Civic Intelligence
Filing

Sci-Roev Realty Group, L.P. 401K Plan

Sci-Roev Realty Group, L. P. • EIN 13-3746868 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

21 → 15

-6 • -28.57%

Assets

Down

$837,926 → $766,513

-$71,413 • -8.52%

Investment Management Fee

-

Admin expenses - • Total expenses $115,266

Filing Details

Context
Net investment result
$-71,413
Pension payor EIN
04-6568107

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
201010$0$0-
Sci-Roev Realty Group, L.P. 401K Plan-0---
200913$600,998$79,476$26,492iApproximate average salary by contribution assumption: employee only about $662,300 at 4% or $441,533 at 6%; with 50% employer match about $441,533 at 4% or $294,356 at 6%; with 100% employer match about $331,150 at 4% or $220,767 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-3$600,998$79,476$26,492iApproximate average salary by contribution assumption: employee only about $662,300 at 4% or $441,533 at 6%; with 50% employer match about $441,533 at 4% or $294,356 at 6%; with 100% employer match about $331,150 at 4% or $220,767 at 6%.
2008118$1,127,921$155,525$8,640iApproximate average salary by contribution assumption: employee only about $216,007 at 4% or $144,005 at 6%; with 50% employer match about $144,005 at 4% or $96,003 at 6%; with 100% employer match about $108,003 at 4% or $72,002 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-18$1,127,921$155,525$8,640iApproximate average salary by contribution assumption: employee only about $216,007 at 4% or $144,005 at 6%; with 50% employer match about $144,005 at 4% or $96,003 at 6%; with 100% employer match about $108,003 at 4% or $72,002 at 6%.
2007116$1,274,130$159,338$9,959iApproximate average salary by contribution assumption: employee only about $248,966 at 4% or $165,977 at 6%; with 50% employer match about $165,977 at 4% or $110,651 at 6%; with 100% employer match about $124,483 at 4% or $82,989 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-16$1,274,130$159,338$9,959iApproximate average salary by contribution assumption: employee only about $248,966 at 4% or $165,977 at 6%; with 50% employer match about $165,977 at 4% or $110,651 at 6%; with 100% employer match about $124,483 at 4% or $82,989 at 6%.
2006118$1,140,229$172,667$9,593iApproximate average salary by contribution assumption: employee only about $239,815 at 4% or $159,877 at 6%; with 50% employer match about $159,877 at 4% or $106,585 at 6%; with 100% employer match about $119,908 at 4% or $79,938 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-18$1,140,229$172,667$9,593iApproximate average salary by contribution assumption: employee only about $239,815 at 4% or $159,877 at 6%; with 50% employer match about $159,877 at 4% or $106,585 at 6%; with 100% employer match about $119,908 at 4% or $79,938 at 6%.
2005119$1,267,200$170,106$8,953iApproximate average salary by contribution assumption: employee only about $223,824 at 4% or $149,216 at 6%; with 50% employer match about $149,216 at 4% or $99,477 at 6%; with 100% employer match about $111,912 at 4% or $74,608 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-19$1,267,200$170,106$8,953iApproximate average salary by contribution assumption: employee only about $223,824 at 4% or $149,216 at 6%; with 50% employer match about $149,216 at 4% or $99,477 at 6%; with 100% employer match about $111,912 at 4% or $74,608 at 6%.
2004116$1,166,769$155,260$9,704iApproximate average salary by contribution assumption: employee only about $242,594 at 4% or $161,729 at 6%; with 50% employer match about $161,729 at 4% or $107,819 at 6%; with 100% employer match about $121,297 at 4% or $80,865 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-16$1,166,769$155,260$9,704iApproximate average salary by contribution assumption: employee only about $242,594 at 4% or $161,729 at 6%; with 50% employer match about $161,729 at 4% or $107,819 at 6%; with 100% employer match about $121,297 at 4% or $80,865 at 6%.
2003118$1,109,954$151,619$8,423iApproximate average salary by contribution assumption: employee only about $210,582 at 4% or $140,388 at 6%; with 50% employer match about $140,388 at 4% or $93,592 at 6%; with 100% employer match about $105,291 at 4% or $70,194 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-18$1,109,954$151,619$8,423iApproximate average salary by contribution assumption: employee only about $210,582 at 4% or $140,388 at 6%; with 50% employer match about $140,388 at 4% or $93,592 at 6%; with 100% employer match about $105,291 at 4% or $70,194 at 6%.
2002117$814,012$136,936$8,055iApproximate average salary by contribution assumption: employee only about $201,376 at 4% or $134,251 at 6%; with 50% employer match about $134,251 at 4% or $89,501 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-17$814,012$136,936$8,055iApproximate average salary by contribution assumption: employee only about $201,376 at 4% or $134,251 at 6%; with 50% employer match about $134,251 at 4% or $89,501 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%.
2001115$766,513$125,059$8,337iApproximate average salary by contribution assumption: employee only about $208,432 at 4% or $138,954 at 6%; with 50% employer match about $138,954 at 4% or $92,636 at 6%; with 100% employer match about $104,216 at 4% or $69,477 at 6%.
Sci-Roev Realty Group, L.P. 401K PlanCurrent15$766,513$125,059$8,337iApproximate average salary by contribution assumption: employee only about $208,432 at 4% or $138,954 at 6%; with 50% employer match about $138,954 at 4% or $92,636 at 6%; with 100% employer match about $104,216 at 4% or $69,477 at 6%.
2000117$837,926$144,465$8,498iApproximate average salary by contribution assumption: employee only about $212,449 at 4% or $141,632 at 6%; with 50% employer match about $141,632 at 4% or $94,422 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-17$837,926$144,465$8,498iApproximate average salary by contribution assumption: employee only about $212,449 at 4% or $141,632 at 6%; with 50% employer match about $141,632 at 4% or $94,422 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%.
1999120$141,025$106,652$5,333iApproximate average salary by contribution assumption: employee only about $133,315 at 4% or $88,877 at 6%; with 50% employer match about $88,877 at 4% or $59,251 at 6%; with 100% employer match about $66,658 at 4% or $44,438 at 6%.
Sci-Roev Realty Group, L.P. 401K Plan-20$141,025$106,652$5,333iApproximate average salary by contribution assumption: employee only about $133,315 at 4% or $88,877 at 6%; with 50% employer match about $88,877 at 4% or $59,251 at 6%; with 100% employer match about $66,658 at 4% or $44,438 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037347301312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347301060002
DFE P1 Entity 01 Name
MANAGED INCOME PORTFOLIO
DFE P1 Spons 01 Name
FIDELITY MANAGEMENT TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
043022712024
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$16,709
Row 2
Filing Id
84037347301312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347301060002

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$766,513-$71,413 change

Balance Sheet

Beginning and end of plan year.

Total assets$837,926$766,513Decrease -$71,413 (-8.52%)
Total liabilities$0$0No change $0
Net assets$837,926$766,513Decrease -$71,413 (-8.52%)

Contributions

Employer contributions$54,159
Participant contributions$70,900
Other contributions$0

Income & Expenses

Total income$43,853
Total expenses$115,266
Net income$-71,413
Source fields
Schedule I source fields
Filing Id
84037347301312
Schedule I EIN
13-3746868
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$837,926
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$837,926
Small plan total assets at end of year
$766,513
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$766,513
Small plan employer contributions
$54,159
Small plan participant contributions
$70,900
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-81,206
Small plan total income
$43,853
Small plan total benefit distributions
$115,266
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$115,266
Small plan net income or loss
$-71,413
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
$20,827
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 EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037347301312
Schedule R EIN
13-3746868
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0