Fidelity bond in place
Yes
Filing
Celergo LLC 401(K) Plan
Celergo LLC • EIN 20-0524436 • Plan year 2007
Filing Insights
Participants
Up13 → 25
12 • 92.31%
Assets
Up$38,458 → $105,394
$66,936 • 174.05%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $66,936
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Celergo LLC 401(K) Plan | - | 0 | - | - | - |
| 2018 | 1 | 102 | $3,201,018 | $546,844 | $5,361iApproximate average salary by contribution assumption: employee only about $134,030 at 4% or $89,354 at 6%; with 50% employer match about $89,354 at 4% or $59,569 at 6%; with 100% employer match about $67,015 at 4% or $44,677 at 6%. |
| Celergo LLC 401(K) Plan | - | 102 | $3,201,018 | $546,844 | $5,361iApproximate average salary by contribution assumption: employee only about $134,030 at 4% or $89,354 at 6%; with 50% employer match about $89,354 at 4% or $59,569 at 6%; with 100% employer match about $67,015 at 4% or $44,677 at 6%. |
| 2017 | 1 | 95 | $3,078,739 | $591,569 | $6,227iApproximate average salary by contribution assumption: employee only about $155,676 at 4% or $103,784 at 6%; with 50% employer match about $103,784 at 4% or $69,189 at 6%; with 100% employer match about $77,838 at 4% or $51,892 at 6%. |
| Celergo LLC 401(K) Plan | - | 95 | $3,078,739 | $591,569 | $6,227iApproximate average salary by contribution assumption: employee only about $155,676 at 4% or $103,784 at 6%; with 50% employer match about $103,784 at 4% or $69,189 at 6%; with 100% employer match about $77,838 at 4% or $51,892 at 6%. |
| 2016 | 1 | 87 | $2,203,540 | $456,995 | $5,253iApproximate average salary by contribution assumption: employee only about $131,320 at 4% or $87,547 at 6%; with 50% employer match about $87,547 at 4% or $58,365 at 6%; with 100% employer match about $65,660 at 4% or $43,773 at 6%. |
| Celergo LLC 401(K) Plan | - | 87 | $2,203,540 | $456,995 | $5,253iApproximate average salary by contribution assumption: employee only about $131,320 at 4% or $87,547 at 6%; with 50% employer match about $87,547 at 4% or $58,365 at 6%; with 100% employer match about $65,660 at 4% or $43,773 at 6%. |
| 2015 | 1 | 76 | $1,987,079 | $380,421 | $5,006iApproximate average salary by contribution assumption: employee only about $125,138 at 4% or $83,426 at 6%; with 50% employer match about $83,426 at 4% or $55,617 at 6%; with 100% employer match about $62,569 at 4% or $41,713 at 6%. |
| Celergo LLC 401(K) Plan | - | 76 | $1,987,079 | $380,421 | $5,006iApproximate average salary by contribution assumption: employee only about $125,138 at 4% or $83,426 at 6%; with 50% employer match about $83,426 at 4% or $55,617 at 6%; with 100% employer match about $62,569 at 4% or $41,713 at 6%. |
| 2014 | 1 | 63 | $1,933,096 | $411,199 | $6,527iApproximate average salary by contribution assumption: employee only about $163,174 at 4% or $108,783 at 6%; with 50% employer match about $108,783 at 4% or $72,522 at 6%; with 100% employer match about $81,587 at 4% or $54,391 at 6%. |
| Celergo LLC 401(K) Plan | - | 63 | $1,933,096 | $411,199 | $6,527iApproximate average salary by contribution assumption: employee only about $163,174 at 4% or $108,783 at 6%; with 50% employer match about $108,783 at 4% or $72,522 at 6%; with 100% employer match about $81,587 at 4% or $54,391 at 6%. |
| 2013 | 1 | 71 | $1,732,940 | $404,126 | $5,692iApproximate average salary by contribution assumption: employee only about $142,298 at 4% or $94,865 at 6%; with 50% employer match about $94,865 at 4% or $63,244 at 6%; with 100% employer match about $71,149 at 4% or $47,433 at 6%. |
| Celergo LLC 401(K) Plan | - | 71 | $1,732,940 | $404,126 | $5,692iApproximate average salary by contribution assumption: employee only about $142,298 at 4% or $94,865 at 6%; with 50% employer match about $94,865 at 4% or $63,244 at 6%; with 100% employer match about $71,149 at 4% or $47,433 at 6%. |
| 2012 | 1 | 72 | $1,248,900 | $458,768 | $6,372iApproximate average salary by contribution assumption: employee only about $159,294 at 4% or $106,196 at 6%; with 50% employer match about $106,196 at 4% or $70,798 at 6%; with 100% employer match about $79,647 at 4% or $53,098 at 6%. |
| Celergo LLC 401(K) Plan | - | 72 | $1,248,900 | $458,768 | $6,372iApproximate average salary by contribution assumption: employee only about $159,294 at 4% or $106,196 at 6%; with 50% employer match about $106,196 at 4% or $70,798 at 6%; with 100% employer match about $79,647 at 4% or $53,098 at 6%. |
| 2011 | 1 | 79 | $718,508 | $228,542 | $2,893iApproximate average salary by contribution assumption: employee only about $72,323 at 4% or $48,216 at 6%; with 50% employer match about $48,216 at 4% or $32,144 at 6%; with 100% employer match about $36,162 at 4% or $24,108 at 6%. |
| Celergo LLC 401(K) Plan | - | 79 | $718,508 | $228,542 | $2,893iApproximate average salary by contribution assumption: employee only about $72,323 at 4% or $48,216 at 6%; with 50% employer match about $48,216 at 4% or $32,144 at 6%; with 100% employer match about $36,162 at 4% or $24,108 at 6%. |
| 2010 | 1 | 58 | $508,780 | $123,992 | $2,138iApproximate average salary by contribution assumption: employee only about $53,445 at 4% or $35,630 at 6%; with 50% employer match about $35,630 at 4% or $23,753 at 6%; with 100% employer match about $26,722 at 4% or $17,815 at 6%. |
| Celergo LLC 401(K) Plan | - | 58 | $508,780 | $123,992 | $2,138iApproximate average salary by contribution assumption: employee only about $53,445 at 4% or $35,630 at 6%; with 50% employer match about $35,630 at 4% or $23,753 at 6%; with 100% employer match about $26,722 at 4% or $17,815 at 6%. |
| 2009 | 1 | 49 | $342,961 | $132,232 | $2,699iApproximate average salary by contribution assumption: employee only about $67,465 at 4% or $44,977 at 6%; with 50% employer match about $44,977 at 4% or $29,985 at 6%; with 100% employer match about $33,733 at 4% or $22,488 at 6%. |
| Celergo LLC 401(K) Plan | - | 49 | $342,961 | $132,232 | $2,699iApproximate average salary by contribution assumption: employee only about $67,465 at 4% or $44,977 at 6%; with 50% employer match about $44,977 at 4% or $29,985 at 6%; with 100% employer match about $33,733 at 4% or $22,488 at 6%. |
| 2008 | 1 | 52 | $137,850 | $94,925 | $1,825iApproximate average salary by contribution assumption: employee only about $45,637 at 4% or $30,425 at 6%; with 50% employer match about $30,425 at 4% or $20,283 at 6%; with 100% employer match about $22,819 at 4% or $15,212 at 6%. |
| Celergo LLC 401(K) Plan | - | 52 | $137,850 | $94,925 | $1,825iApproximate average salary by contribution assumption: employee only about $45,637 at 4% or $30,425 at 6%; with 50% employer match about $30,425 at 4% or $20,283 at 6%; with 100% employer match about $22,819 at 4% or $15,212 at 6%. |
| 2007 | 1 | 25 | $105,394 | $65,750 | $2,630iApproximate average salary by contribution assumption: employee only about $65,750 at 4% or $43,833 at 6%; with 50% employer match about $43,833 at 4% or $29,222 at 6%; with 100% employer match about $32,875 at 4% or $21,917 at 6%. |
| Celergo LLC 401(K) Plan | Current | 25 | $105,394 | $65,750 | $2,630iApproximate average salary by contribution assumption: employee only about $65,750 at 4% or $43,833 at 6%; with 50% employer match about $43,833 at 4% or $29,222 at 6%; with 100% employer match about $32,875 at 4% or $21,917 at 6%. |
| 2006 | 1 | 13 | $38,458 | $36,450 | $2,804iApproximate average salary by contribution assumption: employee only about $70,096 at 4% or $46,731 at 6%; with 50% employer match about $46,731 at 4% or $31,154 at 6%; with 100% employer match about $35,048 at 4% or $23,365 at 6%. |
| Celergo LLC 401(K) Plan | - | 13 | $38,458 | $36,450 | $2,804iApproximate average salary by contribution assumption: employee only about $70,096 at 4% or $46,731 at 6%; with 50% employer match about $46,731 at 4% or $31,154 at 6%; with 100% employer match about $35,048 at 4% or $23,365 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$105,394$66,936 change
Balance Sheet
Beginning and end of plan year.
Total assets$38,458$105,394Increase +$66,936 (174.05%)
Total liabilities$0$0No change $0
Net assets$38,458$105,394Increase +$66,936 (174.05%)
Contributions
Employer contributions$0
Participant contributions$65,750
Other contributions$0
Income & Expenses
Total income$66,936
Total expenses$0
Net income$66,936
Source fields
- Schedule I source fields
- Filing Id
- 86037142000628
- Schedule I EIN
- 20-0524436
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2007-01-01
- Schedule I Tax Period
- 20071231
- Small plan total assets at beginning of year
- $38,458
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $38,458
- Small plan total assets at end of year
- $105,394
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $105,394
- Small plan employer contributions
- $0
- Small plan participant contributions
- $65,750
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $1,186
- Small plan total income
- $66,936
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $66,936
- 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
- $1,000,000
- 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