ADVANCED TECHNOLOGY LEADERS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADVANCED TECHNOLOGY LEADERS, INC
Measure | Date | Value |
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2022 : ADVANCED TECHNOLOGY LEADERS, INC 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $748,117 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $615,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $599,858 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $12,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,255,060 |
Value of total assets at end of year | 2022-12-31 | $2,820,715 |
Value of total assets at beginning of year | 2022-12-31 | $2,687,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,550 |
Total interest from all sources | 2022-12-31 | $2,610 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $185,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $185,142 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $269,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $788,089 |
Participant contributions at end of year | 2022-12-31 | $49,692 |
Participant contributions at beginning of year | 2022-12-31 | $31,971 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $107,987 |
Administrative expenses (other) incurred | 2022-12-31 | $2,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $132,780 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,820,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,687,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,409,520 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,243,352 |
Interest on participant loans | 2022-12-31 | $2,610 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $361,503 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $412,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-624,996 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-69,699 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $358,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $599,858 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2022-12-31 | 560574444 |
2021 : ADVANCED TECHNOLOGY LEADERS, INC 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,284,886 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $86,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $84,777 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,007,674 |
Value of total assets at end of year | 2021-12-31 | $2,687,935 |
Value of total assets at beginning of year | 2021-12-31 | $1,489,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,375 |
Total interest from all sources | 2021-12-31 | $1,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $189,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $189,434 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $149,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $609,240 |
Participant contributions at end of year | 2021-12-31 | $31,971 |
Participant contributions at beginning of year | 2021-12-31 | $16,463 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $106,979 |
Administrative expenses (other) incurred | 2021-12-31 | $1,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,198,416 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,687,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,489,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,243,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,273,575 |
Interest on participant loans | 2021-12-31 | $1,675 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $412,612 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $199,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $39,100 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $47,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $291,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $84,777 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2021-12-31 | 560574444 |
2020 : ADVANCED TECHNOLOGY LEADERS, INC 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $788,556 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $84,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $80,635 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $575,698 |
Value of total assets at end of year | 2020-12-31 | $1,489,519 |
Value of total assets at beginning of year | 2020-12-31 | $785,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $850 |
Total interest from all sources | 2020-12-31 | $1,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $60,698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $60,698 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $79,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $352,289 |
Participant contributions at end of year | 2020-12-31 | $16,463 |
Participant contributions at beginning of year | 2020-12-31 | $18,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $45,311 |
Administrative expenses (other) incurred | 2020-12-31 | $850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $704,038 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,489,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $785,481 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,273,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $634,016 |
Interest on participant loans | 2020-12-31 | $1,537 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $199,481 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $133,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $126,452 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $24,171 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $178,098 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $80,635 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |