss from common/collective trusts2014-12-31$1,424,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,416,731
Employer contributions (assets) at end of year2014-12-31$3,416,731
Employer contributions (assets) at beginning of year2014-12-31$3,228,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,447,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STEGMAN & COMPANY
Accountancy firm EIN2014-12-31520947747
2013 : MILES & STOCKBRIDGE RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,667
Total income from all sources (including contributions)2013-12-31$25,494,944
Total of all expenses incurred2013-12-31$11,743,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,575,774
Expenses. Certain deemed distributions of participant loans2013-12-31$101,148
Value of total corrective distributions2013-12-31$6,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,843,271
Value of total assets at end of year2013-12-31$110,072,572
Value of total assets at beginning of year2013-12-31$96,309,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,376
Total interest from all sources2013-12-31$94,930
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,017,944
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$4,017,944
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,222,420
Participant contributions at end of year2013-12-31$1,811,135
Participant contributions at beginning of year2013-12-31$1,797,663
Participant contributions at end of year2013-12-31$112,320
Participant contributions at beginning of year2013-12-31$135,913
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,320,952
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,317,900
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$391,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,667
Other income not declared elsewhere2013-12-31$441,639
Administrative expenses (other) incurred2013-12-31$139
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$13,751,700
Value of net assets at end of year (total assets less liabilities)2013-12-31$110,060,905
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,309,205
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$59,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$70,966,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$74,964,930
Interest on participant loans2013-12-31$78,687
Value of interest in common/collective trusts at end of year2013-12-31$22,875,949
Value of interest in common/collective trusts at beginning of year2013-12-31$5,856,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,756,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,143,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,143,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,093,157
Net investment gain or loss from common/collective trusts2013-12-31$2,004,003
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$3,228,966
Employer contributions (assets) at end of year2013-12-31$3,228,966
Employer contributions (assets) at beginning of year2013-12-31$3,092,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,575,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STEGMAN & COMPANY
Accountancy firm EIN2013-12-31520947747
2012 : MILES & STOCKBRIDGE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$16,446,403
Total of all expenses incurred2012-12-31$4,294,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,158,314
Expenses. Certain deemed distributions of participant loans2012-12-31$72,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,187,438
Value of total assets at end of year2012-12-31$96,309,205
Value of total assets at beginning of year2012-12-31$84,156,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$63,156
Total interest from all sources2012-12-31$93,549
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,014,149
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$2,014,149
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,060,306
Participant contributions at end of year2012-12-31$1,797,663
Participant contributions at beginning of year2012-12-31$1,914,467
Participant contributions at end of year2012-12-31$135,913
Participant contributions at beginning of year2012-12-31$138,360
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,317,900
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,215,959
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,755
Other income not declared elsewhere2012-12-31$195,776
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$12,152,318
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,309,205
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,156,887
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$63,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$74,964,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$62,171,478
Interest on participant loans2012-12-31$84,370
Value of interest in common/collective trusts at end of year2012-12-31$5,856,445
Value of interest in common/collective trusts at beginning of year2012-12-31$9,419,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,143,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,342,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,342,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,043,231
Net investment gain or loss from common/collective trusts2012-12-31$912,260
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$3,092,377
Employer contributions (assets) at end of year2012-12-31$3,092,377
Employer contributions (assets) at beginning of year2012-12-31$2,954,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,158,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31STEGMAN & COMPANY
Accountancy firm EIN2012-12-31520947747
2011 : MILES & STOCKBRIDGE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,902,724
Total of all expenses incurred2011-12-31$2,998,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,905,482
Expenses. Certain deemed distributions of participant loans2011-12-31$29,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,257,465
Value of total assets at end of year2011-12-31$84,156,887
Value of total assets at beginning of year2011-12-31$83,252,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,447
Total interest from all sources2011-12-31$75,383
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,248,549
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$1,248,549
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,146,123
Participant contributions at end of year2011-12-31$1,914,467
Participant contributions at beginning of year2011-12-31$1,216,937
Participant contributions at end of year2011-12-31$138,360
Participant contributions at beginning of year2011-12-31$104,134
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,215,959
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,418,125
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$156,632
Other income not declared elsewhere2011-12-31$-464,923
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$904,619
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,156,887
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,252,268
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$63,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$62,171,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$68,638,850
Interest on participant loans2011-12-31$75,163
Value of interest in common/collective trusts at end of year2011-12-31$9,419,472
Value of interest in common/collective trusts at beginning of year2011-12-31$6,710,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,342,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,360,109
Net investment gain or loss from common/collective trusts2011-12-31$146,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$2,954,710
Employer contributions (assets) at end of year2011-12-31$2,954,710
Employer contributions (assets) at beginning of year2011-12-31$3,163,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,905,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31STEGMAN & COMPANY
Accountancy firm EIN2011-12-31520947747
2010 : MILES & STOCKBRIDGE RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$14,340,347
Total of all expenses incurred2010-12-31$6,021,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,903,100
Expenses. Certain deemed distributions of participant loans2010-12-31$56,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,411,056
Value of total assets at end of year2010-12-31$83,252,268
Value of total assets at beginning of year2010-12-31$74,933,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$61,952
Total interest from all sources2010-12-31$70,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
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$3,245,309
Participant contributions at end of year2010-12-31$1,216,937
Participant contributions at beginning of year2010-12-31$1,118,258
Participant contributions at end of year2010-12-31$104,134
Participant contributions at beginning of year2010-12-31$153,230
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,418,125
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,827,729
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,739
Other income not declared elsewhere2010-12-31$238,265
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$8,318,554
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,252,268
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$74,933,714
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
Investment advisory and management fees2010-12-31$61,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$68,638,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,319,871
Interest on participant loans2010-12-31$67,279
Value of interest in common/collective trusts at end of year2010-12-31$6,710,655
Value of interest in common/collective trusts at beginning of year2010-12-31$6,084,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,222,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,222,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,971,754
Net investment gain or loss from common/collective trusts2010-12-31$649,212
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$3,163,567
Employer contributions (assets) at end of year2010-12-31$3,163,567
Employer contributions (assets) at beginning of year2010-12-31$3,197,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,903,100
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 name2010-12-31STEGMAN & COMPANY
Accountancy firm EIN2010-12-31520947747
2009 : MILES & STOCKBRIDGE RETIREMENT 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 MILES & STOCKBRIDGE RETIREMENT PLAN

2022: MILES & STOCKBRIDGE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: MILES & STOCKBRIDGE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: MILES & STOCKBRIDGE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: MILES & STOCKBRIDGE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MILES & STOCKBRIDGE RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILES & STOCKBRIDGE RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILES & STOCKBRIDGE RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILES & STOCKBRIDGE RETIREMENT 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: MILES & STOCKBRIDGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MILES & STOCKBRIDGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILES & STOCKBRIDGE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILES & STOCKBRIDGE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILES & STOCKBRIDGE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered513
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered540
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered549
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627861
Policy instance 2
Insurance contract or identification number627861
Number of Individuals Covered549
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63417
Policy instance 3
Insurance contract or identification numberGA-63417
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered585
Insurance policy start date2019-04-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627861
Policy instance 2
Insurance contract or identification number627861
Number of Individuals Covered585
Insurance policy start date2019-04-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63417
Policy instance 3
Insurance contract or identification numberGA-63417
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-63417
Policy instance 1
Insurance contract or identification numberGA-63417
Number of Individuals Covered169
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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