401k Plan data: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN plan

MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	MANTIS ASSOCIATES, INC. CASH BALANCE PLAN
Plan identification number	002

MANTIS ASSOCIATES, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

MANTIS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MANTIS ASSOCIATES, INC.

Employer identification number (EIN): 061567855

NAIC Classification: 541320
NAIC Description: Landscape Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANTIS ASSOCIATES, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 HEIDI GROEGER 2020-10-02 HEIDI GROEGER 2020-10-02
002 2018-01-01 HEIDI GROEGER 2019-04-15
002 2017-01-01 HEIDI GROEGER 2018-04-12
002 2016-01-01 HEIDI GROEGER 2017-05-01
002 2015-01-01 HEIDI GROEGER 2016-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	HEIDI GROEGER	2020-10-02	HEIDI GROEGER	2020-10-02
002	2018-01-01	HEIDI GROEGER	2019-04-15
002	2017-01-01	HEIDI GROEGER	2018-04-12
002	2016-01-01	HEIDI GROEGER	2017-05-01
002	2015-01-01	HEIDI GROEGER	2016-07-28

Plan Statistics for MANTIS ASSOCIATES, INC. CASH BALANCE PLAN

401k plan membership statisitcs for MANTIS ASSOCIATES, INC. CASH BALANCE PLAN

Measure Date Value
2019: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 345,387
Acturial value of plan assets 2019-12-31 345,387
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 228,880
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 228,880
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 228,880
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 119,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 126,401
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 40,000
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 36,275
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 39,449
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 36,275
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 239,419
Acturial value of plan assets 2018-12-31 239,419
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 176,827
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 176,827
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 176,827
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 50,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 53,691
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 124,563
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 119,336
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 39,072
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 119,336
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 145,770
Acturial value of plan assets 2017-12-31 145,770
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 127,522
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 127,522
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 43,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 46,235
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 150,000
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 70,944
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 38,526
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 20,278
Additional cash requirement 2017-12-31 20,278
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 70,944
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 51,159
Acturial value of plan assets 2016-12-31 51,159
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 81,524
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 81,524
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 8,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 8,574
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 92,000
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 86,345
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 37,874
Net shortfall amortization installment of oustanding balance 2016-12-31 30,365
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 42,891
Additional cash requirement 2016-12-31 42,891
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 86,345
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	345,387
Acturial value of plan assets	2019-12-31	345,387
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	228,880
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	228,880
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	228,880
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	119,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	126,401
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	40,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	36,275
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	39,449
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	36,275
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	239,419
Acturial value of plan assets	2018-12-31	239,419
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	176,827
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	176,827
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	176,827
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	50,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	53,691
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	124,563
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	119,336
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	39,072
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	119,336
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	145,770
Acturial value of plan assets	2017-12-31	145,770
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	127,522
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	127,522
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	43,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	46,235
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	150,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	70,944
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	38,526
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	20,278
Additional cash requirement	2017-12-31	20,278
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	70,944
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MANTIS ASSOCIATES, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	51,159
Acturial value of plan assets	2016-12-31	51,159
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	81,524
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	81,524
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	8,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,574
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	92,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	86,345
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	37,874
Net shortfall amortization installment of oustanding balance	2016-12-31	30,365
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	42,891
Additional cash requirement	2016-12-31	42,891
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	86,345
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MANTIS ASSOCIATES, INC.
Employer identification number (EIN):	061567855
NAIC Classification:	541320
NAIC Description:	Landscape Architectural Services