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TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameTECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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.
  • 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

TECHNOLOGY ADVANCEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:TECHNOLOGY ADVANCEMENT GROUP
Employer identification number (EIN):541600183
NAIC Classification:334110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BAILEY WUNDERLICH
0012016-01-01BAILEY WUNDERLICH
0012015-01-01BAILEY WUNDERLICH
0012014-01-01BAILEY WUNDERLICH
0012013-01-01BAILEY WUNDERLICH
0012012-01-01MICHELLE LEBLING MICHELLE LEBLING2013-08-09
0012011-01-01MICHELLE LEBLING
0012009-01-01MICHELLE LEBLING
0012009-01-01ANN DOMINICK
0012009-01-01 ANN DOMINICK2010-08-26

Plan Statistics for TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0155
Total number of active participants reported on line 7a of the Form 55002023-01-0132
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0122
Total of all active and inactive participants2023-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0154
Number of participants with account balances2023-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0147
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0155
Number of participants with account balances2022-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0143
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0147
Number of participants with account balances2021-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0133
Total number of active participants reported on line 7a of the Form 55002020-01-0132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0143
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0144
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0152
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0156
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0152
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0160
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0156
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0171
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0160
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0180
Total number of active participants reported on line 7a of the Form 55002012-01-0146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0171
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0187
Total number of active participants reported on line 7a of the Form 55002011-01-0155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0180
Number of participants with account balances2011-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-0173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,082,311
Expenses. Total of all expenses incurred2023-12-31$462,046
Benefits paid (including direct rollovers)2023-12-31$452,886
Total plan assets at end of year2023-12-31$3,557,434
Total plan assets at beginning of year2023-12-31$2,937,169
Value of fidelity bond covering the plan2023-12-31$400,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$381,891
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$498,171
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$620,265
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,557,434
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,937,169
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$202,249
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$9,160
2022 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$314,132
Expenses. Total of all expenses incurred2022-12-31$81,703
Benefits paid (including direct rollovers)2022-12-31$75,844
Total plan assets at end of year2022-12-31$2,937,169
Total plan assets at beginning of year2022-12-31$2,704,740
Value of fidelity bond covering the plan2022-12-31$400,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$392,301
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$46,488
Other income received2022-12-31$-372,244
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$232,429
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,937,169
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,704,740
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$247,587
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,859
2021 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$772,103
Expenses. Total of all expenses incurred2021-12-31$803,771
Benefits paid (including direct rollovers)2021-12-31$803,746
Total plan assets at end of year2021-12-31$2,704,740
Total plan assets at beginning of year2021-12-31$2,736,408
Value of fidelity bond covering the plan2021-12-31$400,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$268,196
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$503,907
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-31,668
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,704,740
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,736,408
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25
2020 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$599,805
Expenses. Total of all expenses incurred2020-12-31$775,761
Benefits paid (including direct rollovers)2020-12-31$775,761
Total plan assets at end of year2020-12-31$2,736,408
Total plan assets at beginning of year2020-12-31$2,912,364
Value of fidelity bond covering the plan2020-12-31$400,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$183,944
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$7,784
Other income received2020-12-31$408,077
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-175,956
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,736,408
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,912,364
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$824,603
Expenses. Total of all expenses incurred2019-12-31$542,531
Benefits paid (including direct rollovers)2019-12-31$540,781
Total plan assets at end of year2019-12-31$2,912,364
Total plan assets at beginning of year2019-12-31$2,630,292
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$188,457
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$1,770
Other income received2019-12-31$634,376
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$282,072
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,912,364
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,630,292
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,750
2018 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-28,849
Expenses. Total of all expenses incurred2018-12-31$218,342
Benefits paid (including direct rollovers)2018-12-31$217,267
Total plan assets at end of year2018-12-31$2,630,292
Total plan assets at beginning of year2018-12-31$2,877,483
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$166,375
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-195,224
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-247,191
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,630,292
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,877,483
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,075
2017 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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$581,318
Expenses. Total of all expenses incurred2017-12-31$88,283
Benefits paid (including direct rollovers)2017-12-31$88,283
Total plan assets at end of year2017-12-31$2,877,483
Total plan assets at beginning of year2017-12-31$2,384,448
Value of fidelity bond covering the plan2017-12-31$400,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$151,472
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$3,083
Other income received2017-12-31$426,763
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$493,035
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,877,483
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,384,448
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$0
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$0
2016 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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$339,426
Expenses. Total of all expenses incurred2016-12-31$220,427
Benefits paid (including direct rollovers)2016-12-31$220,252
Total plan assets at end of year2016-12-31$2,384,448
Total plan assets at beginning of year2016-12-31$2,265,449
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$148,206
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$191,220
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$118,999
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,384,448
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,265,449
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
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$175
2015 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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$169,028
Expenses. Total of all expenses incurred2015-12-31$853,186
Benefits paid (including direct rollovers)2015-12-31$849,836
Total plan assets at end of year2015-12-31$2,265,449
Total plan assets at beginning of year2015-12-31$2,949,607
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$131,727
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$72,756
Other income received2015-12-31$-35,455
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-684,158
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,265,449
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,949,607
Assets. Value of participant loans2015-12-31$23,719
Total contributions received or receivable from employer(s)2015-12-31$0
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$3,350
2014 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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$371,359
Expenses. Total of all expenses incurred2014-12-31$144,229
Benefits paid (including direct rollovers)2014-12-31$140,366
Total plan assets at end of year2014-12-31$2,949,607
Total plan assets at beginning of year2014-12-31$2,722,477
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$106,402
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$264,957
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$227,130
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,949,607
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,722,477
Assets. Value of participant loans2014-12-31$40,713
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,863
2013 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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$706,781
Expenses. Total of all expenses incurred2013-12-31$339,126
Benefits paid (including direct rollovers)2013-12-31$335,501
Total plan assets at end of year2013-12-31$2,722,477
Total plan assets at beginning of year2013-12-31$2,354,822
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$106,644
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$600,137
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$367,655
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,722,477
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,354,822
Assets. Value of participant loans2013-12-31$49,545
Total contributions received or receivable from employer(s)2013-12-31$0
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$3,625
2012 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$487,792
Expenses. Total of all expenses incurred2012-12-31$257,098
Benefits paid (including direct rollovers)2012-12-31$249,648
Total plan assets at end of year2012-12-31$2,354,822
Total plan assets at beginning of year2012-12-31$2,124,128
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$155,525
Other income received2012-12-31$332,267
Net income (gross income less expenses)2012-12-31$230,694
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,354,822
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,124,128
Assets. Value of participant loans2012-12-31$103,750
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$154,475
Expenses. Total of all expenses incurred2011-12-31$401,307
Benefits paid (including direct rollovers)2011-12-31$379,655
Total plan assets at end of year2011-12-31$2,124,128
Total plan assets at beginning of year2011-12-31$2,370,960
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$177,953
Other income received2011-12-31$-23,478
Net income (gross income less expenses)2011-12-31$-246,832
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,124,128
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,370,960
Assets. Value of participant loans2011-12-31$75,981
Value of corrective distributions2011-12-31$5,914
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$15,738
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$550,386
Total of all expenses incurred2010-12-31$632,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$627,886
Value of total corrective distributions2010-12-31$3,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$226,221
Value of total assets at end of year2010-12-31$2,370,960
Value of total assets at beginning of year2010-12-31$2,453,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$850
Total interest from all sources2010-12-31$7,477
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,879
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$226,221
Participant contributions at end of year2010-12-31$78,595
Participant contributions at beginning of year2010-12-31$148,177
Administrative expenses (other) incurred2010-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-82,142
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,370,960
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,453,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,155,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,934,437
Interest on participant loans2010-12-31$7,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$136,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$370,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$370,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$284,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$627,886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE BURDETTE SMITH GROUP
Accountancy firm EIN2010-12-31541084229
2009 : TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN

2023: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING 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: TECHNOLOGY ADVANCEMENT GROUP, INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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