Fidelity bond in place
Yes
Filing
Samuelson, Rieger & Yovino LLP Profit Sharing Plan
Samuelson, Hause & Samuelson LLP • EIN 11-3521245 • Plan year 2003
Filing Insights
Participants
Flat8 → 8
0 • 0.00%
Assets
Up$220,973 → $344,846
$123,873 • 56.06%
Investment Management Fee
-
Admin expenses - • Total expenses $284
Filing Details
Context- Net investment result
- $123,873
- Pension payor EIN
- 11-3458989
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 |
|---|---|---|---|---|---|
| 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 | Current | 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 | - | 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 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$344,846$123,873 change
Balance Sheet
Beginning and end of plan year.
Total assets$220,973$344,846Increase +$123,873 (56.06%)
Total liabilities$0$0No change $0
Net assets$220,973$344,846Increase +$123,873 (56.06%)
Contributions
Employer contributions$68,871
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$124,157
Total expenses$284
Net income$123,873
Source fields
- Schedule I source fields
- Filing Id
- 84037258156544
- Schedule I EIN
- 11-3521245
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $220,973
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $220,973
- Small plan total assets at end of year
- $344,846
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $344,846
- Small plan employer contributions
- $68,871
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $55,286
- Small plan total income
- $124,157
- Small plan total benefit distributions
- $209
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $75
- Small plan total expenses
- $284
- Small plan net income or loss
- $123,873
- 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
- 84037258156544
- Schedule R EIN
- 11-3521245
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20031231
- 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