Civic Intelligence
Filing

Recognition Systems Inc. 401K Plan

Recognition Systems, Inc. • EIN 11-2166757 • Plan year 2000

Filing Insights

Participants

Down

94 → 58

-36 • -38.30%

Assets

Down

$1,163,888 → $1,011,590

-$152,298 • -13.09%

Investment Management Fee

-

Admin expenses - • Total expenses $99,403

Filing Details

Context
Net investment result
$-152,298
Pension payor EIN
71-0294708

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
2024151$4,956,016$190,152$3,728iApproximate average salary by contribution assumption: employee only about $93,212 at 4% or $62,141 at 6%; with 50% employer match about $62,141 at 4% or $41,427 at 6%; with 100% employer match about $46,606 at 4% or $31,071 at 6%.
Recognition Systems Inc 401K Plan-51$4,956,016$190,152$3,728iApproximate average salary by contribution assumption: employee only about $93,212 at 4% or $62,141 at 6%; with 50% employer match about $62,141 at 4% or $41,427 at 6%; with 100% employer match about $46,606 at 4% or $31,071 at 6%.
2023152$4,147,614$210,240$4,043iApproximate average salary by contribution assumption: employee only about $101,077 at 4% or $67,385 at 6%; with 50% employer match about $67,385 at 4% or $44,923 at 6%; with 100% employer match about $50,538 at 4% or $33,692 at 6%.
Recognition Systems Inc 401K Plan-52$4,147,614$210,240$4,043iApproximate average salary by contribution assumption: employee only about $101,077 at 4% or $67,385 at 6%; with 50% employer match about $67,385 at 4% or $44,923 at 6%; with 100% employer match about $50,538 at 4% or $33,692 at 6%.
2022152$3,407,907$151,423$2,912iApproximate average salary by contribution assumption: employee only about $72,800 at 4% or $48,533 at 6%; with 50% employer match about $48,533 at 4% or $32,355 at 6%; with 100% employer match about $36,400 at 4% or $24,267 at 6%.
Recognition Systems Inc 401K Plan-52$3,407,907$151,423$2,912iApproximate average salary by contribution assumption: employee only about $72,800 at 4% or $48,533 at 6%; with 50% employer match about $48,533 at 4% or $32,355 at 6%; with 100% employer match about $36,400 at 4% or $24,267 at 6%.
2021157$4,449,155$163,092$2,861iApproximate average salary by contribution assumption: employee only about $71,532 at 4% or $47,688 at 6%; with 50% employer match about $47,688 at 4% or $31,792 at 6%; with 100% employer match about $35,766 at 4% or $23,844 at 6%.
Recognition Systems Inc 401K Plan-57$4,449,155$163,092$2,861iApproximate average salary by contribution assumption: employee only about $71,532 at 4% or $47,688 at 6%; with 50% employer match about $47,688 at 4% or $31,792 at 6%; with 100% employer match about $35,766 at 4% or $23,844 at 6%.
2020159$3,988,102$191,206$3,241iApproximate average salary by contribution assumption: employee only about $81,019 at 4% or $54,013 at 6%; with 50% employer match about $54,013 at 4% or $36,009 at 6%; with 100% employer match about $40,510 at 4% or $27,006 at 6%.
Recognition Systems Inc 401K Plan-59$3,988,102$191,206$3,241iApproximate average salary by contribution assumption: employee only about $81,019 at 4% or $54,013 at 6%; with 50% employer match about $54,013 at 4% or $36,009 at 6%; with 100% employer match about $40,510 at 4% or $27,006 at 6%.
2019160$3,124,571$150,758$2,513iApproximate average salary by contribution assumption: employee only about $62,816 at 4% or $41,877 at 6%; with 50% employer match about $41,877 at 4% or $27,918 at 6%; with 100% employer match about $31,408 at 4% or $20,939 at 6%.
Recognition Systems Inc 401K Plan-60$3,124,571$150,758$2,513iApproximate average salary by contribution assumption: employee only about $62,816 at 4% or $41,877 at 6%; with 50% employer match about $41,877 at 4% or $27,918 at 6%; with 100% employer match about $31,408 at 4% or $20,939 at 6%.
2018170$2,561,062$149,204$2,131iApproximate average salary by contribution assumption: employee only about $53,287 at 4% or $35,525 at 6%; with 50% employer match about $35,525 at 4% or $23,683 at 6%; with 100% employer match about $26,644 at 4% or $17,762 at 6%.
Recognition Systems Inc 401K Plan-70$2,561,062$149,204$2,131iApproximate average salary by contribution assumption: employee only about $53,287 at 4% or $35,525 at 6%; with 50% employer match about $35,525 at 4% or $23,683 at 6%; with 100% employer match about $26,644 at 4% or $17,762 at 6%.
20171104$2,881,268$139,003$1,337iApproximate average salary by contribution assumption: employee only about $33,414 at 4% or $22,276 at 6%; with 50% employer match about $22,276 at 4% or $14,851 at 6%; with 100% employer match about $16,707 at 4% or $11,138 at 6%.
Recognition Systems Inc 401K Plan-104$2,881,268$139,003$1,337iApproximate average salary by contribution assumption: employee only about $33,414 at 4% or $22,276 at 6%; with 50% employer match about $22,276 at 4% or $14,851 at 6%; with 100% employer match about $16,707 at 4% or $11,138 at 6%.
20161104$2,371,334$154,270$1,483iApproximate average salary by contribution assumption: employee only about $37,084 at 4% or $24,723 at 6%; with 50% employer match about $24,723 at 4% or $16,482 at 6%; with 100% employer match about $18,542 at 4% or $12,361 at 6%.
Recognition Systems Inc 401K Plan-104$2,371,334$154,270$1,483iApproximate average salary by contribution assumption: employee only about $37,084 at 4% or $24,723 at 6%; with 50% employer match about $24,723 at 4% or $16,482 at 6%; with 100% employer match about $18,542 at 4% or $12,361 at 6%.
20151104$2,210,462$185,086$1,780iApproximate average salary by contribution assumption: employee only about $44,492 at 4% or $29,661 at 6%; with 50% employer match about $29,661 at 4% or $19,774 at 6%; with 100% employer match about $22,246 at 4% or $14,831 at 6%.
Recognition Systems Inc 401K Plan-104$2,210,462$185,086$1,780iApproximate average salary by contribution assumption: employee only about $44,492 at 4% or $29,661 at 6%; with 50% employer match about $29,661 at 4% or $19,774 at 6%; with 100% employer match about $22,246 at 4% or $14,831 at 6%.
20141106$2,291,991$178,263$1,682iApproximate average salary by contribution assumption: employee only about $42,043 at 4% or $28,029 at 6%; with 50% employer match about $28,029 at 4% or $18,686 at 6%; with 100% employer match about $21,022 at 4% or $14,014 at 6%.
Recognition Systems Inc 401K Plan-106$2,291,991$178,263$1,682iApproximate average salary by contribution assumption: employee only about $42,043 at 4% or $28,029 at 6%; with 50% employer match about $28,029 at 4% or $18,686 at 6%; with 100% employer match about $21,022 at 4% or $14,014 at 6%.
20131104$2,172,352$253,733$2,440iApproximate average salary by contribution assumption: employee only about $60,994 at 4% or $40,662 at 6%; with 50% employer match about $40,662 at 4% or $27,108 at 6%; with 100% employer match about $30,497 at 4% or $20,331 at 6%.
Recognition Systems Inc 401K Plan-104$2,172,352$253,733$2,440iApproximate average salary by contribution assumption: employee only about $60,994 at 4% or $40,662 at 6%; with 50% employer match about $40,662 at 4% or $27,108 at 6%; with 100% employer match about $30,497 at 4% or $20,331 at 6%.
20121100$1,686,073$193,323$1,933iApproximate average salary by contribution assumption: employee only about $48,331 at 4% or $32,221 at 6%; with 50% employer match about $32,221 at 4% or $21,480 at 6%; with 100% employer match about $24,165 at 4% or $16,110 at 6%.
Recognition Systems Inc 401K Plan-100$1,686,073$193,323$1,933iApproximate average salary by contribution assumption: employee only about $48,331 at 4% or $32,221 at 6%; with 50% employer match about $32,221 at 4% or $21,480 at 6%; with 100% employer match about $24,165 at 4% or $16,110 at 6%.
20111103$1,580,893$181,596$1,763iApproximate average salary by contribution assumption: employee only about $44,077 at 4% or $29,384 at 6%; with 50% employer match about $29,384 at 4% or $19,590 at 6%; with 100% employer match about $22,038 at 4% or $14,692 at 6%.
Recognition Systems Inc 401K Plan-103$1,580,893$181,596$1,763iApproximate average salary by contribution assumption: employee only about $44,077 at 4% or $29,384 at 6%; with 50% employer match about $29,384 at 4% or $19,590 at 6%; with 100% employer match about $22,038 at 4% or $14,692 at 6%.
2010164$1,449,098$146,591$2,290iApproximate average salary by contribution assumption: employee only about $57,262 at 4% or $38,175 at 6%; with 50% employer match about $38,175 at 4% or $25,450 at 6%; with 100% employer match about $28,631 at 4% or $19,087 at 6%.
Recognition Systems Inc 401K Plan-64$1,449,098$146,591$2,290iApproximate average salary by contribution assumption: employee only about $57,262 at 4% or $38,175 at 6%; with 50% employer match about $38,175 at 4% or $25,450 at 6%; with 100% employer match about $28,631 at 4% or $19,087 at 6%.
2009174$1,230,801$150,482$2,034iApproximate average salary by contribution assumption: employee only about $50,839 at 4% or $33,892 at 6%; with 50% employer match about $33,892 at 4% or $22,595 at 6%; with 100% employer match about $25,419 at 4% or $16,946 at 6%.
Recognition Systems Inc. 401K Plan-74$1,230,801$150,482$2,034iApproximate average salary by contribution assumption: employee only about $50,839 at 4% or $33,892 at 6%; with 50% employer match about $33,892 at 4% or $22,595 at 6%; with 100% employer match about $25,419 at 4% or $16,946 at 6%.
2008162$1,070,859$126,908$2,047iApproximate average salary by contribution assumption: employee only about $51,173 at 4% or $34,115 at 6%; with 50% employer match about $34,115 at 4% or $22,743 at 6%; with 100% employer match about $25,586 at 4% or $17,058 at 6%.
Recognition Systems Inc. 401K Plan-62$1,070,859$126,908$2,047iApproximate average salary by contribution assumption: employee only about $51,173 at 4% or $34,115 at 6%; with 50% employer match about $34,115 at 4% or $22,743 at 6%; with 100% employer match about $25,586 at 4% or $17,058 at 6%.
2007159$1,547,846$154,655$2,621iApproximate average salary by contribution assumption: employee only about $65,532 at 4% or $43,688 at 6%; with 50% employer match about $43,688 at 4% or $29,125 at 6%; with 100% employer match about $32,766 at 4% or $21,844 at 6%.
Recognition Systems Inc. 401K Plan-59$1,547,846$154,655$2,621iApproximate average salary by contribution assumption: employee only about $65,532 at 4% or $43,688 at 6%; with 50% employer match about $43,688 at 4% or $29,125 at 6%; with 100% employer match about $32,766 at 4% or $21,844 at 6%.
2006164$1,423,186$202,047$3,157iApproximate average salary by contribution assumption: employee only about $78,925 at 4% or $52,616 at 6%; with 50% employer match about $52,616 at 4% or $35,078 at 6%; with 100% employer match about $39,462 at 4% or $26,308 at 6%.
Recognition Systems Inc. 401K Plan-64$1,423,186$202,047$3,157iApproximate average salary by contribution assumption: employee only about $78,925 at 4% or $52,616 at 6%; with 50% employer match about $52,616 at 4% or $35,078 at 6%; with 100% employer match about $39,462 at 4% or $26,308 at 6%.
2005160$1,358,955$138,040$2,301iApproximate average salary by contribution assumption: employee only about $57,517 at 4% or $38,344 at 6%; with 50% employer match about $38,344 at 4% or $25,563 at 6%; with 100% employer match about $28,758 at 4% or $19,172 at 6%.
Recognition Systems Inc. 401K Plan-60$1,358,955$138,040$2,301iApproximate average salary by contribution assumption: employee only about $57,517 at 4% or $38,344 at 6%; with 50% employer match about $38,344 at 4% or $25,563 at 6%; with 100% employer match about $28,758 at 4% or $19,172 at 6%.
2003160$1,169,085$136,066$2,268iApproximate average salary by contribution assumption: employee only about $56,694 at 4% or $37,796 at 6%; with 50% employer match about $37,796 at 4% or $25,197 at 6%; with 100% employer match about $28,347 at 4% or $18,898 at 6%.
Recognition Systems Inc. 401K Plan-60$1,169,085$136,066$2,268iApproximate average salary by contribution assumption: employee only about $56,694 at 4% or $37,796 at 6%; with 50% employer match about $37,796 at 4% or $25,197 at 6%; with 100% employer match about $28,347 at 4% or $18,898 at 6%.
2002144$870,657$141,080$3,206iApproximate average salary by contribution assumption: employee only about $80,159 at 4% or $53,439 at 6%; with 50% employer match about $53,439 at 4% or $35,626 at 6%; with 100% employer match about $40,080 at 4% or $26,720 at 6%.
Recognition Systems Inc. 401K Plan-44$870,657$141,080$3,206iApproximate average salary by contribution assumption: employee only about $80,159 at 4% or $53,439 at 6%; with 50% employer match about $53,439 at 4% or $35,626 at 6%; with 100% employer match about $40,080 at 4% or $26,720 at 6%.
2001164$0$0-
Recognition Systems Inc. 401K Plan-64---
2000158$1,011,590$185,555$3,199iApproximate average salary by contribution assumption: employee only about $79,981 at 4% or $53,320 at 6%; with 50% employer match about $53,320 at 4% or $35,547 at 6%; with 100% employer match about $39,990 at 4% or $26,660 at 6%.
Recognition Systems Inc. 401K PlanCurrent58$1,011,590$185,555$3,199iApproximate average salary by contribution assumption: employee only about $79,981 at 4% or $53,320 at 6%; with 50% employer match about $53,320 at 4% or $35,547 at 6%; with 100% employer match about $39,990 at 4% or $26,660 at 6%.
1999142$1,163,888$151,813$3,615iApproximate average salary by contribution assumption: employee only about $90,365 at 4% or $60,243 at 6%; with 50% employer match about $60,243 at 4% or $40,162 at 6%; with 100% employer match about $45,182 at 4% or $30,122 at 6%.
Recognition Systems Inc. 401K Plan-42$1,163,888$151,813$3,615iApproximate average salary by contribution assumption: employee only about $90,365 at 4% or $60,243 at 6%; with 50% employer match about $60,243 at 4% or $40,162 at 6%; with 100% employer match about $45,182 at 4% or $30,122 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037016106052
Form Id
11565922
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372016106050002
Ins Broker 01 Name
SBHU AGENCY, INC.
Ins Broker 01 Street Addr
333 WEST 34TH STREET, 6TH FLOOR
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
10001
Ins Broker Comm Pd 01 Amount
$750
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: AETNA LIFE AND ANNUITY COMPANY
Filing Id
84037016106052
Form Id
11565922
Schedule A EIN
11-2166757
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
AETNA LIFE AND ANNUITY COMPANY
Ins Carrier EIN
71-0294708
Ins Carrier Naic Code
86509
Ins Contract Num
PHZ743
Ins Prsn Covered End of year Count
58
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$750
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$32,649
Pension End of year Sep Account Amount
$0
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
UNALLOCATED ANNUITY CONTRACT
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$7,647
Pension Divnd Cr Dep Amount
$2,085
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$-12,589
Pension Other Amount
$71,692
Pension Other Text
TAKEOVER CONTRIBUTIONS
Pension Total Additions Amount
$68,835
Pension Total Bal Addn Amount
$68,835
Pension Bnfts Dsbrsd Amount
$35,957
Pension Admin Chrg Amount
$3
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$177
Pension Oth Ded Text
LOAN ISSUE
Pension Total Ded Amount
$36,137
Pension End of year Bal Amount
$32,698
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$1,011,590-$152,298 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,163,888$1,011,590Decrease -$152,298 (-13.09%)
Total liabilities$0$0No change $0
Net assets$1,163,888$1,011,590Decrease -$152,298 (-13.09%)

Contributions

Employer contributions$29,430
Participant contributions$156,125
Other contributions$0

Income & Expenses

Total income$-52,895
Total expenses$99,403
Net income$-152,298
Source fields
Schedule I source fields
Filing Id
84037016106052
Schedule I EIN
11-2166757
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,163,888
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,163,888
Small plan total assets at end of year
$1,011,590
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,011,590
Small plan employer contributions
$29,430
Small plan participant contributions
$156,125
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-238,450
Small plan total income
$-52,895
Small plan total benefit distributions
$98,785
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$618
Small plan total expenses
$99,403
Small plan net income or loss
$-152,298
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
$24,580
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
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 EIN71-0294708

Transfers

Distributed property value$0
Schedule R source fields
Payor 71-0294708
Filing Id
84037016106052
Schedule R EIN
11-2166757
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
71-0294708
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3