Civic Intelligence
Filing

Lorelei Personnel Inc. 401K Plan

SAME • EIN 21-2686302 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

21 → 12

-9 • -42.86%

Assets

Up

$136,309 → $180,629

$44,320 • 32.51%

Investment Management Fee

-

Admin expenses - • Total expenses $8,158

Filing Details

Context
Net investment result
$44,320
Pension payor EIN
21-2686302

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
2005114$200,507$49,582$3,542iApproximate average salary by contribution assumption: employee only about $88,539 at 4% or $59,026 at 6%; with 50% employer match about $59,026 at 4% or $39,351 at 6%; with 100% employer match about $44,270 at 4% or $29,513 at 6%.
Lorelei Personnel Inc. 401K Plan-14$200,507$49,582$3,542iApproximate average salary by contribution assumption: employee only about $88,539 at 4% or $59,026 at 6%; with 50% employer match about $59,026 at 4% or $39,351 at 6%; with 100% employer match about $44,270 at 4% or $29,513 at 6%.
2004112$180,629$41,094$3,425iApproximate average salary by contribution assumption: employee only about $85,613 at 4% or $57,075 at 6%; with 50% employer match about $57,075 at 4% or $38,050 at 6%; with 100% employer match about $42,806 at 4% or $28,538 at 6%.
Lorelei Personnel Inc. 401K PlanCurrent12$180,629$41,094$3,425iApproximate average salary by contribution assumption: employee only about $85,613 at 4% or $57,075 at 6%; with 50% employer match about $57,075 at 4% or $38,050 at 6%; with 100% employer match about $42,806 at 4% or $28,538 at 6%.
2003114$136,309$36,038$2,574iApproximate average salary by contribution assumption: employee only about $64,354 at 4% or $42,902 at 6%; with 50% employer match about $42,902 at 4% or $28,602 at 6%; with 100% employer match about $32,177 at 4% or $21,451 at 6%.
Lorelei Personnel Inc. 401K Plan-14$136,309$36,038$2,574iApproximate average salary by contribution assumption: employee only about $64,354 at 4% or $42,902 at 6%; with 50% employer match about $42,902 at 4% or $28,602 at 6%; with 100% employer match about $32,177 at 4% or $21,451 at 6%.
2002120$74,301$35,457$1,773iApproximate average salary by contribution assumption: employee only about $44,321 at 4% or $29,548 at 6%; with 50% employer match about $29,548 at 4% or $19,698 at 6%; with 100% employer match about $22,161 at 4% or $14,774 at 6%.
Lorelei Personnel Inc. 401K Plan-20$74,301$35,457$1,773iApproximate average salary by contribution assumption: employee only about $44,321 at 4% or $29,548 at 6%; with 50% employer match about $29,548 at 4% or $19,698 at 6%; with 100% employer match about $22,161 at 4% or $14,774 at 6%.
2001110$59,825$48,525$4,853iApproximate average salary by contribution assumption: employee only about $121,313 at 4% or $80,875 at 6%; with 50% employer match about $80,875 at 4% or $53,917 at 6%; with 100% employer match about $60,656 at 4% or $40,438 at 6%.
Lorelei Personnel Inc. 401K Plan-10$59,825$48,525$4,853iApproximate average salary by contribution assumption: employee only about $121,313 at 4% or $80,875 at 6%; with 50% employer match about $80,875 at 4% or $53,917 at 6%; with 100% employer match about $60,656 at 4% or $40,438 at 6%.
2000110$19,550$21,029$2,103iApproximate average salary by contribution assumption: employee only about $52,573 at 4% or $35,048 at 6%; with 50% employer match about $35,048 at 4% or $23,366 at 6%; with 100% employer match about $26,286 at 4% or $17,524 at 6%.
Lorelei Personnel Inc. 401K Plan-10$19,550$21,029$2,103iApproximate average salary by contribution assumption: employee only about $52,573 at 4% or $35,048 at 6%; with 50% employer match about $35,048 at 4% or $23,366 at 6%; with 100% employer match about $26,286 at 4% or $17,524 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$180,629$44,320 change

Balance Sheet

Beginning and end of plan year.

Total assets$136,309$180,629Increase +$44,320 (32.51%)
Total liabilities$0$0No change $0
Net assets$136,309$180,629Increase +$44,320 (32.51%)

Contributions

Employer contributions$2,495
Participant contributions$38,599
Other contributions$0

Income & Expenses

Total income$52,478
Total expenses$8,158
Net income$44,320
Source fields
Schedule I source fields
Filing Id
84037203379045
Schedule I EIN
21-2686302
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
$136,309
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$136,309
Small plan total assets at end of year
$180,629
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$180,629
Small plan employer contributions
$2,495
Small plan participant contributions
$38,599
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$11,384
Small plan total income
$52,478
Small plan total benefit distributions
$8,158
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$8,158
Small plan net income or loss
$44,320
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
Yes
Small Mortg Participants End of year Amount
$4,630
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
$265,000
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 EIN21-2686302

Transfers

Distributed property value$0
Schedule R source fields
Payor 21-2686302
Filing Id
84037203379045
Schedule R EIN
21-2686302
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
21-2686302
Pension Bnft Distribution Sngl Sum Count
6
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0