Fidelity bond in place
No
Filing
Patsy Vigneri & Sons Inc., Profit Sharing Plan
Patsy Vigneri & Sons Inc. • EIN 16-0989207 • Plan year 1999
Filing Insights
Participants
Flat17 → 17
0 • 0.00%
Assets
Up$2,142,949 → $2,331,756
$188,807 • 8.81%
Investment Management Fee
-
Admin expenses - • Total expenses $225,383
Filing Details
Context- Net investment result
- $188,807
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $528,915 | - |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 0 | $0 | $528,915 | - |
| 2017 | 1 | 4 | $966,125 | $65,870 | $16,468iApproximate average salary by contribution assumption: employee only about $411,688 at 4% or $274,458 at 6%; with 50% employer match about $274,458 at 4% or $182,972 at 6%; with 100% employer match about $205,844 at 4% or $137,229 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 4 | $966,125 | $65,870 | $16,468iApproximate average salary by contribution assumption: employee only about $411,688 at 4% or $274,458 at 6%; with 50% employer match about $274,458 at 4% or $182,972 at 6%; with 100% employer match about $205,844 at 4% or $137,229 at 6%. |
| 2016 | 1 | 7 | $947,103 | $172,738 | $24,677iApproximate average salary by contribution assumption: employee only about $616,921 at 4% or $411,281 at 6%; with 50% employer match about $411,281 at 4% or $274,187 at 6%; with 100% employer match about $308,461 at 4% or $205,640 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 7 | $947,103 | $172,738 | $24,677iApproximate average salary by contribution assumption: employee only about $616,921 at 4% or $411,281 at 6%; with 50% employer match about $411,281 at 4% or $274,187 at 6%; with 100% employer match about $308,461 at 4% or $205,640 at 6%. |
| 2015 | 1 | 7 | $827,369 | $33,795 | $4,828iApproximate average salary by contribution assumption: employee only about $120,696 at 4% or $80,464 at 6%; with 50% employer match about $80,464 at 4% or $53,643 at 6%; with 100% employer match about $60,348 at 4% or $40,232 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 7 | $827,369 | $33,795 | $4,828iApproximate average salary by contribution assumption: employee only about $120,696 at 4% or $80,464 at 6%; with 50% employer match about $80,464 at 4% or $53,643 at 6%; with 100% employer match about $60,348 at 4% or $40,232 at 6%. |
| 2014 | 1 | 9 | $891,250 | $33,198 | $3,689iApproximate average salary by contribution assumption: employee only about $92,217 at 4% or $61,478 at 6%; with 50% employer match about $61,478 at 4% or $40,985 at 6%; with 100% employer match about $46,108 at 4% or $30,739 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 9 | $891,250 | $33,198 | $3,689iApproximate average salary by contribution assumption: employee only about $92,217 at 4% or $61,478 at 6%; with 50% employer match about $61,478 at 4% or $40,985 at 6%; with 100% employer match about $46,108 at 4% or $30,739 at 6%. |
| 2013 | 1 | 8 | $899,775 | $77,191 | $9,649iApproximate average salary by contribution assumption: employee only about $241,222 at 4% or $160,815 at 6%; with 50% employer match about $160,815 at 4% or $107,210 at 6%; with 100% employer match about $120,611 at 4% or $80,407 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 8 | $899,775 | $77,191 | $9,649iApproximate average salary by contribution assumption: employee only about $241,222 at 4% or $160,815 at 6%; with 50% employer match about $160,815 at 4% or $107,210 at 6%; with 100% employer match about $120,611 at 4% or $80,407 at 6%. |
| 2012 | 1 | 16 | $896,693 | $24,496 | $1,531iApproximate average salary by contribution assumption: employee only about $38,275 at 4% or $25,517 at 6%; with 50% employer match about $25,517 at 4% or $17,011 at 6%; with 100% employer match about $19,138 at 4% or $12,758 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 16 | $896,693 | $24,496 | $1,531iApproximate average salary by contribution assumption: employee only about $38,275 at 4% or $25,517 at 6%; with 50% employer match about $25,517 at 4% or $17,011 at 6%; with 100% employer match about $19,138 at 4% or $12,758 at 6%. |
| 2011 | 1 | 16 | $897,707 | $20,117 | $1,257iApproximate average salary by contribution assumption: employee only about $31,433 at 4% or $20,955 at 6%; with 50% employer match about $20,955 at 4% or $13,970 at 6%; with 100% employer match about $15,716 at 4% or $10,478 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 16 | $897,707 | $20,117 | $1,257iApproximate average salary by contribution assumption: employee only about $31,433 at 4% or $20,955 at 6%; with 50% employer match about $20,955 at 4% or $13,970 at 6%; with 100% employer match about $15,716 at 4% or $10,478 at 6%. |
| 2010 | 1 | 17 | $924,705 | $483,684 | $28,452iApproximate average salary by contribution assumption: employee only about $711,300 at 4% or $474,200 at 6%; with 50% employer match about $474,200 at 4% or $316,133 at 6%; with 100% employer match about $355,650 at 4% or $237,100 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 17 | $924,705 | $483,684 | $28,452iApproximate average salary by contribution assumption: employee only about $711,300 at 4% or $474,200 at 6%; with 50% employer match about $474,200 at 4% or $316,133 at 6%; with 100% employer match about $355,650 at 4% or $237,100 at 6%. |
| 2009 | 1 | 17 | $444,128 | $452,559 | $26,621iApproximate average salary by contribution assumption: employee only about $665,528 at 4% or $443,685 at 6%; with 50% employer match about $443,685 at 4% or $295,790 at 6%; with 100% employer match about $332,764 at 4% or $221,843 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 17 | $444,128 | $452,559 | $26,621iApproximate average salary by contribution assumption: employee only about $665,528 at 4% or $443,685 at 6%; with 50% employer match about $443,685 at 4% or $295,790 at 6%; with 100% employer match about $332,764 at 4% or $221,843 at 6%. |
| 2008 | 1 | 18 | $916,016 | $7,382 | $410iApproximate average salary by contribution assumption: employee only about $10,253 at 4% or $6,835 at 6%; with 50% employer match about $6,835 at 4% or $4,557 at 6%; with 100% employer match about $5,126 at 4% or $3,418 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 18 | $916,016 | $7,382 | $410iApproximate average salary by contribution assumption: employee only about $10,253 at 4% or $6,835 at 6%; with 50% employer match about $6,835 at 4% or $4,557 at 6%; with 100% employer match about $5,126 at 4% or $3,418 at 6%. |
| 2007 | 1 | 26 | $1,312,938 | $8,054 | $310iApproximate average salary by contribution assumption: employee only about $7,744 at 4% or $5,163 at 6%; with 50% employer match about $5,163 at 4% or $3,442 at 6%; with 100% employer match about $3,872 at 4% or $2,581 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 26 | $1,312,938 | $8,054 | $310iApproximate average salary by contribution assumption: employee only about $7,744 at 4% or $5,163 at 6%; with 50% employer match about $5,163 at 4% or $3,442 at 6%; with 100% employer match about $3,872 at 4% or $2,581 at 6%. |
| 2006 | 1 | 27 | $1,328,367 | $8,596 | $318iApproximate average salary by contribution assumption: employee only about $7,959 at 4% or $5,306 at 6%; with 50% employer match about $5,306 at 4% or $3,537 at 6%; with 100% employer match about $3,980 at 4% or $2,653 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 27 | $1,328,367 | $8,596 | $318iApproximate average salary by contribution assumption: employee only about $7,959 at 4% or $5,306 at 6%; with 50% employer match about $5,306 at 4% or $3,537 at 6%; with 100% employer match about $3,980 at 4% or $2,653 at 6%. |
| 2005 | 1 | 19 | $1,351,195 | $8,958 | $471iApproximate average salary by contribution assumption: employee only about $11,787 at 4% or $7,858 at 6%; with 50% employer match about $7,858 at 4% or $5,239 at 6%; with 100% employer match about $5,893 at 4% or $3,929 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 19 | $1,351,195 | $8,958 | $471iApproximate average salary by contribution assumption: employee only about $11,787 at 4% or $7,858 at 6%; with 50% employer match about $7,858 at 4% or $5,239 at 6%; with 100% employer match about $5,893 at 4% or $3,929 at 6%. |
| 2004 | 2 | 15 | $3,000,106 | $22,276 | $1,485iApproximate average salary by contribution assumption: employee only about $37,127 at 4% or $24,751 at 6%; with 50% employer match about $24,751 at 4% or $16,501 at 6%; with 100% employer match about $18,563 at 4% or $12,376 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 15 | $1,500,053 | $11,138 | $743iApproximate average salary by contribution assumption: employee only about $18,563 at 4% or $12,376 at 6%; with 50% employer match about $12,376 at 4% or $8,250 at 6%; with 100% employer match about $9,282 at 4% or $6,188 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 0 | $1,500,053 | $11,138 | - |
| 2003 | 1 | 15 | $1,527,317 | $8,927 | $595iApproximate average salary by contribution assumption: employee only about $14,878 at 4% or $9,919 at 6%; with 50% employer match about $9,919 at 4% or $6,613 at 6%; with 100% employer match about $7,439 at 4% or $4,959 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 15 | $1,527,317 | $8,927 | $595iApproximate average salary by contribution assumption: employee only about $14,878 at 4% or $9,919 at 6%; with 50% employer match about $9,919 at 4% or $6,613 at 6%; with 100% employer match about $7,439 at 4% or $4,959 at 6%. |
| 2002 | 1 | 14 | $1,469,705 | $8,536 | $610iApproximate average salary by contribution assumption: employee only about $15,243 at 4% or $10,162 at 6%; with 50% employer match about $10,162 at 4% or $6,775 at 6%; with 100% employer match about $7,621 at 4% or $5,081 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 14 | $1,469,705 | $8,536 | $610iApproximate average salary by contribution assumption: employee only about $15,243 at 4% or $10,162 at 6%; with 50% employer match about $10,162 at 4% or $6,775 at 6%; with 100% employer match about $7,621 at 4% or $5,081 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 14 | - | - | - |
| 2000 | 1 | 13 | $2,149,397 | $11,196 | $861iApproximate average salary by contribution assumption: employee only about $21,531 at 4% or $14,354 at 6%; with 50% employer match about $14,354 at 4% or $9,569 at 6%; with 100% employer match about $10,765 at 4% or $7,177 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | - | 13 | $2,149,397 | $11,196 | $861iApproximate average salary by contribution assumption: employee only about $21,531 at 4% or $14,354 at 6%; with 50% employer match about $14,354 at 4% or $9,569 at 6%; with 100% employer match about $10,765 at 4% or $7,177 at 6%. |
| 1999 | 1 | 17 | $2,331,756 | $14,178 | $834iApproximate average salary by contribution assumption: employee only about $20,850 at 4% or $13,900 at 6%; with 50% employer match about $13,900 at 4% or $9,267 at 6%; with 100% employer match about $10,425 at 4% or $6,950 at 6%. |
| Patsy Vigneri & Sons Inc., Profit Sharing Plan | Current | 17 | $2,331,756 | $14,178 | $834iApproximate average salary by contribution assumption: employee only about $20,850 at 4% or $13,900 at 6%; with 50% employer match about $13,900 at 4% or $9,267 at 6%; with 100% employer match about $10,425 at 4% or $6,950 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 56037152289521
- Form Id
- 5386458
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30371152289020002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: GUARDIAN LIFE INSURANCE COMPANY
- Filing Id
- 56037152289521
- Form Id
- 5386458
- Schedule A EIN
- 16-0989207
- Schedule A Plan Num
- 002
- Schedule A Plan Year Begin Date
- 1999-01-01
- Schedule A Tax Period
- 19991231
- Ins Carrier Name
- GUARDIAN LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 13-5123390
- Ins Carrier Naic Code
- 64246
- Ins Contract Num
- P5646
- Ins Prsn Covered End of year Count
- 11
- Ins Policy From Date
- 1999-01-01
- Ins Policy To Date
- 1999-12-31
- 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
- $184,917
- 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 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$2,331,756$188,807 change
Balance Sheet
Beginning and end of plan year.
Total assets$2,142,949$2,331,756Increase +$188,807 (8.81%)
Total liabilities$0$0No change $0
Net assets$2,142,949$2,331,756Increase +$188,807 (8.81%)
Contributions
Employer contributions$14,178
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$414,190
Total expenses$225,383
Net income$188,807
Source fields
- Schedule I source fields
- Filing Id
- 56037152289521
- Schedule I EIN
- 16-0989207
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 1999-01-01
- Schedule I Tax Period
- 19991231
- Small plan total assets at beginning of year
- $2,142,949
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $2,142,949
- Small plan total assets at end of year
- $2,331,756
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $2,331,756
- Small plan employer contributions
- $14,178
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $400,012
- Small plan total income
- $414,190
- Small plan total benefit distributions
- $40,466
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $184,917
- Small plan total expenses
- $225,383
- Small plan net income or loss
- $188,807
- 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
- No
- 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 plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0