401k Plan data: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST plan

MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST
Plan identification number	002

MILLER STRATVERT P.A. 401(K) RETIREMENT 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MILLER STRATVERT, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MILLER STRATVERT, P.A.

Employer identification number (EIN): 850281527

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JUANITA ARMENTA 2024-06-19 JUANITA ARMENTA 2024-06-19
002 2022-01-01 JUANITA A ARMENTA 2023-06-13 JUANITA A ARMENTA 2023-06-13
002 2021-01-01 JUANITA A ARMENTA 2022-10-05 JUANITA A ARMENTA 2022-10-05
002 2020-01-01 JUANITA A ARMENTA 2021-06-21 JUANITA A ARMENTA 2021-06-21
002 2019-01-01 JUANITA A ARMENTA 2020-07-31
002 2018-01-01 JUANITA ARMENTA 2019-06-08
002 2018-01-01 JUANITA ARMENTA 2019-09-30 JUANITA ARMENTA 2019-09-30
002 2018-01-01 JUANITA ARMENTA 2019-09-27 JUANITA ARMENTA 2019-09-27
002 2017-01-01 CHANDRA MANNING 2018-10-10
002 2016-01-01 CHANDRA MANNING 2017-10-12
002 2015-01-01 CHANDRA S. MANNING
002 2014-01-01 CHANDRA MANNING
002 2013-01-01 RUDOPH A. LUCERO
002 2012-01-01 RUDOPH A. LUCERO
002 2011-01-01 RUDOPH A. LUCERO
002 2009-01-01 CAROL M MILLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JUANITA ARMENTA	2024-06-19	JUANITA ARMENTA	2024-06-19
002	2022-01-01	JUANITA A ARMENTA	2023-06-13	JUANITA A ARMENTA	2023-06-13
002	2021-01-01	JUANITA A ARMENTA	2022-10-05	JUANITA A ARMENTA	2022-10-05
002	2020-01-01	JUANITA A ARMENTA	2021-06-21	JUANITA A ARMENTA	2021-06-21
002	2019-01-01	JUANITA A ARMENTA	2020-07-31
002	2018-01-01	JUANITA ARMENTA	2019-06-08
002	2018-01-01	JUANITA ARMENTA	2019-09-30	JUANITA ARMENTA	2019-09-30
002	2018-01-01	JUANITA ARMENTA	2019-09-27	JUANITA ARMENTA	2019-09-27
002	2017-01-01	CHANDRA MANNING	2018-10-10
002	2016-01-01	CHANDRA MANNING	2017-10-12
002	2015-01-01	CHANDRA S. MANNING
002	2014-01-01	CHANDRA MANNING
002	2013-01-01	RUDOPH A. LUCERO
002	2012-01-01	RUDOPH A. LUCERO
002	2011-01-01	RUDOPH A. LUCERO
002	2009-01-01	CAROL M MILLER

Plan Statistics for MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST

Measure Date Value
2015: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
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 36
Total of all active and inactive participants 2015-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 93
Number of participants with account balances 2015-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 61
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 111
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 63
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 52
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 119
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 119
2012: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 119
Number of participants with account balances 2012-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 75
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 117
Number of participants with account balances 2011-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 83
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 44
Total of all active and inactive participants 2009-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 130
Number of participants with account balances 2009-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
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	36
Total of all active and inactive participants	2015-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	93
Number of participants with account balances	2015-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	61
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	111
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	63
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	52
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	119
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	119
2012: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	119
Number of participants with account balances	2012-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	75
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	117
Number of participants with account balances	2011-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	83
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	44
Total of all active and inactive participants	2009-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	130
Number of participants with account balances	2009-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST

Measure	Date	Value
2015 : MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$719,770
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,021,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,001,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,133,420
Value of total assets at end of year	2015-12-31	$13,292,241
Value of total assets at beginning of year	2015-12-31	$14,594,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,386
Total interest from all sources	2015-12-31	$7,518
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$237,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$237,798
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$533,841
Participant contributions at end of year	2015-12-31	$120,546
Participant contributions at beginning of year	2015-12-31	$179,216
Participant contributions at end of year	2015-12-31	$26,103
Participant contributions at beginning of year	2015-12-31	$32,992
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$740,076
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$3,635,766
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$422,250
Other income not declared elsewhere	2015-12-31	$-18,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,301,939
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,292,241
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,594,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,294,051
Interest on participant loans	2015-12-31	$7,474
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$10,706,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$82,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-640,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$177,329
Employer contributions (assets) at end of year	2015-12-31	$28,485
Employer contributions (assets) at beginning of year	2015-12-31	$39,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,001,323
Contract administrator fees	2015-12-31	$20,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN	2015-12-31	741130599
2014 : MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$1,989,674
Total loss/gain on sale of assets	2014-12-31	$68,708
Total of all expenses incurred	2014-12-31	$4,990,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,875,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$767,505
Value of total assets at end of year	2014-12-31	$14,594,180
Value of total assets at beginning of year	2014-12-31	$17,594,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$114,728
Total interest from all sources	2014-12-31	$6,599
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$446,857
Participant contributions at end of year	2014-12-31	$179,216
Participant contributions at beginning of year	2014-12-31	$207,192
Participant contributions at end of year	2014-12-31	$32,992
Participant contributions at beginning of year	2014-12-31	$24,661
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$3,635,766
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,692,293
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$123,754
Administrative expenses (other) incurred	2014-12-31	$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-3,000,783
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,594,180
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,594,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$112,803
Interest on participant loans	2014-12-31	$6,599
Value of interest in common/collective trusts at end of year	2014-12-31	$10,706,523
Value of interest in common/collective trusts at beginning of year	2014-12-31	$11,643,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,146,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$196,894
Employer contributions (assets) at end of year	2014-12-31	$39,683
Employer contributions (assets) at beginning of year	2014-12-31	$27,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,875,729
Did the plan have assets held for investment	2014-12-31	Yes
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$5,650,899
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$5,582,191
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN	2014-12-31	741130599
2013 : MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$4,100,428
Total loss/gain on sale of assets	2013-12-31	$156,420
Total of all expenses incurred	2013-12-31	$830,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$725,666
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$674,732
Value of total assets at end of year	2013-12-31	$17,594,963
Value of total assets at beginning of year	2013-12-31	$14,325,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$101,784
Total interest from all sources	2013-12-31	$8,536
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$473,424
Participant contributions at end of year	2013-12-31	$207,192
Participant contributions at beginning of year	2013-12-31	$214,348
Participant contributions at end of year	2013-12-31	$24,661
Participant contributions at beginning of year	2013-12-31	$27,169
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,692,293
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$4,565,407
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,031
Administrative expenses (other) incurred	2013-12-31	$1,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,269,561
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,594,963
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,325,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$100,749
Interest on participant loans	2013-12-31	$8,536
Value of interest in common/collective trusts at end of year	2013-12-31	$11,643,748
Value of interest in common/collective trusts at beginning of year	2013-12-31	$9,496,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$753,985
Net investment gain or loss from common/collective trusts	2013-12-31	$2,506,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$186,277
Employer contributions (assets) at end of year	2013-12-31	$27,069
Employer contributions (assets) at beginning of year	2013-12-31	$22,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$725,666
Did the plan have assets held for investment	2013-12-31	Yes
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$-1,974,900
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$-2,131,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN	2013-12-31	741130599
2012 : MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$2,321,983
Total loss/gain on sale of assets	2012-12-31	$261,889
Total of all expenses incurred	2012-12-31	$1,736,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,641,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$619,611
Value of total assets at end of year	2012-12-31	$14,325,402
Value of total assets at beginning of year	2012-12-31	$13,739,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$95,032
Total interest from all sources	2012-12-31	$9,793
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$445,448
Participant contributions at end of year	2012-12-31	$214,348
Participant contributions at beginning of year	2012-12-31	$244,995
Participant contributions at end of year	2012-12-31	$27,169
Participant contributions at beginning of year	2012-12-31	$12,543
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$4,565,407
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,457,964
Administrative expenses (other) incurred	2012-12-31	$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$585,491
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,325,402
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,739,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$93,932
Interest on participant loans	2012-12-31	$9,793
Value of interest in common/collective trusts at end of year	2012-12-31	$9,496,318
Value of interest in common/collective trusts at beginning of year	2012-12-31	$9,979,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$396,087
Net investment gain or loss from common/collective trusts	2012-12-31	$1,034,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$174,163
Employer contributions (assets) at end of year	2012-12-31	$22,160
Employer contributions (assets) at beginning of year	2012-12-31	$45,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,641,460
Did the plan have assets held for investment	2012-12-31	Yes
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$4,684,360
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$4,422,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN	2012-12-31	741130599
2011 : MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$642,715
Total loss/gain on sale of assets	2011-12-31	$-19,203
Total of all expenses incurred	2011-12-31	$552,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$457,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$834,957
Value of total assets at end of year	2011-12-31	$13,739,911
Value of total assets at beginning of year	2011-12-31	$13,649,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$95,435
Total interest from all sources	2011-12-31	$11,045
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$473,503
Participant contributions at end of year	2011-12-31	$244,995
Participant contributions at beginning of year	2011-12-31	$223,047
Participant contributions at end of year	2011-12-31	$12,543
Participant contributions at beginning of year	2011-12-31	$27,471
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,457,964
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$3,535,564
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$146,321
Administrative expenses (other) incurred	2011-12-31	$1,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$89,948
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,739,911
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,649,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$94,125
Interest on participant loans	2011-12-31	$11,045
Value of interest in common/collective trusts at end of year	2011-12-31	$9,979,121
Value of interest in common/collective trusts at beginning of year	2011-12-31	$9,835,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-36,953
Net investment gain or loss from common/collective trusts	2011-12-31	$-147,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$215,133
Employer contributions (assets) at end of year	2011-12-31	$45,288
Employer contributions (assets) at beginning of year	2011-12-31	$28,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$457,332
Did the plan have assets held for investment	2011-12-31	Yes
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,718,018
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,737,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PATTILLO, BROWN & HILL, LLP
Accountancy firm EIN	2011-12-31	741130599
2010 : MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$2,281,816
Total loss/gain on sale of assets	2010-12-31	$76,638
Total of all expenses incurred	2010-12-31	$1,940,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,855,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$704,273
Value of total assets at end of year	2010-12-31	$13,649,963
Value of total assets at beginning of year	2010-12-31	$13,308,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$84,845
Total interest from all sources	2010-12-31	$8,329
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$501,151
Participant contributions at end of year	2010-12-31	$223,047
Participant contributions at beginning of year	2010-12-31	$141,479
Participant contributions at end of year	2010-12-31	$27,471
Participant contributions at beginning of year	2010-12-31	$18,824
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$3,535,564
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,344,692
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,061
Administrative expenses (other) incurred	2010-12-31	$1,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$341,203
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,649,963
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,308,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$83,350
Interest on participant loans	2010-12-31	$8,329
Value of interest in common/collective trusts at end of year	2010-12-31	$9,835,156
Value of interest in common/collective trusts at beginning of year	2010-12-31	$9,786,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$294,822
Net investment gain or loss from common/collective trusts	2010-12-31	$1,197,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$200,061
Employer contributions (assets) at end of year	2010-12-31	$28,725
Employer contributions (assets) at beginning of year	2010-12-31	$17,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,855,768
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$3,773,747
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$3,697,109
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PATTILLO, BROWN AND HILL, LLP
Accountancy firm EIN	2010-12-31	741130599
2009 : MILLER STRATVERT P.A. 401(K) RETIREMENT 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 MILLER STRATVERT P.A. 401(K) RETIREMENT PLAN AND TRUST

2015: MILLER STRATVERT P.A. 401(K) RETIREMENT 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MILLER STRATVERT P.A. 401(K) RETIREMENT 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MILLER STRATVERT P.A. 401(K) RETIREMENT 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MILLER STRATVERT P.A. 401(K) RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MILLER STRATVERT P.A. 401(K) RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MILLER STRATVERT P.A. 401(K) RETIREMENT 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

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Company Name:	MILLER STRATVERT, P.A.
Employer identification number (EIN):	850281527
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers