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L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameL.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN
Plan identification number 002

L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

LW MILLER PROFESSIONAL SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:LW MILLER PROFESSIONAL SERVICES INC
Employer identification number (EIN):820571300
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KENT STRATFORD
0022016-01-01LARRY W. MILLER
0022015-01-01LARRY W. MILLER
0022014-01-01LARRY W. MILLER LARRY W. MILLER2015-10-15
0022013-01-01LARRY W. MILLER LARRY W. MILLER2014-10-14
0022012-01-01LARRY W. MILLER LARRY W. MILLER2013-10-15
0022011-01-01LARRY W. MILLER LARRY W. MILLER2012-10-16
0022010-01-01LARRY W. MILLER
0022009-01-01LARRY W. MILLER LARRY W. MILLER2010-10-06

Plan Statistics for L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN

401k plan membership statisitcs for L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN

Measure Date Value
2022: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01161
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01273
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01310
Total number of active participants reported on line 7a of the Form 55002021-01-01228
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01309
Number of participants with account balances2021-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01381
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01284
Number of participants with account balances2020-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01380
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01367
Number of participants with account balances2019-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01329
Total number of active participants reported on line 7a of the Form 55002018-01-01158
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01360
Number of participants with account balances2018-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01367
Total number of active participants reported on line 7a of the Form 55002017-01-01195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01135
Total of all active and inactive participants2017-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01331
Number of participants with account balances2017-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01366
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01362
Number of participants with account balances2016-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01329
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01358
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01357
Number of participants with account balances2014-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01322
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01332
Number of participants with account balances2013-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01369
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01308
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01338
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01343
Number of participants with account balances2011-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2010: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01382
Total number of active participants reported on line 7a of the Form 55002010-01-01273
Number of retired or separated participants receiving benefits2010-01-0133
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01356
Number of participants with account balances2010-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0139
2009: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01330
Total number of active participants reported on line 7a of the Form 55002009-01-01266
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01342
Number of participants with account balances2009-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN

Measure Date Value
2022 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-43,439
Total unrealized appreciation/depreciation of assets2022-12-31$-43,439
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-600,806
Total loss/gain on sale of assets2022-12-31$177
Total of all expenses incurred2022-12-31$1,865,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,735,676
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$780,659
Value of total assets at end of year2022-12-31$5,533,261
Value of total assets at beginning of year2022-12-31$7,999,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,748
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$132,642
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$132,642
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$488,609
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$7,421
Participant contributions at beginning of year2022-12-31$13,409
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$47,327
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$27,214
Total non interest bearing cash at beginning of year2022-12-31$7,918
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,466,230
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,533,261
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,999,491
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$87,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,104,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,549,999
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$182,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$161,113
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,518,172
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$194,000
Assets. Invements in employer securities at beginning of year2022-12-31$238,000
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$290,681
Employer contributions (assets) at end of year2022-12-31$17,605
Employer contributions (assets) at beginning of year2022-12-31$29,052
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,735,676
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$42,446
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$96,182
Aggregate carrying amount (costs) on sale of assets2022-12-31$96,005
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JONES SIMKINS LLC
Accountancy firm EIN2022-12-31461592906
2021 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$24,742
Total unrealized appreciation/depreciation of assets2021-12-31$24,742
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,983,062
Total loss/gain on sale of assets2021-12-31$153
Total of all expenses incurred2021-12-31$1,115,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$965,153
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$800,525
Value of total assets at end of year2021-12-31$7,999,491
Value of total assets at beginning of year2021-12-31$7,132,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,771
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$226,854
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$226,854
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$511,338
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$13,409
Participant contributions at beginning of year2021-12-31$12,818
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$48,291
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$7,918
Total non interest bearing cash at beginning of year2021-12-31$4,533
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$867,138
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,999,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,132,353
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$106,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,549,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,576,337
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$161,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$273,084
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$882,497
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$238,000
Assets. Invements in employer securities at beginning of year2021-12-31$238,000
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$289,187
Employer contributions (assets) at end of year2021-12-31$29,052
Employer contributions (assets) at beginning of year2021-12-31$27,581
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$965,153
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$44,390
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$213,620
Aggregate carrying amount (costs) on sale of assets2021-12-31$213,467
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JONES SIMKINS LLC
Accountancy firm EIN2021-12-31461592906
2020 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$42,588
Total unrealized appreciation/depreciation of assets2020-12-31$42,588
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,774,357
Total loss/gain on sale of assets2020-12-31$88
Total of all expenses incurred2020-12-31$1,160,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,047,478
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$776,508
Value of total assets at end of year2020-12-31$7,132,353
Value of total assets at beginning of year2020-12-31$6,518,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$113,212
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$48,685
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$48,685
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$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$460,588
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$12,818
Participant contributions at beginning of year2020-12-31$4,630
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$45,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$47,539
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$4,533
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$613,667
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,132,353
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,518,686
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$98,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,576,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,171,852
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$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$273,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$108,612
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$858,949
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$238,000
Assets. Invements in employer securities at beginning of year2020-12-31$214,000
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$269,964
Employer contributions (assets) at end of year2020-12-31$27,581
Employer contributions (assets) at beginning of year2020-12-31$19,592
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,047,478
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$15,148
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$16,542
Aggregate carrying amount (costs) on sale of assets2020-12-31$16,454
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JONES SIMKINS LLC
Accountancy firm EIN2020-12-31461592906
2019 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,000
Total unrealized appreciation/depreciation of assets2019-12-31$17,000
Total unrealized appreciation/depreciation of assets2019-12-31$17,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$2,036,495
Total income from all sources (including contributions)2019-12-31$2,036,495
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$473,972
Total of all expenses incurred2019-12-31$473,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$727,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$727,262
Value of total assets at end of year2019-12-31$6,518,686
Value of total assets at end of year2019-12-31$6,518,686
Value of total assets at beginning of year2019-12-31$4,956,163
Value of total assets at beginning of year2019-12-31$4,956,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,118
Total interest from all sources2019-12-31$1,568
Total interest from all sources2019-12-31$1,568
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,152
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,152
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,152
Administrative expenses professional fees incurred2019-12-31$4,099
Administrative expenses professional fees incurred2019-12-31$4,099
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$450,661
Contributions received from participants2019-12-31$450,661
Participant contributions at end of year2019-12-31$4,630
Participant contributions at end of year2019-12-31$4,630
Participant contributions at beginning of year2019-12-31$3,768
Participant contributions at beginning of year2019-12-31$3,768
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,176
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,176
Other income not declared elsewhere2019-12-31$83,379
Other income not declared elsewhere2019-12-31$83,379
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$-6
Total non interest bearing cash at beginning of year2019-12-31$-6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,562,523
Value of net income/loss2019-12-31$1,562,523
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,518,686
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,518,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,956,163
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,956,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$105,577
Investment advisory and management fees2019-12-31$105,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,171,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,171,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,645,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,645,325
Interest earned on other investments2019-12-31$1,568
Interest earned on other investments2019-12-31$1,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$108,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$108,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$97,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$97,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,120,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,120,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$214,000
Assets. Invements in employer securities at end of year2019-12-31$214,000
Assets. Invements in employer securities at beginning of year2019-12-31$197,000
Assets. Invements in employer securities at beginning of year2019-12-31$197,000
Contributions received in cash from employer2019-12-31$241,425
Contributions received in cash from employer2019-12-31$241,425
Employer contributions (assets) at end of year2019-12-31$19,592
Employer contributions (assets) at end of year2019-12-31$19,592
Employer contributions (assets) at beginning of year2019-12-31$12,781
Employer contributions (assets) at beginning of year2019-12-31$12,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,854
Contract administrator fees2019-12-31$1,442
Contract administrator fees2019-12-31$1,442
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES SIMKINS LLC
Accountancy firm name2019-12-31JONES SIMKINS LLC
Accountancy firm EIN2019-12-31461592906
Accountancy firm EIN2019-12-31461592906
2018 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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$211,167
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$820,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$733,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$643,432
Value of total assets at end of year2018-12-31$4,956,163
Value of total assets at beginning of year2018-12-31$5,565,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,671
Total interest from all sources2018-12-31$1,034
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,950
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$128,950
Administrative expenses professional fees incurred2018-12-31$7,813
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$424,671
Participant contributions at end of year2018-12-31$3,768
Participant contributions at beginning of year2018-12-31$4,029
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,946
Other income not declared elsewhere2018-12-31$50,167
Total non interest bearing cash at end of year2018-12-31$-6
Total non interest bearing cash at beginning of year2018-12-31$284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-609,511
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,956,163
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,565,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$78,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,645,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,264,760
Interest earned on other investments2018-12-31$1,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$97,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$82,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-612,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$197,000
Assets. Invements in employer securities at beginning of year2018-12-31$200,000
Contributions received in cash from employer2018-12-31$169,815
Employer contributions (assets) at end of year2018-12-31$12,781
Employer contributions (assets) at beginning of year2018-12-31$13,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$733,007
Contract administrator fees2018-12-31$1,451
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 name2018-12-31JONES SIMKINS LLC
Accountancy firm EIN2018-12-31461592906
2017 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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$1,397,701
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$836,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$750,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$658,940
Value of total assets at end of year2017-12-31$5,565,674
Value of total assets at beginning of year2017-12-31$5,004,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,706
Total interest from all sources2017-12-31$677
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$147,289
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$147,289
Administrative expenses professional fees incurred2017-12-31$521
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$443,996
Participant contributions at end of year2017-12-31$4,029
Participant contributions at beginning of year2017-12-31$9,417
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,275
Other income not declared elsewhere2017-12-31$37,497
Administrative expenses (other) incurred2017-12-31$2
Total non interest bearing cash at end of year2017-12-31$284
Total non interest bearing cash at beginning of year2017-12-31$142
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$560,897
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,565,674
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,004,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$82,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,264,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,698,859
Interest earned on other investments2017-12-31$677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$82,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$553,298
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$200,000
Assets. Invements in employer securities at beginning of year2017-12-31$220,000
Contributions received in cash from employer2017-12-31$164,669
Employer contributions (assets) at end of year2017-12-31$13,939
Employer contributions (assets) at beginning of year2017-12-31$14,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$750,098
Contract administrator fees2017-12-31$4,171
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 name2017-12-31JONES SIMKINS LLC
Accountancy firm EIN2017-12-31461592906
2016 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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$842,170
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$580,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$527,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$594,074
Value of total assets at end of year2016-12-31$5,004,777
Value of total assets at beginning of year2016-12-31$4,743,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,486
Total interest from all sources2016-12-31$681
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,268
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$35,268
Administrative expenses professional fees incurred2016-12-31$6,607
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$408,544
Participant contributions at end of year2016-12-31$9,417
Participant contributions at beginning of year2016-12-31$13,750
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,933
Other income not declared elsewhere2016-12-31$22,640
Total non interest bearing cash at end of year2016-12-31$142
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$261,716
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,004,777
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,743,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$45,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,698,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,386,749
Interest earned on other investments2016-12-31$681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$61,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$51,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$189,507
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
Assets. Invements in employer securities at end of year2016-12-31$220,000
Assets. Invements in employer securities at beginning of year2016-12-31$217,000
Contributions received in cash from employer2016-12-31$174,597
Employer contributions (assets) at end of year2016-12-31$14,777
Employer contributions (assets) at beginning of year2016-12-31$73,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$527,968
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 name2016-12-31JONES SIMKINS, LLC
Accountancy firm EIN2016-12-31461592906
2015 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$39,000
Total unrealized appreciation/depreciation of assets2015-12-31$39,000
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$469,909
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$537,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$469,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$575,604
Value of total assets at end of year2015-12-31$4,743,061
Value of total assets at beginning of year2015-12-31$4,810,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,073
Total interest from all sources2015-12-31$14,265
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,774
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$37,774
Administrative expenses professional fees incurred2015-12-31$0
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 period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$409,010
Participant contributions at end of year2015-12-31$13,750
Participant contributions at beginning of year2015-12-31$8,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$720
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$211,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-67,263
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,743,061
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,810,324
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
Investment advisory and management fees2015-12-31$51,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,386,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,744,300
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,267,666
Interest earned on other investments2015-12-31$14,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$51,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-197,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$217,000
Assets. Invements in employer securities at beginning of year2015-12-31$178,000
Contributions received in cash from employer2015-12-31$166,594
Employer contributions (assets) at end of year2015-12-31$73,770
Employer contributions (assets) at beginning of year2015-12-31$24,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$469,099
Contract administrator fees2015-12-31$16,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$369,556
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 name2015-12-31JONES SIMKINS, LLC
Accountancy firm EIN2015-12-31461592906
2014 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$11,000
Total unrealized appreciation/depreciation of assets2014-12-31$11,000
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$765,798
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$245,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$177,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$549,260
Value of total assets at end of year2014-12-31$4,810,324
Value of total assets at beginning of year2014-12-31$4,289,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,796
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$107,365
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$100,721
Administrative expenses professional fees incurred2014-12-31$150
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$392,652
Participant contributions at end of year2014-12-31$8,544
Participant contributions at beginning of year2014-12-31$11,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,341
Total non interest bearing cash at end of year2014-12-31$211,678
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$520,457
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,810,324
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,289,867
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$2,744,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,096,169
Value of interest in pooled separate accounts at end of year2014-12-31$1,267,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$98,173
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$178,000
Assets. Invements in employer securities at beginning of year2014-12-31$167,000
Contributions received in cash from employer2014-12-31$156,608
Employer contributions (assets) at end of year2014-12-31$24,902
Employer contributions (assets) at beginning of year2014-12-31$10,398
Income. Dividends from common stock2014-12-31$6,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$177,545
Contract administrator fees2014-12-31$67,646
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$369,556
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 name2014-12-31JONES SIMKINS, LLC
Accountancy firm EIN2014-12-31461592906
2013 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,000
Total unrealized appreciation/depreciation of assets2013-12-31$3,000
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$1,010,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$479,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$435,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$465,844
Value of total assets at end of year2013-12-31$4,289,867
Value of total assets at beginning of year2013-12-31$3,759,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,175
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$130,125
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$117,534
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$357,104
Participant contributions at end of year2013-12-31$11,891
Participant contributions at beginning of year2013-12-31$19,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,341
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$530,350
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,289,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,759,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$43,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,096,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,568,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$411,120
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$167,000
Assets. Invements in employer securities at beginning of year2013-12-31$164,000
Contributions received in cash from employer2013-12-31$108,740
Employer contributions (assets) at end of year2013-12-31$10,398
Employer contributions (assets) at beginning of year2013-12-31$5,324
Income. Dividends from common stock2013-12-31$12,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$435,564
Contract administrator fees2013-12-31$300
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JONES SIMKINS, LLC
Accountancy firm EIN2013-12-31461592906
2012 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-20,000
Total unrealized appreciation/depreciation of assets2012-12-31$-20,000
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$825,947
Total loss/gain on sale of assets2012-12-31$3,448
Total of all expenses incurred2012-12-31$213,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$173,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$432,682
Value of total assets at end of year2012-12-31$3,759,517
Value of total assets at beginning of year2012-12-31$3,147,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,536
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$104,925
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$85,078
Administrative expenses professional fees incurred2012-12-31$29,401
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$332,283
Participant contributions at end of year2012-12-31$19,132
Participant contributions at beginning of year2012-12-31$14,124
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,612
Total non interest bearing cash at beginning of year2012-12-31$1,206
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$612,410
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,759,517
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,147,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,546,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,045,435
Value of interest in pooled separate accounts at end of year2012-12-31$1,022,442
Value of interest in pooled separate accounts at beginning of year2012-12-31$891,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$181,247
Net investment gain/loss from pooled separate accounts2012-12-31$123,645
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$164,000
Assets. Invements in employer securities at beginning of year2012-12-31$184,000
Contributions received in cash from employer2012-12-31$75,830
Employer contributions (assets) at end of year2012-12-31$5,324
Employer contributions (assets) at beginning of year2012-12-31$7,452
Income. Dividends from common stock2012-12-31$19,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$173,001
Contract administrator fees2012-12-31$956
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
Aggregate proceeds on sale of assets2012-12-31$3,448
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 name2012-12-31JONES SIMKINS, LLC
Accountancy firm EIN2012-12-31461592906
2011 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$14,000
Total unrealized appreciation/depreciation of assets2011-12-31$14,000
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$365,206
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$167,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$122,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$371,971
Value of total assets at end of year2011-12-31$3,147,107
Value of total assets at beginning of year2011-12-31$2,949,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,196
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$84,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$283,830
Participant contributions at end of year2011-12-31$14,124
Participant contributions at beginning of year2011-12-31$6,546
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,612
Other income not declared elsewhere2011-12-31$1,150
Total non interest bearing cash at end of year2011-12-31$1,206
Total non interest bearing cash at beginning of year2011-12-31$7,187
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$198,061
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,147,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,949,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$42,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,045,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,017,504
Value of interest in pooled separate accounts at end of year2011-12-31$891,278
Value of interest in pooled separate accounts at beginning of year2011-12-31$747,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-86,998
Net investment gain/loss from pooled separate accounts2011-12-31$-19,222
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$184,000
Assets. Invements in employer securities at beginning of year2011-12-31$170,000
Contributions received in cash from employer2011-12-31$52,611
Employer contributions (assets) at end of year2011-12-31$7,452
Income. Dividends from common stock2011-12-31$84,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$122,949
Contract administrator fees2011-12-31$1,245
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES SIMKINS PC
Accountancy firm EIN2011-12-31200568678
2010 : L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-7,000
Total unrealized appreciation/depreciation of assets2010-12-31$-7,000
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$416,461
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$268,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$236,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$274,042
Value of total assets at end of year2010-12-31$2,949,046
Value of total assets at beginning of year2010-12-31$2,801,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,853
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$40,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,859
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$253,950
Participant contributions at end of year2010-12-31$6,546
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,092
Total non interest bearing cash at end of year2010-12-31$7,187
Total non interest bearing cash at beginning of year2010-12-31$5,128
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$148,010
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,949,046
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,801,036
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$2,017,504
Value of interest in pooled separate accounts at end of year2010-12-31$747,809
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,608,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,032
Net investment gain/loss from pooled separate accounts2010-12-31$91,360
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
Assets. Invements in employer securities at end of year2010-12-31$170,000
Assets. Invements in employer securities at beginning of year2010-12-31$177,000
Income. Dividends from common stock2010-12-31$40,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$236,598
Contract administrator fees2010-12-31$25,994
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 name2010-12-31JONES SIMKINS PC
Accountancy firm EIN2010-12-31200568678

Form 5500 Responses for L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN

2022: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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 - TrustYes
2021: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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 - TrustYes
2020: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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 - TrustYes
2019: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP 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 - TrustYes
2018: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00175
Policy instance 1
Insurance contract or identification numberK00175
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00175
Policy instance 1
Insurance contract or identification numberK00175
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00175
Policy instance 1
Insurance contract or identification numberK00175
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberWI963175
Policy instance 1
Insurance contract or identification numberWI963175
Number of Individuals Covered365
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00175
Policy instance 1
Insurance contract or identification numberK00175
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00175
Policy instance 1
Insurance contract or identification numberK00175
Number of Individuals Covered329
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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

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