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MAIN STREET ADVISORS INC PROFIT SHARING PLAN 401k Plan overview

Plan NameMAIN STREET ADVISORS INC PROFIT SHARING PLAN
Plan identification number 002

MAIN STREET ADVISORS INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Long-term disability cover

401k Sponsoring company profile

MAIN STREET ADVISORS INC has sponsored the creation of one or more 401k plans.

Company Name:MAIN STREET ADVISORS INC
Employer identification number (EIN):954617763
NAIC Classification:523900

Additional information about MAIN STREET ADVISORS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 999357

More information about MAIN STREET ADVISORS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAIN STREET ADVISORS INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01WENDI NEWTON
0022023-01-01
0022023-01-01MIRANDA SCHWEHR
0022022-01-01
0022022-01-01ERIC QUELLA
0022021-01-01
0022021-01-01ERIC QUELLA
0022020-01-01PAUL D WACHTER2021-10-06
0022019-01-01PAUL D WACHTER2020-08-05
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022013-01-01PAUL D WACHTER
0022012-01-01PAUL D WACHTER
0022011-01-01PAUL D WACHTER
0022009-01-01PAUL D WACHTER
0022009-01-01PAUL D WACHTER

Financial Data on MAIN STREET ADVISORS INC PROFIT SHARING PLAN

Measure Date Value
2024 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-01-01$2,751,029
Expenses. Total of all expenses incurred2024-01-01$59,587
Benefits paid (including direct rollovers)2024-01-01$59,160
Total plan assets at end of year2024-01-01$10,885,355
Total plan assets at beginning of year2024-01-01$8,193,913
Value of fidelity bond covering the plan2024-01-01$500,000
Total contributions received or receivable from participants2024-01-01$499,447
Contributions received from other sources (not participants or employers)2024-01-01$161,600
Other income received2024-01-01$1,429,284
Net income (gross income less expenses)2024-01-01$2,691,442
Net plan assets at end of year (total assets less liabilities)2024-01-01$10,885,355
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$8,193,913
Assets. Value of participant loans2024-01-01$8,795
Total contributions received or receivable from employer(s)2024-01-01$660,698
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$427
2023 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$2,350,616
Expenses. Total of all expenses incurred2023-12-31$195,614
Benefits paid (including direct rollovers)2023-12-31$194,864
Total plan assets at end of year2023-12-31$8,193,913
Total plan assets at beginning of year2023-12-31$6,038,911
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$449,406
Contributions received from other sources (not participants or employers)2023-12-31$6,751
Other income received2023-12-31$1,272,961
Net income (gross income less expenses)2023-12-31$2,155,002
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,193,913
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,038,911
Assets. Value of participant loans2023-12-31$48,553
Total contributions received or receivable from employer(s)2023-12-31$621,498
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$750
2022 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$133,865
Expenses. Total of all expenses incurred2022-12-31$79,309
Benefits paid (including direct rollovers)2022-12-31$78,681
Total plan assets at end of year2022-12-31$6,038,911
Total plan assets at beginning of year2022-12-31$5,984,355
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$397,235
Contributions received from other sources (not participants or employers)2022-12-31$150,367
Other income received2022-12-31$-969,557
Net income (gross income less expenses)2022-12-31$54,556
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,038,911
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,984,355
Assets. Value of participant loans2022-12-31$18,060
Total contributions received or receivable from employer(s)2022-12-31$555,820
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$628
2021 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,551,402
Expenses. Total of all expenses incurred2021-12-31$13,006
Benefits paid (including direct rollovers)2021-12-31$12,856
Total plan assets at end of year2021-12-31$5,984,355
Total plan assets at beginning of year2021-12-31$4,445,959
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$1,086,915
Net income (gross income less expenses)2021-12-31$1,538,396
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,984,355
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,445,959
Total contributions received or receivable from employer(s)2021-12-31$464,487
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,056,765
Expenses. Total of all expenses incurred2020-12-31$148,647
Benefits paid (including direct rollovers)2020-12-31$148,647
Total plan assets at end of year2020-12-31$4,445,959
Total plan assets at beginning of year2020-12-31$3,537,841
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$570,726
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$908,118
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,445,959
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,537,841
Assets. Value of participant loans2020-12-31$8,423
Total contributions received or receivable from employer(s)2020-12-31$486,039
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,026,067
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$3,537,841
Total plan assets at beginning of year2019-12-31$2,511,774
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$604,153
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,026,067
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,537,841
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,511,774
Assets. Value of participant loans2019-12-31$9,437
Total contributions received or receivable from employer(s)2019-12-31$421,914
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$75,488
Expenses. Total of all expenses incurred2018-12-31$396,625
Benefits paid (including direct rollovers)2018-12-31$396,075
Total plan assets at end of year2018-12-31$2,511,774
Total plan assets at beginning of year2018-12-31$2,832,911
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-323,683
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-321,137
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,511,774
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,832,911
Assets. Value of participant loans2018-12-31$14,370
Total contributions received or receivable from employer(s)2018-12-31$399,171
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$774,550
Expenses. Total of all expenses incurred2017-12-31$605
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,832,911
Total plan assets at beginning of year2017-12-31$2,058,966
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$410,867
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$773,945
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,832,911
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,058,966
Assets. Value of participant loans2017-12-31$17,222
Total contributions received or receivable from employer(s)2017-12-31$363,683
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$618,270
Expenses. Total of all expenses incurred2016-12-31$55,999
Benefits paid (including direct rollovers)2016-12-31$54,389
Total plan assets at end of year2016-12-31$2,058,966
Total plan assets at beginning of year2016-12-31$1,496,695
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$278,332
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$562,271
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,058,966
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,496,695
Total contributions received or receivable from employer(s)2016-12-31$339,938
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$218,254
Expenses. Total of all expenses incurred2015-12-31$1,265
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,496,695
Total plan assets at beginning of year2015-12-31$1,279,706
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-74,709
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$216,989
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,496,695
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,279,706
Total contributions received or receivable from employer(s)2015-12-31$292,963
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2013 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$408,373
Expenses. Total of all expenses incurred2013-12-31$2,580
Benefits paid (including direct rollovers)2013-12-31$1,040
Total plan assets at end of year2013-12-31$1,005,146
Total plan assets at beginning of year2013-12-31$599,353
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$191,801
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$405,793
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,005,146
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$599,353
Total contributions received or receivable from employer(s)2013-12-31$216,572
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$269,800
Expenses. Total of all expenses incurred2012-12-31$1,963
Benefits paid (including direct rollovers)2012-12-31$1,963
Total plan assets at end of year2012-12-31$599,353
Total plan assets at beginning of year2012-12-31$331,516
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$76,244
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$267,837
Net plan assets at end of year (total assets less liabilities)2012-12-31$599,353
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$331,516
Total contributions received or receivable from employer(s)2012-12-31$193,556
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$141,739
Expenses. Total of all expenses incurred2011-12-31$6,527
Benefits paid (including direct rollovers)2011-12-31$4,692
Total plan assets at end of year2011-12-31$331,516
Total plan assets at beginning of year2011-12-31$196,304
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-35,357
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$135,212
Net plan assets at end of year (total assets less liabilities)2011-12-31$331,516
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$196,304
Total contributions received or receivable from employer(s)2011-12-31$177,096
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$196,479
Expenses. Total of all expenses incurred2010-12-31$175
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$196,304
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$24,497
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$196,304
Net plan assets at end of year (total assets less liabilities)2010-12-31$196,304
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$171,982
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$175

Form 5500 Responses for MAIN STREET ADVISORS INC PROFIT SHARING PLAN

2023: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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
2013: MAIN STREET ADVISORS INC PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAIN STREET ADVISORS INC PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAIN STREET ADVISORS INC PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAIN STREET ADVISORS INC PROFIT SHARING PLAN 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number150124
Policy instance 1
Insurance contract or identification number150124
Number of Individuals Covered45
Insurance policy start date2023-09-06
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $17,638
Total amount of fees paid to insurance companyUSD $3,462
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number150124
Policy instance 1
Insurance contract or identification number150124
Number of Individuals Covered44
Insurance policy start date2022-09-06
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,895
Total amount of fees paid to insurance companyUSD $13,785
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number150124
Policy instance 1

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