Civic Intelligence
Filing

Vollmer Tanck PC.

Vollmer Tanck PC. • EIN 20-3446959 • Plan year 2006

Filing Insights

Participants

Flat

5 → 5

0 • 0.00%

Assets

Up

$133,912 → $192,784

$58,872 • 43.96%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$58,872

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
201310$0$3,459-
Vollmer Tanck PC.-0$0$3,459-
201212$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%.
201112$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%.
201013$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%.
200912$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%.
200812$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%.
200714$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%.
200615$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.Current5$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%.
200515$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 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$192,784$58,872 change

Balance Sheet

Beginning and end of plan year.

Total assets$133,912$192,784Increase +$58,872 (43.96%)
Total liabilities$0$0No change $0
Net assets$133,912$192,784Increase +$58,872 (43.96%)

Contributions

Employer contributions$6,407
Participant contributions$40,000
Other contributions$0

Income & Expenses

Total income$58,872
Total expenses$0
Net income$58,872
Source fields
Schedule I source fields
Filing Id
84037190347317
Schedule I EIN
20-3446959
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$133,912
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$133,912
Small plan total assets at end of year
$192,784
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$192,784
Small plan employer contributions
$6,407
Small plan participant contributions
$40,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$12,465
Small plan total income
$58,872
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
$58,872
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
$25,000
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