Civic Intelligence
Filing

Koni Ameri Tech Services 401K Plan

Koni Ameritech Services Inc. • EIN 38-3019258 • Plan year 2011

Company ProfileSource Archive
Filing Insights

Participants

Down

15 → 4

-11 • -73.33%

Assets

Down

$272,053 → $252,005

-$20,048 • -7.37%

Investment Management Fee

-

Admin expenses - • Total expenses $3,802

Filing Details

Context
Net investment result
$-20,048

Status Flags

Fidelity bond in place

No

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

No

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

No

Plan blackout period

No

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$290,806$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$290,806$0-
202315$262,143$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$262,143--
202215$312,555$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$312,555--
202115$371,732$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$371,732$0-
202015$359,476$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$359,476$0-
201915$305,501$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$305,501$0-
201815$269,494$112,570$22,514iApproximate average salary by contribution assumption: employee only about $562,850 at 4% or $375,233 at 6%; with 50% employer match about $375,233 at 4% or $250,156 at 6%; with 100% employer match about $281,425 at 4% or $187,617 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-5$269,494$112,570$22,514iApproximate average salary by contribution assumption: employee only about $562,850 at 4% or $375,233 at 6%; with 50% employer match about $375,233 at 4% or $250,156 at 6%; with 100% employer match about $281,425 at 4% or $187,617 at 6%.
201715$158,548$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$158,548$0-
201615$136,999$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$136,999$0-
201515$129,171$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$129,171$0-
201425$122,647$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$122,647$0-
Koni Ameri Tech Services 401K Plan-0---
201325$477,996$0-
Koni Ameri Tech Services 401K Plan-4$362,187--
Koni Ameritech Services Inc. Profit Sharing Plan-5$115,809$0-
201225$388,842$0-
Koni Ameri Tech Services 401K Plan-4$286,890--
Koni Ameritech Services Inc. Profit Sharing Plan-5$101,952$0-
201126$352,062$0-
Koni Ameri Tech Services 401K PlanCurrent4$252,005--
Koni Ameritech Services Inc. Profit Sharing Plan-6$100,057$0-
201026$370,207$0-
Koni Ameri Tech Services 401K Plan-4$272,053--
Koni Ameritech Services Inc. Profit Sharing Plan-6$98,154$0-
200926$324,189$0-
Koni Ameri Tech Services 401K Plan-4$233,742--
Koni Ameritech Services Inc. Profit Sharing Plan-6$90,447$0-
200826$0$0-
Koni Ameri Tech Services 401K Plan-4---
Koni Ameritech Services Inc. Profit Sharing Plan-6---
200726$0$0-
Koni Ameri Tech Services 401K Plan-6---
Koni Ameritech Services Inc. Profit Sharing Plan-6---
200626$518,693$73,360$12,227iApproximate average salary by contribution assumption: employee only about $305,667 at 4% or $203,778 at 6%; with 50% employer match about $203,778 at 4% or $135,852 at 6%; with 100% employer match about $152,833 at 4% or $101,889 at 6%.
Koni Ameri Tech Services 401K Plan-6$440,381$38,665$6,444iApproximate average salary by contribution assumption: employee only about $161,104 at 4% or $107,403 at 6%; with 50% employer match about $107,403 at 4% or $71,602 at 6%; with 100% employer match about $80,552 at 4% or $53,701 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$78,312$34,695$5,783iApproximate average salary by contribution assumption: employee only about $144,563 at 4% or $96,375 at 6%; with 50% employer match about $96,375 at 4% or $64,250 at 6%; with 100% employer match about $72,281 at 4% or $48,188 at 6%.
200527$397,732$45,343$6,478iApproximate average salary by contribution assumption: employee only about $161,939 at 4% or $107,960 at 6%; with 50% employer match about $107,960 at 4% or $71,973 at 6%; with 100% employer match about $80,970 at 4% or $53,980 at 6%.
Koni Ameri Tech Services 401K Plan-7$347,861$36,685$5,241iApproximate average salary by contribution assumption: employee only about $131,018 at 4% or $87,345 at 6%; with 50% employer match about $87,345 at 4% or $58,230 at 6%; with 100% employer match about $65,509 at 4% or $43,673 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$49,871$8,658$1,443iApproximate average salary by contribution assumption: employee only about $36,075 at 4% or $24,050 at 6%; with 50% employer match about $24,050 at 4% or $16,033 at 6%; with 100% employer match about $18,038 at 4% or $12,025 at 6%.
2004210$333,731$39,493$3,949iApproximate average salary by contribution assumption: employee only about $98,733 at 4% or $65,822 at 6%; with 50% employer match about $65,822 at 4% or $43,881 at 6%; with 100% employer match about $49,366 at 4% or $32,911 at 6%.
Koni Ameri Tech Services 401K Plan-10$285,290$30,470$3,047iApproximate average salary by contribution assumption: employee only about $76,175 at 4% or $50,783 at 6%; with 50% employer match about $50,783 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$48,441$9,023$1,504iApproximate average salary by contribution assumption: employee only about $37,596 at 4% or $25,064 at 6%; with 50% employer match about $25,064 at 4% or $16,709 at 6%; with 100% employer match about $18,798 at 4% or $12,532 at 6%.
200329$285,915$45,974$5,108iApproximate average salary by contribution assumption: employee only about $127,706 at 4% or $85,137 at 6%; with 50% employer match about $85,137 at 4% or $56,758 at 6%; with 100% employer match about $63,853 at 4% or $42,569 at 6%.
Koni Ameri Tech Services 401K Plan-9$238,714$36,575$4,064iApproximate average salary by contribution assumption: employee only about $101,597 at 4% or $67,731 at 6%; with 50% employer match about $67,731 at 4% or $45,154 at 6%; with 100% employer match about $50,799 at 4% or $33,866 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$47,201$9,399$1,567iApproximate average salary by contribution assumption: employee only about $39,163 at 4% or $26,108 at 6%; with 50% employer match about $26,108 at 4% or $17,406 at 6%; with 100% employer match about $19,581 at 4% or $13,054 at 6%.
2002211$191,539$51,078$4,643iApproximate average salary by contribution assumption: employee only about $116,086 at 4% or $77,391 at 6%; with 50% employer match about $77,391 at 4% or $51,594 at 6%; with 100% employer match about $58,043 at 4% or $38,695 at 6%.
Koni Ameri Tech Services 401K Plan-11$151,643$39,078$3,553iApproximate average salary by contribution assumption: employee only about $88,814 at 4% or $59,209 at 6%; with 50% employer match about $59,209 at 4% or $39,473 at 6%; with 100% employer match about $44,407 at 4% or $29,605 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$39,896$12,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2001213$191,768$48,675$3,744iApproximate average salary by contribution assumption: employee only about $93,606 at 4% or $62,404 at 6%; with 50% employer match about $62,404 at 4% or $41,603 at 6%; with 100% employer match about $46,803 at 4% or $31,202 at 6%.
Koni Ameri Tech Services 401K Plan-13$191,768$48,675$3,744iApproximate average salary by contribution assumption: employee only about $93,606 at 4% or $62,404 at 6%; with 50% employer match about $62,404 at 4% or $41,603 at 6%; with 100% employer match about $46,803 at 4% or $31,202 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6---
2000110$225,727$56,619$5,662iApproximate average salary by contribution assumption: employee only about $141,548 at 4% or $94,365 at 6%; with 50% employer match about $94,365 at 4% or $62,910 at 6%; with 100% employer match about $70,774 at 4% or $47,183 at 6%.
Koni Ameri Tech Services 401K Plan-10$225,727$56,619$5,662iApproximate average salary by contribution assumption: employee only about $141,548 at 4% or $94,365 at 6%; with 50% employer match about $94,365 at 4% or $62,910 at 6%; with 100% employer match about $70,774 at 4% or $47,183 at 6%.
1999212$260,987$107,205$8,934iApproximate average salary by contribution assumption: employee only about $223,344 at 4% or $148,896 at 6%; with 50% employer match about $148,896 at 4% or $99,264 at 6%; with 100% employer match about $111,672 at 4% or $74,448 at 6%.
Koni Ameri Tech Services 401K Plan-12$230,304$53,205$4,434iApproximate average salary by contribution assumption: employee only about $110,844 at 4% or $73,896 at 6%; with 50% employer match about $73,896 at 4% or $49,264 at 6%; with 100% employer match about $55,422 at 4% or $36,948 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$30,683$54,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Schedule Details

Schedule A

Row 1
Form Id
1
Ins Broker Name
SUNSTREET SECURITIES LLC
Ins Broker US Address1
112 PLANTATION TRACE
Ins Broker US City
WOODSTOCK
Ins Broker US State
GA
Ins Broker US ZIP
30188
Ins Broker Comm Pd Amount
$1,820
Ins Broker Code
3
Row 2
Form Id
1
Ins Broker Name
R. BRUCE TANNER & ASSOCIATES, INC.
Ins Broker US Address1
4536 NELSON BROGDON BLVD.
Ins Broker US Address2
SUITE 2, BUILDING D
Ins Broker US City
SUGAR HILL
Ins Broker US State
GA
Ins Broker US ZIP
30518
Ins Broker Fees Pd Amount
$244
Ins Broker Fees Pd Text
TPA COMPENSATION
Ins Broker Code
5
Row 3
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY
Form Id
1
Schedule A Plan Year Begin Date
2011-01-01
Schedule A Plan Year End Date
2011-12-31
Schedule A Plan Num
001
Schedule A EIN
38-3019258
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
53456
Ins Prsn Covered End of year Count
14
Ins Policy From Date
2011-01-01
Ins Policy To Date
2011-12-31
Ins Broker Comm Total Amount
$1,820
Ins Broker Fees Total Amount
$244
Pension End of year Gen Account Amount
$214
Pension End of year Sep Account Amount
$251,791
Alloc Contracts Indiv Indicator
No
Alloc Contracts Group Indicator
No
Alloc Contracts Other Indicator
No
Pens Distr Bnft Terminate Pln Indicator
No
Unalloc Contracts Dep Adm Indicator
No
Unal Contrac Imm Part Guar Indicator
No
Unal Contracts Guar Invest Indicator
No
Unalloc Contracts Other Indicator
Yes
Unalloc Contracts Other Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$213
Pension Interest Cr Dur Yr Amount
$4
Pension Total Additions Amount
$4
Pension Total Bal Addn Amount
$217
Pension Admin Chrg Amount
$3
Pension Total Ded Amount
$3
Pension End of year Bal Amount
$214
Wlfr Bnft Health Indicator
No
Wlfr Bnft Dental Indicator
No
Wlfr Bnft Vision Indicator
No
Wlfr Bnft Life Insur Indicator
No
Wlfr Bnft Temp Disab Indicator
No
Wlfr Bnft Long Terminate Disab Indicator
No
Wlfr Bnft Unemp Indicator
No
Wlfr Bnft Drug Indicator
No
Wlfr Bnft Stop Loss Indicator
No
Wlfr Bnft Hmo Indicator
No
Wlfr Bnft Ppo Indicator
No
Wlfr Bnft Indemnity Indicator
No
Wlfr Bnft Other Indicator
No
Wlfr Total Earned Prem Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Cash Indicator
No
Wlfr Refund Credit Indicator
No
Ins Fail Provide Info Indicator
No

Schedule D

Row 1
DFE P1 Entity Name
JOHN HANCOCK PSA
DFE P1 Spons Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan EIN
01-0233346
DFE P1 Plan Plan number
001
DFE P1 Entity Code
P
DFE P1 Plan Interest End of year Amount
$251,791
Row 2
Schedule D Plan Year Begin Date
2011-01-01
Schedule D Tax Period
2011-12-31
Schedule D Plan number
001
Schedule D EIN
38-3019258

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$252,005-$20,048 change

Balance Sheet

Beginning and end of plan year.

Total assets$272,053$252,005Decrease -$20,048 (-7.37%)
Net assets$272,053$252,005Decrease -$20,048 (-7.37%)

Income & Expenses

Total income$-16,246
Total expenses$3,802
Net income$-20,048
Source fields
Schedule I source fields
Schedule I Plan Year Begin Date
2011-01-01
Schedule I Tax Period
2011-12-31
Schedule I Plan Num
001
Schedule I EIN
38-3019258
Small plan total assets at beginning of year
$272,053
Small plan net assets at beginning of year
$272,053
Small plan total assets at end of year
$252,005
Small plan net assets at end of year
$252,005
Small Other Income Amount
$-16,246
Small plan total income
$-16,246
Small Oth Expenses Amount
$3,802
Small plan total expenses
$3,802
Small plan net income or loss
$-20,048
Small Joint Venture End of year Indicator
No
Small Employer Prop End of year Indicator
No
Small Inv Real Estate End of year Indicator
No
Small Employer Sec End of year Indicator
No
Small Mortg Participants End of year Indicator
No
Small Oth Lns Participants End of year Indicator
No
Small Personal Prop End of year Indicator
No
Small Fail Transm Contribution Indicator
No
Small plan participant loans in default
No
Small plan leases in default
No
Small plan nonexempt transactions with parties in interest
No
Small plan fidelity bond in place
No
Small plan loss discovered during year
No
Small plan assets with undetermined value
No
Small plan non-cash contributions reported
No
Small 20 Percent Sngl Investment Indicator
No
Small plan all plan assets distributed
No
Small plan waived annual IQPA report
Yes
Small plan failed to provide benefits when due
No
Small plan blackout period occurred
No
Small plan resolution to terminate plan adopted
No

Filing received by DOL Jul 27, 2012