Fidelity bond in place
Yes
Filing
Koni Ameri Tech Services 401K Plan
Koni Ameritech Services Inc. • EIN 38-3019258 • Plan year 2001
Filing Insights
Participants
Down18 → 13
-5 • -27.78%
Assets
Down$225,727 → $191,768
-$33,959 • -15.04%
Investment Management Fee
-
Admin expenses - • Total expenses $26,984
Filing Details
Context- Net investment result
- $-33,765
- Pension payor EIN
- 01-0233346
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $290,806 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $290,806 | $0 | - |
| 2023 | 1 | 5 | $262,143 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $262,143 | - | - |
| 2022 | 1 | 5 | $312,555 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $312,555 | - | - |
| 2021 | 1 | 5 | $371,732 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $371,732 | $0 | - |
| 2020 | 1 | 5 | $359,476 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $359,476 | $0 | - |
| 2019 | 1 | 5 | $305,501 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $305,501 | $0 | - |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 5 | $158,548 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $158,548 | $0 | - |
| 2016 | 1 | 5 | $136,999 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $136,999 | $0 | - |
| 2015 | 1 | 5 | $129,171 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $129,171 | $0 | - |
| 2014 | 2 | 5 | $122,647 | $0 | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $122,647 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 0 | - | - | - |
| 2013 | 2 | 5 | $477,996 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 4 | $362,187 | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $115,809 | $0 | - |
| 2012 | 2 | 5 | $388,842 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 4 | $286,890 | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 5 | $101,952 | $0 | - |
| 2011 | 2 | 6 | $352,062 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 4 | $252,005 | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 6 | $100,057 | $0 | - |
| 2010 | 2 | 6 | $370,207 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 4 | $272,053 | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 6 | $98,154 | $0 | - |
| 2009 | 2 | 6 | $324,189 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 4 | $233,742 | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 6 | $90,447 | $0 | - |
| 2008 | 2 | 6 | $0 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 4 | - | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| Koni Ameri Tech Services 401K Plan | - | 6 | - | - | - |
| Koni Ameritech Services Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 2 | 6 | $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%. |
| 2005 | 2 | 7 | $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%. |
| 2004 | 2 | 10 | $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%. |
| 2003 | 2 | 9 | $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%. |
| 2002 | 2 | 11 | $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%. |
| 2001 | 2 | 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 Ameri Tech Services 401K Plan | Current | 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 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 2 | 12 | $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
- Filing Id
- 84037350046312
- Form Id
- 23590632
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020372350046060002
- Ins Broker 01 Name
- THOMAS E. ANDERSON
- Ins Broker 01 Street Addr
- 122 PLANTATION TRACE
- Ins Broker 01 City
- WOODSTOCK
- Ins Broker 01 State
- GA
- Ins Broker 01 ZIP Code
- 30188
- Ins Broker Comm Pd 01 Amount
- $1,364
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: MANULIFE FINANCIAL
- Filing Id
- 84037350046312
- Form Id
- 23590632
- Schedule A EIN
- 38-3019258
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2001-01-01
- Schedule A Tax Period
- 20011231
- Ins Carrier Name
- MANULIFE FINANCIAL
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 53456
- Ins Prsn Covered End of year Count
- 19
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2001-12-31
- Ins Broker Comm Total Amount
- $1,364
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $185
- Pension End of year Sep Account Amount
- $191,105
- 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
- GUARANTEED INTEREST
- Pension End Prev Bal Amount
- $177
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $10
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $10
- Pension Total Bal Addn Amount
- $187
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $2
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $2
- Pension End of year Bal Amount
- $185
- 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
- 84037350046312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020372350046060003
- DFE P1 Entity 01 Name
- MANULIFE FINANCIAL PSA
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346001
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $191,105
- Row 2
- Filing Id
- 84037350046312
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020372350046060003
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$191,768-$33,959 change
Balance Sheet
Beginning and end of plan year.
Total assets$225,727$191,768Decrease -$33,959 (-15.04%)
Total liabilities$194$0Decrease -$194 (-100.00%)
Net assets$225,533$191,768Decrease -$33,765 (-14.97%)
Contributions
Employer contributions$4,425
Participant contributions$44,250
Other contributions$0
Income & Expenses
Total income$-6,781
Total expenses$26,984
Net income$-33,765
Source fields
- Schedule I source fields
- Filing Id
- 84037350046312
- Schedule I EIN
- 38-3019258
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $225,727
- Small plan total liabilities at beginning of year
- $194
- Small plan net assets at beginning of year
- $225,533
- Small plan total assets at end of year
- $191,768
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $191,768
- Small plan employer contributions
- $4,425
- Small plan participant contributions
- $44,250
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-55,456
- Small plan total income
- $-6,781
- Small plan total benefit distributions
- $24,289
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $2,695
- Small plan total expenses
- $26,984
- Small plan net income or loss
- $-33,765
- 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
- 2
- 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
- $1,000,000
- 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
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- 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 EIN01-0233346
Transfers
Distributed property value$0
Schedule R source fields
- Payor 01-0233346
- Filing Id
- 84037350046312
- Schedule R EIN
- 38-3019258
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 01-0233346
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0