401k Plan data: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST plan

MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST
Plan identification number	002

MCMILLIAN & ASSOCIATES 401(K) 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.
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.
Life insurance

401k Sponsoring company profile

MCMILLIAN & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MCMILLIAN & ASSOCIATES

Employer identification number (EIN): 582577306

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCMILLIAN & ASSOCIATES 401(K) 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 SHANE MCMILLIAN 2024-08-30
002 2022-01-01 SHANE MCMILLIAN 2023-04-25
002 2021-01-01 SHANE MCMILLIAN 2022-06-02
002 2020-01-01 SHANE MCMILLIAN 2021-03-05
002 2019-01-01 SHANE MCMILLIAN 2020-09-28
002 2018-01-01 SHANE MCMILLIAN 2019-10-14
002 2017-01-01 SHANE MCMILLIAN 2018-10-03
002 2017-01-01 SHANE MCMILLIAN 2019-10-14
002 2016-01-01 GAYLE MCMILLIAN 2017-07-03
002 2015-01-01 GAYLE MCMILLIAN 2016-07-20
002 2014-01-01 GAYLE MCMILLIAN 2015-11-11
002 2014-01-01 GAYLE MCMILLIAN 2015-07-23
002 2013-01-01
002 2012-01-01 GAYLE MCMILLIAN 2013-07-25
002 2011-01-01 GAYLE MCMILLIAN 2012-06-20
002 2010-01-01 GAYLE MCMILLIAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SHANE MCMILLIAN	2024-08-30
002	2022-01-01	SHANE MCMILLIAN	2023-04-25
002	2021-01-01	SHANE MCMILLIAN	2022-06-02
002	2020-01-01	SHANE MCMILLIAN	2021-03-05
002	2019-01-01	SHANE MCMILLIAN	2020-09-28
002	2018-01-01	SHANE MCMILLIAN	2019-10-14
002	2017-01-01	SHANE MCMILLIAN	2018-10-03
002	2017-01-01	SHANE MCMILLIAN	2019-10-14
002	2016-01-01	GAYLE MCMILLIAN	2017-07-03
002	2015-01-01	GAYLE MCMILLIAN	2016-07-20
002	2014-01-01	GAYLE MCMILLIAN	2015-11-11
002	2014-01-01	GAYLE MCMILLIAN	2015-07-23
002	2013-01-01
002	2012-01-01	GAYLE MCMILLIAN	2013-07-25
002	2011-01-01	GAYLE MCMILLIAN	2012-06-20
002	2010-01-01	GAYLE MCMILLIAN

Plan Statistics for MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST

401k plan membership statisitcs for MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST

Measure Date Value
2025: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-09-30 16
Total number of particpants at end of year 2025-09-30 15
Number of Participants With Account Balances 2025-09-30 12
2024: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-08-30 16
Total number of particpants at end of year 2024-08-30 15
Number of Participants With Account Balances 2024-08-30 13
2010: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2025: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-09-30	16
Total number of particpants at end of year	2025-09-30	15
Number of Participants With Account Balances	2025-09-30	12
2024: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-08-30	16
Total number of particpants at end of year	2024-08-30	15
Number of Participants With Account Balances	2024-08-30	13
2010: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-30	0
Total liabilities as of the end of the plan year	2025-09-30	0
Total liabilities as of the beginning of the plan year	2025-09-30	0
Total expenses incurred by plan in this plan year	2025-09-30	86788
Net assets as of the end of the plan year	2025-09-30	598220
Total assets as of the beginning of the plan year	2025-09-30	538197
Value of plan covered by a fidelity bond	2025-09-30	150000
Participant contributions to plan in this plan year	2025-09-30	54191
Other expenses paid from plan in this plan year	2025-09-30	9749
Other contributions to plan in this plan year	2025-09-30	0
Other income to plan in this plan year	2025-09-30	68040
Plan net income in this plan year	2025-09-30	60023
Net assets as of the end of the plan year	2025-09-30	598220
Net assets as of the beginning of the plan year	2025-09-30	538197
Employer contributions to plan in this plan year	2025-09-30	24580
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-30	0
2024 : MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-30	0
Total liabilities as of the end of the plan year	2024-08-30	0
Total liabilities as of the beginning of the plan year	2024-08-30	0
Total expenses incurred by plan in this plan year	2024-08-30	26370
Net assets as of the end of the plan year	2024-08-30	538197
Total assets as of the beginning of the plan year	2024-08-30	431026
Value of plan covered by a fidelity bond	2024-08-30	150000
Participant contributions to plan in this plan year	2024-08-30	31278
Other expenses paid from plan in this plan year	2024-08-30	8372
Other contributions to plan in this plan year	2024-08-30	0
Other income to plan in this plan year	2024-08-30	80302
Plan net income in this plan year	2024-08-30	107171
Net assets as of the end of the plan year	2024-08-30	538197
Net assets as of the beginning of the plan year	2024-08-30	431026
Employer contributions to plan in this plan year	2024-08-30	21961
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-30	0
2010 : MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$21,366
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$21,366
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$70,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$11,149
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$748
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$21,366
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,366
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$9,469
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST

2010: MCMILLIAN & ASSOCIATES 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCMILLIAN & ASSOCIATES
Employer identification number (EIN):	582577306
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services