Civic Intelligence
Filing

David Sieger & Co LLP Profit Sharing Plan

David Sieger & Co LLP • EIN 13-1960932 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Up

6 → 7

1 • 16.67%

Assets

Up

$3,119,653 → $4,605,324

$1,485,671 • 47.62%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$1,485,671

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
200810$0$0-
David Sieger & Co LLP Profit Sharing Plan-0---
200716$8,748,853$127,894$21,316iApproximate average salary by contribution assumption: employee only about $532,892 at 4% or $355,261 at 6%; with 50% employer match about $355,261 at 4% or $236,841 at 6%; with 100% employer match about $266,446 at 4% or $177,631 at 6%.
David Sieger & Co LLP Profit Sharing Plan-6$8,748,853$127,894$21,316iApproximate average salary by contribution assumption: employee only about $532,892 at 4% or $355,261 at 6%; with 50% employer match about $355,261 at 4% or $236,841 at 6%; with 100% employer match about $266,446 at 4% or $177,631 at 6%.
200617$7,368,802$145,353$20,765iApproximate average salary by contribution assumption: employee only about $519,118 at 4% or $346,079 at 6%; with 50% employer match about $346,079 at 4% or $230,719 at 6%; with 100% employer match about $259,559 at 4% or $173,039 at 6%.
David Sieger & Co LLP Profit Sharing Plan-7$7,368,802$145,353$20,765iApproximate average salary by contribution assumption: employee only about $519,118 at 4% or $346,079 at 6%; with 50% employer match about $346,079 at 4% or $230,719 at 6%; with 100% employer match about $259,559 at 4% or $173,039 at 6%.
200516$6,470,147$166,934$27,822iApproximate average salary by contribution assumption: employee only about $695,558 at 4% or $463,706 at 6%; with 50% employer match about $463,706 at 4% or $309,137 at 6%; with 100% employer match about $347,779 at 4% or $231,853 at 6%.
David Sieger & Co LLP Profit Sharing Plan-6$6,470,147$166,934$27,822iApproximate average salary by contribution assumption: employee only about $695,558 at 4% or $463,706 at 6%; with 50% employer match about $463,706 at 4% or $309,137 at 6%; with 100% employer match about $347,779 at 4% or $231,853 at 6%.
200416$5,822,226$216,564$36,094iApproximate average salary by contribution assumption: employee only about $902,350 at 4% or $601,567 at 6%; with 50% employer match about $601,567 at 4% or $401,044 at 6%; with 100% employer match about $451,175 at 4% or $300,783 at 6%.
David Sieger & Co LLP Profit Sharing Plan-6$5,822,226$216,564$36,094iApproximate average salary by contribution assumption: employee only about $902,350 at 4% or $601,567 at 6%; with 50% employer match about $601,567 at 4% or $401,044 at 6%; with 100% employer match about $451,175 at 4% or $300,783 at 6%.
200317$4,605,324$342,283$48,898iApproximate average salary by contribution assumption: employee only about $1,222,439 at 4% or $814,960 at 6%; with 50% employer match about $814,960 at 4% or $543,306 at 6%; with 100% employer match about $611,220 at 4% or $407,480 at 6%.
David Sieger & Co LLP Profit Sharing PlanCurrent7$4,605,324$342,283$48,898iApproximate average salary by contribution assumption: employee only about $1,222,439 at 4% or $814,960 at 6%; with 50% employer match about $814,960 at 4% or $543,306 at 6%; with 100% employer match about $611,220 at 4% or $407,480 at 6%.
200214$3,119,653$0-
David Sieger & Co LLP Profit Sharing Plan-4$3,119,653--
200110$3,075,288$0-
David Sieger & Co LLP Profit Sharing Plan-0$3,075,288--
200015$3,312,182$0-
David Sieger & Co LLP Profit Sharing Plan-5$3,312,182--
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$4,605,324$1,485,671 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,119,653$4,605,324Increase +$1,485,671 (47.62%)
Total liabilities$0$0No change $0
Net assets$3,119,653$4,605,324Increase +$1,485,671 (47.62%)

Contributions

Employer contributions$141,350
Participant contributions$0
Other contributions$200,933

Income & Expenses

Total income$1,485,671
Total expenses$0
Net income$1,485,671
Source fields
Schedule I source fields
Filing Id
84037177308564
Schedule I EIN
13-1960932
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
$3,119,653
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,119,653
Small plan total assets at end of year
$4,605,324
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$4,605,324
Small plan employer contributions
$141,350
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$200,933
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$1,143,388
Small plan total income
$1,485,671
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
$1,485,671
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
$300,000
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