Logo

MID ATLANTIC TEST & BALANCE 401(K) PLAN 401k Plan overview

Plan NameMID ATLANTIC TEST & BALANCE 401(K) PLAN
Plan identification number 001

MID ATLANTIC TEST & BALANCE 401(K) 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

MID ATLANTIC TEST & BALANCE has sponsored the creation of one or more 401k plans.

Company Name:MID ATLANTIC TEST & BALANCE
Employer identification number (EIN):541846660
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID ATLANTIC TEST & BALANCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01DAVID FORLINES2022-07-08
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01AMANDA MIELKE2017-06-20
0012015-01-01DAVID FORLINES2016-06-13 DAVID FORLINES2016-06-13
0012014-01-01DAVID FORLINES
0012013-01-01DAVID FORLINES
0012012-01-01DAVID FORLINES DAVID FORLINES2013-07-30
0012011-01-01DAVID FORLINES
0012009-01-01
0012009-01-01DAVID FORLINES DAVID FORLINES2010-08-19

Financial Data on MID ATLANTIC TEST & BALANCE 401(K) PLAN

Measure Date Value
2025 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1389530
Net assets as of the end of the plan year2025-09-13964015
Total assets as of the beginning of the plan year2025-09-13887299
Value of plan covered by a fidelity bond2025-09-13100000
Participant contributions to plan in this plan year2025-09-1338396
Other income to plan in this plan year2025-09-13100529
Plan net income in this plan year2025-09-1376716
Net assets as of the end of the plan year2025-09-13964015
Net assets as of the beginning of the plan year2025-09-13887299
Employer contributions to plan in this plan year2025-09-1327321
Fees paid to broker by Benefit Provider2025-09-13917
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-13875
2024 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1820252
Net assets as of the end of the plan year2024-06-18887299
Total assets as of the beginning of the plan year2024-06-18717704
Value of plan covered by a fidelity bond2024-06-18100000
Participant contributions to plan in this plan year2024-06-1838322
Other income to plan in this plan year2024-06-18124994
Plan net income in this plan year2024-06-18169595
Net assets as of the end of the plan year2024-06-18887299
Net assets as of the beginning of the plan year2024-06-18717704
Employer contributions to plan in this plan year2024-06-1826531
Fees paid to broker by Benefit Provider2024-06-18803
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-18919
2022 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-080
Total liabilities as of the end of the plan year2022-07-080
Total liabilities as of the beginning of the plan year2022-07-080
Total expenses incurred by plan in this plan year2022-07-08138574
Net assets as of the end of the plan year2022-07-08884793
Total assets as of the beginning of the plan year2022-07-08845886
Value of plan covered by a fidelity bond2022-07-08100000
Participant contributions to plan in this plan year2022-07-0845994
Other expenses paid from plan in this plan year2022-07-080
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-08106992
Plan net income in this plan year2022-07-0838907
Net assets as of the end of the plan year2022-07-08884793
Net assets as of the beginning of the plan year2022-07-08845886
Employer contributions to plan in this plan year2022-07-0824495
Fees paid to broker by Benefit Provider2022-07-08838
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-081091
2014 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$61,614
Expenses. Total of all expenses incurred2014-12-31$20,083
Benefits paid (including direct rollovers)2014-12-31$19,733
Total plan assets at end of year2014-12-31$462,256
Total plan assets at beginning of year2014-12-31$420,725
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$24,713
Expenses. Other expenses not covered elsewhere2014-12-31$350
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$17,653
Net income (gross income less expenses)2014-12-31$41,531
Net plan assets at end of year (total assets less liabilities)2014-12-31$462,256
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$420,725
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$19,248
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$123,074
Expenses. Total of all expenses incurred2013-12-31$350
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$420,725
Total plan assets at beginning of year2013-12-31$298,001
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$31,176
Expenses. Other expenses not covered elsewhere2013-12-31$350
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$70,811
Net income (gross income less expenses)2013-12-31$122,724
Net plan assets at end of year (total assets less liabilities)2013-12-31$420,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$298,001
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$21,087
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$82,568
Expenses. Total of all expenses incurred2012-12-31$10,477
Benefits paid (including direct rollovers)2012-12-31$10,133
Total plan assets at end of year2012-12-31$298,001
Total plan assets at beginning of year2012-12-31$225,910
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$22,432
Expenses. Other expenses not covered elsewhere2012-12-31$344
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$41,000
Net income (gross income less expenses)2012-12-31$72,091
Net plan assets at end of year (total assets less liabilities)2012-12-31$298,001
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$225,910
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$19,136
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 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$29,873
Expenses. Total of all expenses incurred2011-12-31$15,202
Benefits paid (including direct rollovers)2011-12-31$14,833
Total plan assets at end of year2011-12-31$225,910
Total plan assets at beginning of year2011-12-31$211,239
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$24,481
Expenses. Other expenses not covered elsewhere2011-12-31$369
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-16,201
Net income (gross income less expenses)2011-12-31$14,671
Net plan assets at end of year (total assets less liabilities)2011-12-31$225,910
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$211,239
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$21,593
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 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$80,210
Expenses. Total of all expenses incurred2010-12-31$20,233
Benefits paid (including direct rollovers)2010-12-31$19,845
Total plan assets at end of year2010-12-31$211,239
Total plan assets at beginning of year2010-12-31$151,262
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$32,609
Expenses. Other expenses not covered elsewhere2010-12-31$388
Contributions received from other sources (not participants or employers)2010-12-31$3,916
Other income received2010-12-31$21,669
Net income (gross income less expenses)2010-12-31$59,977
Net plan assets at end of year (total assets less liabilities)2010-12-31$211,239
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$151,262
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$22,016
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
2009 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MID ATLANTIC TEST & BALANCE 401(K) PLAN

2014: MID ATLANTIC TEST & BALANCE 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MID ATLANTIC TEST & BALANCE 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MID ATLANTIC TEST & BALANCE 401(K) 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MID ATLANTIC TEST & BALANCE 401(K) 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MID ATLANTIC TEST & BALANCE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807672
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807672
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807672
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-807672
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1