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ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 401k Plan overview

Plan NameADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST
Plan identification number 002

ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED TECHNOLOGY, INC.
Employer identification number (EIN):561241263
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MICHELLE GAMMONS RAY2023-06-26
0022021-01-01MICHELLE GAMMONS RAY2022-07-12
0022020-01-01MICHELLE GAMMONS RAY2021-04-29
0022019-01-01MICHELLE GAMMONS RAY2020-06-01
0022018-01-01TARA BURGIO WHEELIHAN2019-04-17
0022017-01-01JAMES BURGIO2018-10-09
0022016-01-01JAMES BURGIO2017-07-19
0022015-01-01JAMES BURGIO2016-07-22
0022014-01-01JAMES BURGIO2015-07-24
0022013-01-01JAMES BURGIO2014-10-13
0022012-01-01JAMES BURGIO JAMES BURGIO2013-10-11
0022011-01-01JAMES BURGIO

Plan Statistics for ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST

401k plan membership statisitcs for ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST

Measure Date Value
2012: ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0165
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0166
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 benefits2011-01-010
Total of all active and inactive participants2011-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0155
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST

Measure Date Value
2012 : ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$544,809
Expenses. Total of all expenses incurred2012-12-31$6,565
Benefits paid (including direct rollovers)2012-12-31$6,515
Total plan assets at end of year2012-12-31$3,219,284
Total plan assets at beginning of year2012-12-31$2,681,040
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$153,435
Expenses. Other expenses not covered elsewhere2012-12-31$50
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$309,981
Net income (gross income less expenses)2012-12-31$538,244
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,219,284
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,681,040
Assets. Value of participant loans2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$14,260
Total contributions received or receivable from employer(s)2012-12-31$81,393
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$248,009
Expenses. Total of all expenses incurred2011-12-31$11,791
Benefits paid (including direct rollovers)2011-12-31$11,627
Total plan assets at end of year2011-12-31$2,681,040
Total plan assets at beginning of year2011-12-31$2,444,822
Total contributions received or receivable from participants2011-12-31$164,252
Expenses. Other expenses not covered elsewhere2011-12-31$164
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$3,588
Net income (gross income less expenses)2011-12-31$236,218
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,681,040
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,444,822
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$80,169
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$492,832
Expenses. Total of all expenses incurred2010-12-31$823,936
Benefits paid (including direct rollovers)2010-12-31$810,844
Total plan assets at end of year2010-12-31$2,444,822
Total plan assets at beginning of year2010-12-31$2,775,926
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$160,925
Expenses. Other expenses not covered elsewhere2010-12-31$13,092
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$258,003
Net income (gross income less expenses)2010-12-31$-331,104
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,444,822
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,775,926
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$73,904
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST

2012: ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ADVANCED TECHNOLOGY, INC. EMPLOYEES' 401K PROFIT SHARING AND TRUST 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822044
Policy instance 1
Insurance contract or identification numberGA-822044
Number of Individuals Covered57
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,510
Total amount of fees paid to insurance companyUSD $2,851
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,510
Insurance broker organization code?3
Amount paid for insurance broker fees2851
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822044
Policy instance 1
Insurance contract or identification numberGA-822044
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,027
Total amount of fees paid to insurance companyUSD $2,542
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822044
Policy instance 1
Insurance contract or identification numberGA-822044
Number of Individuals Covered55
Insurance policy start date2010-06-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,595
Total amount of fees paid to insurance companyUSD $713
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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