Fidelity bond in place
Yes
Filing
Fitzpatrick Design Group Inc 401K Plan
Fitzpatrick Design Group • EIN 13-3496562 • Plan year 1999
Filing Insights
Participants
Down15 → 12
-3 • -20.00%
Assets
Up$212,652 → $327,579
$114,927 • 54.04%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $114,927
- Pension payor EIN
- 13-2656036
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
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2000 | 1 | 11 | $292,852 | $57,267 | $5,206iApproximate average salary by contribution assumption: employee only about $130,152 at 4% or $86,768 at 6%; with 50% employer match about $86,768 at 4% or $57,845 at 6%; with 100% employer match about $65,076 at 4% or $43,384 at 6%. |
| Fitzpatrick Design Group Inc 401K Plan | - | 11 | $292,852 | $57,267 | $5,206iApproximate average salary by contribution assumption: employee only about $130,152 at 4% or $86,768 at 6%; with 50% employer match about $86,768 at 4% or $57,845 at 6%; with 100% employer match about $65,076 at 4% or $43,384 at 6%. |
| 1999 | 1 | 12 | $327,579 | $61,816 | $5,151iApproximate average salary by contribution assumption: employee only about $128,783 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,237 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%. |
| Fitzpatrick Design Group Inc 401K Plan | - | 12 | $327,579 | $61,816 | $5,151iApproximate average salary by contribution assumption: employee only about $128,783 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,237 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 56037101413271
- Form Id
- 3791270
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 20371101413020002
- Ins Broker 01 Name
- F J WILKES & CO
- Ins Broker 01 Street Addr
- 3900 BURGESS PLACE
- Ins Broker 01 City
- BETHLEHEM
- Ins Broker 01 State
- PA
- Ins Broker 01 ZIP Code
- 18017
- Ins Broker Comm Pd 01 Amount
- $1,168
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: THE GUARDIAN INSURANCE & ANNUITY CO., INC.
- Filing Id
- 56037101413271
- Form Id
- 3791270
- Schedule A EIN
- 13-3496562
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 1999-01-01
- Schedule A Tax Period
- 19991231
- Ins Carrier Name
- THE GUARDIAN INSURANCE & ANNUITY CO., INC.
- Ins Carrier EIN
- 13-2656036
- Ins Carrier Naic Code
- 78778
- Ins Contract Num
- 250020184
- Ins Prsn Covered End of year Count
- 17
- Ins Policy From Date
- 1999-01-01
- Ins Policy To Date
- 1999-12-31
- Ins Broker Comm Total Amount
- $1,168
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $194,730
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 56037101413271
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 20371101413020003
- Row 2
- Filing Id
- 56037101413271
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 20371101413020003
- DFE P1 Entity 01 Name
- GUARDIAN STOCK FUND
- DFE P1 Spons 01 Name
- GUARDIAN
- DFE P1 Plan 01 EIN Plan number
- 132656036000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $148,699
- Row 3
- Filing Id
- 56037101413271
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 20371101413020003
- DFE P1 Entity 01 Name
- GUARDIAN BOND FUND
- DFE P1 Spons 01 Name
- GUARDIAN
- DFE P1 Plan 01 EIN Plan number
- 132656036000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,093
- Row 4
- Filing Id
- 56037101413271
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 20371101413020003
- DFE P1 Entity 01 Name
- BAILLEE GIFFORD INT'L
- DFE P1 Spons 01 Name
- GUARDIAN
- DFE P1 Plan 01 EIN Plan number
- 132656036000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,860
- Row 5
- Filing Id
- 56037101413271
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 20371101413020003
- DFE P1 Entity 01 Name
- VALUE LINE STRATEGIC
- DFE P1 Spons 01 Name
- GUARDIAN
- DFE P1 Plan 01 EIN Plan number
- 132656036000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $18,077
- Row 6
- Filing Id
- 56037101413271
- Schedule D EIN
- 13-3496562
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 1999-01-01
- Schedule D Tax Period
- 19991231
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$327,579$114,927 change
Balance Sheet
Beginning and end of plan year.
Total assets$212,652$327,579Increase +$114,927 (54.04%)
Total liabilities$0$0No change $0
Net assets$212,652$327,579Increase +$114,927 (54.04%)
Contributions
Employer contributions$0
Participant contributions$61,816
Other contributions$0
Income & Expenses
Total income$114,927
Total expenses$0
Net income$114,927
Source fields
- Schedule I source fields
- Filing Id
- 56037101413271
- Schedule I EIN
- 13-3496562
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 1999-01-01
- Schedule I Tax Period
- 19991231
- Small plan total assets at beginning of year
- $212,652
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $212,652
- Small plan total assets at end of year
- $327,579
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $327,579
- Small plan employer contributions
- $0
- Small plan participant contributions
- $61,816
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $53,111
- Small plan total income
- $114,927
- 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
- $114,927
- 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
- Yes
- Small Mortg Participants End of year Amount
- $15
- 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
- $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
- 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 EIN13-2656036
Transfers
Distributed property value$0
Schedule R source fields
- Payor 13-2656036
- Filing Id
- 56037101413271
- Schedule R EIN
- 13-3496562
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 1999-01-01
- Schedule R Tax Period
- 19991231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 13-2656036
- Pension Bnft Distribution Sngl Sum Count
- 1
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0