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GRANT J. MILLERET CPA 401(K) PLAN 401k Plan overview

Plan NameGRANT J. MILLERET CPA 401(K) PLAN
Plan identification number 001

GRANT J. MILLERET CPA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GRANT J. MILLERET CPA has sponsored the creation of one or more 401k plans.

Company Name:GRANT J. MILLERET CPA
Employer identification number (EIN):880331052
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANT J. MILLERET CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01KATHY ESTOCHM
0012016-01-01GRANT MILLERET
0012015-01-01GRANT J. MILLERET
0012014-01-01GRANT MILLERET
0012013-01-01JEANMARIE WHITE
0012012-01-01GRANT J MILLERET GRANT J MILLERET2013-07-11
0012011-01-01GRANT J MILLERET
0012009-01-01GRANT J MILLERET

Plan Statistics for GRANT J. MILLERET CPA 401(K) PLAN

401k plan membership statisitcs for GRANT J. MILLERET CPA 401(K) PLAN

Measure Date Value
2017: GRANT J. MILLERET CPA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GRANT J. MILLERET CPA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GRANT J. MILLERET CPA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GRANT J. MILLERET CPA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GRANT J. MILLERET CPA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GRANT J. MILLERET CPA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GRANT J. MILLERET CPA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GRANT J. MILLERET CPA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GRANT J. MILLERET CPA 401(K) PLAN

Measure Date Value
2017 : GRANT J. MILLERET CPA 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$582,050
Expenses. Total of all expenses incurred2017-12-31$660
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,177,318
Total plan assets at beginning of year2017-12-31$1,595,928
Value of fidelity bond covering the plan2017-12-31$100,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$167,428
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$5,936
Other income received2017-12-31$345,421
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$581,390
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,177,318
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,595,928
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$63,265
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$660
2016 : GRANT J. MILLERET CPA 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$287,489
Expenses. Total of all expenses incurred2016-12-31$1,445
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,595,928
Total plan assets at beginning of year2016-12-31$1,309,884
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$145,819
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$90,721
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$286,044
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,595,928
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,309,884
Total contributions received or receivable from employer(s)2016-12-31$50,949
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,445
2015 : GRANT J. MILLERET CPA 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$200,144
Expenses. Total of all expenses incurred2015-12-31$38,622
Benefits paid (including direct rollovers)2015-12-31$36,807
Total plan assets at end of year2015-12-31$1,309,884
Total plan assets at beginning of year2015-12-31$1,148,362
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$135,033
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$6,379
Other income received2015-12-31$14,022
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$161,522
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,309,884
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,148,362
Total contributions received or receivable from employer(s)2015-12-31$44,710
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,815
2014 : GRANT J. MILLERET CPA 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$233,910
Expenses. Total of all expenses incurred2014-12-31$6,233
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,148,362
Total plan assets at beginning of year2014-12-31$920,685
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$120,588
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$70,171
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$227,677
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,148,362
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$920,685
Total contributions received or receivable from employer(s)2014-12-31$43,151
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$5,753
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$480
2013 : GRANT J. MILLERET CPA 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$313,067
Expenses. Total of all expenses incurred2013-12-31$88,065
Benefits paid (including direct rollovers)2013-12-31$87,346
Total plan assets at end of year2013-12-31$920,685
Total plan assets at beginning of year2013-12-31$695,683
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$109,564
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$1,302
Other income received2013-12-31$169,370
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$225,002
Net plan assets at end of year (total assets less liabilities)2013-12-31$920,685
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$695,683
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$32,831
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$719
2012 : GRANT J. MILLERET CPA 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$206,543
Expenses. Total of all expenses incurred2012-12-31$-4,105
Total plan assets at end of year2012-12-31$695,683
Total plan assets at beginning of year2012-12-31$485,035
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$91,109
Other income received2012-12-31$81,962
Net income (gross income less expenses)2012-12-31$210,648
Net plan assets at end of year (total assets less liabilities)2012-12-31$695,683
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$485,035
Total contributions received or receivable from employer(s)2012-12-31$33,472
Value of corrective distributions2012-12-31$-4,540
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$435
2011 : GRANT J. MILLERET CPA 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$84,677
Expenses. Total of all expenses incurred2011-12-31$4,915
Total plan assets at end of year2011-12-31$485,035
Total plan assets at beginning of year2011-12-31$405,273
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$73,582
Contributions received from other sources (not participants or employers)2011-12-31$7,185
Other income received2011-12-31$-24,683
Net income (gross income less expenses)2011-12-31$79,762
Net plan assets at end of year (total assets less liabilities)2011-12-31$485,035
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$405,273
Total contributions received or receivable from employer(s)2011-12-31$28,593
Value of corrective distributions2011-12-31$4,540
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$375
2010 : GRANT J. MILLERET CPA 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$179,570
Expenses. Total of all expenses incurred2010-12-31$345
Total plan assets at end of year2010-12-31$405,273
Total plan assets at beginning of year2010-12-31$226,048
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$81,433
Contributions received from other sources (not participants or employers)2010-12-31$21,899
Other income received2010-12-31$51,227
Net income (gross income less expenses)2010-12-31$179,225
Net plan assets at end of year (total assets less liabilities)2010-12-31$405,273
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$226,048
Total contributions received or receivable from employer(s)2010-12-31$25,011
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$345

Form 5500 Responses for GRANT J. MILLERET CPA 401(K) PLAN

2017: GRANT J. MILLERET CPA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GRANT J. MILLERET CPA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GRANT J. MILLERET CPA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GRANT J. MILLERET CPA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GRANT J. MILLERET CPA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GRANT J. MILLERET CPA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GRANT J. MILLERET CPA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GRANT J. MILLERET CPA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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