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Filing

Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru

Fitzpatrick Engineering Group • EIN 20-1726488 • Charlotte, NC • Plan year 2009

Company ProfileSource Archive
9115 Harris Corners ParkwaySuite 440Charlotte, NC 28269
Filing Insights

Participants

Down

7 → 6

-1 • -14.29%

Assets

Up

$77,768 → $109,917

$32,149 • 41.34%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$32,149

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

No

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

No

Plan blackout period

Yes

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$16,042-
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-0$0$16,042-
201613$44$51,872$17,291iApproximate average salary by contribution assumption: employee only about $432,267 at 4% or $288,178 at 6%; with 50% employer match about $288,178 at 4% or $192,119 at 6%; with 100% employer match about $216,133 at 4% or $144,089 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-3$44$51,872$17,291iApproximate average salary by contribution assumption: employee only about $432,267 at 4% or $288,178 at 6%; with 50% employer match about $288,178 at 4% or $192,119 at 6%; with 100% employer match about $216,133 at 4% or $144,089 at 6%.
201515$286,350$25,300$5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-5$286,350$25,300$5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%.
201416$291,727$23,321$3,887iApproximate average salary by contribution assumption: employee only about $97,171 at 4% or $64,781 at 6%; with 50% employer match about $64,781 at 4% or $43,187 at 6%; with 100% employer match about $48,585 at 4% or $32,390 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-6$291,727$23,321$3,887iApproximate average salary by contribution assumption: employee only about $97,171 at 4% or $64,781 at 6%; with 50% employer match about $64,781 at 4% or $43,187 at 6%; with 100% employer match about $48,585 at 4% or $32,390 at 6%.
201316$246,199$23,031$3,839iApproximate average salary by contribution assumption: employee only about $95,963 at 4% or $63,975 at 6%; with 50% employer match about $63,975 at 4% or $42,650 at 6%; with 100% employer match about $47,981 at 4% or $31,988 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-6$246,199$23,031$3,839iApproximate average salary by contribution assumption: employee only about $95,963 at 4% or $63,975 at 6%; with 50% employer match about $63,975 at 4% or $42,650 at 6%; with 100% employer match about $47,981 at 4% or $31,988 at 6%.
201217$180,290$20,126$2,875iApproximate average salary by contribution assumption: employee only about $71,879 at 4% or $47,919 at 6%; with 50% employer match about $47,919 at 4% or $31,946 at 6%; with 100% employer match about $35,939 at 4% or $23,960 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-7$180,290$20,126$2,875iApproximate average salary by contribution assumption: employee only about $71,879 at 4% or $47,919 at 6%; with 50% employer match about $47,919 at 4% or $31,946 at 6%; with 100% employer match about $35,939 at 4% or $23,960 at 6%.
201118$148,722$17,797$2,225iApproximate average salary by contribution assumption: employee only about $55,616 at 4% or $37,077 at 6%; with 50% employer match about $37,077 at 4% or $24,718 at 6%; with 100% employer match about $27,808 at 4% or $18,539 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-8$148,722$17,797$2,225iApproximate average salary by contribution assumption: employee only about $55,616 at 4% or $37,077 at 6%; with 50% employer match about $37,077 at 4% or $24,718 at 6%; with 100% employer match about $27,808 at 4% or $18,539 at 6%.
201018$136,681$12,554$1,569iApproximate average salary by contribution assumption: employee only about $39,231 at 4% or $26,154 at 6%; with 50% employer match about $26,154 at 4% or $17,436 at 6%; with 100% employer match about $19,616 at 4% or $13,077 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-8$136,681$12,554$1,569iApproximate average salary by contribution assumption: employee only about $39,231 at 4% or $26,154 at 6%; with 50% employer match about $26,154 at 4% or $17,436 at 6%; with 100% employer match about $19,616 at 4% or $13,077 at 6%.
200916$109,917$17,688$2,948iApproximate average salary by contribution assumption: employee only about $73,700 at 4% or $49,133 at 6%; with 50% employer match about $49,133 at 4% or $32,756 at 6%; with 100% employer match about $36,850 at 4% or $24,567 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & TruCurrent6$109,917$17,688$2,948iApproximate average salary by contribution assumption: employee only about $73,700 at 4% or $49,133 at 6%; with 50% employer match about $49,133 at 4% or $32,756 at 6%; with 100% employer match about $36,850 at 4% or $24,567 at 6%.
200817$77,768$51,703$7,386iApproximate average salary by contribution assumption: employee only about $184,654 at 4% or $123,102 at 6%; with 50% employer match about $123,102 at 4% or $82,068 at 6%; with 100% employer match about $92,327 at 4% or $61,551 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-7$77,768$51,703$7,386iApproximate average salary by contribution assumption: employee only about $184,654 at 4% or $123,102 at 6%; with 50% employer match about $123,102 at 4% or $82,068 at 6%; with 100% employer match about $92,327 at 4% or $61,551 at 6%.
200715$53,714$37,968$7,594iApproximate average salary by contribution assumption: employee only about $189,840 at 4% or $126,560 at 6%; with 50% employer match about $126,560 at 4% or $84,373 at 6%; with 100% employer match about $94,920 at 4% or $63,280 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-5$53,714$37,968$7,594iApproximate average salary by contribution assumption: employee only about $189,840 at 4% or $126,560 at 6%; with 50% employer match about $126,560 at 4% or $84,373 at 6%; with 100% employer match about $94,920 at 4% or $63,280 at 6%.
200615$37,568$22,782$4,556iApproximate average salary by contribution assumption: employee only about $113,910 at 4% or $75,940 at 6%; with 50% employer match about $75,940 at 4% or $50,627 at 6%; with 100% employer match about $56,955 at 4% or $37,970 at 6%.
Fitzpatrick Engineering Group 401(K) Profit Sharing Plan & Tru-5$37,568$22,782$4,556iApproximate average salary by contribution assumption: employee only about $113,910 at 4% or $75,940 at 6%; with 50% employer match about $75,940 at 4% or $50,627 at 6%; with 100% employer match about $56,955 at 4% or $37,970 at 6%.
Schedule Details

Schedule D

Row 1
DFE P1 Entity Name
SSGA GOVERNMENT MONEY MRKT FD
DFE P1 Spons Name
STATE STREET BANK AND TRUST CO
DFE P1 Plan EIN
04-0025081
DFE P1 Plan Plan number
001
DFE P1 Entity Code
C
DFE P1 Plan Interest End of year Amount
$0
Row 2
DFE P1 Entity Name
SSGA STABLE VALUE FUND
DFE P1 Spons Name
STATE STREET BANK & TRUST CO
DFE P1 Plan EIN
04-2675543
DFE P1 Plan Plan number
001
DFE P1 Entity Code
C
DFE P1 Plan Interest End of year Amount
$23,655
Row 3
Schedule D Plan Year Begin Date
2009-01-01
Schedule D Tax Period
2009-12-31
Schedule D Plan number
001
Schedule D EIN
20-1726488

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$109,917$32,149 change

Balance Sheet

Beginning and end of plan year.

Total assets$77,768$109,917Increase +$32,149 (41.34%)
Net assets$77,768$109,917Increase +$32,149 (41.34%)

Contributions

Employer contributions$2,999
Participant contributions$14,689

Income & Expenses

Total income$32,149
Total expenses$0
Net income$32,149
Source fields
Schedule I source fields
Schedule I Plan Year Begin Date
2009-01-01
Schedule I Tax Period
2009-12-31
Schedule I Plan Num
001
Schedule I EIN
20-1726488
Small plan total assets at beginning of year
$77,768
Small plan net assets at beginning of year
$77,768
Small plan total assets at end of year
$109,917
Small plan net assets at end of year
$109,917
Small plan employer contributions
$2,999
Small plan participant contributions
$14,689
Small Other Income Amount
$14,461
Small plan total income
$32,149
Small plan total expenses
$0
Small plan net income or loss
$32,149
Small Joint Venture End of year Indicator
No
Small Employer Prop End of year Indicator
No
Small Inv Real Estate End of year Indicator
No
Small Employer Sec End of year Indicator
No
Small Mortg Participants End of year Indicator
No
Small Oth Lns Participants End of year Indicator
No
Small Personal Prop End of year Indicator
No
Small Fail Transm Contribution Indicator
No
Small plan participant loans in default
No
Small plan leases in default
No
Small plan nonexempt transactions with parties in interest
No
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$8,000
Small plan loss discovered during year
No
Small plan assets with undetermined value
No
Small plan non-cash contributions reported
No
Small 20 Percent Sngl Investment Indicator
No
Small plan all plan assets distributed
No
Small plan waived annual IQPA report
Yes
Small plan failed to provide benefits when due
No
Small plan blackout period occurred
Yes
Small plan complied with blackout notice rules
Yes
Small plan resolution to terminate plan adopted
No

Filing received by DOL Jul 18, 2010