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LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameLOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 001

LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LOS ALAMOS TECHNICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOS ALAMOS TECHNICAL ASSOCIATES, INC.
Employer identification number (EIN):850241011
NAIC Classification:541600

Additional information about LOS ALAMOS TECHNICAL ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-11-22
Company Identification Number: 0802589159
Legal Registered Office Address: 6727 ACADEMY RD NE STE A

ALBUQUERQUE
United States of America (USA)
87109

More information about LOS ALAMOS TECHNICAL ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01KAREN MCKINLEY KAREN MCKINLEY2018-10-03
0012016-01-01ALFONSO GONZALES ALFONSO GONZALES2017-10-03
0012015-01-01CHRISTINE KYNOR CHRISTINE KYNOR2016-10-07
0012012-01-01KIM MORGAN KIM MORGAN2013-09-20
0012011-01-01KAREN MCKINLEY KAREN MCKINLEY2012-09-13
0012010-01-01KIM MORGAN KIM MORGAN2011-10-03
0012009-01-01KRISTINA MORGAN KRISTINA MORGAN2011-04-19
0012009-01-01KIM MORGAN KIM MORGAN2010-10-01

Plan Statistics for LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2017: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01354
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01207
Total of all active and inactive participants2017-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01299
Number of participants with account balances2017-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01193
2016: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01282
Total number of active participants reported on line 7a of the Form 55002016-01-01308
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01342
Number of participants with account balances2016-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01261
Number of participants with account balances2015-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2012: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01307
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01256
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01291
Total number of active participants reported on line 7a of the Form 55002010-01-01181
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01265
Number of participants with account balances2010-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01238
Total participants2009-01-01238
Number of participants with account balances2009-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2017 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-192,500
Total unrealized appreciation/depreciation of assets2017-12-31$-192,500
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,163,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,540,946
Expenses. Interest paid2017-12-31$372,983
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$372,983
Total income from all sources (including contributions)2017-12-31$584,813
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$399,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,908
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$777,308
Value of total assets at end of year2017-12-31$1,622,872
Value of total assets at beginning of year2017-12-31$1,815,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$15,163,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,540,946
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$184,922
Value of net assets at end of year (total assets less liabilities)2017-12-31$-13,540,657
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-13,725,579
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$48
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$43
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$43
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$1,622,500
Assets. Invements in employer securities at beginning of year2017-12-31$1,815,000
Contributions received in cash from employer2017-12-31$777,308
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,908
Contract administrator fees2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-192,500
Total unrealized appreciation/depreciation of assets2016-12-31$-192,500
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,540,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,909,517
Expenses. Interest paid2016-12-31$381,828
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$381,828
Total income from all sources (including contributions)2016-12-31$609,051
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$432,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,801
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$801,200
Value of total assets at end of year2016-12-31$1,815,367
Value of total assets at beginning of year2016-12-31$2,007,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,540,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,909,517
Other income not declared elsewhere2016-12-31$324
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$176,422
Value of net assets at end of year (total assets less liabilities)2016-12-31$-13,725,579
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-13,902,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$43
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$27
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,815,000
Assets. Invements in employer securities at beginning of year2016-12-31$2,007,500
Contributions received in cash from employer2016-12-31$801,200
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$50,801
Contract administrator fees2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,007,500
Total unrealized appreciation/depreciation of assets2015-12-31$-2,007,500
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,909,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,258,759
Expenses. Interest paid2015-12-31$401,157
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$401,157
Total income from all sources (including contributions)2015-12-31$-1,210,198
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$460,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$59,366
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$750,399
Value of total assets at end of year2015-12-31$2,007,516
Value of total assets at beginning of year2015-12-31$4,027,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,909,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,258,759
Other income not declared elsewhere2015-12-31$46,889
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,670,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$-13,902,001
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-12,231,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$2,007,500
Assets. Invements in employer securities at beginning of year2015-12-31$4,015,000
Contributions received in cash from employer2015-12-31$750,399
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$59,366
Contract administrator fees2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLC
Accountancy firm EIN2015-12-31910189318
2012 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$229,899
Total unrealized appreciation/depreciation of assets2012-12-31$229,899
Total transfer of assets from this plan2012-12-31$7,747,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50,987
Total income from all sources (including contributions)2012-12-31$1,219,828
Total loss/gain on sale of assets2012-12-31$183,094
Total of all expenses incurred2012-12-31$680,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$624,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$412,674
Value of total assets at end of year2012-12-31$0
Value of total assets at beginning of year2012-12-31$7,258,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,080
Total interest from all sources2012-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$274,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$180,951
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Minimum employer required contribution for this plan year2012-12-31$412,674
Amount contributed by the employer to the plan for this plan year2012-12-31$412,674
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$234,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$50,987
Other income not declared elsewhere2012-12-31$396
Administrative expenses (other) incurred2012-12-31$5,997
Total non interest bearing cash at beginning of year2012-12-31$1,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$539,747
Value of net assets at end of year (total assets less liabilities)2012-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,207,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$50,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,080,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$239,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$239,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$118,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$412,674
Income. Dividends from common stock2012-12-31$93,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$624,001
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$8,131
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,695,389
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31Yes
Aggregate proceeds on sale of assets2012-12-31$3,991,459
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,808,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-651,213
Total unrealized appreciation/depreciation of assets2011-12-31$-651,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$50,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,269
Total income from all sources (including contributions)2011-12-31$133,004
Total loss/gain on sale of assets2011-12-31$156,964
Total of all expenses incurred2011-12-31$1,358,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,295,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$343,318
Value of total assets at end of year2011-12-31$7,258,801
Value of total assets at beginning of year2011-12-31$8,434,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,671
Total interest from all sources2011-12-31$125
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$346,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$251,043
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$343,318
Amount contributed by the employer to the plan for this plan year2011-12-31$343,318
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$234,629
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$253,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$50,987
Other income not declared elsewhere2011-12-31$363
Administrative expenses (other) incurred2011-12-31$8,755
Total non interest bearing cash at end of year2011-12-31$1,293
Total non interest bearing cash at beginning of year2011-12-31$2,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,225,688
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,207,814
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,433,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$54,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,080,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,564,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$239,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,076,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,076,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$343,318
Employer contributions (assets) at beginning of year2011-12-31$77,686
Income. Dividends from common stock2011-12-31$95,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,295,021
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$8,131
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$7,722
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,695,389
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,453,666
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,269
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,488,612
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,331,648
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$349,559
Total unrealized appreciation/depreciation of assets2010-12-31$349,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,294
Total income from all sources (including contributions)2010-12-31$1,482,144
Total loss/gain on sale of assets2010-12-31$146,211
Total of all expenses incurred2010-12-31$371,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$319,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$470,702
Value of total assets at end of year2010-12-31$8,434,771
Value of total assets at beginning of year2010-12-31$7,326,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$52,183
Total interest from all sources2010-12-31$203
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$312,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$237,501
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$470,702
Amount contributed by the employer to the plan for this plan year2010-12-31$470,702
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$253,428
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$183,434
Other income not declared elsewhere2010-12-31$554
Administrative expenses (other) incurred2010-12-31$8,514
Total non interest bearing cash at end of year2010-12-31$2,131
Total non interest bearing cash at beginning of year2010-12-31$724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,110,270
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,433,502
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,323,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$43,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,564,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,299,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,076,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$175,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$175,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$202,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$470,702
Employer contributions (assets) at end of year2010-12-31$77,686
Employer contributions (assets) at beginning of year2010-12-31$63,181
Income. Dividends from common stock2010-12-31$74,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$319,691
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$7,722
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$7,299
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,453,666
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,597,433
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,269
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,294
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,032,122
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,885,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 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$411,844
Amount contributed by the employer to the plan for this plan year2009-12-31$411,844

Form 5500 Responses for LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST

2017: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 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 filingYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOS ALAMOS TECHNICAL ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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