Civic Intelligence
Filing

Peter J. Carrozza Profit Sharing Plan

Peter J. Carrozza • EIN 04-3285127 • Plan year 1999

Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$1,850,483$0-
Peter J. Carrozza Profit Sharing Plan-5$1,850,483--
202315$1,810,057$0-
Peter J. Carrozza Profit Sharing Plan-5$1,810,057--
202215$1,791,109$0-
Peter J. Carrozza Profit Sharing Plan-5$1,791,109--
202115$1,837,525$0-
Peter J. Carrozza Profit Sharing Plan-5$1,837,525$0-
202015$1,325,412$0-
Peter J. Carrozza Profit Sharing Plan-5$1,325,412$0-
201915$1,592,942$0-
Peter J. Carrozza Profit Sharing Plan-5$1,592,942$0-
201815$1,493,404$0-
Peter J. Carrozza Profit Sharing Plan-5$1,493,404$0-
201715$1,543,105$0-
Peter J. Carrozza Profit Sharing Plan-5$1,543,105$0-
201615$1,445,380$0-
Peter J. Carrozza Profit Sharing Plan-5$1,445,380$0-
201515$1,347,162$0-
Peter J. Carrozza Profit Sharing Plan-5$1,347,162$0-
201412$0$0-
Peter J. Carrozza Profit Sharing Plan-2---
201313$0$0-
Peter J. Carrozza Profit Sharing Plan-3---
201212$0$0-
Peter J. Carrozza Profit Sharing Plan-2---
201112$0$0-
Peter J. Carrozza Profit Sharing Plan-2---
201012$0$0-
Peter J. Carrozza Profit Sharing Plan-2---
200912$0$0-
Peter J. Carrozza Profit Sharing Plan-2---
200812$0$0-
Peter J. Carrozza Profit Sharing Plan-2---
200714$0$0-
Peter J. Carrozza Profit Sharing Plan-4---
200613$0$0-
Peter J. Carrozza Profit Sharing Plan-3---
200515$0$0-
Peter J. Carrozza Profit Sharing Plan-5---
200415$0$0-
Peter J. Carrozza Profit Sharing Plan-5---
200315$0$0-
Peter J. Carrozza Profit Sharing Plan-5---
200215$0$0-
Peter J. Carrozza Profit Sharing Plan-5---
200114$0$0-
Peter J. Carrozza Profit Sharing Plan-4---
200014$0$0-
Peter J. Carrozza Profit Sharing Plan-4---
199913$0$0-
Peter J. Carrozza Profit Sharing PlanCurrent3---
Schedule Details

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$603,039

Balance Sheet

Beginning and end of plan year.

Total assets$530,868$603,039Increase +$72,171 (13.59%)
Total liabilities$0$0No change $0
Net assets$530,868$603,039Increase +$72,171 (13.59%)

Contributions

Employer contributions$32,938
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$72,171
Total expenses$0
Net income$72,171
Source fields
Schedule I source fields
Filing Id
56037043394271
Schedule I EIN
04-3285127
Schedule I Plan Num
003
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small Total Assets Beginning of year Amount
$530,868
Small Total Liabilities Beginning of year Amount
$0
Small Net Assets Beginning of year Amount
$530,868
Small Total Assets End of year Amount
$603,039
Small Total Liabilities End of year Amount
$0
Small Net Assets End of year Amount
$603,039
Small Employer Contribution Income Amount
$32,938
Small Participant Contribution Amount
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$39,233
Small Total Income Amount
$72,171
Small Total Distribution Bnft Amount
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small Total Expenses Amount
$0
Small Net Income Amount
$72,171
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 Loans In Default Indicator
No
Small Loans In Default Amount
$0
Small Leases In Default Indicator
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 Ins Fidelity Bond Indicator
Yes
Small Plan Ins Fidelity Bond Amount
$500,000
Small Loss Discovered Dur Year Indicator
No
Small Loss Discovered Dur Year Amount
$0
Small Asset Undeterm Valuation Indicator
No
Small Asset Undeterm Valuation Amount
$0
Small Non Cash Contribution Indicator
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small All Plan Asset Distribution Indicator
No
Small Res Terminate Plan Adpt Indicator
No
Small Res Terminate Plan Adpt Amount
$0