Civic Intelligence
Filing

Edocument Resources LLC., 401K Plan

Edocument Resources LLC • EIN 14-1859705 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Up

6 → 8

2 • 33.33%

Assets

Up

$0 → $152,481

$152,481

Investment Management Fee

-

Admin expenses - • Total expenses $1,312

Filing Details

Context
Net investment result
$152,481
Pension payor EIN
14-1859705

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
201310$0$0-
Edocument Resources LLC., 401K Plan-0$0$0-
2012133$1,572,107$280,590$8,503iApproximate average salary by contribution assumption: employee only about $212,568 at 4% or $141,712 at 6%; with 50% employer match about $141,712 at 4% or $94,475 at 6%; with 100% employer match about $106,284 at 4% or $70,856 at 6%.
Edocument Resources LLC., 401K Plan-33$1,572,107$280,590$8,503iApproximate average salary by contribution assumption: employee only about $212,568 at 4% or $141,712 at 6%; with 50% employer match about $141,712 at 4% or $94,475 at 6%; with 100% employer match about $106,284 at 4% or $70,856 at 6%.
2011132$1,233,379$218,156$6,817iApproximate average salary by contribution assumption: employee only about $170,434 at 4% or $113,623 at 6%; with 50% employer match about $113,623 at 4% or $75,749 at 6%; with 100% employer match about $85,217 at 4% or $56,811 at 6%.
Edocument Resources LLC., 401K Plan-32$1,233,379$218,156$6,817iApproximate average salary by contribution assumption: employee only about $170,434 at 4% or $113,623 at 6%; with 50% employer match about $113,623 at 4% or $75,749 at 6%; with 100% employer match about $85,217 at 4% or $56,811 at 6%.
2010127$1,185,743$271,782$10,066iApproximate average salary by contribution assumption: employee only about $251,650 at 4% or $167,767 at 6%; with 50% employer match about $167,767 at 4% or $111,844 at 6%; with 100% employer match about $125,825 at 4% or $83,883 at 6%.
Edocument Resources LLC., 401K Plan-27$1,185,743$271,782$10,066iApproximate average salary by contribution assumption: employee only about $251,650 at 4% or $167,767 at 6%; with 50% employer match about $167,767 at 4% or $111,844 at 6%; with 100% employer match about $125,825 at 4% or $83,883 at 6%.
2009123$823,260$188,291$8,187iApproximate average salary by contribution assumption: employee only about $204,664 at 4% or $136,443 at 6%; with 50% employer match about $136,443 at 4% or $90,962 at 6%; with 100% employer match about $102,332 at 4% or $68,221 at 6%.
Edocument Resources LLC., 401K Plan-23$823,260$188,291$8,187iApproximate average salary by contribution assumption: employee only about $204,664 at 4% or $136,443 at 6%; with 50% employer match about $136,443 at 4% or $90,962 at 6%; with 100% employer match about $102,332 at 4% or $68,221 at 6%.
2008118$550,786$210,453$11,692iApproximate average salary by contribution assumption: employee only about $292,296 at 4% or $194,864 at 6%; with 50% employer match about $194,864 at 4% or $129,909 at 6%; with 100% employer match about $146,148 at 4% or $97,432 at 6%.
Edocument Resources LLC., 401K Plan-18$550,786$210,453$11,692iApproximate average salary by contribution assumption: employee only about $292,296 at 4% or $194,864 at 6%; with 50% employer match about $194,864 at 4% or $129,909 at 6%; with 100% employer match about $146,148 at 4% or $97,432 at 6%.
2007119$0$0-
Edocument Resources LLC., 401K Plan-19---
2006118$399,852$128,363$7,131iApproximate average salary by contribution assumption: employee only about $178,282 at 4% or $118,855 at 6%; with 50% employer match about $118,855 at 4% or $79,236 at 6%; with 100% employer match about $89,141 at 4% or $59,427 at 6%.
Edocument Resources LLC., 401K Plan-18$399,852$128,363$7,131iApproximate average salary by contribution assumption: employee only about $178,282 at 4% or $118,855 at 6%; with 50% employer match about $118,855 at 4% or $79,236 at 6%; with 100% employer match about $89,141 at 4% or $59,427 at 6%.
2005110$240,389$46,749$4,675iApproximate average salary by contribution assumption: employee only about $116,872 at 4% or $77,915 at 6%; with 50% employer match about $77,915 at 4% or $51,943 at 6%; with 100% employer match about $58,436 at 4% or $38,958 at 6%.
Edocument Resources LLC., 401K Plan-10$240,389$46,749$4,675iApproximate average salary by contribution assumption: employee only about $116,872 at 4% or $77,915 at 6%; with 50% employer match about $77,915 at 4% or $51,943 at 6%; with 100% employer match about $58,436 at 4% or $38,958 at 6%.
200417$196,848$25,280$3,611iApproximate average salary by contribution assumption: employee only about $90,286 at 4% or $60,190 at 6%; with 50% employer match about $60,190 at 4% or $40,127 at 6%; with 100% employer match about $45,143 at 4% or $30,095 at 6%.
Edocument Resources LLC., 401K Plan-7$196,848$25,280$3,611iApproximate average salary by contribution assumption: employee only about $90,286 at 4% or $60,190 at 6%; with 50% employer match about $60,190 at 4% or $40,127 at 6%; with 100% employer match about $45,143 at 4% or $30,095 at 6%.
200318$152,481$121,621$15,203iApproximate average salary by contribution assumption: employee only about $380,066 at 4% or $253,377 at 6%; with 50% employer match about $253,377 at 4% or $168,918 at 6%; with 100% employer match about $190,033 at 4% or $126,689 at 6%.
Edocument Resources LLC., 401K PlanCurrent8$152,481$121,621$15,203iApproximate average salary by contribution assumption: employee only about $380,066 at 4% or $253,377 at 6%; with 50% employer match about $253,377 at 4% or $168,918 at 6%; with 100% employer match about $190,033 at 4% or $126,689 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037211589794
Form Id
49061698
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374211589040002
Ins Broker 01 Name
EDWARD JONES
Ins Broker 01 Street Addr
12555 MANCHESTER ROAD
Ins Broker 01 City
ST. LOUIS
Ins Broker 01 State
MO
Ins Broker 01 ZIP Code
63131
Ins Broker Comm Pd 01 Amount
$613
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037211589794
Form Id
49061698
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
1
Image Form Id
3040374211589040002
Ins Broker 01 Name
EMPLOYEE BENEFITS OF ST. CLOUD
Ins Broker 01 Street Addr
940 INDUSTRIAL DRIVE SO. STE 111
Ins Broker 01 City
SAUK RAPIDS
Ins Broker 01 State
MN
Ins Broker 01 ZIP Code
56379
Ins Broker Comm Pd 01 Amount
$550
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: HARTFORD LIFE INSURANCE COMPANY
Filing Id
84037211589794
Form Id
49061698
Schedule A EIN
14-1859705
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
HARTFORD LIFE INSURANCE COMPANY
Ins Carrier EIN
06-0974148
Ins Carrier Naic Code
88072
Ins Contract Num
021959
Ins Prsn Covered End of year Count
6
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$1,163
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$10,172
Pension End of year Sep Account Amount
$141,533
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GENERAL ACCOUNTS
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$5,483
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$656
Pension Transfer From Amount
$320
Pension Other Amount
$91,190
Pension Other Text
TRANSFERS FROM OTHER FUNDS
Pension Total Additions Amount
$97,649
Pension Total Bal Addn Amount
$97,649
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$87,477
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$87,477
Pension End of year Bal Amount
$10,172
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
84037211589794
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374211589040003
Row 2
Filing Id
84037211589794
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374211589040003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT K
DFE P1 Spons 01 Name
HARTFORD LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
060974148000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$864
Row 3
Filing Id
84037211589794
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3040374211589040003
DFE P1 Entity 01 Name
HARTFORD ADVANTAGE TK
DFE P1 Spons 01 Name
HARTFORD LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
060974148000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$140,670

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$152,481$152,481 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$152,481Increase +$152,481
Total liabilities$0$0No change $0
Net assets$0$152,481Increase +$152,481

Contributions

Employer contributions$9,653
Participant contributions$26,720
Other contributions$85,248

Income & Expenses

Total income$153,793
Total expenses$1,312
Net income$152,481
Source fields
Schedule I source fields
Filing Id
84037211589794
Schedule I EIN
14-1859705
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
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$152,481
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$152,481
Small plan employer contributions
$9,653
Small plan participant contributions
$26,720
Small Oth Contribution Rcvd Amount
$85,248
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$32,172
Small plan total income
$153,793
Small plan total benefit distributions
$1,312
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$1,312
Small plan net income or loss
$152,481
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
$9,000
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 EIN14-1859705

Transfers

Distributed property value$0
Schedule R source fields
Payor 14-1859705
Filing Id
84037211589794
Schedule R EIN
14-1859705
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
14-1859705
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0