401k Plan data: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST plan

DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DARLING MILLIGAN PC has sponsored the creation of one or more 401k plans.

Company Name: DARLING MILLIGAN PC

Employer identification number (EIN): 841552769

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIAN MILLIGAN 2022-07-08
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BRIAN MILLIGAN
001 2017-01-01 BRIAN MILLIGAN
001 2016-01-01 BRIAN MILLIGAN
001 2015-01-01 BRIAN MILLIGAN
001 2014-01-01 BRIAN D. MILLIGAN
001 2013-01-01 BRIAN D. MILLIGAN
001 2012-01-01 BRIAN D. MILLIGAN
001 2011-01-01 BRIAN D. MILLIGAN
001 2010-01-01 BRIAN D. MILLIGAN
001 2009-01-01 BRIAN D. MILLIGAN

Plan Statistics for DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 19
Number of participants with account balances 2021-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	19
Number of participants with account balances	2021-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$928,390
Expenses. Total of all expenses incurred	2021-12-31	$2,741,995
Benefits paid (including direct rollovers)	2021-12-31	$2,694,473
Total plan assets at end of year	2021-12-31	$2,126,486
Total plan assets at beginning of year	2021-12-31	$3,940,091
Value of fidelity bond covering the plan	2021-12-31	$195,000
Total contributions received or receivable from participants	2021-12-31	$205,474
Expenses. Other expenses not covered elsewhere	2021-12-31	$41,218
Other income received	2021-12-31	$556,170
Net income (gross income less expenses)	2021-12-31	$-1,813,605
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,126,486
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,940,091
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$166,746
Value of certain deemed distributions of participant loans	2021-12-31	$6,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$1,226,121
Expenses. Total of all expenses incurred	2020-12-31	$1,906,728
Benefits paid (including direct rollovers)	2020-12-31	$1,905,568
Total plan assets at end of year	2020-12-31	$3,940,091
Total plan assets at beginning of year	2020-12-31	$4,620,698
Value of fidelity bond covering the plan	2020-12-31	$195,000
Total contributions received or receivable from participants	2020-12-31	$206,125
Contributions received from other sources (not participants or employers)	2020-12-31	$58,657
Other income received	2020-12-31	$735,470
Net income (gross income less expenses)	2020-12-31	$-680,607
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,940,091
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,620,698
Assets. Value of participant loans	2020-12-31	$9,153
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$129,250
Total contributions received or receivable from employer(s)	2020-12-31	$225,869
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,186,558
Expenses. Total of all expenses incurred	2019-12-31	$63,537
Benefits paid (including direct rollovers)	2019-12-31	$15,312
Total plan assets at end of year	2019-12-31	$4,620,698
Total plan assets at beginning of year	2019-12-31	$3,497,677
Value of fidelity bond covering the plan	2019-12-31	$195,000
Total contributions received or receivable from participants	2019-12-31	$185,231
Other income received	2019-12-31	$771,778
Net income (gross income less expenses)	2019-12-31	$1,123,021
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,620,698
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,497,677
Assets. Value of participant loans	2019-12-31	$3,890
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$119,742
Total contributions received or receivable from employer(s)	2019-12-31	$229,549
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$48,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$105,818
Expenses. Total of all expenses incurred	2018-12-31	$2,139
Total plan assets at end of year	2018-12-31	$3,497,677
Total plan assets at beginning of year	2018-12-31	$3,393,998
Value of fidelity bond covering the plan	2018-12-31	$195,000
Total contributions received or receivable from participants	2018-12-31	$164,213
Other income received	2018-12-31	$-277,479
Net income (gross income less expenses)	2018-12-31	$103,679
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,497,677
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,393,998
Assets. Value of participant loans	2018-12-31	$5,265
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$77,556
Total contributions received or receivable from employer(s)	2018-12-31	$219,084
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$813,572
Expenses. Total of all expenses incurred	2017-12-31	$4,526
Benefits paid (including direct rollovers)	2017-12-31	$2,627
Total plan assets at end of year	2017-12-31	$3,393,998
Total plan assets at beginning of year	2017-12-31	$2,584,952
Value of fidelity bond covering the plan	2017-12-31	$195,000
Total contributions received or receivable from participants	2017-12-31	$186,720
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,899
Other income received	2017-12-31	$437,860
Net income (gross income less expenses)	2017-12-31	$809,046
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,393,998
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,584,952
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$152,556
Total contributions received or receivable from employer(s)	2017-12-31	$188,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$487,036
Expenses. Total of all expenses incurred	2016-12-31	$361,976
Benefits paid (including direct rollovers)	2016-12-31	$343,379
Total plan assets at end of year	2016-12-31	$2,584,952
Total plan assets at beginning of year	2016-12-31	$2,459,892
Value of fidelity bond covering the plan	2016-12-31	$195,000
Total contributions received or receivable from participants	2016-12-31	$162,661
Expenses. Other expenses not covered elsewhere	2016-12-31	$18,597
Other income received	2016-12-31	$172,243
Net income (gross income less expenses)	2016-12-31	$125,060
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,584,952
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,459,892
Assets. Value of participant loans	2016-12-31	$16,006
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$126,830
Total contributions received or receivable from employer(s)	2016-12-31	$152,132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$183,234
Expenses. Total of all expenses incurred	2015-12-31	$39,436
Benefits paid (including direct rollovers)	2015-12-31	$37,730
Total plan assets at end of year	2015-12-31	$2,459,892
Total plan assets at beginning of year	2015-12-31	$2,316,094
Value of fidelity bond covering the plan	2015-12-31	$195,000
Total contributions received or receivable from participants	2015-12-31	$111,670
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,706
Other income received	2015-12-31	$-47,061
Net income (gross income less expenses)	2015-12-31	$143,798
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,459,892
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,316,094
Assets. Value of participant loans	2015-12-31	$29,298
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$65,199
Total contributions received or receivable from employer(s)	2015-12-31	$118,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$281,119
Expenses. Total of all expenses incurred	2014-12-31	$126,327
Benefits paid (including direct rollovers)	2014-12-31	$109,474
Total plan assets at end of year	2014-12-31	$2,302,938
Total plan assets at beginning of year	2014-12-31	$2,148,146
Value of fidelity bond covering the plan	2014-12-31	$195,000
Total contributions received or receivable from participants	2014-12-31	$89,765
Other income received	2014-12-31	$104,467
Net income (gross income less expenses)	2014-12-31	$154,792
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,302,938
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,148,146
Assets. Value of participant loans	2014-12-31	$13,005
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$140,934
Total contributions received or receivable from employer(s)	2014-12-31	$86,887
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$574,830
Expenses. Total of all expenses incurred	2013-12-31	$57,361
Benefits paid (including direct rollovers)	2013-12-31	$42,963
Total plan assets at end of year	2013-12-31	$2,148,146
Total plan assets at beginning of year	2013-12-31	$1,630,677
Value of fidelity bond covering the plan	2013-12-31	$195,000
Total contributions received or receivable from participants	2013-12-31	$113,155
Other income received	2013-12-31	$401,473
Net income (gross income less expenses)	2013-12-31	$517,469
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,148,146
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,630,677
Assets. Value of participant loans	2013-12-31	$21,309
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$136,028
Total contributions received or receivable from employer(s)	2013-12-31	$60,202
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$387,675
Expenses. Total of all expenses incurred	2012-12-31	$37,305
Benefits paid (including direct rollovers)	2012-12-31	$26,093
Total plan assets at end of year	2012-12-31	$1,630,677
Total plan assets at beginning of year	2012-12-31	$1,280,307
Value of fidelity bond covering the plan	2012-12-31	$195,000
Total contributions received or receivable from participants	2012-12-31	$114,935
Other income received	2012-12-31	$161,074
Net income (gross income less expenses)	2012-12-31	$350,370
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,630,677
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,280,307
Assets. Value of participant loans	2012-12-31	$19,169
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$43,818
Total contributions received or receivable from employer(s)	2012-12-31	$111,666
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$151,123
Expenses. Total of all expenses incurred	2011-12-31	$103,248
Benefits paid (including direct rollovers)	2011-12-31	$91,343
Total plan assets at end of year	2011-12-31	$1,280,307
Total plan assets at beginning of year	2011-12-31	$1,232,432
Value of fidelity bond covering the plan	2011-12-31	$195,000
Total contributions received or receivable from participants	2011-12-31	$110,337
Other income received	2011-12-31	$-56,714
Net income (gross income less expenses)	2011-12-31	$47,875
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,280,307
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,232,432
Assets. Value of participant loans	2011-12-31	$1,305
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$43,916
Total contributions received or receivable from employer(s)	2011-12-31	$97,500
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,905
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$261,970
Expenses. Total of all expenses incurred	2010-12-31	$136,562
Benefits paid (including direct rollovers)	2010-12-31	$126,770
Total plan assets at end of year	2010-12-31	$1,232,432
Total plan assets at beginning of year	2010-12-31	$1,107,024
Value of fidelity bond covering the plan	2010-12-31	$195,000
Total contributions received or receivable from participants	2010-12-31	$95,620
Other income received	2010-12-31	$63,326
Net income (gross income less expenses)	2010-12-31	$125,408
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,232,432
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,107,024
Assets. Value of participant loans	2010-12-31	$1,800
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$48,190
Total contributions received or receivable from employer(s)	2010-12-31	$103,024
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST

2021: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DARLING MILLIGAN HOROWITZ, PC 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95419

Policy instance

Insurance contract or identification number	95419
Number of Individuals Covered	18
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,038
Total amount of fees paid to insurance company	USD $625
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,038
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95419

Policy instance

Insurance contract or identification number	95419
Number of Individuals Covered	22
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $20,592
Total amount of fees paid to insurance company	USD $375
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,592
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95419

Policy instance

Insurance contract or identification number	95419
Number of Individuals Covered	22
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,036
Total amount of fees paid to insurance company	USD $250
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,036
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95419

Policy instance

Insurance contract or identification number	95419
Number of Individuals Covered	22
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $15,093
Total amount of fees paid to insurance company	USD $125
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,093
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

95419

Policy instance

Insurance contract or identification number	95419
Number of Individuals Covered	20
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,153
Total amount of fees paid to insurance company	USD $250
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,153
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	FIRST WESTERN TRUST

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Company Name:	DARLING MILLIGAN PC
Employer identification number (EIN):	841552769
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRIAN MILLIGAN	2022-07-08
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	BRIAN MILLIGAN
001	2017-01-01	BRIAN MILLIGAN
001	2016-01-01	BRIAN MILLIGAN
001	2015-01-01	BRIAN MILLIGAN
001	2014-01-01	BRIAN D. MILLIGAN
001	2013-01-01	BRIAN D. MILLIGAN
001	2012-01-01	BRIAN D. MILLIGAN
001	2011-01-01	BRIAN D. MILLIGAN
001	2010-01-01	BRIAN D. MILLIGAN
001	2009-01-01	BRIAN D. MILLIGAN