| Plan Name | MID AMERICAN TAX ADVISORY GROUP INCORPORATED 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MID AMERICAN TAX ADVISORY GROUP INCORPORATED |
| Employer identification number (EIN): | 431850268 |
| NAIC Classification: | 525920 |
| NAIC Description: | Trusts, Estates, and Agency Accounts |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-12-01 | ||||
| 001 | 2021-12-01 | ||||
| 001 | 2020-12-01 | ||||
| 001 | 2019-12-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025: MID AMERICAN TAX ADVISORY GROUP INCORPORATED 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-04 | 14 |
| Total number of particpants at end of year | 2025-04-04 | 18 |
| Number of Participants With Account Balances | 2025-04-04 | 15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MID AMERICAN TAX ADVISORY GROUP INCORPORATED 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-04 | 7635 |
| Net assets as of the end of the plan year | 2025-04-04 | 1142134 |
| Total assets as of the beginning of the plan year | 2025-04-04 | 769248 |
| Value of plan covered by a fidelity bond | 2025-04-04 | 50000 |
| Participant contributions to plan in this plan year | 2025-04-04 | 145593 |
| Other income to plan in this plan year | 2025-04-04 | 179896 |
| Plan net income in this plan year | 2025-04-04 | 372886 |
| Net assets as of the end of the plan year | 2025-04-04 | 1142134 |
| Net assets as of the beginning of the plan year | 2025-04-04 | 769248 |
| Value of contributions failed to transmitted timely | 2025-04-04 | 1257 |
| Employer contributions to plan in this plan year | 2025-04-04 | 55032 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-04 | 1593 |