401k Plan data: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN plan

ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 401k Plan overview

Plan Name	ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN
Plan identification number	002

ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

ADVANCED MEDICAL TECHNOLOGY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION

Employer identification number (EIN): 521006053

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ADVANCED MEDICAL TECHNOLOGY ASSOCIATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 805714

More information about ADVANCED MEDICAL TECHNOLOGY ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 JEFFREY HURDLE 2020-04-07 JEFFREY HURDLE 2020-04-07
002 2018-01-01 JEFF HURDLE 2019-04-04
002 2017-01-01 JEFF HURDLE 2018-04-03
002 2016-01-01 JEFF HURDLE 2017-07-19
002 2015-01-01 JEFF HURDLE 2016-04-07
002 2014-01-01 JEFF HURDLE 2015-07-16
002 2013-01-01 JEFF HURDLE 2014-06-27
002 2012-01-01 JEFF HURDLE 2013-08-01
002 2011-01-01 JEFF HURDLE 2012-08-01
002 2010-01-01 JENNIFER LOWRANCE 2011-10-03
002 2009-01-01 JENNIFER LOWRANCE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	JEFFREY HURDLE	2020-04-07	JEFFREY HURDLE	2020-04-07
002	2018-01-01	JEFF HURDLE	2019-04-04
002	2017-01-01	JEFF HURDLE	2018-04-03
002	2016-01-01	JEFF HURDLE	2017-07-19
002	2015-01-01	JEFF HURDLE	2016-04-07
002	2014-01-01	JEFF HURDLE	2015-07-16
002	2013-01-01	JEFF HURDLE	2014-06-27
002	2012-01-01	JEFF HURDLE	2013-08-01
002	2011-01-01	JEFF HURDLE	2012-08-01
002	2010-01-01	JENNIFER LOWRANCE	2011-10-03
002	2009-01-01	JENNIFER LOWRANCE

Plan Statistics for ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN

401k plan membership statisitcs for ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN

Measure Date Value
2023: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 82
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 37
Total of all active and inactive participants 2023-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 119
Number of participants with account balances 2023-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 81
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 40
Total of all active and inactive participants 2022-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 75
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 112
Number of participants with account balances 2021-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 110
Number of participants with account balances 2020-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2009: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 92
Number of participants with account balances 2009-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	82
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	37
Total of all active and inactive participants	2023-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	119
Number of participants with account balances	2023-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	81
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	40
Total of all active and inactive participants	2022-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	75
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	112
Number of participants with account balances	2021-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	110
Number of participants with account balances	2020-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2009: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	92
Number of participants with account balances	2009-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN

Measure	Date	Value
2023 : ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$8,064,726
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$4,980,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,898,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,954,799
Value of total assets at end of year	2023-12-31	$34,737,822
Value of total assets at beginning of year	2023-12-31	$31,653,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$81,667
Total interest from all sources	2023-12-31	$81,629
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$599,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$599,159
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,318,202
Participant contributions at end of year	2023-12-31	$66,723
Participant contributions at beginning of year	2023-12-31	$63,578
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$139,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$1,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,084,208
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$34,737,822
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$31,653,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$29,312,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$26,450,911
Interest on participant loans	2023-12-31	$2,760
Interest earned on other investments	2023-12-31	$78,869
Value of interest in common/collective trusts at end of year	2023-12-31	$201,054
Value of interest in common/collective trusts at beginning of year	2023-12-31	$224,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$4,578,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$4,443,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,377,833
Net investment gain or loss from common/collective trusts	2023-12-31	$51,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,496,958
Employer contributions (assets) at end of year	2023-12-31	$579,193
Employer contributions (assets) at beginning of year	2023-12-31	$471,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,897,788
Contract administrator fees	2023-12-31	$81,667
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2023-12-31	410746749
2022 : ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,032,943
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,227,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,161,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,544,910
Value of total assets at end of year	2022-12-31	$31,653,614
Value of total assets at beginning of year	2022-12-31	$35,914,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$65,838
Total interest from all sources	2022-12-31	$69,460
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$497,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$497,116
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,091,538
Participant contributions at end of year	2022-12-31	$63,578
Participant contributions at beginning of year	2022-12-31	$109,837
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$169,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,260,696
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,653,614
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,914,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,450,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$31,371,732
Interest on participant loans	2022-12-31	$3,444
Interest earned on other investments	2022-12-31	$66,016
Value of interest in common/collective trusts at end of year	2022-12-31	$224,391
Value of interest in common/collective trusts at beginning of year	2022-12-31	$491,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,443,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,513,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,958,561
Net investment gain or loss from common/collective trusts	2022-12-31	$-185,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,284,158
Employer contributions (assets) at end of year	2022-12-31	$471,331
Employer contributions (assets) at beginning of year	2022-12-31	$428,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,161,915
Contract administrator fees	2022-12-31	$65,838
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,636,154
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,806,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,730,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,265,890
Value of total assets at end of year	2021-12-31	$35,914,310
Value of total assets at beginning of year	2021-12-31	$34,084,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75,742
Total interest from all sources	2021-12-31	$66,638
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$498,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$498,684
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,003,652
Participant contributions at end of year	2021-12-31	$109,837
Participant contributions at beginning of year	2021-12-31	$122,353
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$180
Other income not declared elsewhere	2021-12-31	$347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,829,739
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,914,310
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,084,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$31,371,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,501,242
Interest on participant loans	2021-12-31	$6,078
Interest earned on other investments	2021-12-31	$60,560
Value of interest in common/collective trusts at end of year	2021-12-31	$491,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,513,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,948,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,799,021
Net investment gain or loss from common/collective trusts	2021-12-31	$5,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,257,734
Employer contributions (assets) at end of year	2021-12-31	$428,113
Employer contributions (assets) at beginning of year	2021-12-31	$512,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,730,493
Contract administrator fees	2021-12-31	$75,742
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,277,816
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,867,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,801,024
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,218,259
Value of total assets at end of year	2020-12-31	$34,084,571
Value of total assets at beginning of year	2020-12-31	$29,674,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,617
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$88,561
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$438,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$438,397
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,064,139
Participant contributions at end of year	2020-12-31	$122,353
Participant contributions at beginning of year	2020-12-31	$85,480
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$299,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$-14,185
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$4,410,175
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,084,571
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,674,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,501,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,254,910
Interest on participant loans	2020-12-31	$4,850
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$83,711
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,948,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,334,006
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,546,784
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,854,486
Employer contributions (assets) at end of year	2020-12-31	$512,170
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,801,024
Contract administrator fees	2020-12-31	$66,617
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2009 : ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 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 ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN

2023: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: ADVANCED MEDICAL TECHNOLOGY ASSOCIATION SAVINGS PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	119
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	122
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	112
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	110
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ADVANCED MEDICAL TECHNOLOGY ASSOCIATION
Employer identification number (EIN):	521006053
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	805714