MID ATLANTIC TEST & BALANCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-09-13 | 89530 |
| Net assets as of the end of the plan year | 2025-09-13 | 964015 |
| Total assets as of the beginning of the plan year | 2025-09-13 | 887299 |
| Value of plan covered by a fidelity bond | 2025-09-13 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-13 | 38396 |
| Other income to plan in this plan year | 2025-09-13 | 100529 |
| Plan net income in this plan year | 2025-09-13 | 76716 |
| Net assets as of the end of the plan year | 2025-09-13 | 964015 |
| Net assets as of the beginning of the plan year | 2025-09-13 | 887299 |
| Employer contributions to plan in this plan year | 2025-09-13 | 27321 |
| Fees paid to broker by Benefit Provider | 2025-09-13 | 917 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-13 | 875 |
| 2024 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-18 | 20252 |
| Net assets as of the end of the plan year | 2024-06-18 | 887299 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 717704 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 38322 |
| Other income to plan in this plan year | 2024-06-18 | 124994 |
| Plan net income in this plan year | 2024-06-18 | 169595 |
| Net assets as of the end of the plan year | 2024-06-18 | 887299 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 717704 |
| Employer contributions to plan in this plan year | 2024-06-18 | 26531 |
| Fees paid to broker by Benefit Provider | 2024-06-18 | 803 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 919 |
| 2022 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-08 | 138574 |
| Net assets as of the end of the plan year | 2022-07-08 | 884793 |
| Total assets as of the beginning of the plan year | 2022-07-08 | 845886 |
| Value of plan covered by a fidelity bond | 2022-07-08 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-08 | 45994 |
| Other expenses paid from plan in this plan year | 2022-07-08 | 0 |
| Other contributions to plan in this plan year | 2022-07-08 | 0 |
| Other income to plan in this plan year | 2022-07-08 | 106992 |
| Plan net income in this plan year | 2022-07-08 | 38907 |
| Net assets as of the end of the plan year | 2022-07-08 | 884793 |
| Net assets as of the beginning of the plan year | 2022-07-08 | 845886 |
| Employer contributions to plan in this plan year | 2022-07-08 | 24495 |
| Fees paid to broker by Benefit Provider | 2022-07-08 | 838 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-08 | 1091 |
| 2014 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $61,614 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,083 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $19,733 |
| Total plan assets at end of year | 2014-12-31 | $462,256 |
| Total plan assets at beginning of year | 2014-12-31 | $420,725 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $24,713 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $350 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,248 |
| 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 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $123,074 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $350 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $420,725 |
| Total plan assets at beginning of year | 2013-12-31 | $298,001 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $31,176 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $350 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,087 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $82,568 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $10,477 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $10,133 |
| Total plan assets at end of year | 2012-12-31 | $298,001 |
| Total plan assets at beginning of year | 2012-12-31 | $225,910 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,432 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $344 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,136 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $29,873 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,202 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $14,833 |
| Total plan assets at end of year | 2011-12-31 | $225,910 |
| Total plan assets at beginning of year | 2011-12-31 | $211,239 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,481 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $369 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,593 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $80,210 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $20,233 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $19,845 |
| Total plan assets at end of year | 2010-12-31 | $211,239 |
| Total plan assets at beginning of year | 2010-12-31 | $151,262 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $32,609 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $388 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,916 |
| Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,016 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2009 : MID ATLANTIC TEST & BALANCE 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: MID ATLANTIC TEST & BALANCE 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: MID ATLANTIC TEST & BALANCE 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 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 |
| 2012: MID ATLANTIC TEST & BALANCE 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: MID ATLANTIC TEST & BALANCE 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: MID ATLANTIC TEST & BALANCE 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |