Civic Intelligence
Filing

Public Interactive 401K Profit Sharing Plan

Public Interactive LLC • EIN 20-1211128 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Flat

18 → 18

0 • 0.00%

Assets

Up

$154,003 → $178,458

$24,455 • 15.88%

Investment Management Fee

-

Admin expenses - • Total expenses $21,280

Filing Details

Context
Net investment result
$24,455
Pension payor EIN
95-6140222

Status Flags

Fidelity bond in place

No

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
200710$0$0-
Public Interactive 401K Profit Sharing Plan-0---
2006113$18,775$5,483$422iApproximate average salary by contribution assumption: employee only about $10,544 at 4% or $7,029 at 6%; with 50% employer match about $7,029 at 4% or $4,686 at 6%; with 100% employer match about $5,272 at 4% or $3,515 at 6%.
Public Interactive 401K Profit Sharing Plan-13$18,775$5,483$422iApproximate average salary by contribution assumption: employee only about $10,544 at 4% or $7,029 at 6%; with 50% employer match about $7,029 at 4% or $4,686 at 6%; with 100% employer match about $5,272 at 4% or $3,515 at 6%.
2005115$222,346$51,705$3,447iApproximate average salary by contribution assumption: employee only about $86,175 at 4% or $57,450 at 6%; with 50% employer match about $57,450 at 4% or $38,300 at 6%; with 100% employer match about $43,088 at 4% or $28,725 at 6%.
Public Interactive 401K Profit Sharing Plan-15$222,346$51,705$3,447iApproximate average salary by contribution assumption: employee only about $86,175 at 4% or $57,450 at 6%; with 50% employer match about $57,450 at 4% or $38,300 at 6%; with 100% employer match about $43,088 at 4% or $28,725 at 6%.
2004118$178,458$27,696$1,539iApproximate average salary by contribution assumption: employee only about $38,467 at 4% or $25,644 at 6%; with 50% employer match about $25,644 at 4% or $17,096 at 6%; with 100% employer match about $19,233 at 4% or $12,822 at 6%.
Public Interactive 401K Profit Sharing PlanCurrent18$178,458$27,696$1,539iApproximate average salary by contribution assumption: employee only about $38,467 at 4% or $25,644 at 6%; with 50% employer match about $25,644 at 4% or $17,096 at 6%; with 100% employer match about $19,233 at 4% or $12,822 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037262478035
Form Id
61817154
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375262478030002
Ins Broker 01 Name
WILLIAM C. DIXON
Ins Broker 01 Street Addr
P.O. BOX 1806
Ins Broker 01 City
DUXBURY
Ins Broker 01 State
MA
Ins Broker 01 ZIP Code
023310000
Ins Broker Comm Pd 01 Amount
$554
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: TRANSAMERICA LIFE INSURANCE & ANNUITY CO.
Filing Id
84037262478035
Form Id
61817154
Schedule A EIN
20-1211128
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
TRANSAMERICA LIFE INSURANCE & ANNUITY CO.
Ins Carrier EIN
95-6140222
Ins Carrier Naic Code
69507
Ins Contract Num
982235-000
Ins Prsn Covered End of year Count
13
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$554
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$158,987
Pension Basis Rates Text
N/A
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Cost Text
N/A
Pension End Prev Bal Amount
$14,949
Pension Contribution Dep Amount
$4,459
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$531
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$4,990
Pension Total Bal Addn Amount
$19,939
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$267
Pension Transfer To Amount
$200
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$467
Pension End of year Bal Amount
$19,472
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
84037262478035
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222101
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,949
Row 2
Filing Id
84037262478035
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375262478030003
Row 3
Filing Id
84037262478035
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY INDEX
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222102
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$17,449
Row 4
Filing Id
84037262478035
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI FIDELITY ADVISOR EQUITY INC
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222185
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,188
Row 5
Filing Id
84037262478035
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI MUTUAL QUALIFIED
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222186
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$22,413
Row 6
Filing Id
84037262478035
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI OPPENHEIMER GLOBAL
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222215
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,082
Row 7
Filing Id
84037262478035
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI FIDELITY VIP II CONTRAFUND
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222192
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,566
Row 8
Filing Id
84037262478035
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI AIM TECHNOLOGY FUND
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222207
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,884
Row 9
Filing Id
84037262478035
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA BALANCED
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222119
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,848
Row 10
Filing Id
84037262478035
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA BOND
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,227
Row 11
Filing Id
84037262478035
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA HI-YLD BOND
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222103
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,299
Row 12
Filing Id
84037262478035
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA AGGRESSIVE GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222166
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$25,222
Row 13
Filing Id
84037262478035
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA GROWTH OPPOR.
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3
Row 14
Filing Id
84037262478035
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TRANSAMERICA CORE EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,715
Row 15
Filing Id
84037262478035
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI MFS CAPITAL OPPORTUNITIES
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222171
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,206
Row 16
Filing Id
84037262478035
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
4010375262478030003
DFE P1 Entity 01 Name
TI FRANKLIN SMALL-MID CAP GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222179
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$14,935

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$178,458$24,455 change

Balance Sheet

Beginning and end of plan year.

Total assets$154,003$178,458Increase +$24,455 (15.88%)
Total liabilities$0$0No change $0
Net assets$154,003$178,458Increase +$24,455 (15.88%)

Contributions

Employer contributions$0
Participant contributions$27,696
Other contributions$0

Income & Expenses

Total income$45,735
Total expenses$21,280
Net income$24,455
Source fields
Schedule I source fields
Filing Id
84037262478035
Schedule I EIN
20-1211128
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$154,003
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$154,003
Small plan total assets at end of year
$178,458
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$178,458
Small plan employer contributions
$0
Small plan participant contributions
$27,696
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$18,039
Small plan total income
$45,735
Small plan total benefit distributions
$18,758
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2,522
Small plan total expenses
$21,280
Small plan net income or loss
$24,455
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
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 EIN95-6140222

Transfers

Distributed property value$0
Schedule R source fields
Payor 95-6140222
Filing Id
84037262478035
Schedule R EIN
20-1211128
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
95-6140222
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Public Interactive 401K Profit Sharing Plan | Public Interactive LLC | Plan 001 | 2004 Form 5500 Filing