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ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan NameADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN
Plan identification number 001

ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ADI MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADI MANAGEMENT, INC.
Employer identification number (EIN):112353823
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about ADI MANAGEMENT, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1975-05-12
Company Identification Number: 369574
Legal Registered Office Address: 500 FIFTH AVE
Queens
NEW YORK
United States of America (USA)
10036

More information about ADI MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01HERBERT DONNER
0012023-01-01
0012023-01-01HERBERT DONNER
0012022-01-01
0012022-01-01HERBERT DONNER
0012021-01-01
0012021-01-01HERBERT DONNER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HERBERT DONNER
0012016-01-01HERBERT DONNER, PRESIDENT HERBERT DONNER2017-09-27
0012015-01-01HERBERT DONNER, PRESIDENT HERBERT DONNER2016-09-09
0012014-01-01HERBERT DONNER, PRESIDENT HERBERT DONNER2015-10-13
0012013-01-01HERBERT DONNER, PRESIDENT
0012012-01-01HERBERT DONNER, PRESIDENT
0012011-01-01HERBERT DONNER, PRESIDENT
0012010-01-01HERBERT DONNER, PRESIDENT
0012009-01-01HERBERT DONNER, PRESIDENT
0012009-01-01HERBERT DONNER, PRESIDENT

Financial Data on ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN

Measure Date Value
2023 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$880,953
Expenses. Total of all expenses incurred2023-12-31$308,144
Benefits paid (including direct rollovers)2023-12-31$302,416
Total plan assets at end of year2023-12-31$6,020,248
Total plan assets at beginning of year2023-12-31$5,447,439
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$69,580
Expenses. Other expenses not covered elsewhere2023-12-31$1,408
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$715,163
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$572,809
Net plan assets at end of year (total assets less liabilities)2023-12-31$6,020,248
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,447,439
Assets. Value of employer securities2023-12-31$11,902
Total contributions received or receivable from employer(s)2023-12-31$96,210
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,320
2022 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-725,233
Expenses. Total of all expenses incurred2022-12-31$191,142
Benefits paid (including direct rollovers)2022-12-31$185,154
Total plan assets at end of year2022-12-31$5,447,439
Total plan assets at beginning of year2022-12-31$6,363,814
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$71,700
Expenses. Other expenses not covered elsewhere2022-12-31$2,013
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-890,054
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-916,375
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,447,439
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,363,814
Assets. Value of employer securities2022-12-31$24,088
Total contributions received or receivable from employer(s)2022-12-31$93,121
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,975
2021 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,040,025
Expenses. Total of all expenses incurred2021-12-31$286,232
Benefits paid (including direct rollovers)2021-12-31$277,117
Total plan assets at end of year2021-12-31$6,363,814
Total plan assets at beginning of year2021-12-31$5,610,021
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$67,450
Expenses. Other expenses not covered elsewhere2021-12-31$1,840
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$897,069
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$753,793
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,363,814
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,610,021
Total contributions received or receivable from employer(s)2021-12-31$75,506
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ADI MANAGEMENT, INC. 401(K)/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$677,737
Expenses. Total of all expenses incurred2020-12-31$18,438
Benefits paid (including direct rollovers)2020-12-31$13,236
Total plan assets at end of year2020-12-31$5,610,021
Total plan assets at beginning of year2020-12-31$4,950,722
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$64,300
Expenses. Other expenses not covered elsewhere2020-12-31$1,662
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$531,298
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$659,299
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,610,021
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,950,722
Total contributions received or receivable from employer(s)2020-12-31$82,139
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$3,540
2019 : ADI MANAGEMENT, INC. 401(K)/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$867,959
Expenses. Total of all expenses incurred2019-12-31$126,888
Benefits paid (including direct rollovers)2019-12-31$121,083
Total plan assets at end of year2019-12-31$4,950,722
Total plan assets at beginning of year2019-12-31$4,209,651
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$61,150
Expenses. Other expenses not covered elsewhere2019-12-31$2,065
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$726,216
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$741,071
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,950,722
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,209,651
Total contributions received or receivable from employer(s)2019-12-31$80,593
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$3,740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-108,833
Expenses. Total of all expenses incurred2018-12-31$134,588
Benefits paid (including direct rollovers)2018-12-31$128,819
Total plan assets at end of year2018-12-31$4,209,651
Total plan assets at beginning of year2018-12-31$4,453,072
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$61,010
Expenses. Other expenses not covered elsewhere2018-12-31$2,129
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-265,100
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-243,421
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,209,651
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,453,072
Total contributions received or receivable from employer(s)2018-12-31$95,257
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$3,640
2017 : ADI MANAGEMENT, INC. 401(K)/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$595,600
Expenses. Total of all expenses incurred2017-12-31$118,055
Benefits paid (including direct rollovers)2017-12-31$112,158
Total plan assets at end of year2017-12-31$4,453,072
Total plan assets at beginning of year2017-12-31$3,975,527
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$59,480
Expenses. Other expenses not covered elsewhere2017-12-31$2,577
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$444,674
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$477,545
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,453,072
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,975,527
Total contributions received or receivable from employer(s)2017-12-31$91,446
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$3,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2016 401k financial data
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$459,819
Expenses. Total of all expenses incurred2016-12-31$107,360
Benefits paid (including direct rollovers)2016-12-31$101,877
Total plan assets at end of year2016-12-31$3,975,527
Total plan assets at beginning of year2016-12-31$3,623,068
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$61,270
Expenses. Other expenses not covered elsewhere2016-12-31$2,403
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$314,079
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$352,459
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,975,527
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,623,068
Total contributions received or receivable from employer(s)2016-12-31$84,470
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$3,080
2015 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2015 401k financial data
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$36,887
Expenses. Total of all expenses incurred2015-12-31$231,609
Benefits paid (including direct rollovers)2015-12-31$223,694
Total plan assets at end of year2015-12-31$3,623,068
Total plan assets at beginning of year2015-12-31$3,817,790
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$71,840
Expenses. Other expenses not covered elsewhere2015-12-31$3,285
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-119,984
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-194,722
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,623,068
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,817,790
Total contributions received or receivable from employer(s)2015-12-31$85,031
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$4,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$429,570
Expenses. Total of all expenses incurred2014-12-31$264,648
Benefits paid (including direct rollovers)2014-12-31$258,182
Total plan assets at end of year2014-12-31$3,817,790
Total plan assets at beginning of year2014-12-31$3,652,868
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$71,056
Expenses. Other expenses not covered elsewhere2014-12-31$3,411
Contributions received from other sources (not participants or employers)2014-12-31$51,740
Other income received2014-12-31$232,083
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$164,922
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,817,790
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,652,868
Total contributions received or receivable from employer(s)2014-12-31$74,691
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,055
2013 : ADI MANAGEMENT, INC. 401(K)/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$488,251
Expenses. Total of all expenses incurred2013-12-31$55,585
Benefits paid (including direct rollovers)2013-12-31$48,437
Total plan assets at end of year2013-12-31$3,652,868
Total plan assets at beginning of year2013-12-31$3,220,202
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$54,156
Expenses. Other expenses not covered elsewhere2013-12-31$4,373
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$365,140
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$432,666
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,652,868
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,220,202
Total contributions received or receivable from employer(s)2013-12-31$68,955
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$2,775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ADI MANAGEMENT, INC. 401(K)/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$416,566
Expenses. Total of all expenses incurred2012-12-31$6,780
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,220,202
Total plan assets at beginning of year2012-12-31$2,810,416
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$54,156
Expenses. Other expenses not covered elsewhere2012-12-31$4,355
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$286,600
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$409,786
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,220,202
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,810,416
Total contributions received or receivable from employer(s)2012-12-31$75,810
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$2,425
2011 : ADI MANAGEMENT, INC. 401(K)/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$190,247
Expenses. Total of all expenses incurred2011-12-31$4,141
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,810,416
Total plan assets at beginning of year2011-12-31$2,624,310
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$54,207
Expenses. Other expenses not covered elsewhere2011-12-31$4,141
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$58,680
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$186,106
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,810,416
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,624,310
Total contributions received or receivable from employer(s)2011-12-31$77,360
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$0
2010 : ADI MANAGEMENT, INC. 401(K)/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$433,411
Expenses. Total of all expenses incurred2010-12-31$6,323
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,624,310
Total plan assets at beginning of year2010-12-31$2,197,222
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$52,546
Expenses. Other expenses not covered elsewhere2010-12-31$3,648
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$303,372
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$427,088
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,624,310
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,197,222
Total contributions received or receivable from employer(s)2010-12-31$77,493
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$2,675
2009 : ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN

2023: ADI MANAGEMENT, INC. 401(K)/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: ADI MANAGEMENT, INC. 401(K)/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: ADI MANAGEMENT, INC. 401(K)/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: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ADI MANAGEMENT, INC. 401(K)/PROFIT SHARING PLAN 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ADI MANAGEMENT, INC. 401(K)/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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C306
Policy instance 2
Insurance contract or identification number81C306
Number of Individuals Covered16
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $13,306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
Insurance contract or identification numberT16226
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C306
Policy instance 2
Insurance contract or identification number81C306
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,642
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
Insurance contract or identification numberT16226
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C306
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C306
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C306
Policy instance 3
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHM775
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberT16226
Policy instance 2

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