Fidelity bond in place
Yes
Filing5225 Nesconset Hwy Ste 10Port Jefferson Station, NY 11776-2054
Port Jefferson Speech-Language-Hearing Center 401K Plan
Port Jefferson Speech-Language- Hearing Center • EIN 11-2754862 • Port Jefferson Station, NY • Plan year 2000
Filing Insights
Participants
Flat2 → 2
0 • 0.00%
Assets
Up$12,255 → $28,901
$16,646 • 135.83%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $16,646
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 | 3 | $2,574,217 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $2,574,217 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2023 | 1 | 3 | $2,278,409 | $0 | - |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $2,278,409 | $0 | - |
| 2022 | 1 | 3 | $1,954,883 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $1,954,883 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2021 | 1 | 3 | $2,099,778 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $2,099,778 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2020 | 1 | 3 | $1,953,535 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $1,953,535 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2019 | 1 | 4 | $1,830,384 | $68,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $1,830,384 | $68,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2018 | 1 | 5 | $1,477,126 | $68,657 | $13,731iApproximate average salary by contribution assumption: employee only about $343,285 at 4% or $228,857 at 6%; with 50% employer match about $228,857 at 4% or $152,571 at 6%; with 100% employer match about $171,643 at 4% or $114,428 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 5 | $1,477,126 | $68,657 | $13,731iApproximate average salary by contribution assumption: employee only about $343,285 at 4% or $228,857 at 6%; with 50% employer match about $228,857 at 4% or $152,571 at 6%; with 100% employer match about $171,643 at 4% or $114,428 at 6%. |
| 2017 | 1 | 5 | $1,434,462 | $60,272 | $12,054iApproximate average salary by contribution assumption: employee only about $301,360 at 4% or $200,907 at 6%; with 50% employer match about $200,907 at 4% or $133,938 at 6%; with 100% employer match about $150,680 at 4% or $100,453 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 5 | $1,434,462 | $60,272 | $12,054iApproximate average salary by contribution assumption: employee only about $301,360 at 4% or $200,907 at 6%; with 50% employer match about $200,907 at 4% or $133,938 at 6%; with 100% employer match about $150,680 at 4% or $100,453 at 6%. |
| 2016 | 1 | 4 | $1,235,574 | $27,518 | $6,880iApproximate average salary by contribution assumption: employee only about $171,988 at 4% or $114,658 at 6%; with 50% employer match about $114,658 at 4% or $76,439 at 6%; with 100% employer match about $85,994 at 4% or $57,329 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $1,235,574 | $27,518 | $6,880iApproximate average salary by contribution assumption: employee only about $171,988 at 4% or $114,658 at 6%; with 50% employer match about $114,658 at 4% or $76,439 at 6%; with 100% employer match about $85,994 at 4% or $57,329 at 6%. |
| 2015 | 1 | 4 | $1,115,725 | $57,504 | $14,376iApproximate average salary by contribution assumption: employee only about $359,400 at 4% or $239,600 at 6%; with 50% employer match about $239,600 at 4% or $159,733 at 6%; with 100% employer match about $179,700 at 4% or $119,800 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $1,115,725 | $57,504 | $14,376iApproximate average salary by contribution assumption: employee only about $359,400 at 4% or $239,600 at 6%; with 50% employer match about $239,600 at 4% or $159,733 at 6%; with 100% employer match about $179,700 at 4% or $119,800 at 6%. |
| 2014 | 1 | 4 | $1,080,582 | $51,247 | $12,812iApproximate average salary by contribution assumption: employee only about $320,294 at 4% or $213,529 at 6%; with 50% employer match about $213,529 at 4% or $142,353 at 6%; with 100% employer match about $160,147 at 4% or $106,765 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $1,080,582 | $51,247 | $12,812iApproximate average salary by contribution assumption: employee only about $320,294 at 4% or $213,529 at 6%; with 50% employer match about $213,529 at 4% or $142,353 at 6%; with 100% employer match about $160,147 at 4% or $106,765 at 6%. |
| 2013 | 1 | 4 | $992,270 | $21,326 | $5,332iApproximate average salary by contribution assumption: employee only about $133,288 at 4% or $88,858 at 6%; with 50% employer match about $88,858 at 4% or $59,239 at 6%; with 100% employer match about $66,644 at 4% or $44,429 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $992,270 | $21,326 | $5,332iApproximate average salary by contribution assumption: employee only about $133,288 at 4% or $88,858 at 6%; with 50% employer match about $88,858 at 4% or $59,239 at 6%; with 100% employer match about $66,644 at 4% or $44,429 at 6%. |
| 2012 | 1 | 4 | $976,978 | $54,565 | $13,641iApproximate average salary by contribution assumption: employee only about $341,031 at 4% or $227,354 at 6%; with 50% employer match about $227,354 at 4% or $151,569 at 6%; with 100% employer match about $170,516 at 4% or $113,677 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $976,978 | $54,565 | $13,641iApproximate average salary by contribution assumption: employee only about $341,031 at 4% or $227,354 at 6%; with 50% employer match about $227,354 at 4% or $151,569 at 6%; with 100% employer match about $170,516 at 4% or $113,677 at 6%. |
| 2011 | 1 | 4 | $880,495 | $54,297 | $13,574iApproximate average salary by contribution assumption: employee only about $339,356 at 4% or $226,238 at 6%; with 50% employer match about $226,238 at 4% or $150,825 at 6%; with 100% employer match about $169,678 at 4% or $113,119 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $880,495 | $54,297 | $13,574iApproximate average salary by contribution assumption: employee only about $339,356 at 4% or $226,238 at 6%; with 50% employer match about $226,238 at 4% or $150,825 at 6%; with 100% employer match about $169,678 at 4% or $113,119 at 6%. |
| 2010 | 1 | 4 | $758,882 | $47,890 | $11,973iApproximate average salary by contribution assumption: employee only about $299,313 at 4% or $199,542 at 6%; with 50% employer match about $199,542 at 4% or $133,028 at 6%; with 100% employer match about $149,656 at 4% or $99,771 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $758,882 | $47,890 | $11,973iApproximate average salary by contribution assumption: employee only about $299,313 at 4% or $199,542 at 6%; with 50% employer match about $199,542 at 4% or $133,028 at 6%; with 100% employer match about $149,656 at 4% or $99,771 at 6%. |
| 2009 | 1 | 4 | $605,420 | $55,334 | $13,834iApproximate average salary by contribution assumption: employee only about $345,838 at 4% or $230,558 at 6%; with 50% employer match about $230,558 at 4% or $153,706 at 6%; with 100% employer match about $172,919 at 4% or $115,279 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 4 | $605,420 | $55,334 | $13,834iApproximate average salary by contribution assumption: employee only about $345,838 at 4% or $230,558 at 6%; with 50% employer match about $230,558 at 4% or $153,706 at 6%; with 100% employer match about $172,919 at 4% or $115,279 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $413,860 | $47,738 | $15,913iApproximate average salary by contribution assumption: employee only about $397,817 at 4% or $265,211 at 6%; with 50% employer match about $265,211 at 4% or $176,807 at 6%; with 100% employer match about $198,908 at 4% or $132,606 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $413,860 | $47,738 | $15,913iApproximate average salary by contribution assumption: employee only about $397,817 at 4% or $265,211 at 6%; with 50% employer match about $265,211 at 4% or $176,807 at 6%; with 100% employer match about $198,908 at 4% or $132,606 at 6%. |
| 2005 | 1 | 3 | $344,153 | $96,697 | $32,232iApproximate average salary by contribution assumption: employee only about $805,808 at 4% or $537,206 at 6%; with 50% employer match about $537,206 at 4% or $358,137 at 6%; with 100% employer match about $402,904 at 4% or $268,603 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $344,153 | $96,697 | $32,232iApproximate average salary by contribution assumption: employee only about $805,808 at 4% or $537,206 at 6%; with 50% employer match about $537,206 at 4% or $358,137 at 6%; with 100% employer match about $402,904 at 4% or $268,603 at 6%. |
| 2004 | 1 | 3 | $236,293 | $44,250 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $236,293 | $44,250 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| 2003 | 1 | 3 | $182,109 | $36,125 | $12,042iApproximate average salary by contribution assumption: employee only about $301,042 at 4% or $200,694 at 6%; with 50% employer match about $200,694 at 4% or $133,796 at 6%; with 100% employer match about $150,521 at 4% or $100,347 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | $182,109 | $36,125 | $12,042iApproximate average salary by contribution assumption: employee only about $301,042 at 4% or $200,694 at 6%; with 50% employer match about $200,694 at 4% or $133,796 at 6%; with 100% employer match about $150,521 at 4% or $100,347 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $28,901 | $16,267 | $8,134iApproximate average salary by contribution assumption: employee only about $203,338 at 4% or $135,558 at 6%; with 50% employer match about $135,558 at 4% or $90,372 at 6%; with 100% employer match about $101,669 at 4% or $67,779 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | Current | 2 | $28,901 | $16,267 | $8,134iApproximate average salary by contribution assumption: employee only about $203,338 at 4% or $135,558 at 6%; with 50% employer match about $135,558 at 4% or $90,372 at 6%; with 100% employer match about $101,669 at 4% or $67,779 at 6%. |
| 1999 | 1 | 2 | $12,255 | $12,255 | $6,128iApproximate average salary by contribution assumption: employee only about $153,188 at 4% or $102,125 at 6%; with 50% employer match about $102,125 at 4% or $68,083 at 6%; with 100% employer match about $76,594 at 4% or $51,063 at 6%. |
| Port Jefferson Speech-Language-Hearing Center 401K Plan | - | 2 | $12,255 | $12,255 | $6,128iApproximate average salary by contribution assumption: employee only about $153,188 at 4% or $102,125 at 6%; with 50% employer match about $102,125 at 4% or $68,083 at 6%; with 100% employer match about $76,594 at 4% or $51,063 at 6%. |
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$28,901$16,646 change
Balance Sheet
Beginning and end of plan year.
Total assets$12,255$28,901Increase +$16,646 (135.83%)
Total liabilities$0$0No change $0
Net assets$12,255$28,901Increase +$16,646 (135.83%)
Contributions
Employer contributions$5,767
Participant contributions$10,500
Other contributions$0
Income & Expenses
Total income$16,646
Total expenses$0
Net income$16,646
Source fields
- Schedule I source fields
- Filing Id
- 84037206347312
- Schedule I EIN
- 11-2754862
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $12,255
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $12,255
- Small plan total assets at end of year
- $28,901
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $28,901
- Small plan employer contributions
- $5,767
- Small plan participant contributions
- $10,500
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $379
- Small plan total income
- $16,646
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $16,646
- 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
- $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
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0