Civic Intelligence
Filing

Samuelson, Rieger & Yovino LLP Profit Sharing Plan

Samuelson, Hause & Samuelson LLP • EIN 11-3521245 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

9 → 8

-1 • -11.11%

Assets

Up

$739,364 → $867,175

$127,811 • 17.29%

Investment Management Fee

-

Admin expenses - • Total expenses $18,051

Filing Details

Context
Net investment result
$127,811
Pension payor EIN
11-3458989

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
202210$0$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-0$0$0-
202118$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%.
202017$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%.
201917$944,804$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-7$944,804$0-
201817$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%.
201715$821,899$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-5$821,899$0-
201619$975,740$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-9$975,740$0-
201519$947,468$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-9$947,468$0-
201419$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%.
201318$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%.
201218$779,982$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-8$779,982$0-
201118$751,929$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-8$751,929$0-
201018$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%.
200918$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%.
200818$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%.
200718$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 PlanCurrent8$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%.
200619$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%.
200518$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%.
200418$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%.
200318$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%.
200217$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%.
200117$0$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-7---
200014$0$0-
Samuelson, Rieger & Yovino LLP Profit Sharing Plan-4---
199917$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 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$867,175$127,811 change

Balance Sheet

Beginning and end of plan year.

Total assets$739,364$867,175Increase +$127,811 (17.29%)
Total liabilities$0$0No change $0
Net assets$739,364$867,175Increase +$127,811 (17.29%)

Contributions

Employer contributions$107,916
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$145,862
Total expenses$18,051
Net income$127,811
Source fields
Schedule I source fields
Filing Id
84037206385318
Schedule I EIN
11-3521245
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$739,364
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$739,364
Small plan total assets at end of year
$867,175
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$867,175
Small plan employer contributions
$107,916
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$37,946
Small plan total income
$145,862
Small plan total benefit distributions
$17,876
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$175
Small plan total expenses
$18,051
Small plan net income or loss
$127,811
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
$100,000
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 EIN11-3458989

Transfers

Distributed property value$0
Schedule R source fields
Payor 11-3458989
Filing Id
84037206385318
Schedule R EIN
11-3521245
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
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
Pension Satisfy Cover Basis Code
1