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Filing

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

Fitzpatrick Engineering Group • EIN 20-1726488 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Flat

5 → 5

0 • 0.00%

Assets

Up

$37,568 → $53,714

$16,146 • 42.98%

Investment Management Fee

-

Admin expenses - • Total expenses $25,196

Filing Details

Context
Net investment result
$16,146
Pension payor EIN
16-1470238

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
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 & Tru-6$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 & TruCurrent5$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 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$53,714$16,146 change

Balance Sheet

Beginning and end of plan year.

Total assets$37,568$53,714Increase +$16,146 (42.98%)
Total liabilities$0$0No change $0
Net assets$37,568$53,714Increase +$16,146 (42.98%)

Contributions

Employer contributions$9,389
Participant contributions$25,393
Other contributions$3,186

Income & Expenses

Total income$41,342
Total expenses$25,196
Net income$16,146
Source fields
Schedule I source fields
Filing Id
84037206518308
Schedule I EIN
20-1726488
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
$37,568
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$37,568
Small plan total assets at end of year
$53,714
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$53,714
Small plan employer contributions
$9,389
Small plan participant contributions
$25,393
Small Oth Contribution Rcvd Amount
$3,186
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$3,374
Small plan total income
$41,342
Small plan total benefit distributions
$25,161
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$35
Small plan total expenses
$25,196
Small plan net income or loss
$16,146
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
$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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN16-1470238

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1470238
Filing Id
84037206518308
Schedule R EIN
20-1726488
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
16-1470238
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3