Civic Intelligence
Filing

A. Cappione Inc. Profit Sharing Plan

A. Cappione Inc. • EIN 15-0518193 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

16 → 12

-4 • -25.00%

Assets

Up

$625,083 → $1,015,204

$390,121 • 62.41%

Investment Management Fee

-

Admin expenses - • Total expenses $341,199

Filing Details

Context
Net investment result
$390,121
Pension payor EIN
15-0518193

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
202210$0$228-
A. Cappione Inc. Profit Sharing Plan-0$0$228-
2021117$2,971,267$47,730$2,808iApproximate average salary by contribution assumption: employee only about $70,191 at 4% or $46,794 at 6%; with 50% employer match about $46,794 at 4% or $31,196 at 6%; with 100% employer match about $35,096 at 4% or $23,397 at 6%.
A. Cappione Inc. Profit Sharing Plan-17$2,971,267$47,730$2,808iApproximate average salary by contribution assumption: employee only about $70,191 at 4% or $46,794 at 6%; with 50% employer match about $46,794 at 4% or $31,196 at 6%; with 100% employer match about $35,096 at 4% or $23,397 at 6%.
2020115$2,772,896$70,436$4,696iApproximate average salary by contribution assumption: employee only about $117,393 at 4% or $78,262 at 6%; with 50% employer match about $78,262 at 4% or $52,175 at 6%; with 100% employer match about $58,697 at 4% or $39,131 at 6%.
A. Cappione Inc. Profit Sharing Plan-15$2,772,896$70,436$4,696iApproximate average salary by contribution assumption: employee only about $117,393 at 4% or $78,262 at 6%; with 50% employer match about $78,262 at 4% or $52,175 at 6%; with 100% employer match about $58,697 at 4% or $39,131 at 6%.
2019116$2,694,989$123,759$7,735iApproximate average salary by contribution assumption: employee only about $193,373 at 4% or $128,916 at 6%; with 50% employer match about $128,916 at 4% or $85,944 at 6%; with 100% employer match about $96,687 at 4% or $64,458 at 6%.
A. Cappione Inc. Profit Sharing Plan-16$2,694,989$123,759$7,735iApproximate average salary by contribution assumption: employee only about $193,373 at 4% or $128,916 at 6%; with 50% employer match about $128,916 at 4% or $85,944 at 6%; with 100% employer match about $96,687 at 4% or $64,458 at 6%.
2018116$2,866,121$127,466$7,967iApproximate average salary by contribution assumption: employee only about $199,166 at 4% or $132,777 at 6%; with 50% employer match about $132,777 at 4% or $88,518 at 6%; with 100% employer match about $99,583 at 4% or $66,389 at 6%.
A. Cappione Inc. Profit Sharing Plan-16$2,866,121$127,466$7,967iApproximate average salary by contribution assumption: employee only about $199,166 at 4% or $132,777 at 6%; with 50% employer match about $132,777 at 4% or $88,518 at 6%; with 100% employer match about $99,583 at 4% or $66,389 at 6%.
2017115$3,035,420$122,637$8,176iApproximate average salary by contribution assumption: employee only about $204,395 at 4% or $136,263 at 6%; with 50% employer match about $136,263 at 4% or $90,842 at 6%; with 100% employer match about $102,198 at 4% or $68,132 at 6%.
A. Cappione Inc. Profit Sharing Plan-15$3,035,420$122,637$8,176iApproximate average salary by contribution assumption: employee only about $204,395 at 4% or $136,263 at 6%; with 50% employer match about $136,263 at 4% or $90,842 at 6%; with 100% employer match about $102,198 at 4% or $68,132 at 6%.
2016114$2,720,052$172,949$12,354iApproximate average salary by contribution assumption: employee only about $308,838 at 4% or $205,892 at 6%; with 50% employer match about $205,892 at 4% or $137,261 at 6%; with 100% employer match about $154,419 at 4% or $102,946 at 6%.
A. Cappione Inc. Profit Sharing Plan-14$2,720,052$172,949$12,354iApproximate average salary by contribution assumption: employee only about $308,838 at 4% or $205,892 at 6%; with 50% employer match about $205,892 at 4% or $137,261 at 6%; with 100% employer match about $154,419 at 4% or $102,946 at 6%.
2015115$2,414,916$136,961$9,131iApproximate average salary by contribution assumption: employee only about $228,268 at 4% or $152,179 at 6%; with 50% employer match about $152,179 at 4% or $101,453 at 6%; with 100% employer match about $114,134 at 4% or $76,089 at 6%.
A. Cappione Inc. Profit Sharing Plan-15$2,414,916$136,961$9,131iApproximate average salary by contribution assumption: employee only about $228,268 at 4% or $152,179 at 6%; with 50% employer match about $152,179 at 4% or $101,453 at 6%; with 100% employer match about $114,134 at 4% or $76,089 at 6%.
2014115$2,343,473$193,458$12,897iApproximate average salary by contribution assumption: employee only about $322,430 at 4% or $214,953 at 6%; with 50% employer match about $214,953 at 4% or $143,302 at 6%; with 100% employer match about $161,215 at 4% or $107,477 at 6%.
A. Cappione Inc. Profit Sharing Plan-15$2,343,473$193,458$12,897iApproximate average salary by contribution assumption: employee only about $322,430 at 4% or $214,953 at 6%; with 50% employer match about $214,953 at 4% or $143,302 at 6%; with 100% employer match about $161,215 at 4% or $107,477 at 6%.
2013115$2,633,332$140,672$9,378iApproximate average salary by contribution assumption: employee only about $234,453 at 4% or $156,302 at 6%; with 50% employer match about $156,302 at 4% or $104,201 at 6%; with 100% employer match about $117,227 at 4% or $78,151 at 6%.
A. Cappione Inc. Profit Sharing Plan-15$2,633,332$140,672$9,378iApproximate average salary by contribution assumption: employee only about $234,453 at 4% or $156,302 at 6%; with 50% employer match about $156,302 at 4% or $104,201 at 6%; with 100% employer match about $117,227 at 4% or $78,151 at 6%.
2012115$2,136,176$146,466$9,764iApproximate average salary by contribution assumption: employee only about $244,110 at 4% or $162,740 at 6%; with 50% employer match about $162,740 at 4% or $108,493 at 6%; with 100% employer match about $122,055 at 4% or $81,370 at 6%.
A. Cappione Inc. Profit Sharing Plan-15$2,136,176$146,466$9,764iApproximate average salary by contribution assumption: employee only about $244,110 at 4% or $162,740 at 6%; with 50% employer match about $162,740 at 4% or $108,493 at 6%; with 100% employer match about $122,055 at 4% or $81,370 at 6%.
2011113$1,816,178$129,981$9,999iApproximate average salary by contribution assumption: employee only about $249,963 at 4% or $166,642 at 6%; with 50% employer match about $166,642 at 4% or $111,095 at 6%; with 100% employer match about $124,982 at 4% or $83,321 at 6%.
A. Cappione Inc. Profit Sharing Plan-13$1,816,178$129,981$9,999iApproximate average salary by contribution assumption: employee only about $249,963 at 4% or $166,642 at 6%; with 50% employer match about $166,642 at 4% or $111,095 at 6%; with 100% employer match about $124,982 at 4% or $83,321 at 6%.
2010112$1,765,997$172,125$14,344iApproximate average salary by contribution assumption: employee only about $358,594 at 4% or $239,063 at 6%; with 50% employer match about $239,063 at 4% or $159,375 at 6%; with 100% employer match about $179,297 at 4% or $119,531 at 6%.
A. Cappione Inc. Profit Sharing Plan-12$1,765,997$172,125$14,344iApproximate average salary by contribution assumption: employee only about $358,594 at 4% or $239,063 at 6%; with 50% employer match about $239,063 at 4% or $159,375 at 6%; with 100% employer match about $179,297 at 4% or $119,531 at 6%.
2009113$1,443,874$179,984$13,845iApproximate average salary by contribution assumption: employee only about $346,123 at 4% or $230,749 at 6%; with 50% employer match about $230,749 at 4% or $153,832 at 6%; with 100% employer match about $173,062 at 4% or $115,374 at 6%.
A. Cappione Inc. Profit Sharing Plan-13$1,443,874$179,984$13,845iApproximate average salary by contribution assumption: employee only about $346,123 at 4% or $230,749 at 6%; with 50% employer match about $230,749 at 4% or $153,832 at 6%; with 100% employer match about $173,062 at 4% or $115,374 at 6%.
2008110$0$0-
A. Cappione Inc. Profit Sharing Plan-10---
2007112$0$0-
A. Cappione Inc. Profit Sharing Plan-12---
2006112$1,015,204$635,333$52,944iApproximate average salary by contribution assumption: employee only about $1,323,610 at 4% or $882,407 at 6%; with 50% employer match about $882,407 at 4% or $588,271 at 6%; with 100% employer match about $661,805 at 4% or $441,203 at 6%.
A. Cappione Inc. Profit Sharing PlanCurrent12$1,015,204$635,333$52,944iApproximate average salary by contribution assumption: employee only about $1,323,610 at 4% or $882,407 at 6%; with 50% employer match about $882,407 at 4% or $588,271 at 6%; with 100% employer match about $661,805 at 4% or $441,203 at 6%.
2005211$625,083$26,750$2,432iApproximate average salary by contribution assumption: employee only about $60,795 at 4% or $40,530 at 6%; with 50% employer match about $40,530 at 4% or $27,020 at 6%; with 100% employer match about $30,398 at 4% or $20,265 at 6%.
A. Cappione Inc. Profit Sharing Plan-11$625,083$26,750$2,432iApproximate average salary by contribution assumption: employee only about $60,795 at 4% or $40,530 at 6%; with 50% employer match about $40,530 at 4% or $27,020 at 6%; with 100% employer match about $30,398 at 4% or $20,265 at 6%.
A. Cappione Inc. Pension Plan-0---
2004213$574,653$103,036$7,926iApproximate average salary by contribution assumption: employee only about $198,146 at 4% or $132,097 at 6%; with 50% employer match about $132,097 at 4% or $88,065 at 6%; with 100% employer match about $99,073 at 4% or $66,049 at 6%.
A. Cappione Inc. Profit Sharing Plan-13$574,653$103,036$7,926iApproximate average salary by contribution assumption: employee only about $198,146 at 4% or $132,097 at 6%; with 50% employer match about $132,097 at 4% or $88,065 at 6%; with 100% employer match about $99,073 at 4% or $66,049 at 6%.
A. Cappione Inc. Pension Plan-12---
2003212$450,699$91,202$7,600iApproximate average salary by contribution assumption: employee only about $190,004 at 4% or $126,669 at 6%; with 50% employer match about $126,669 at 4% or $84,446 at 6%; with 100% employer match about $95,002 at 4% or $63,335 at 6%.
A. Cappione Inc. Profit Sharing Plan-12$450,699$91,202$7,600iApproximate average salary by contribution assumption: employee only about $190,004 at 4% or $126,669 at 6%; with 50% employer match about $126,669 at 4% or $84,446 at 6%; with 100% employer match about $95,002 at 4% or $63,335 at 6%.
A. Cappione Inc. Pension Plan-12---
2002212$0$0-
A. Cappione Inc. Pension Plan-0---
A. Cappione Inc. Profit Sharing Plan-12---
200129$0$0-
A. Cappione Inc. Pension Plan-9---
A. Cappione Inc. Profit Sharing Plan-9---
2000210$0$0-
A. Cappione Inc. Profit Sharing Plan-10---
A. Cappione Inc. Pension Plan-9---
199929$721,546$47,209$5,245iApproximate average salary by contribution assumption: employee only about $131,136 at 4% or $87,424 at 6%; with 50% employer match about $87,424 at 4% or $58,283 at 6%; with 100% employer match about $65,568 at 4% or $43,712 at 6%.
A. Cappione Inc. Pension Plan-9$484,134$47,209$5,245iApproximate average salary by contribution assumption: employee only about $131,136 at 4% or $87,424 at 6%; with 50% employer match about $87,424 at 4% or $58,283 at 6%; with 100% employer match about $65,568 at 4% or $43,712 at 6%.
A. Cappione Inc. Profit Sharing Plan-9$237,412--
Schedule Details

Schedule A

Row 1
Filing Id
84037347318537
Form Id
84784270
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347318030002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: METROPOLITAN LIFE INSURANCE COMPANY
Filing Id
84037347318537
Form Id
84784270
Schedule A EIN
15-0518193
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
METROPOLITAN LIFE INSURANCE COMPANY
Ins Carrier EIN
13-5581829
Ins Carrier Naic Code
65978
Ins Contract Num
9235
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
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
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$236,458
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$8,726
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$8,726
Pension Total Bal Addn Amount
$245,184
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$245,184
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$245,184
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 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$1,015,204$390,121 change

Balance Sheet

Beginning and end of plan year.

Total assets$625,083$1,015,204Increase +$390,121 (62.41%)
Total liabilities$0$0No change $0
Net assets$625,083$1,015,204Increase +$390,121 (62.41%)

Contributions

Employer contributions$133,407
Participant contributions$49,980
Other contributions$451,946

Income & Expenses

Total income$731,320
Total expenses$341,199
Net income$390,121
Source fields
Schedule I source fields
Filing Id
84037347318537
Schedule I EIN
15-0518193
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$625,083
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$625,083
Small plan total assets at end of year
$1,015,204
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,015,204
Small plan employer contributions
$133,407
Small plan participant contributions
$49,980
Small Oth Contribution Rcvd Amount
$451,946
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$95,987
Small plan total income
$731,320
Small plan total benefit distributions
$331,640
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$9,559
Small plan total expenses
$341,199
Small plan net income or loss
$390,121
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
$121,000
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 EIN15-0518193

Transfers

Distributed property value$0
Schedule R source fields
Payor 15-0518193
Filing Id
84037347318537
Schedule R EIN
15-0518193
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
15-0518193
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1