Civic Intelligence
Filing

Advanced Data Systems Corporation 401K Plan

ADVANCED DATA SYSTEMS • EIN 22-2282524 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

138 → 89

-49 • -35.51%

Assets

Up

$3,187,523 → $3,945,346

$757,823 • 23.77%

Investment Management Fee

0.00%

$0

Admin expenses $1,566 • Total expenses $54,217

Filing Details

Context
Net investment result
$757,823
Pension payor EIN
04-2708937

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
LIPPERT,ZVERIN AND FISCHER LLPEIN 13-4182811Accountant---

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 PlanCurrent89$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
84037310078566
Form Id
74273555
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5030376310078060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: NEW ENGLAND FINANCIAL
Filing Id
84037310078566
Form Id
74273555
Schedule A EIN
22-2282524
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
NEW ENGLAND FINANCIAL
Ins Carrier EIN
13-5581829
Ins Carrier Naic Code
65978
Ins Contract Num
512432-01
Ins Prsn Covered End of year Count
107
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$11,059
Pension End of year Sep Account Amount
$3,859,273
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
$8,550
Pension Contribution Dep Amount
$3,165
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$124
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$3,289
Pension Total Bal Addn Amount
$11,839
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$12
Pension Transfer To Amount
$768
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$780
Pension End of year Bal Amount
$11,059
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
84037310078566
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5030376310078060003
DFE P1 Entity 01 Name
TNE SERIES(K) ACCT OF METROPOLITAN
DFE P1 Spons 01 Name
METROPOLITAN LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
135581829003
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,859,273
Row 2
Filing Id
84037310078566
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5030376310078060003
Row 3
Filing Id
84037310078566
Schedule D EIN
22-2282524
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20051231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$3,945,346$757,823 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,187,523$3,945,346Increase +$757,823 (23.77%)
Total liabilities$0$0No change $0
Net assets$3,187,523$3,945,346Increase +$757,823 (23.77%)

Contributions

Employer contributions$115,292
Participant contributions$453,758
Other contributions$0
Total contributions$569,050

Income & Investment Result

Total income$812,040
Interest$1,930
Dividends$0
Net income$757,823

Expenses & Fees

Benefits paid$44,014
Investment management$0
Administrative expenses$1,566
Total expenses$54,217

Accountant

FirmLIPPERT,ZVERIN AND FISCHER LLP
Firm EIN13-4182811

Compliance

Fidelity bondYes
Fidelity bond amount$250,000
Participant loans$75,014
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $3,187,523Total assets at end of year: $3,945,346Total liabilities at end of year: $0Net income or loss: $757,823
Filing Id
84037310078566
Schedule H EIN
22-2282524
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2005-01-01
Schedule H Tax Period
20051231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$32,656
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$3,146,317
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$8,550
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$3,187,523
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$3,187,523
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$75,014
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$3,859,273
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$11,059
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$3,945,346
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$3,945,346
Employer contributions
$115,292
Participant contributions
$453,758
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$569,050
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$1,805
Interest On Oth Investment Amount
$125
Total interest income
$1,930
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$241,060
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$812,040
Participant distributions
$44,014
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$44,014
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
8637
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$1,566
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$1,566
Total expenses
$54,217
Net income or loss
$757,823
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
LIPPERT,ZVERIN AND FISCHER LLP
Accountant firm EIN
13-4182811
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$250,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN04-2708937

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-2708937
Filing Id
84037310078566
Schedule R EIN
22-2282524
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-2708937
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0