Civic Intelligence
Filing

Advanced Data Systems Corporation 401K Plan

ADVANCED DATA SYSTEMS • EIN 22-2282524 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

84 → 62

-22 • -26.19%

Assets

Up

$831,916 → $1,344,039

$512,123 • 61.56%

Investment Management Fee

-

Admin expenses - • Total expenses $54,991

Filing Details

Context
Net investment result
$512,122
Pension payor EIN
13-5581829

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2007172$0$0-
ADVANCED DATA SYSTEMS CORPORATION CAFETERIA PLAN-72---
20061102$0$0-
ADVANCED DATA SYSTEMS CORPORATION CAFETERIA PLAN-102---
20052107$3,945,346$569,050$5,318iApproximate average salary by contribution assumption: employee only about $132,956 at 4% or $88,637 at 6%; with 50% employer match about $88,637 at 4% or $59,091 at 6%; with 100% employer match about $66,478 at 4% or $44,319 at 6%.
Advanced Data Systems Corporation 401K Plan-89$3,945,346$569,050$6,394iApproximate average salary by contribution assumption: employee only about $159,846 at 4% or $106,564 at 6%; with 50% employer match about $106,564 at 4% or $71,042 at 6%; with 100% employer match about $79,923 at 4% or $53,282 at 6%.
ADVANCED DATA SYSTEMS CORPORATION CAFETERIA PLAN-107---
20041107$3,187,523$547,353$5,115iApproximate average salary by contribution assumption: employee only about $127,886 at 4% or $85,257 at 6%; with 50% employer match about $85,257 at 4% or $56,838 at 6%; with 100% employer match about $63,943 at 4% or $42,629 at 6%.
Advanced Data Systems Corporation 401K Plan-107$3,187,523$547,353$5,115iApproximate average salary by contribution assumption: employee only about $127,886 at 4% or $85,257 at 6%; with 50% employer match about $85,257 at 4% or $56,838 at 6%; with 100% employer match about $63,943 at 4% or $42,629 at 6%.
20031101$2,455,664$493,317$4,884iApproximate average salary by contribution assumption: employee only about $122,108 at 4% or $81,405 at 6%; with 50% employer match about $81,405 at 4% or $54,270 at 6%; with 100% employer match about $61,054 at 4% or $40,703 at 6%.
Advanced Data Systems Corporation 401K Plan-101$2,455,664$493,317$4,884iApproximate average salary by contribution assumption: employee only about $122,108 at 4% or $81,405 at 6%; with 50% employer match about $81,405 at 4% or $54,270 at 6%; with 100% employer match about $61,054 at 4% or $40,703 at 6%.
20022106$1,500,120$415,655$3,921iApproximate average salary by contribution assumption: employee only about $98,032 at 4% or $65,355 at 6%; with 50% employer match about $65,355 at 4% or $43,570 at 6%; with 100% employer match about $49,016 at 4% or $32,677 at 6%.
Advanced Data Systems Corporation 401K Plan-94$1,500,120$415,655$4,422iApproximate average salary by contribution assumption: employee only about $110,547 at 4% or $73,698 at 6%; with 50% employer match about $73,698 at 4% or $49,132 at 6%; with 100% employer match about $55,273 at 4% or $36,849 at 6%.
ADVANCED DATA SYSTEMS CORPORATION CAFETERIA PLAN-106---
2001185$0$0-
Advanced Data Systems Corporation 401K Plan-85---
2000178$1,422,724$345,959$4,435iApproximate average salary by contribution assumption: employee only about $110,884 at 4% or $73,923 at 6%; with 50% employer match about $73,923 at 4% or $49,282 at 6%; with 100% employer match about $55,442 at 4% or $36,961 at 6%.
Advanced Data Systems Corporation 401K Plan-78$1,422,724$345,959$4,435iApproximate average salary by contribution assumption: employee only about $110,884 at 4% or $73,923 at 6%; with 50% employer match about $73,923 at 4% or $49,282 at 6%; with 100% employer match about $55,442 at 4% or $36,961 at 6%.
1999162$1,344,039$295,414$4,765iApproximate average salary by contribution assumption: employee only about $119,119 at 4% or $79,412 at 6%; with 50% employer match about $79,412 at 4% or $52,942 at 6%; with 100% employer match about $59,559 at 4% or $39,706 at 6%.
Advanced Data Systems Corporation 401K Plan-62$1,344,039$295,414$4,765iApproximate average salary by contribution assumption: employee only about $119,119 at 4% or $79,412 at 6%; with 50% employer match about $79,412 at 4% or $52,942 at 6%; with 100% employer match about $59,559 at 4% or $39,706 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037102549281
Form Id
3894599
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371102549030002
Ins Broker 01 Name
DAVID A. YAROCK
Ins Broker 01 Street Addr
30 TWO BRIDGES ROAD
Ins Broker 01 City
FAIRFIELD
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
07004
Ins Broker Comm Pd 01 Amount
$3,206
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: THE NEW ENGLAND
Filing Id
56037102549281
Form Id
3894599
Schedule A EIN
22-2282524
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
THE NEW ENGLAND
Ins Carrier EIN
13-5581829
Ins Carrier Naic Code
65978
Ins Contract Num
512432-01
Ins Prsn Covered End of year Count
76
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$3,206
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$310
Pension End of year Sep Account Amount
$1,343,729
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$16
Pension Contribution Dep Amount
$333
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$5
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$338
Pension Total Bal Addn Amount
$354
Pension Bnfts Dsbrsd Amount
$44
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$44
Pension End of year Bal Amount
$310
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
56037102549281
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371102549030003
DFE P1 Entity 01 Name
THE TNE SERIES (K) ACCOUNT
DFE P1 Spons 01 Name
METROPOLITAN LIFE INSURNACE CO.
DFE P1 Plan 01 EIN Plan number
135581829001
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,343,729
Row 2
Filing Id
56037102549281
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371102549030003
Row 3
Filing Id
56037102549281
Schedule D EIN
22-2282524
Schedule D Plan number
001
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,344,039$512,123 change

Balance Sheet

Beginning and end of plan year.

Total assets$831,916$1,344,039Increase +$512,123 (61.56%)
Total liabilities$0$0No change $0
Net assets$831,916$1,344,039Increase +$512,123 (61.56%)

Contributions

Employer contributions$71,364
Participant contributions$224,050
Other contributions$0

Income & Expenses

Total income$567,113
Total expenses$54,991
Net income$512,122
Source fields
Schedule I source fields
Filing Id
56037102549281
Schedule I EIN
22-2282524
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$831,916
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$831,916
Small plan total assets at end of year
$1,344,039
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,344,039
Small plan employer contributions
$71,364
Small plan participant contributions
$224,050
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$271,699
Small plan total income
$567,113
Small plan total benefit distributions
$51,430
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
3561
Small Oth Expenses Amount
$0
Small plan total expenses
$54,991
Small plan net income or loss
$512,122
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
1
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
Yes
Small 20 Percent Sngl Investment Amount
$282,322
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN13-5581829

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-5581829
Filing Id
56037102549281
Schedule R EIN
22-2282524
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-5581829
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0