Civic Intelligence
Filing

Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & Trust

Ameri-Can Customhouse Brokers • EIN 16-1229738 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Up

28 → 29

1 • 3.57%

Assets

Down

$126,542 → $123,416

-$3,126 • -2.47%

Investment Management Fee

-

Admin expenses - • Total expenses $8,564

Filing Details

Context
Net investment result
$-3,126

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
200510$0$0-
Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & Trust-0---
2004124$8,748$439$18iApproximate average salary by contribution assumption: employee only about $457 at 4% or $305 at 6%; with 50% employer match about $305 at 4% or $203 at 6%; with 100% employer match about $229 at 4% or $152 at 6%.
Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & Trust-24$8,748$439$18iApproximate average salary by contribution assumption: employee only about $457 at 4% or $305 at 6%; with 50% employer match about $305 at 4% or $203 at 6%; with 100% employer match about $229 at 4% or $152 at 6%.
2003121$168,047$23,402$1,114iApproximate average salary by contribution assumption: employee only about $27,860 at 4% or $18,573 at 6%; with 50% employer match about $18,573 at 4% or $12,382 at 6%; with 100% employer match about $13,930 at 4% or $9,287 at 6%.
Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & Trust-21$168,047$23,402$1,114iApproximate average salary by contribution assumption: employee only about $27,860 at 4% or $18,573 at 6%; with 50% employer match about $18,573 at 4% or $12,382 at 6%; with 100% employer match about $13,930 at 4% or $9,287 at 6%.
2002129$123,416$26,681$920iApproximate average salary by contribution assumption: employee only about $23,001 at 4% or $15,334 at 6%; with 50% employer match about $15,334 at 4% or $10,223 at 6%; with 100% employer match about $11,500 at 4% or $7,667 at 6%.
Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & TrustCurrent29$123,416$26,681$920iApproximate average salary by contribution assumption: employee only about $23,001 at 4% or $15,334 at 6%; with 50% employer match about $15,334 at 4% or $10,223 at 6%; with 100% employer match about $11,500 at 4% or $7,667 at 6%.
2001125$126,542$28,254$1,130iApproximate average salary by contribution assumption: employee only about $28,254 at 4% or $18,836 at 6%; with 50% employer match about $18,836 at 4% or $12,557 at 6%; with 100% employer match about $14,127 at 4% or $9,418 at 6%.
Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & Trust-25$126,542$28,254$1,130iApproximate average salary by contribution assumption: employee only about $28,254 at 4% or $18,836 at 6%; with 50% employer match about $18,836 at 4% or $12,557 at 6%; with 100% employer match about $14,127 at 4% or $9,418 at 6%.
1999124$120,075$26,419$1,101iApproximate average salary by contribution assumption: employee only about $27,520 at 4% or $18,347 at 6%; with 50% employer match about $18,347 at 4% or $12,231 at 6%; with 100% employer match about $13,760 at 4% or $9,173 at 6%.
Ameri-Can Customhouse Brokers 401K Profit Sharing Plan & Trust-24$120,075$26,419$1,101iApproximate average salary by contribution assumption: employee only about $27,520 at 4% or $18,347 at 6%; with 50% employer match about $18,347 at 4% or $12,231 at 6%; with 100% employer match about $13,760 at 4% or $9,173 at 6%.
Schedule Details

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$123,416-$3,126 change

Balance Sheet

Beginning and end of plan year.

Total assets$126,542$123,416Decrease -$3,126 (-2.47%)
Total liabilities$0$0No change $0
Net assets$126,542$123,416Decrease -$3,126 (-2.47%)

Contributions

Employer contributions$0
Participant contributions$26,681
Other contributions$0

Income & Expenses

Total income$5,438
Total expenses$8,564
Net income$-3,126
Source fields
Schedule I source fields
Filing Id
91037258154303
Schedule I EIN
16-1229738
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$126,542
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$126,542
Small plan total assets at end of year
$123,416
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$123,416
Small plan employer contributions
$0
Small plan participant contributions
$26,681
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-21,243
Small plan total income
$5,438
Small plan total benefit distributions
$6,961
Small Corrective Distribution Amount
$1,603
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$8,564
Small plan net income or loss
$-3,126
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
$1,593
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
$20,000
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