| Plan Name | MTI 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MTI PARTNERS, LLC |
| Employer identification number (EIN): | 273947003 |
| NAIC Classification: | 331400 |
Additional information about MTI PARTNERS, LLC
| Jurisdiction of Incorporation: | Wyoming Corporations Division |
| Incorporation Date: | 2010-11-10 |
| Company Identification Number: | 000592431 |
| Legal Registered Office Address: |
148 Redmond PO Box 4902 Jackson United States of America (USA) 83001 |
More information about MTI PARTNERS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | CAROL ALDRICH | 2017-08-02 | ||
| 001 | 2015-01-01 | PAMELA MONTELLANO | 2016-07-29 | ||
| 001 | 2014-01-01 | PAM MONTELLANO | |||
| 001 | 2013-01-01 | PAM MONTELLANO | |||
| 001 | 2012-01-01 | MICHAEL L DEBONNY | 2013-06-21 | MICHAEL L DEBONNY | 2013-06-21 |
| 001 | 2011-01-01 | MICHAEL L DEBONNY | 2012-05-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MTI 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-09 | 29800 |
| Net assets as of the end of the plan year | 2025-10-09 | 1261383 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 1079397 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 63531 |
| Other income to plan in this plan year | 2025-10-09 | 113547 |
| Plan net income in this plan year | 2025-10-09 | 181986 |
| Net assets as of the end of the plan year | 2025-10-09 | 1261383 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 1079397 |
| Employer contributions to plan in this plan year | 2025-10-09 | 34708 |
| Fees paid to broker by Benefit Provider | 2025-10-09 | 1127 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 3731 |
| 2024 : MTI 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-27 | 775831 |
| Net assets as of the end of the plan year | 2024-09-27 | 1079397 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 1579163 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 200000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 44592 |
| Other income to plan in this plan year | 2024-09-27 | 176379 |
| Plan net income in this plan year | 2024-09-27 | -499766 |
| Net assets as of the end of the plan year | 2024-09-27 | 1079397 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 1579163 |
| Employer contributions to plan in this plan year | 2024-09-27 | 55094 |
| Fees paid to broker by Benefit Provider | 2024-09-27 | 1321 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 3738 |
| 2022 : MTI 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-06 | 260663 |
| Net assets as of the end of the plan year | 2022-10-06 | 2492246 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 2344118 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 200000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 91622 |
| Other income to plan in this plan year | 2022-10-06 | 261197 |
| Plan net income in this plan year | 2022-10-06 | 148128 |
| Net assets as of the end of the plan year | 2022-10-06 | 2492246 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 2344118 |
| Employer contributions to plan in this plan year | 2022-10-06 | 55972 |
| Fees paid to broker by Benefit Provider | 2022-10-06 | 1378 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 3421 |
| 2014 : MTI 401(K) PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $184,992 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $340,753 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $340,703 |
| Total plan assets at end of year | 2014-12-31 | $1,260,447 |
| Total plan assets at beginning of year | 2014-12-31 | $1,416,208 |
| Value of fidelity bond covering the plan | 2014-12-31 | $130,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $58,825 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $75,759 |
| Net income (gross income less expenses) | 2014-12-31 | $-155,761 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,260,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,416,208 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $50,408 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : MTI 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $304,798 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $51,405 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $47,361 |
| Total plan assets at end of year | 2013-12-31 | $1,416,209 |
| Total plan assets at beginning of year | 2013-12-31 | $1,162,816 |
| Value of fidelity bond covering the plan | 2013-12-31 | $130,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $65,996 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $3,996 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $193,552 |
| Net income (gross income less expenses) | 2013-12-31 | $253,393 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,416,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,162,816 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $45,250 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $48 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2014: MTI 401(K) PLAN 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: MTI 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-833419 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-833419 |
| Policy instance | 1 |