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ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 401k Plan overview

Plan NameENGLAND, THIMS & MILLER, INC. 401(K) PLAN
Plan identification number 001

ENGLAND, THIMS & MILLER, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENGLAND, THIMS & MILLER, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENGLAND, THIMS & MILLER, INC.
Employer identification number (EIN):591773930
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about ENGLAND, THIMS & MILLER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-09-26
Company Identification Number: 547560
Legal Registered Office Address: 14775 OLD ST. AUGUSTINE ROAD

JACKSONVILLE

32258

More information about ENGLAND, THIMS & MILLER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGLAND, THIMS & MILLER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHRISTOPHER K WILKEY
0012023-01-01
0012023-01-01CHRISTOPHER K WILKEY
0012022-01-01
0012022-01-01CHRISTOPHER WILKEY
0012021-01-01
0012021-01-01CHRISTOPHER WILKEY
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01SHAWN BARNETT SHAWN BARNETT2018-10-09
0012016-01-01SAMUEL R CRISSINGER SAMUEL R CRISSINGER2017-09-21
0012015-01-01SAMUEL R CRISSINGER SAMUEL R CRISSINGER2016-09-27
0012014-01-01SAMUEL R CRISSINGER SAMUEL R CRISSINGER2015-09-18
0012013-01-01SAMUEL CRISSINGER SAMUEL CRISSINGER2014-08-21
0012012-01-01SAMUEL R. CRISSINGER SAMUEL R. CRISSINGER2013-09-16
0012011-01-01SAMUEL R CRISSINGER
0012009-01-01SAMUEL R CRISSINGER

Plan Statistics for ENGLAND, THIMS & MILLER, INC. 401(K) PLAN

401k plan membership statisitcs for ENGLAND, THIMS & MILLER, INC. 401(K) PLAN

Measure Date Value
2023: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01337
Total number of active participants reported on line 7a of the Form 55002023-01-01317
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0169
Total of all active and inactive participants2023-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01390
Number of participants with account balances2023-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0125
2022: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01234
Total number of active participants reported on line 7a of the Form 55002022-01-01282
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01337
Number of participants with account balances2022-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01234
Number of participants with account balances2021-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01265
Number of participants with account balances2020-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01226
Total number of active participants reported on line 7a of the Form 55002019-01-01216
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01252
Number of participants with account balances2019-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01225
Total number of active participants reported on line 7a of the Form 55002018-01-01180
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01226
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01181
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01219
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01210
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01188
Number of participants with account balances2015-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01152
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01185
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on ENGLAND, THIMS & MILLER, INC. 401(K) PLAN

Measure Date Value
2023 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,989,217
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,622,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,505,829
Value of total corrective distributions2023-12-31$59,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,812,358
Value of total assets at end of year2023-12-31$47,884,325
Value of total assets at beginning of year2023-12-31$40,517,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$57,934
Total interest from all sources2023-12-31$146,559
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$542,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$542,246
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,062,850
Participant contributions at end of year2023-12-31$396,382
Participant contributions at beginning of year2023-12-31$298,022
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$45,191
Other income not declared elsewhere2023-12-31$-11,450
Administrative expenses (other) incurred2023-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,366,425
Value of net assets at end of year (total assets less liabilities)2023-12-31$47,884,325
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$40,517,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$517
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$32,457,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$26,059,819
Interest on participant loans2023-12-31$15,515
Interest earned on other investments2023-12-31$131,044
Value of interest in common/collective trusts at end of year2023-12-31$8,294,128
Value of interest in common/collective trusts at beginning of year2023-12-31$7,480,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,736,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$6,679,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,225,863
Net investment gain or loss from common/collective trusts2023-12-31$1,273,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$704,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,505,829
Contract administrator fees2023-12-31$56,867
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ENNIS PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2023-12-31591843700
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$9,989,217
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,622,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,505,829
Value of total corrective distributions2023-01-01$59,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,812,358
Value of total assets at end of year2023-01-01$47,884,325
Value of total assets at beginning of year2023-01-01$40,517,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$57,934
Total interest from all sources2023-01-01$146,559
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$542,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$542,246
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,062,850
Participant contributions at end of year2023-01-01$396,382
Participant contributions at beginning of year2023-01-01$298,022
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$45,191
Other income not declared elsewhere2023-01-01$-11,450
Administrative expenses (other) incurred2023-01-01$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$7,366,425
Value of net assets at end of year (total assets less liabilities)2023-01-01$47,884,325
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$40,517,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$517
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$32,457,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$26,059,819
Interest on participant loans2023-01-01$15,515
Interest earned on other investments2023-01-01$131,044
Value of interest in common/collective trusts at end of year2023-01-01$8,294,128
Value of interest in common/collective trusts at beginning of year2023-01-01$7,480,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$6,736,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$6,679,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,225,863
Net investment gain or loss from common/collective trusts2023-01-01$1,273,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$704,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,505,829
Contract administrator fees2023-01-01$56,867
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ENNIS PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2023-01-01591843700
2022 : ENGLAND, THIMS & MILLER, INC. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-5,030,088
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,638,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,565,827
Expenses. Certain deemed distributions of participant loans2022-12-31$30,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,054,166
Value of total assets at end of year2022-12-31$40,517,900
Value of total assets at beginning of year2022-12-31$47,186,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,360
Total interest from all sources2022-12-31$107,434
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$570,401
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$570,401
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,060,833
Participant contributions at end of year2022-12-31$298,022
Participant contributions at beginning of year2022-12-31$419,455
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$306,427
Other income not declared elsewhere2022-12-31$-56,171
Administrative expenses (other) incurred2022-12-31$42,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,669,018
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,517,900
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,186,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,059,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,622,053
Interest on participant loans2022-12-31$14,564
Interest earned on other investments2022-12-31$92,870
Value of interest in common/collective trusts at end of year2022-12-31$7,480,420
Value of interest in common/collective trusts at beginning of year2022-12-31$8,478,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,679,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,666,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,176,252
Net investment gain or loss from common/collective trusts2022-12-31$-1,529,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$686,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,565,827
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ENNIS PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2022-12-31591843700
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-5,030,088
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,638,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,565,827
Expenses. Certain deemed distributions of participant loans2022-01-01$30,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,054,166
Value of total assets at end of year2022-01-01$40,517,900
Value of total assets at beginning of year2022-01-01$47,186,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$42,360
Total interest from all sources2022-01-01$107,434
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$570,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$570,401
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,060,833
Participant contributions at end of year2022-01-01$298,022
Participant contributions at beginning of year2022-01-01$419,455
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$306,427
Other income not declared elsewhere2022-01-01$-56,171
Administrative expenses (other) incurred2022-01-01$42,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,669,018
Value of net assets at end of year (total assets less liabilities)2022-01-01$40,517,900
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$47,186,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$26,059,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$33,622,053
Interest on participant loans2022-01-01$14,564
Interest earned on other investments2022-01-01$92,870
Value of interest in common/collective trusts at end of year2022-01-01$7,480,420
Value of interest in common/collective trusts at beginning of year2022-01-01$8,478,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$6,679,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$4,666,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-7,176,252
Net investment gain or loss from common/collective trusts2022-01-01$-1,529,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$686,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,565,827
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ENNIS PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2022-01-01591843700
2021 : ENGLAND, THIMS & MILLER, INC. 401(K) 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$7,791,093
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,461,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,315,836
Value of total corrective distributions2021-12-31$15,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,944,200
Value of total assets at end of year2021-12-31$47,186,918
Value of total assets at beginning of year2021-12-31$40,856,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,459
Total interest from all sources2021-12-31$183,587
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$747,930
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$747,930
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,425,601
Participant contributions at end of year2021-12-31$419,455
Participant contributions at beginning of year2021-12-31$477,198
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,961
Other income not declared elsewhere2021-12-31$63,362
Administrative expenses (other) incurred2021-12-31$129,459
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$6,330,083
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,186,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,856,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,622,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,535,398
Interest on participant loans2021-12-31$17,374
Interest earned on other investments2021-12-31$166,213
Value of interest in common/collective trusts at end of year2021-12-31$8,478,840
Value of interest in common/collective trusts at beginning of year2021-12-31$7,001,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,666,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,842,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,678,741
Net investment gain or loss from common/collective trusts2021-12-31$1,173,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$464,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,315,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ENNIS PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2021-12-31591843700
2020 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$8,184,136
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,125,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,965,554
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$56,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,372,024
Value of total assets at end of year2020-12-31$40,856,835
Value of total assets at beginning of year2020-12-31$34,797,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,457
Total interest from all sources2020-12-31$83,495
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,175,550
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$1,175,550
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,340,284
Participant contributions at end of year2020-12-31$477,198
Participant contributions at beginning of year2020-12-31$422,280
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$586,936
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,059,044
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,856,835
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,797,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$100,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,535,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,177,209
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$0
Interest on participant loans2020-12-31$19,456
Interest earned on other investments2020-12-31$64,039
Value of interest in common/collective trusts at end of year2020-12-31$7,001,483
Value of interest in common/collective trusts at beginning of year2020-12-31$6,450,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,842,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,747,665
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$3,780,309
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$772,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$444,804
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$1,965,554
Contract administrator fees2020-12-31$2,509
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ENNIS PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2020-12-31591843700
2019 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-2,237
Total unrealized appreciation/depreciation of assets2019-12-31$-2,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,498,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,117,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,018,316
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$17,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,977,574
Value of total assets at end of year2019-12-31$34,797,791
Value of total assets at beginning of year2019-12-31$28,417,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,232
Total interest from all sources2019-12-31$57,171
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,154,406
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$1,154,406
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$1,282,227
Participant contributions at end of year2019-12-31$422,280
Participant contributions at beginning of year2019-12-31$350,976
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$279,935
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$422
Administrative expenses (other) incurred2019-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,380,786
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,797,791
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,417,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,177,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,544,237
Value of interest in pooled separate accounts at end 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$15,051
Interest earned on other investments2019-12-31$42,120
Value of interest in common/collective trusts at end of year2019-12-31$6,450,637
Value of interest in common/collective trusts at beginning of year2019-12-31$1,521,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,747,665
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,589,197
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$721,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$415,412
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$2,018,316
Contract administrator fees2019-12-31$3,638
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
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ENNIS, PELLUM & ASSOCIATES, CPAS
Accountancy firm EIN2019-12-31591843700
2018 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$540,230
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,486,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,481,630
Expenses. Certain deemed distributions of participant loans2018-12-31$4,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,753,893
Value of total assets at end of year2018-12-31$28,417,005
Value of total assets at beginning of year2018-12-31$29,363,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100
Total interest from all sources2018-12-31$17,065
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,955,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,955,612
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,261,088
Participant contributions at end of year2018-12-31$350,976
Participant contributions at beginning of year2018-12-31$391,628
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,382
Other income not declared elsewhere2018-12-31$-262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-946,250
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,417,005
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,363,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,544,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,996,991
Interest on participant loans2018-12-31$17,065
Value of interest in common/collective trusts at end of year2018-12-31$1,521,792
Value of interest in common/collective trusts at beginning of year2018-12-31$1,974,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,217,748
Net investment gain or loss from common/collective trusts2018-12-31$31,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$432,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,481,630
Contract administrator fees2018-12-31$100
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2018-12-31591843700
2017 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,061,984
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$515,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$515,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,731,524
Value of total assets at end of year2017-12-31$29,363,255
Value of total assets at beginning of year2017-12-31$21,816,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$16,371
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,620,769
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$1,620,769
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,165,815
Participant contributions at end of year2017-12-31$391,628
Participant contributions at beginning of year2017-12-31$441,629
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,162,755
Other income not declared elsewhere2017-12-31$-112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,546,457
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,363,255
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,816,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,996,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,135,265
Interest on participant loans2017-12-31$16,371
Value of interest in common/collective trusts at end of year2017-12-31$1,974,636
Value of interest in common/collective trusts at beginning of year2017-12-31$2,239,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,665,217
Net investment gain or loss from common/collective trusts2017-12-31$28,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$402,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$515,527
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2017-12-31591843700
2016 : ENGLAND, THIMS & MILLER, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,502,704
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$649,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$649,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,480,033
Value of total assets at end of year2016-12-31$21,816,798
Value of total assets at beginning of year2016-12-31$19,963,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$14,225
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$608,841
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$608,841
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,094,087
Participant contributions at end of year2016-12-31$441,629
Participant contributions at beginning of year2016-12-31$392,253
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,853,265
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,816,798
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,963,533
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$19,135,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,740,738
Interest on participant loans2016-12-31$14,225
Value of interest in common/collective trusts at end of year2016-12-31$2,239,904
Value of interest in common/collective trusts at beginning of year2016-12-31$1,830,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$377,566
Net investment gain or loss from common/collective trusts2016-12-31$22,039
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$384,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$649,439
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 name2016-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2016-12-31591843700
2015 : ENGLAND, THIMS & MILLER, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,706,163
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$551,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$551,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,410,907
Value of total assets at end of year2015-12-31$19,963,533
Value of total assets at beginning of year2015-12-31$18,808,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$17,800
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$968,956
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$968,956
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,021,494
Participant contributions at end of year2015-12-31$392,253
Participant contributions at beginning of year2015-12-31$497,305
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,154,993
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,963,533
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,808,540
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$17,740,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,747,626
Interest on participant loans2015-12-31$17,800
Value of interest in common/collective trusts at end of year2015-12-31$1,830,542
Value of interest in common/collective trusts at beginning of year2015-12-31$1,563,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-709,384
Net investment gain or loss from common/collective trusts2015-12-31$17,884
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$349,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$551,170
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 name2015-12-31ENNIS, PELLUM & ASSCOCIATES, CPA'S
Accountancy firm EIN2015-12-31591843700
2014 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,326,725
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$942,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$942,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,349,183
Value of total assets at end of year2014-12-31$18,808,540
Value of total assets at beginning of year2014-12-31$17,424,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$19,269
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$925,556
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$925,556
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$845,620
Participant contributions at end of year2014-12-31$497,305
Participant contributions at beginning of year2014-12-31$526,388
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$193,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,383,921
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,808,540
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,424,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,747,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,010,909
Interest on participant loans2014-12-31$19,269
Value of interest in common/collective trusts at end of year2014-12-31$1,563,609
Value of interest in common/collective trusts at beginning of year2014-12-31$887,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,009
Net investment gain or loss from common/collective trusts2014-12-31$5,708
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$310,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$942,804
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 name2014-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2014-12-31591843700
2013 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,393,317
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$447,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$447,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,017,128
Value of total assets at end of year2013-12-31$17,424,619
Value of total assets at beginning of year2013-12-31$13,478,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$18,098
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$648,490
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$648,490
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
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$702,625
Participant contributions at end of year2013-12-31$526,388
Participant contributions at beginning of year2013-12-31$484,149
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,945,908
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,424,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,478,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,010,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,908,182
Interest on participant loans2013-12-31$18,098
Value of interest in common/collective trusts at end of year2013-12-31$887,322
Value of interest in common/collective trusts at beginning of year2013-12-31$1,086,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,701,108
Net investment gain or loss from common/collective trusts2013-12-31$8,493
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$261,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$447,409
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 name2013-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2013-12-31591843700
2012 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,503,048
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$524,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$524,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$900,604
Value of total assets at end of year2012-12-31$13,478,711
Value of total assets at beginning of year2012-12-31$11,500,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$15,598
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$266,137
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$266,137
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
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$602,996
Participant contributions at end of year2012-12-31$484,149
Participant contributions at beginning of year2012-12-31$358,075
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$89,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,978,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,478,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,500,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,908,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,213,015
Interest on participant loans2012-12-31$15,598
Value of interest in common/collective trusts at end of year2012-12-31$1,086,380
Value of interest in common/collective trusts at beginning of year2012-12-31$929,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,312,630
Net investment gain or loss from common/collective trusts2012-12-31$8,079
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$208,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$524,505
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 name2012-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2012-12-31591843700
2011 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$564,603
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$816,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$816,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$867,414
Value of total assets at end of year2011-12-31$11,500,168
Value of total assets at beginning of year2011-12-31$11,752,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$13,180
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$179,299
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$179,299
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
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$650,769
Participant contributions at end of year2011-12-31$358,075
Participant contributions at beginning of year2011-12-31$296,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-252,213
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,500,168
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,752,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,213,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,359,375
Interest on participant loans2011-12-31$13,180
Value of interest in common/collective trusts at end of year2011-12-31$929,078
Value of interest in common/collective trusts at beginning of year2011-12-31$1,096,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-497,506
Net investment gain or loss from common/collective trusts2011-12-31$2,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$216,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$816,816
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 name2011-12-31ENNIS,PELLUM & ASSOCIATES,CPA'S
Accountancy firm EIN2011-12-31591843700
2010 : ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,125,936
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,255,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,238,378
Expenses. Certain deemed distributions of participant loans2010-12-31$2,284
Value of total corrective distributions2010-12-31$14,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$852,482
Value of total assets at end of year2010-12-31$11,752,381
Value of total assets at beginning of year2010-12-31$10,881,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$10,451
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$102,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$102,841
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$620,239
Participant contributions at end of year2010-12-31$296,840
Participant contributions at beginning of year2010-12-31$178,231
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,706
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$870,396
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,752,381
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,881,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,359,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,388,973
Interest on participant loans2010-12-31$10,451
Value of interest in common/collective trusts at end of year2010-12-31$1,096,166
Value of interest in common/collective trusts at beginning of year2010-12-31$1,314,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,153,942
Net investment gain or loss from common/collective trusts2010-12-31$6,220
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$200,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,238,378
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 name2010-12-31ENNIS, PELLUM & ASSOCIATES, CPA'S
Accountancy firm EIN2010-12-31591843700

Form 5500 Responses for ENGLAND, THIMS & MILLER, INC. 401(K) PLAN

2023: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: ENGLAND, THIMS & MILLER, INC. 401(K) 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: ENGLAND, THIMS & MILLER, INC. 401(K) 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: ENGLAND, THIMS & MILLER, INC. 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ENGLAND, THIMS & MILLER, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1781
Policy instance 1
Insurance contract or identification numberDH1781
Number of Individuals Covered390
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1781
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1781
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63080
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63080
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63080
Policy instance 1

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