J. LEE MILLIGAN, INC. has sponsored the creation of one or more 401k plans.
Additional information about J. LEE MILLIGAN, INC.
Submission information for form 5500 for 401k plan J LEE MILLIGAN HEALTH BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2019 : J LEE MILLIGAN HEALTH BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-10-31 | $4,628,004 |
| Total of all expenses incurred | 2019-10-31 | $4,628,004 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $4,490,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-31 | $4,628,004 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $137,533 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-31 | No |
| Was this plan covered by a fidelity bond | 2019-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
| Contributions received from participants | 2019-10-31 | $804,941 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-10-31 | $210,259 |
| Administrative expenses (other) incurred | 2019-10-31 | $35,439 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Value of net income/loss | 2019-10-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-10-31 | $287,533 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
| Contributions received in cash from employer | 2019-10-31 | $3,612,804 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $4,202,938 |
| Contract administrator fees | 2019-10-31 | $102,094 |
| Did the plan have assets held for investment | 2019-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | Yes |
| 2016 : J LEE MILLIGAN HEALTH BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-10-31 | $2,928,790 |
| Total of all expenses incurred | 2016-10-31 | $2,928,790 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $2,801,661 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-10-31 | $2,928,790 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $127,129 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-31 | No |
| Was this plan covered by a fidelity bond | 2016-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
| Contributions received from participants | 2016-10-31 | $621,873 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-10-31 | $224,568 |
| Administrative expenses (other) incurred | 2016-10-31 | $17,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Value of net income/loss | 2016-10-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-10-31 | $355,743 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
| Contributions received in cash from employer | 2016-10-31 | $2,082,349 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $2,445,918 |
| Contract administrator fees | 2016-10-31 | $109,391 |
| Did the plan have assets held for investment | 2016-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | Yes |
| 2015 : J LEE MILLIGAN HEALTH BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-10-31 | $1,831,510 |
| Total of all expenses incurred | 2015-10-31 | $1,831,510 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-10-31 | $1,730,310 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-10-31 | $1,831,510 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-10-31 | $101,200 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-10-31 | No |
| Was this plan covered by a fidelity bond | 2015-10-31 | No |
| Contributions received from participants | 2015-10-31 | $599,434 |
| Administrative expenses (other) incurred | 2015-10-31 | $101,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Value of net income/loss | 2015-10-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-10-31 | $292,717 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
| Contributions received in cash from employer | 2015-10-31 | $1,232,076 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-10-31 | $1,437,593 |
| Did the plan have assets held for investment | 2015-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | Yes |
| 2013 : J LEE MILLIGAN HEALTH BENEFIT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
| Total income from all sources (including contributions) | 2013-10-31 | $1,839,920 |
| Total of all expenses incurred | 2013-10-31 | $1,839,920 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $1,740,956 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $1,839,920 |
| Value of total assets at end of year | 2013-10-31 | $0 |
| Value of total assets at beginning of year | 2013-10-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $98,964 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
| Was this plan covered by a fidelity bond | 2013-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
| Contributions received from participants | 2013-10-31 | $348,880 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-10-31 | $55,472 |
| Administrative expenses (other) incurred | 2013-10-31 | $30,717 |
| Total non interest bearing cash at end of year | 2013-10-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-10-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Value of net income/loss | 2013-10-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-10-31 | $249,918 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
| Contributions received in cash from employer | 2013-10-31 | $1,435,568 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $1,491,038 |
| Contract administrator fees | 2013-10-31 | $68,247 |
| Liabilities. Value of benefit claims payable at end of year | 2013-10-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-10-31 | $0 |
| Did the plan have assets held for investment | 2013-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | Yes |
| 2012 : J LEE MILLIGAN HEALTH BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-10-31 | $1,560,835 |
| Total of all expenses incurred | 2012-10-31 | $1,560,835 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $1,560,835 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $1,560,835 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
| Was this plan covered by a fidelity bond | 2012-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
| Contributions received from participants | 2012-10-31 | $324,425 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-10-31 | $147,387 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-10-31 | $60,938 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Value of net income/loss | 2012-10-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-10-31 | $256,898 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
| Contributions received in cash from employer | 2012-10-31 | $1,089,023 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $1,242,999 |
| Did the plan have assets held for investment | 2012-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | Yes |
