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AAATIX, LLC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAAATIX, LLC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

AAATIX, LLC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

AAATIX, LLC has sponsored the creation of one or more 401k plans.

Company Name:AAATIX, LLC
Employer identification number (EIN):204081538
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AAATIX, LLC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAN SWATEK2023-10-16 DAN SWATEK2023-10-16
0012021-01-01DAN SWATEK2022-10-01 DAN SWATEK2022-10-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Plan Statistics for AAATIX, LLC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AAATIX, LLC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-019
Total participants2022-01-019
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-019
Total participants2021-01-019
Number of participants with account balances2021-01-019

Financial Data on AAATIX, LLC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$289,411
Expenses. Total of all expenses incurred2022-12-31$346,041
Benefits paid (including direct rollovers)2022-12-31$325,000
Total plan assets at end of year2022-12-31$3,797,708
Total plan assets at beginning of year2022-12-31$3,854,338
Value of fidelity bond covering the plan2022-12-31$386,000
Total contributions received or receivable from participants2022-12-31$95,811
Contributions received from other sources (not participants or employers)2022-12-31$734,270
Other income received2022-12-31$-650,031
Net income (gross income less expenses)2022-12-31$-56,630
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,797,708
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,854,338
Total contributions received or receivable from employer(s)2022-12-31$109,361
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,041
2021 : AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$719,913
Expenses. Total of all expenses incurred2021-12-31$20,289
Total plan assets at end of year2021-12-31$3,854,338
Total plan assets at beginning of year2021-12-31$3,154,714
Value of fidelity bond covering the plan2021-12-31$386,000
Total contributions received or receivable from participants2021-12-31$52,000
Other income received2021-12-31$547,352
Net income (gross income less expenses)2021-12-31$699,624
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,854,338
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,154,714
Total contributions received or receivable from employer(s)2021-12-31$120,561
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$20,289

Form 5500 Responses for AAATIX, LLC. 401(K) PROFIT SHARING PLAN

2022: AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463420
Policy instance 1
Insurance contract or identification number463420
Number of Individuals Covered10
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 $773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees773
Additional information about fees paid to insurance brokerREFERAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463420
Policy instance 1
Insurance contract or identification number463420
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees865
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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