MILLER & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 assets | 2017-12-22 | 1,551,319 |
Acturial value of plan assets | 2017-12-22 | 1,551,319 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-22 | 0 |
Number of terminated vested participants | 2017-12-22 | 1 |
Fundng target for terminated vested participants | 2017-12-22 | 7,682 |
Active participant vested funding target | 2017-12-22 | 1,204,883 |
Number of active participants | 2017-12-22 | 2 |
Total funding liabilities for active participants | 2017-12-22 | 1,204,883 |
Total participant count | 2017-12-22 | 3 |
Total funding target for all participants | 2017-12-22 | 1,212,565 |
Balance at beginning of prior year after applicable adjustments | 2017-12-22 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-22 | 407,069 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-22 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-22 | 0 |
Amount remaining of carryover balance | 2017-12-22 | 0 |
Amount remaining of prefunding balance | 2017-12-22 | 407,069 |
Present value of excess contributions | 2017-12-22 | 5,029 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-22 | 5,029 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-22 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-22 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-22 | 0 |
Balance of carryovers at beginning of current year | 2017-12-22 | 0 |
Balance of prefunding at beginning of current year | 2017-12-22 | 431,534 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-22 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-22 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-22 | 0 |
Liquidity shortfalls end of Q1 | 2017-12-22 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-22 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-22 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-22 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-22 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-22 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-22 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-22 | 20,463 |
Net shortfall amortization installment of oustanding balance | 2017-12-22 | 102,581 |
Waiver amortization installment | 2017-12-22 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-22 | 28,007 |
Carryover balance elected to use to offset funding requirement | 2017-12-22 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-22 | 28,007 |
Additional cash requirement | 2017-12-22 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-22 | 0 |
Unpaid minimum required contributions for current year | 2017-12-22 | 0 |
Unpaid minimum required contributions for all years | 2017-12-22 | 0 |
2016: MILLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2016 401k membership |
---|
Market value of plan assets | 2016-12-31 | 1,252,541 |
Acturial value of plan assets | 2016-12-31 | 1,252,541 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 7,329 |
Active participant vested funding target | 2016-12-31 | 961,691 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 961,691 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 969,020 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 407,762 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 407,762 |
Present value of excess contributions | 2016-12-31 | 7,310 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 7,310 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 407,069 |
Total employer contributions | 2016-12-31 | 166,125 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 159,074 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 145,130 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 40,950 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 154,045 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 154,045 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 159,074 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |