Civic Intelligence
Filing

Plotkin & Willick Profit Sharing Plan

Plotkin & Willick • EIN 13-3138765 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$124,939 → $149,955

$25,016 • 20.02%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$25,016

Status Flags

Fidelity bond in place

No

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200320$0$51,050-
Plotkin & Willick Profit Sharing Plan-0-$30,630-
Plotkin & Willick Money Purchase Pension Plan-0-$20,420-
200222$253,377$36,141$18,071iApproximate average salary by contribution assumption: employee only about $451,763 at 4% or $301,175 at 6%; with 50% employer match about $301,175 at 4% or $200,783 at 6%; with 100% employer match about $225,881 at 4% or $150,588 at 6%.
Plotkin & Willick Profit Sharing PlanCurrent2$149,955$21,685$10,843iApproximate average salary by contribution assumption: employee only about $271,063 at 4% or $180,708 at 6%; with 50% employer match about $180,708 at 4% or $120,472 at 6%; with 100% employer match about $135,531 at 4% or $90,354 at 6%.
PLOTKIN & WILLICK MONEY PURCHASE PENSION PLAN-2$103,422$14,456$7,228iApproximate average salary by contribution assumption: employee only about $180,700 at 4% or $120,467 at 6%; with 50% employer match about $120,467 at 4% or $80,311 at 6%; with 100% employer match about $90,350 at 4% or $60,233 at 6%.
200132$124,939$21,685$10,843iApproximate average salary by contribution assumption: employee only about $271,063 at 4% or $180,708 at 6%; with 50% employer match about $180,708 at 4% or $120,472 at 6%; with 100% employer match about $135,531 at 4% or $90,354 at 6%.
Plotkin & Willick Profit Sharing Plan-2$124,939$21,685$10,843iApproximate average salary by contribution assumption: employee only about $271,063 at 4% or $180,708 at 6%; with 50% employer match about $180,708 at 4% or $120,472 at 6%; with 100% employer match about $135,531 at 4% or $90,354 at 6%.
Plotkin & Willick Money Purchase Pension Plan-2---
Plotkin & Willick Money Purchase Pension Plan-2---
200022$0$0-
Plotkin & Willick Money Purchase Pension Plan-2---
Plotkin & Willick Profit Sharing Plan-2---
199922$122,711$27,179$13,590iApproximate average salary by contribution assumption: employee only about $339,738 at 4% or $226,492 at 6%; with 50% employer match about $226,492 at 4% or $150,994 at 6%; with 100% employer match about $169,869 at 4% or $113,246 at 6%.
Plotkin & Willick Profit Sharing Plan-2$71,624$15,597$7,799iApproximate average salary by contribution assumption: employee only about $194,963 at 4% or $129,975 at 6%; with 50% employer match about $129,975 at 4% or $86,650 at 6%; with 100% employer match about $97,481 at 4% or $64,988 at 6%.
Plotkin & Willick Money Purchase Pension Plan-2$51,087$11,582$5,791iApproximate average salary by contribution assumption: employee only about $144,775 at 4% or $96,517 at 6%; with 50% employer match about $96,517 at 4% or $64,344 at 6%; with 100% employer match about $72,388 at 4% or $48,258 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$149,955$25,016 change

Balance Sheet

Beginning and end of plan year.

Total assets$124,939$149,955Increase +$25,016 (20.02%)
Total liabilities$0$0No change $0
Net assets$124,939$149,955Increase +$25,016 (20.02%)

Contributions

Employer contributions$21,685
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$25,016
Total expenses$0
Net income$25,016
Source fields
Schedule I source fields
Filing Id
84037234735813
Schedule I EIN
13-3138765
Schedule I Plan Num
007
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$124,939
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$124,939
Small plan total assets at end of year
$149,955
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$149,955
Small plan employer contributions
$21,685
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$3,331
Small plan total income
$25,016
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
$25,016
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
No
Small plan fidelity bond amount
$0
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
Yes
Small Res Terminate Plan Adpt Amount
$0