Fidelity bond in place
Yes
Filing
Execu-Sys Ltd 401K Profit Sharing Plan & Trust
Execu-Sys Ltd • EIN 13-3424678 • Plan year 2000
Filing Insights
Participants
Up27 → 28
1 • 3.70%
Assets
Up$438,081 → $521,394
$83,313 • 19.02%
Investment Management Fee
-
Admin expenses - • Total expenses $59,993
Filing Details
Context- Net investment result
- $83,312
- Pension payor EIN
- 16-1124166
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $2,348,444 | $121,961 | $5,082iApproximate average salary by contribution assumption: employee only about $127,043 at 4% or $84,695 at 6%; with 50% employer match about $84,695 at 4% or $56,463 at 6%; with 100% employer match about $63,521 at 4% or $42,348 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 24 | $2,348,444 | $121,961 | $5,082iApproximate average salary by contribution assumption: employee only about $127,043 at 4% or $84,695 at 6%; with 50% employer match about $84,695 at 4% or $56,463 at 6%; with 100% employer match about $63,521 at 4% or $42,348 at 6%. |
| 2023 | 1 | 26 | $2,076,999 | $143,129 | $5,505iApproximate average salary by contribution assumption: employee only about $137,624 at 4% or $91,749 at 6%; with 50% employer match about $91,749 at 4% or $61,166 at 6%; with 100% employer match about $68,812 at 4% or $45,875 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 26 | $2,076,999 | $143,129 | $5,505iApproximate average salary by contribution assumption: employee only about $137,624 at 4% or $91,749 at 6%; with 50% employer match about $91,749 at 4% or $61,166 at 6%; with 100% employer match about $68,812 at 4% or $45,875 at 6%. |
| 2022 | 1 | 26 | $1,869,746 | $157,378 | $6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 26 | $1,869,746 | $157,378 | $6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%. |
| 2021 | 1 | 27 | $2,150,017 | $136,658 | $5,061iApproximate average salary by contribution assumption: employee only about $126,535 at 4% or $84,357 at 6%; with 50% employer match about $84,357 at 4% or $56,238 at 6%; with 100% employer match about $63,268 at 4% or $42,178 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 27 | $2,150,017 | $136,658 | $5,061iApproximate average salary by contribution assumption: employee only about $126,535 at 4% or $84,357 at 6%; with 50% employer match about $84,357 at 4% or $56,238 at 6%; with 100% employer match about $63,268 at 4% or $42,178 at 6%. |
| 2020 | 1 | 25 | $1,776,663 | $102,459 | $4,098iApproximate average salary by contribution assumption: employee only about $102,459 at 4% or $68,306 at 6%; with 50% employer match about $68,306 at 4% or $45,537 at 6%; with 100% employer match about $51,229 at 4% or $34,153 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 25 | $1,776,663 | $102,459 | $4,098iApproximate average salary by contribution assumption: employee only about $102,459 at 4% or $68,306 at 6%; with 50% employer match about $68,306 at 4% or $45,537 at 6%; with 100% employer match about $51,229 at 4% or $34,153 at 6%. |
| 2019 | 1 | 21 | $1,590,853 | $67,474 | $3,213iApproximate average salary by contribution assumption: employee only about $80,326 at 4% or $53,551 at 6%; with 50% employer match about $53,551 at 4% or $35,701 at 6%; with 100% employer match about $40,163 at 4% or $26,775 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 21 | $1,590,853 | $67,474 | $3,213iApproximate average salary by contribution assumption: employee only about $80,326 at 4% or $53,551 at 6%; with 50% employer match about $53,551 at 4% or $35,701 at 6%; with 100% employer match about $40,163 at 4% or $26,775 at 6%. |
| 2018 | 1 | 18 | $1,217,243 | $13,729 | $763iApproximate average salary by contribution assumption: employee only about $19,068 at 4% or $12,712 at 6%; with 50% employer match about $12,712 at 4% or $8,475 at 6%; with 100% employer match about $9,534 at 4% or $6,356 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 18 | $1,217,243 | $13,729 | $763iApproximate average salary by contribution assumption: employee only about $19,068 at 4% or $12,712 at 6%; with 50% employer match about $12,712 at 4% or $8,475 at 6%; with 100% employer match about $9,534 at 4% or $6,356 at 6%. |
| 2017 | 1 | 17 | $1,273,796 | $29,049 | $1,709iApproximate average salary by contribution assumption: employee only about $42,719 at 4% or $28,479 at 6%; with 50% employer match about $28,479 at 4% or $18,986 at 6%; with 100% employer match about $21,360 at 4% or $14,240 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 17 | $1,273,796 | $29,049 | $1,709iApproximate average salary by contribution assumption: employee only about $42,719 at 4% or $28,479 at 6%; with 50% employer match about $28,479 at 4% or $18,986 at 6%; with 100% employer match about $21,360 at 4% or $14,240 at 6%. |
| 2016 | 1 | 14 | $1,106,926 | $26,132 | $1,867iApproximate average salary by contribution assumption: employee only about $46,664 at 4% or $31,110 at 6%; with 50% employer match about $31,110 at 4% or $20,740 at 6%; with 100% employer match about $23,332 at 4% or $15,555 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 14 | $1,106,926 | $26,132 | $1,867iApproximate average salary by contribution assumption: employee only about $46,664 at 4% or $31,110 at 6%; with 50% employer match about $31,110 at 4% or $20,740 at 6%; with 100% employer match about $23,332 at 4% or $15,555 at 6%. |
| 2015 | 1 | 13 | $991,009 | $27,324 | $2,102iApproximate average salary by contribution assumption: employee only about $52,546 at 4% or $35,031 at 6%; with 50% employer match about $35,031 at 4% or $23,354 at 6%; with 100% employer match about $26,273 at 4% or $17,515 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 13 | $991,009 | $27,324 | $2,102iApproximate average salary by contribution assumption: employee only about $52,546 at 4% or $35,031 at 6%; with 50% employer match about $35,031 at 4% or $23,354 at 6%; with 100% employer match about $26,273 at 4% or $17,515 at 6%. |
| 2014 | 1 | 15 | $1,138,842 | $40,159 | $2,677iApproximate average salary by contribution assumption: employee only about $66,932 at 4% or $44,621 at 6%; with 50% employer match about $44,621 at 4% or $29,747 at 6%; with 100% employer match about $33,466 at 4% or $22,311 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 15 | $1,138,842 | $40,159 | $2,677iApproximate average salary by contribution assumption: employee only about $66,932 at 4% or $44,621 at 6%; with 50% employer match about $44,621 at 4% or $29,747 at 6%; with 100% employer match about $33,466 at 4% or $22,311 at 6%. |
| 2013 | 1 | 15 | $1,395,564 | $70,627 | $4,708iApproximate average salary by contribution assumption: employee only about $117,712 at 4% or $78,474 at 6%; with 50% employer match about $78,474 at 4% or $52,316 at 6%; with 100% employer match about $58,856 at 4% or $39,237 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 15 | $1,395,564 | $70,627 | $4,708iApproximate average salary by contribution assumption: employee only about $117,712 at 4% or $78,474 at 6%; with 50% employer match about $78,474 at 4% or $52,316 at 6%; with 100% employer match about $58,856 at 4% or $39,237 at 6%. |
| 2012 | 1 | 17 | $1,101,080 | $59,115 | $3,477iApproximate average salary by contribution assumption: employee only about $86,934 at 4% or $57,956 at 6%; with 50% employer match about $57,956 at 4% or $38,637 at 6%; with 100% employer match about $43,467 at 4% or $28,978 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 17 | $1,101,080 | $59,115 | $3,477iApproximate average salary by contribution assumption: employee only about $86,934 at 4% or $57,956 at 6%; with 50% employer match about $57,956 at 4% or $38,637 at 6%; with 100% employer match about $43,467 at 4% or $28,978 at 6%. |
| 2011 | 1 | 17 | $971,216 | $47,764 | $2,810iApproximate average salary by contribution assumption: employee only about $70,241 at 4% or $46,827 at 6%; with 50% employer match about $46,827 at 4% or $31,218 at 6%; with 100% employer match about $35,121 at 4% or $23,414 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 17 | $971,216 | $47,764 | $2,810iApproximate average salary by contribution assumption: employee only about $70,241 at 4% or $46,827 at 6%; with 50% employer match about $46,827 at 4% or $31,218 at 6%; with 100% employer match about $35,121 at 4% or $23,414 at 6%. |
| 2010 | 1 | 11 | $995,186 | $51,208 | $4,655iApproximate average salary by contribution assumption: employee only about $116,382 at 4% or $77,588 at 6%; with 50% employer match about $77,588 at 4% or $51,725 at 6%; with 100% employer match about $58,191 at 4% or $38,794 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 11 | $995,186 | $51,208 | $4,655iApproximate average salary by contribution assumption: employee only about $116,382 at 4% or $77,588 at 6%; with 50% employer match about $77,588 at 4% or $51,725 at 6%; with 100% employer match about $58,191 at 4% or $38,794 at 6%. |
| 2009 | 1 | 11 | $944,643 | $92,748 | $8,432iApproximate average salary by contribution assumption: employee only about $210,791 at 4% or $140,527 at 6%; with 50% employer match about $140,527 at 4% or $93,685 at 6%; with 100% employer match about $105,395 at 4% or $70,264 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 11 | $944,643 | $92,748 | $8,432iApproximate average salary by contribution assumption: employee only about $210,791 at 4% or $140,527 at 6%; with 50% employer match about $140,527 at 4% or $93,685 at 6%; with 100% employer match about $105,395 at 4% or $70,264 at 6%. |
| 2008 | 1 | 23 | $741,772 | $86,230 | $3,749iApproximate average salary by contribution assumption: employee only about $93,728 at 4% or $62,486 at 6%; with 50% employer match about $62,486 at 4% or $41,657 at 6%; with 100% employer match about $46,864 at 4% or $31,243 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 23 | $741,772 | $86,230 | $3,749iApproximate average salary by contribution assumption: employee only about $93,728 at 4% or $62,486 at 6%; with 50% employer match about $62,486 at 4% or $41,657 at 6%; with 100% employer match about $46,864 at 4% or $31,243 at 6%. |
| 2007 | 1 | 23 | $0 | $0 | - |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 23 | - | - | - |
| 2006 | 1 | 24 | $918,793 | $95,171 | $3,965iApproximate average salary by contribution assumption: employee only about $99,136 at 4% or $66,091 at 6%; with 50% employer match about $66,091 at 4% or $44,061 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%. |
| Execu-Sys Ltd 401 K Profit Sharing Plan Trust | - | 24 | $918,793 | $95,171 | $3,965iApproximate average salary by contribution assumption: employee only about $99,136 at 4% or $66,091 at 6%; with 50% employer match about $66,091 at 4% or $44,061 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%. |
| 2005 | 1 | 22 | $784,056 | $48,649 | $2,211iApproximate average salary by contribution assumption: employee only about $55,283 at 4% or $36,855 at 6%; with 50% employer match about $36,855 at 4% or $24,570 at 6%; with 100% employer match about $27,641 at 4% or $18,428 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | - | 22 | $784,056 | $48,649 | $2,211iApproximate average salary by contribution assumption: employee only about $55,283 at 4% or $36,855 at 6%; with 50% employer match about $36,855 at 4% or $24,570 at 6%; with 100% employer match about $27,641 at 4% or $18,428 at 6%. |
| 2004 | 1 | 18 | $738,613 | $49,757 | $2,764iApproximate average salary by contribution assumption: employee only about $69,107 at 4% or $46,071 at 6%; with 50% employer match about $46,071 at 4% or $30,714 at 6%; with 100% employer match about $34,553 at 4% or $23,036 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | - | 18 | $738,613 | $49,757 | $2,764iApproximate average salary by contribution assumption: employee only about $69,107 at 4% or $46,071 at 6%; with 50% employer match about $46,071 at 4% or $30,714 at 6%; with 100% employer match about $34,553 at 4% or $23,036 at 6%. |
| 2003 | 1 | 18 | $630,065 | $38,999 | $2,167iApproximate average salary by contribution assumption: employee only about $54,165 at 4% or $36,110 at 6%; with 50% employer match about $36,110 at 4% or $24,073 at 6%; with 100% employer match about $27,083 at 4% or $18,055 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | - | 18 | $630,065 | $38,999 | $2,167iApproximate average salary by contribution assumption: employee only about $54,165 at 4% or $36,110 at 6%; with 50% employer match about $36,110 at 4% or $24,073 at 6%; with 100% employer match about $27,083 at 4% or $18,055 at 6%. |
| 2002 | 1 | 22 | $468,394 | $72,054 | $3,275iApproximate average salary by contribution assumption: employee only about $81,880 at 4% or $54,586 at 6%; with 50% employer match about $54,586 at 4% or $36,391 at 6%; with 100% employer match about $40,940 at 4% or $27,293 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | - | 22 | $468,394 | $72,054 | $3,275iApproximate average salary by contribution assumption: employee only about $81,880 at 4% or $54,586 at 6%; with 50% employer match about $54,586 at 4% or $36,391 at 6%; with 100% employer match about $40,940 at 4% or $27,293 at 6%. |
| 2001 | 1 | 26 | $511,654 | $98,386 | $3,784iApproximate average salary by contribution assumption: employee only about $94,602 at 4% or $63,068 at 6%; with 50% employer match about $63,068 at 4% or $42,045 at 6%; with 100% employer match about $47,301 at 4% or $31,534 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | - | 26 | $511,654 | $98,386 | $3,784iApproximate average salary by contribution assumption: employee only about $94,602 at 4% or $63,068 at 6%; with 50% employer match about $63,068 at 4% or $42,045 at 6%; with 100% employer match about $47,301 at 4% or $31,534 at 6%. |
| 2000 | 1 | 28 | $521,394 | $150,828 | $5,387iApproximate average salary by contribution assumption: employee only about $134,668 at 4% or $89,779 at 6%; with 50% employer match about $89,779 at 4% or $59,852 at 6%; with 100% employer match about $67,334 at 4% or $44,889 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | Current | 28 | $521,394 | $150,828 | $5,387iApproximate average salary by contribution assumption: employee only about $134,668 at 4% or $89,779 at 6%; with 50% employer match about $89,779 at 4% or $59,852 at 6%; with 100% employer match about $67,334 at 4% or $44,889 at 6%. |
| 1999 | 1 | 23 | $438,081 | $151,534 | $6,588iApproximate average salary by contribution assumption: employee only about $164,711 at 4% or $109,807 at 6%; with 50% employer match about $109,807 at 4% or $73,205 at 6%; with 100% employer match about $82,355 at 4% or $54,904 at 6%. |
| Execu-Sys Ltd 401K Profit Sharing Plan & Trust | - | 23 | $438,081 | $151,534 | $6,588iApproximate average salary by contribution assumption: employee only about $164,711 at 4% or $109,807 at 6%; with 50% employer match about $109,807 at 4% or $73,205 at 6%; with 100% employer match about $82,355 at 4% or $54,904 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$521,394$83,313 change
Balance Sheet
Beginning and end of plan year.
Total assets$438,081$521,394Increase +$83,313 (19.02%)
Total liabilities$0$0No change $0
Net assets$438,081$521,394Increase +$83,313 (19.02%)
Contributions
Employer contributions$0
Participant contributions$150,828
Other contributions$0
Income & Expenses
Total income$143,305
Total expenses$59,993
Net income$83,312
Source fields
- Schedule I source fields
- Filing Id
- 91037009491092
- Schedule I EIN
- 13-3424678
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $438,081
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $438,081
- Small plan total assets at end of year
- $521,394
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $521,394
- Small plan employer contributions
- $0
- Small plan participant contributions
- $150,828
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-7,523
- Small plan total income
- $143,305
- Small plan total benefit distributions
- $59,993
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $59,993
- Small plan net income or loss
- $83,312
- 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
- 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 EIN16-1124166
Transfers
Distributed property value$0
Schedule R source fields
- Payor 16-1124166
- Filing Id
- 91037009491092
- Schedule R EIN
- 13-3424678
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 16-1124166
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0