Civic Intelligence
Filing

Albert, Ward, & Johnson PC. Employee Savings Plan

Albert, Ward, & Johnson PC. • EIN 06-0867377 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Up

16 → 18

2 • 12.50%

Assets

Down

$1,359,889 → $204,350

-$1,155,539 • -84.97%

Investment Management Fee

-

Admin expenses - • Total expenses $201

Filing Details

Context
Net investment result
$69,375
Pension payor EIN
06-0867377

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

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
200310$0$0-
Albert, Ward & Johnson PC. Employees Savings Plan-0---
2002212$50,514$53,021$4,418iApproximate average salary by contribution assumption: employee only about $110,460 at 4% or $73,640 at 6%; with 50% employer match about $73,640 at 4% or $49,094 at 6%; with 100% employer match about $55,230 at 4% or $36,820 at 6%.
Albert, Ward & Johnson PC. Employees Savings Plan-12$50,514$23,056$1,921iApproximate average salary by contribution assumption: employee only about $48,033 at 4% or $32,022 at 6%; with 50% employer match about $32,022 at 4% or $21,348 at 6%; with 100% employer match about $24,017 at 4% or $16,011 at 6%.
Albert, Ward, & Johnson PC. Employee Savings Plan-0-$29,965-
2001214$340,391$347,088$24,792iApproximate average salary by contribution assumption: employee only about $619,800 at 4% or $413,200 at 6%; with 50% employer match about $413,200 at 4% or $275,467 at 6%; with 100% employer match about $309,900 at 4% or $206,600 at 6%.
Albert, Ward, & Johnson PC. Employee Savings Plan-14$290,071$325,404$23,243iApproximate average salary by contribution assumption: employee only about $581,079 at 4% or $387,386 at 6%; with 50% employer match about $387,386 at 4% or $258,257 at 6%; with 100% employer match about $290,539 at 4% or $193,693 at 6%.
Albert, Ward & Johnson PC. Employees Savings Plan-13$50,320$21,684$1,668iApproximate average salary by contribution assumption: employee only about $41,700 at 4% or $27,800 at 6%; with 50% employer match about $27,800 at 4% or $18,533 at 6%; with 100% employer match about $20,850 at 4% or $13,900 at 6%.
2000218$1,661,809$101,750$5,653iApproximate average salary by contribution assumption: employee only about $141,319 at 4% or $94,213 at 6%; with 50% employer match about $94,213 at 4% or $62,809 at 6%; with 100% employer match about $70,660 at 4% or $47,106 at 6%.
Albert, Ward & Johnson PC. Employees Savings Plan-16$1,388,878$30,825$1,927iApproximate average salary by contribution assumption: employee only about $48,164 at 4% or $32,109 at 6%; with 50% employer match about $32,109 at 4% or $21,406 at 6%; with 100% employer match about $24,082 at 4% or $16,055 at 6%.
Albert, Ward, & Johnson PC. Employee Savings Plan-18$272,931$70,925$3,940iApproximate average salary by contribution assumption: employee only about $98,507 at 4% or $65,671 at 6%; with 50% employer match about $65,671 at 4% or $43,781 at 6%; with 100% employer match about $49,253 at 4% or $32,836 at 6%.
1999218$1,550,648$81,975$4,554iApproximate average salary by contribution assumption: employee only about $113,854 at 4% or $75,903 at 6%; with 50% employer match about $75,903 at 4% or $50,602 at 6%; with 100% employer match about $56,927 at 4% or $37,951 at 6%.
Albert, Ward & Johnson PC. Employees Savings Plan-14$1,346,298$31,186$2,228iApproximate average salary by contribution assumption: employee only about $55,689 at 4% or $37,126 at 6%; with 50% employer match about $37,126 at 4% or $24,751 at 6%; with 100% employer match about $27,845 at 4% or $18,563 at 6%.
Albert, Ward, & Johnson PC. Employee Savings PlanCurrent18$204,350$50,789$2,822iApproximate average salary by contribution assumption: employee only about $70,540 at 4% or $47,027 at 6%; with 50% employer match about $47,027 at 4% or $31,351 at 6%; with 100% employer match about $35,270 at 4% or $23,513 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
56037117347301
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371117347050002
DFE P1 Entity 01 Name
ML RET PRESERVATION TRUST
DFE P1 Spons 01 Name
MERRILL LYNCH TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
226484011001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$16,362
Row 2
Filing Id
56037117347301
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371117347050002
Row 3
Filing Id
56037117347301
Schedule D EIN
06-0867377
Schedule D Plan number
002
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

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$204,350-$1,155,539 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,359,889$204,350Decrease -$1,155,539 (-84.97%)
Total liabilities$0$0No change $0
Net assets$1,359,889$204,350Decrease -$1,155,539 (-84.97%)

Contributions

Employer contributions$0
Participant contributions$50,789
Other contributions$0

Income & Expenses

Total income$69,576
Total expenses$201
Net income$69,375
Source fields
Schedule I source fields
Filing Id
56037117347301
Schedule I EIN
06-0867377
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$1,359,889
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,359,889
Small plan total assets at end of year
$204,350
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$204,350
Small plan employer contributions
$0
Small plan participant contributions
$50,789
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$18,787
Small plan total income
$69,576
Small plan total benefit distributions
$101
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$100
Small plan total expenses
$201
Small plan net income or loss
$69,375
Small Total Plan Transfers Amount
$-1,224,914
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
$9,948
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
No
Small plan fidelity bond amount
$0
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
Yes
Small 20 Percent Sngl Investment Amount
$60,651
Small plan all plan assets distributed
No
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 EIN06-0867377

Transfers

Distributed property value$0
Schedule R source fields
Payor 06-0867377
Filing Id
56037117347301
Schedule R EIN
06-0867377
Schedule R Plan number
002
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
06-0867377
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0