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ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN
Plan identification number 001

ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ADVANCED TECHNOLOGY INTERNATIONAL
Employer identification number (EIN):571067151
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIA MARTIN
0012010-01-01JULIA MARTIN2011-10-17

Plan Statistics for ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN

Measure Date Value
2022: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01360
Total number of active participants reported on line 7a of the Form 55002022-01-01330
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01380
Number of participants with account balances2022-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01303
Total number of active participants reported on line 7a of the Form 55002021-01-01302
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01338
Number of participants with account balances2021-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01272
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01303
Number of participants with account balances2020-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01222
Total number of active participants reported on line 7a of the Form 55002019-01-01258
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01279
Number of participants with account balances2019-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01181
Total number of active participants reported on line 7a of the Form 55002018-01-01207
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01222
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01181
Number of participants with account balances2017-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015

Financial Data on ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN

Measure Date Value
2022 : ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,473,653
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,151,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,105,387
Expenses. Certain deemed distributions of participant loans2022-12-31$10,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,363,485
Value of total assets at end of year2022-12-31$38,828,293
Value of total assets at beginning of year2022-12-31$41,453,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,595
Total interest from all sources2022-12-31$57,448
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$548,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$548,813
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,579,970
Participant contributions at end of year2022-12-31$284,998
Participant contributions at beginning of year2022-12-31$274,115
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$714,479
Other income not declared elsewhere2022-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,625,353
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,828,293
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,453,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,836,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,730,871
Interest on participant loans2022-12-31$12,520
Interest earned on other investments2022-12-31$44,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,707,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,448,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,443,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,069,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,105,387
Contract administrator fees2022-12-31$35,595
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.A.
Accountancy firm EIN2022-12-31135381590
2021 : ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$9,699,267
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,424,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,362,410
Expenses. Certain deemed distributions of participant loans2021-12-31$12,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,500,637
Value of total assets at end of year2021-12-31$41,453,646
Value of total assets at beginning of year2021-12-31$35,178,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,527
Total interest from all sources2021-12-31$46,865
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$451,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$451,986
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,162,570
Participant contributions at end of year2021-12-31$274,115
Participant contributions at beginning of year2021-12-31$175,598
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$643,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$683
Other income not declared elsewhere2021-12-31$26
Administrative expenses (other) incurred2021-12-31$32,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,274,948
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,453,646
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,178,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,730,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,950,100
Interest on participant loans2021-12-31$8,283
Interest earned on other investments2021-12-31$38,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,448,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,052,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,699,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,694,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,362,410
Contract administrator fees2021-12-31$17,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,699,862
Total of all expenses incurred2020-12-31$3,576,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,489,238
Expenses. Certain deemed distributions of participant loans2020-12-31$1,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,667,559
Value of total assets at end of year2020-12-31$35,178,698
Value of total assets at beginning of year2020-12-31$30,055,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,108
Total interest from all sources2020-12-31$5,447
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$567,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$567,937
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,016,180
Participant contributions at end of year2020-12-31$175,598
Participant contributions at beginning of year2020-12-31$104,699
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$143,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$623
Administrative expenses (other) incurred2020-12-31$86,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,122,893
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,178,698
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,055,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,950,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,751,735
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,198,748
Interest on participant loans2020-12-31$3,490
Interest earned on other investments2020-12-31$1,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,052,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,426,188
Net investment gain/loss from pooled separate accounts2020-12-31$32,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,507,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,489,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,399,577
Total of all expenses incurred2019-12-31$428,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$352,327
Expenses. Certain deemed distributions of participant loans2019-12-31$1,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,031,571
Value of total assets at end of year2019-12-31$30,055,805
Value of total assets at beginning of year2019-12-31$22,084,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,200
Total interest from all sources2019-12-31$2,436
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$516,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,706,903
Participant contributions at end of year2019-12-31$104,699
Participant contributions at beginning of year2019-12-31$162,674
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$125,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,458
Administrative expenses (other) incurred2019-12-31$74,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,971,500
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,055,805
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,084,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,751,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,895,758
Value of interest in pooled separate accounts at end of year2019-12-31$2,198,748
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,024,415
Interest on participant loans2019-12-31$2,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,808,298
Net investment gain/loss from pooled separate accounts2019-12-31$40,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,198,739
Income. Dividends from common stock2019-12-31$516,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$352,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$913,862
Total of all expenses incurred2018-12-31$1,295,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,217,637
Expenses. Certain deemed distributions of participant loans2018-12-31$13,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,383,875
Value of total assets at end of year2018-12-31$22,084,305
Value of total assets at beginning of year2018-12-31$22,465,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,860
Total interest from all sources2018-12-31$10,064
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$450,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$450,593
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,374,108
Participant contributions at end of year2018-12-31$162,674
Participant contributions at beginning of year2018-12-31$149,776
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,458
Administrative expenses (other) incurred2018-12-31$64,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-381,692
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,084,305
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,465,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,895,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,843,203
Value of interest in pooled separate accounts at end of year2018-12-31$2,024,415
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,473,018
Interest on participant loans2018-12-31$10,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,952,711
Net investment gain/loss from pooled separate accounts2018-12-31$22,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$945,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,217,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$17,357,557
Total income from all sources (including contributions)2017-12-31$5,528,504
Total of all expenses incurred2017-12-31$420,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$341,267
Expenses. Certain deemed distributions of participant loans2017-12-31$26,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,664,744
Value of total assets at end of year2017-12-31$22,465,997
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,440
Total interest from all sources2017-12-31$6,182
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$298,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$298,631
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,246,287
Participant contributions at end of year2017-12-31$149,776
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$573,663
Administrative expenses (other) incurred2017-12-31$52,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,108,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,465,997
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,843,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$1,473,018
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$6,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,542,634
Net investment gain/loss from pooled separate accounts2017-12-31$16,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$844,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$341,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590

Form 5500 Responses for ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN

2022: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered380
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered338
Insurance policy start date2021-06-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069854
Policy instance 2
Insurance contract or identification numberTA069854
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-06-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069854
Policy instance 1
Insurance contract or identification numberTA069854
Number of Individuals Covered283
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069854
Policy instance 2
Insurance contract or identification numberTA069854
Number of Individuals Covered283
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069854
Policy instance 1
Insurance contract or identification numberTA069854
Number of Individuals Covered262
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069854
Policy instance 1
Insurance contract or identification numberTA069854
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069854
Policy instance 1
Insurance contract or identification numberTA069854
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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