Fidelity bond in place
Not reported
Filing
Samuelson, Rieger & Yovino LLP Profit Sharing Plan
Samuelson, Hause & Samuelson LLP • EIN 11-3521245 • Plan year 2001
Filing Insights
Participants
Up6 → 7
1 • 16.67%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 11-3458989
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2021 | 1 | 8 | $1,307,660 | $81,390 | $10,174iApproximate average salary by contribution assumption: employee only about $254,344 at 4% or $169,563 at 6%; with 50% employer match about $169,563 at 4% or $113,042 at 6%; with 100% employer match about $127,172 at 4% or $84,781 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $1,307,660 | $81,390 | $10,174iApproximate average salary by contribution assumption: employee only about $254,344 at 4% or $169,563 at 6%; with 50% employer match about $169,563 at 4% or $113,042 at 6%; with 100% employer match about $127,172 at 4% or $84,781 at 6%. |
| 2020 | 1 | 7 | $1,140,134 | $105,584 | $15,083iApproximate average salary by contribution assumption: employee only about $377,086 at 4% or $251,390 at 6%; with 50% employer match about $251,390 at 4% or $167,594 at 6%; with 100% employer match about $188,543 at 4% or $125,695 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 7 | $1,140,134 | $105,584 | $15,083iApproximate average salary by contribution assumption: employee only about $377,086 at 4% or $251,390 at 6%; with 50% employer match about $251,390 at 4% or $167,594 at 6%; with 100% employer match about $188,543 at 4% or $125,695 at 6%. |
| 2019 | 1 | 7 | $944,804 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 7 | $944,804 | $0 | - |
| 2018 | 1 | 7 | $835,224 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 7 | $835,224 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2017 | 1 | 5 | $821,899 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 5 | $821,899 | $0 | - |
| 2016 | 1 | 9 | $975,740 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 9 | $975,740 | $0 | - |
| 2015 | 1 | 9 | $947,468 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 9 | $947,468 | $0 | - |
| 2014 | 1 | 9 | $1,005,086 | $50,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 9 | $1,005,086 | $50,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| 2013 | 1 | 8 | $959,974 | $51,724 | $6,466iApproximate average salary by contribution assumption: employee only about $161,638 at 4% or $107,758 at 6%; with 50% employer match about $107,758 at 4% or $71,839 at 6%; with 100% employer match about $80,819 at 4% or $53,879 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $959,974 | $51,724 | $6,466iApproximate average salary by contribution assumption: employee only about $161,638 at 4% or $107,758 at 6%; with 50% employer match about $107,758 at 4% or $71,839 at 6%; with 100% employer match about $80,819 at 4% or $53,879 at 6%. |
| 2012 | 1 | 8 | $779,982 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $779,982 | $0 | - |
| 2011 | 1 | 8 | $751,929 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $751,929 | $0 | - |
| 2010 | 1 | 8 | $968,903 | $116,189 | $14,524iApproximate average salary by contribution assumption: employee only about $363,091 at 4% or $242,060 at 6%; with 50% employer match about $242,060 at 4% or $161,374 at 6%; with 100% employer match about $181,545 at 4% or $121,030 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $968,903 | $116,189 | $14,524iApproximate average salary by contribution assumption: employee only about $363,091 at 4% or $242,060 at 6%; with 50% employer match about $242,060 at 4% or $161,374 at 6%; with 100% employer match about $181,545 at 4% or $121,030 at 6%. |
| 2009 | 1 | 8 | $834,908 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $834,908 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2008 | 1 | 8 | $568,186 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $568,186 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2007 | 1 | 8 | $867,175 | $107,916 | $13,490iApproximate average salary by contribution assumption: employee only about $337,238 at 4% or $224,825 at 6%; with 50% employer match about $224,825 at 4% or $149,883 at 6%; with 100% employer match about $168,619 at 4% or $112,413 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $867,175 | $107,916 | $13,490iApproximate average salary by contribution assumption: employee only about $337,238 at 4% or $224,825 at 6%; with 50% employer match about $224,825 at 4% or $149,883 at 6%; with 100% employer match about $168,619 at 4% or $112,413 at 6%. |
| 2006 | 1 | 9 | $739,364 | $99,186 | $11,021iApproximate average salary by contribution assumption: employee only about $275,517 at 4% or $183,678 at 6%; with 50% employer match about $183,678 at 4% or $122,452 at 6%; with 100% employer match about $137,758 at 4% or $91,839 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 9 | $739,364 | $99,186 | $11,021iApproximate average salary by contribution assumption: employee only about $275,517 at 4% or $183,678 at 6%; with 50% employer match about $183,678 at 4% or $122,452 at 6%; with 100% employer match about $137,758 at 4% or $91,839 at 6%. |
| 2005 | 1 | 8 | $585,167 | $96,298 | $12,037iApproximate average salary by contribution assumption: employee only about $300,931 at 4% or $200,621 at 6%; with 50% employer match about $200,621 at 4% or $133,747 at 6%; with 100% employer match about $150,466 at 4% or $100,310 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $585,167 | $96,298 | $12,037iApproximate average salary by contribution assumption: employee only about $300,931 at 4% or $200,621 at 6%; with 50% employer match about $200,621 at 4% or $133,747 at 6%; with 100% employer match about $150,466 at 4% or $100,310 at 6%. |
| 2004 | 1 | 8 | $474,142 | $81,783 | $10,223iApproximate average salary by contribution assumption: employee only about $255,572 at 4% or $170,381 at 6%; with 50% employer match about $170,381 at 4% or $113,588 at 6%; with 100% employer match about $127,786 at 4% or $85,191 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $474,142 | $81,783 | $10,223iApproximate average salary by contribution assumption: employee only about $255,572 at 4% or $170,381 at 6%; with 50% employer match about $170,381 at 4% or $113,588 at 6%; with 100% employer match about $127,786 at 4% or $85,191 at 6%. |
| 2003 | 1 | 8 | $344,846 | $68,871 | $8,609iApproximate average salary by contribution assumption: employee only about $215,222 at 4% or $143,481 at 6%; with 50% employer match about $143,481 at 4% or $95,654 at 6%; with 100% employer match about $107,611 at 4% or $71,741 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 8 | $344,846 | $68,871 | $8,609iApproximate average salary by contribution assumption: employee only about $215,222 at 4% or $143,481 at 6%; with 50% employer match about $143,481 at 4% or $95,654 at 6%; with 100% employer match about $107,611 at 4% or $71,741 at 6%. |
| 2002 | 1 | 7 | $220,973 | $63,617 | $9,088iApproximate average salary by contribution assumption: employee only about $227,204 at 4% or $151,469 at 6%; with 50% employer match about $151,469 at 4% or $100,979 at 6%; with 100% employer match about $113,602 at 4% or $75,735 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 7 | $220,973 | $63,617 | $9,088iApproximate average salary by contribution assumption: employee only about $227,204 at 4% or $151,469 at 6%; with 50% employer match about $151,469 at 4% or $100,979 at 6%; with 100% employer match about $113,602 at 4% or $75,735 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | Current | 7 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 7 | $212,057 | $79,787 | $11,398iApproximate average salary by contribution assumption: employee only about $284,954 at 4% or $189,969 at 6%; with 50% employer match about $189,969 at 4% or $126,646 at 6%; with 100% employer match about $142,477 at 4% or $94,985 at 6%. |
| Samuelson, Rieger & Yovino LLP Profit Sharing Plan | - | 7 | $212,057 | $79,787 | $11,398iApproximate average salary by contribution assumption: employee only about $284,954 at 4% or $189,969 at 6%; with 50% employer match about $189,969 at 4% or $126,646 at 6%; with 100% employer match about $142,477 at 4% or $94,985 at 6%. |
Schedule Details
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN11-3458989
Transfers
Distributed property value$0
Schedule R source fields
- Payor 11-3458989
- Filing Id
- 84037087215543
- Schedule R EIN
- 11-3521245
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 11-3458989
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0