Fidelity bond in place
Yes
Vollmer Tanck PC. • EIN 20-3446959 • Plan year 2006
Participants
Flat5 → 5
0 • 0.00%
Assets
Up$133,912 → $192,784
$58,872 • 43.96%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
ContextStatus 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
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $3,459 | - |
| Vollmer Tanck PC. | - | 0 | $0 | $3,459 | - |
| 2012 | 1 | 2 | $300,875 | $26,224 | $13,112iApproximate average salary by contribution assumption: employee only about $327,800 at 4% or $218,533 at 6%; with 50% employer match about $218,533 at 4% or $145,689 at 6%; with 100% employer match about $163,900 at 4% or $109,267 at 6%. |
| Vollmer Tanck PC. | - | 2 | $300,875 | $26,224 | $13,112iApproximate average salary by contribution assumption: employee only about $327,800 at 4% or $218,533 at 6%; with 50% employer match about $218,533 at 4% or $145,689 at 6%; with 100% employer match about $163,900 at 4% or $109,267 at 6%. |
| 2011 | 1 | 2 | $254,055 | $25,544 | $12,772iApproximate average salary by contribution assumption: employee only about $319,300 at 4% or $212,867 at 6%; with 50% employer match about $212,867 at 4% or $141,911 at 6%; with 100% employer match about $159,650 at 4% or $106,433 at 6%. |
| Vollmer Tanck PC. | - | 2 | $254,055 | $25,544 | $12,772iApproximate average salary by contribution assumption: employee only about $319,300 at 4% or $212,867 at 6%; with 50% employer match about $212,867 at 4% or $141,911 at 6%; with 100% employer match about $159,650 at 4% or $106,433 at 6%. |
| 2010 | 1 | 3 | $232,943 | $29,073 | $9,691iApproximate average salary by contribution assumption: employee only about $242,275 at 4% or $161,517 at 6%; with 50% employer match about $161,517 at 4% or $107,678 at 6%; with 100% employer match about $121,138 at 4% or $80,758 at 6%. |
| Vollmer Tanck PC. | - | 3 | $232,943 | $29,073 | $9,691iApproximate average salary by contribution assumption: employee only about $242,275 at 4% or $161,517 at 6%; with 50% employer match about $161,517 at 4% or $107,678 at 6%; with 100% employer match about $121,138 at 4% or $80,758 at 6%. |
| 2009 | 1 | 2 | $187,167 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Vollmer Tanck PC. | - | 2 | $187,167 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2008 | 1 | 2 | $143,501 | $89,780 | $44,890iApproximate average salary by contribution assumption: employee only about $1,122,250 at 4% or $748,167 at 6%; with 50% employer match about $748,167 at 4% or $498,778 at 6%; with 100% employer match about $561,125 at 4% or $374,083 at 6%. |
| Vollmer Tanck PC. | - | 2 | $143,501 | $89,780 | $44,890iApproximate average salary by contribution assumption: employee only about $1,122,250 at 4% or $748,167 at 6%; with 50% employer match about $748,167 at 4% or $498,778 at 6%; with 100% employer match about $561,125 at 4% or $374,083 at 6%. |
| 2007 | 1 | 4 | $271,836 | $46,283 | $11,571iApproximate average salary by contribution assumption: employee only about $289,269 at 4% or $192,846 at 6%; with 50% employer match about $192,846 at 4% or $128,564 at 6%; with 100% employer match about $144,634 at 4% or $96,423 at 6%. |
| Vollmer Tanck PC. | - | 4 | $271,836 | $46,283 | $11,571iApproximate average salary by contribution assumption: employee only about $289,269 at 4% or $192,846 at 6%; with 50% employer match about $192,846 at 4% or $128,564 at 6%; with 100% employer match about $144,634 at 4% or $96,423 at 6%. |
| 2006 | 1 | 5 | $192,784 | $46,407 | $9,281iApproximate average salary by contribution assumption: employee only about $232,035 at 4% or $154,690 at 6%; with 50% employer match about $154,690 at 4% or $103,127 at 6%; with 100% employer match about $116,018 at 4% or $77,345 at 6%. |
| Vollmer Tanck PC. | Current | 5 | $192,784 | $46,407 | $9,281iApproximate average salary by contribution assumption: employee only about $232,035 at 4% or $154,690 at 6%; with 50% employer match about $154,690 at 4% or $103,127 at 6%; with 100% employer match about $116,018 at 4% or $77,345 at 6%. |
| 2005 | 1 | 5 | $133,912 | $40,473 | $8,095iApproximate average salary by contribution assumption: employee only about $202,365 at 4% or $134,910 at 6%; with 50% employer match about $134,910 at 4% or $89,940 at 6%; with 100% employer match about $101,183 at 4% or $67,455 at 6%. |
| Vollmer Tanck PC. | - | 5 | $133,912 | $40,473 | $8,095iApproximate average salary by contribution assumption: employee only about $202,365 at 4% or $134,910 at 6%; with 50% employer match about $134,910 at 4% or $89,940 at 6%; with 100% employer match about $101,183 at 4% or $67,455 at 6%. |
Schedule I Financial Statement
Balance sheet and activity values reported by the filer for this small-plan annual return.
Beginning and end of plan year.