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MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameMILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
Plan identification number 002

MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Plan covering Self-Employed individuals.
  • 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

MILLER & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MILLER & ASSOCIATES
Employer identification number (EIN):200995181
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01MARTIN MILLER2018-09-18
0022016-01-01MARTIN MILLER2017-06-05
0022015-01-01MARTIN MILLER2016-10-17 MARTIN MILLER2016-10-17
0022014-01-01MARTIN MILLER2015-10-14 MARTIN MILLER2015-10-14
0022013-01-01MARTIN MILLER2014-07-18 MARTIN MILLER2014-07-18
0022012-01-01MARTIN MILLER2013-09-17
0022011-01-01MARTIN MILLER2012-10-08
0022010-01-01MARTIN MILLER2011-10-14

Plan Statistics for MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2017: MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-221,551,319
Acturial value of plan assets2017-12-221,551,319
Funding target for retired participants and beneficiaries receiving payment2017-12-220
Number of terminated vested participants2017-12-221
Fundng target for terminated vested participants2017-12-227,682
Active participant vested funding target2017-12-221,204,883
Number of active participants2017-12-222
Total funding liabilities for active participants2017-12-221,204,883
Total participant count2017-12-223
Total funding target for all participants2017-12-221,212,565
Balance at beginning of prior year after applicable adjustments2017-12-220
Prefunding balance at beginning of prior year after applicable adjustments2017-12-22407,069
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-220
Prefunding balanced used to offset prior years funding requirement2017-12-220
Amount remaining of carryover balance2017-12-220
Amount remaining of prefunding balance2017-12-22407,069
Present value of excess contributions2017-12-225,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-225,029
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-220
Reductions in caryover balances due to elections or deemed elections2017-12-220
Reductions in prefunding balances due to elections or deemed elections2017-12-220
Balance of carryovers at beginning of current year2017-12-220
Balance of prefunding at beginning of current year2017-12-22431,534
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-220
Contributions made to avoid restrictions adjusted to valuation date2017-12-220
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-220
Liquidity shortfalls end of Q12017-12-220
Liquidity shortfalls end of Q22017-12-220
Liquidity shortfalls end of Q32017-12-220
Liquidity shortfalls end of Q42017-12-220
Unpaid minimum required contributions for all prior years2017-12-220
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-220
Remaining amount of unpaid minimum required contributions2017-12-220
Minimum required contributions for current year target normal cost2017-12-2220,463
Net shortfall amortization installment of oustanding balance2017-12-22102,581
Waiver amortization installment2017-12-220
Total funding amount beforereflecting carryover/prefunding balances2017-12-2228,007
Carryover balance elected to use to offset funding requirement2017-12-220
Prefunding balance elected to use to offset funding requirement2017-12-2228,007
Additional cash requirement2017-12-220
Contributions allocatedtoward minimum required contributions for current year2017-12-220
Unpaid minimum required contributions for current year2017-12-220
Unpaid minimum required contributions for all years2017-12-220
2016: MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,252,541
Acturial value of plan assets2016-12-311,252,541
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-317,329
Active participant vested funding target2016-12-31961,691
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31961,691
Total participant count2016-12-313
Total funding target for all participants2016-12-31969,020
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31407,762
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31407,762
Present value of excess contributions2016-12-317,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31407,069
Total employer contributions2016-12-31166,125
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31159,074
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31145,130
Net shortfall amortization installment of oustanding balance2016-12-3140,950
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31154,045
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31154,045
Contributions allocatedtoward minimum required contributions for current year2016-12-31159,074
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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