Civic Intelligence
Filing

Statistical Solutions Ltd. 401K Profit Sharing Plan

Statistical Solutions Ltd. • EIN 04-3298392 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

3 → 1

-2 • -66.67%

Assets

Up

$36,138 → $59,506

$23,368 • 64.66%

Investment Management Fee

-

Admin expenses - • Total expenses $111

Filing Details

Context
Net investment result
$23,368
Pension payor EIN
31-4156830

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
201310$0$0-
Statistical Solutions Ltd. 401K Profit Sharing Plan-0$0--
201211$147,844$0-
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$147,844--
201111$128,305$0-
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$128,305--
201011$133,734$0-
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$133,734$0-
200911$115,691$6,814$6,814iApproximate average salary by contribution assumption: employee only about $170,350 at 4% or $113,567 at 6%; with 50% employer match about $113,567 at 4% or $75,711 at 6%; with 100% employer match about $85,175 at 4% or $56,783 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$115,691$6,814$6,814iApproximate average salary by contribution assumption: employee only about $170,350 at 4% or $113,567 at 6%; with 50% employer match about $113,567 at 4% or $75,711 at 6%; with 100% employer match about $85,175 at 4% or $56,783 at 6%.
200811$83,159$13,299$13,299iApproximate average salary by contribution assumption: employee only about $332,475 at 4% or $221,650 at 6%; with 50% employer match about $221,650 at 4% or $147,767 at 6%; with 100% employer match about $166,238 at 4% or $110,825 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$83,159$13,299$13,299iApproximate average salary by contribution assumption: employee only about $332,475 at 4% or $221,650 at 6%; with 50% employer match about $221,650 at 4% or $147,767 at 6%; with 100% employer match about $166,238 at 4% or $110,825 at 6%.
200611$102,171$13,472$13,472iApproximate average salary by contribution assumption: employee only about $336,800 at 4% or $224,533 at 6%; with 50% employer match about $224,533 at 4% or $149,689 at 6%; with 100% employer match about $168,400 at 4% or $112,267 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$102,171$13,472$13,472iApproximate average salary by contribution assumption: employee only about $336,800 at 4% or $224,533 at 6%; with 50% employer match about $224,533 at 4% or $149,689 at 6%; with 100% employer match about $168,400 at 4% or $112,267 at 6%.
200311$59,506$11,730$11,730iApproximate average salary by contribution assumption: employee only about $293,250 at 4% or $195,500 at 6%; with 50% employer match about $195,500 at 4% or $130,333 at 6%; with 100% employer match about $146,625 at 4% or $97,750 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing PlanCurrent1$59,506$11,730$11,730iApproximate average salary by contribution assumption: employee only about $293,250 at 4% or $195,500 at 6%; with 50% employer match about $195,500 at 4% or $130,333 at 6%; with 100% employer match about $146,625 at 4% or $97,750 at 6%.
200211$36,138$10,786$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$36,138$10,786$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
200111$32,965$10,197$10,197iApproximate average salary by contribution assumption: employee only about $254,925 at 4% or $169,950 at 6%; with 50% employer match about $169,950 at 4% or $113,300 at 6%; with 100% employer match about $127,463 at 4% or $84,975 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$32,965$10,197$10,197iApproximate average salary by contribution assumption: employee only about $254,925 at 4% or $169,950 at 6%; with 50% employer match about $169,950 at 4% or $113,300 at 6%; with 100% employer match about $127,463 at 4% or $84,975 at 6%.
200011$29,100$9,243$9,243iApproximate average salary by contribution assumption: employee only about $231,075 at 4% or $154,050 at 6%; with 50% employer match about $154,050 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-1$29,100$9,243$9,243iApproximate average salary by contribution assumption: employee only about $231,075 at 4% or $154,050 at 6%; with 50% employer match about $154,050 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
199912$25,479$7,619$3,810iApproximate average salary by contribution assumption: employee only about $95,238 at 4% or $63,492 at 6%; with 50% employer match about $63,492 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
Statistical Solutions Ltd. 401K Profit Sharing Plan-2$25,479$7,619$3,810iApproximate average salary by contribution assumption: employee only about $95,238 at 4% or $63,492 at 6%; with 50% employer match about $63,492 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037239498024
Form Id
50272890
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374239498020002
Ins Broker 01 Name
JANNEY MONTGOMERY SCOTT, INC.
Ins Broker 01 Street Addr
1801 MARKET STREET
Ins Broker 01 City
PHILADELPHIA
Ins Broker 01 State
PA
Ins Broker 01 ZIP Code
191031675
Ins Broker Comm Pd 01 Amount
$485
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
7
Row 2
Ins Carrier Name: NATIONWIDE INSURANCE COMPANY
Filing Id
84037239498024
Form Id
50272890
Schedule A EIN
04-3298392
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
NATIONWIDE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
020-00032
Ins Prsn Covered End of year Count
3
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$485
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$40,147
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$20,000
Pension Other Amount
$0
Pension Total Additions Amount
$20,000
Pension Total Bal Addn Amount
$20,000
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$641
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$641
Pension End of year Bal Amount
$19,359
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 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$59,506$23,368 change

Balance Sheet

Beginning and end of plan year.

Total assets$36,138$59,506Increase +$23,368 (64.66%)
Total liabilities$0$0No change $0
Net assets$36,138$59,506Increase +$23,368 (64.66%)

Contributions

Employer contributions$4,830
Participant contributions$6,900
Other contributions$0

Income & Expenses

Total income$23,479
Total expenses$111
Net income$23,368
Source fields
Schedule I source fields
Filing Id
84037239498024
Schedule I EIN
04-3298392
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$36,138
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$36,138
Small plan total assets at end of year
$59,506
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$59,506
Small plan employer contributions
$4,830
Small plan participant contributions
$6,900
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$11,749
Small plan total income
$23,479
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$111
Small plan total expenses
$111
Small plan net income or loss
$23,368
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
Yes
Small Mortg Participants End of year Amount
$19,359
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
$5,000
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 EIN31-4156830

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-4156830
Filing Id
84037239498024
Schedule R EIN
04-3298392
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-4156830
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0