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MILESTONE FINANCIAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameMILESTONE FINANCIAL GROUP, INC. 401(K) PLAN
Plan identification number 001

MILESTONE FINANCIAL GROUP, INC. 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.
  • 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.

401k Sponsoring company profile

MILLER FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILLER FINANCIAL GROUP, INC.
Employer identification number (EIN):461416468
NAIC Classification:523900

Additional information about MILLER FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 2012-11-15
Company Identification Number: 446117
Legal Registered Office Address: 505 N 3RD ST

RED OAK
United States of America (USA)
51566

More information about MILLER FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONE FINANCIAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DENISE MILLER2024-04-15 DENISE MILLER2024-04-15
0012022-01-01DENISE MILLER2023-03-27 DENISE MILLER2023-03-27
0012021-01-01DENISE MILLER2022-05-04 DENISE MILLER2022-05-04
0012020-01-01DANIEL MILLER2021-09-15 DANIEL MILLER2021-09-15
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-07-01DANIEL MILLER2015-06-09

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