Fidelity bond in place
Yes
FilingRoute One Commerce BlvdNorth Brunswick, NJ 08902-4418
Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust
Malouf Buick-Gmc Inc • EIN 22-2288990 • North Brunswick, NJ • Plan year 2007
Filing Insights
Participants
Down213 → 168
-45 • -21.13%
Assets
Up$5,021,446 → $5,374,122
$352,676 • 7.02%
Investment Management Fee
0.00%$0
Admin expenses $20,294 • Total expenses $598,404
Filing Details
Context- Net investment result
- $352,676
- Pension payor EIN
- 22-1211670
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
No
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
Yes
5% transactions reported
No
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| OLSSON & COMPANY CPAS, LLCEIN 22-3342786 | Accountant | - | - | Olsson and Company Cpas LLC |
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 92 | $9,973,227 | $526,063 | $5,718iApproximate average salary by contribution assumption: employee only about $142,952 at 4% or $95,301 at 6%; with 50% employer match about $95,301 at 4% or $63,534 at 6%; with 100% employer match about $71,476 at 4% or $47,651 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 92 | $9,973,227 | $526,063 | $5,718iApproximate average salary by contribution assumption: employee only about $142,952 at 4% or $95,301 at 6%; with 50% employer match about $95,301 at 4% or $63,534 at 6%; with 100% employer match about $71,476 at 4% or $47,651 at 6%. |
| 2023 | 1 | 90 | $8,843,069 | $866,710 | $9,630iApproximate average salary by contribution assumption: employee only about $240,753 at 4% or $160,502 at 6%; with 50% employer match about $160,502 at 4% or $107,001 at 6%; with 100% employer match about $120,376 at 4% or $80,251 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 90 | $8,843,069 | $866,710 | $9,630iApproximate average salary by contribution assumption: employee only about $240,753 at 4% or $160,502 at 6%; with 50% employer match about $160,502 at 4% or $107,001 at 6%; with 100% employer match about $120,376 at 4% or $80,251 at 6%. |
| 2022 | 1 | 135 | $7,928,072 | $496,156 | $3,675iApproximate average salary by contribution assumption: employee only about $91,881 at 4% or $61,254 at 6%; with 50% employer match about $61,254 at 4% or $40,836 at 6%; with 100% employer match about $45,940 at 4% or $30,627 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 135 | $7,928,072 | $496,156 | $3,675iApproximate average salary by contribution assumption: employee only about $91,881 at 4% or $61,254 at 6%; with 50% employer match about $61,254 at 4% or $40,836 at 6%; with 100% employer match about $45,940 at 4% or $30,627 at 6%. |
| 2021 | 1 | 135 | $9,915,777 | $445,447 | $3,300iApproximate average salary by contribution assumption: employee only about $82,490 at 4% or $54,993 at 6%; with 50% employer match about $54,993 at 4% or $36,662 at 6%; with 100% employer match about $41,245 at 4% or $27,497 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 135 | $9,915,777 | $445,447 | $3,300iApproximate average salary by contribution assumption: employee only about $82,490 at 4% or $54,993 at 6%; with 50% employer match about $54,993 at 4% or $36,662 at 6%; with 100% employer match about $41,245 at 4% or $27,497 at 6%. |
| 2020 | 1 | 130 | $9,181,722 | $349,148 | $2,686iApproximate average salary by contribution assumption: employee only about $67,144 at 4% or $44,763 at 6%; with 50% employer match about $44,763 at 4% or $29,842 at 6%; with 100% employer match about $33,572 at 4% or $22,381 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 130 | $9,181,722 | $349,148 | $2,686iApproximate average salary by contribution assumption: employee only about $67,144 at 4% or $44,763 at 6%; with 50% employer match about $44,763 at 4% or $29,842 at 6%; with 100% employer match about $33,572 at 4% or $22,381 at 6%. |
| 2019 | 1 | 146 | $7,629,817 | $511,569 | $3,504iApproximate average salary by contribution assumption: employee only about $87,597 at 4% or $58,398 at 6%; with 50% employer match about $58,398 at 4% or $38,932 at 6%; with 100% employer match about $43,799 at 4% or $29,199 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 146 | $7,629,817 | $511,569 | $3,504iApproximate average salary by contribution assumption: employee only about $87,597 at 4% or $58,398 at 6%; with 50% employer match about $58,398 at 4% or $38,932 at 6%; with 100% employer match about $43,799 at 4% or $29,199 at 6%. |
| 2018 | 1 | 141 | $5,853,602 | $354,513 | $2,514iApproximate average salary by contribution assumption: employee only about $62,857 at 4% or $41,905 at 6%; with 50% employer match about $41,905 at 4% or $27,936 at 6%; with 100% employer match about $31,428 at 4% or $20,952 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 141 | $5,853,602 | $354,513 | $2,514iApproximate average salary by contribution assumption: employee only about $62,857 at 4% or $41,905 at 6%; with 50% employer match about $41,905 at 4% or $27,936 at 6%; with 100% employer match about $31,428 at 4% or $20,952 at 6%. |
| 2017 | 1 | 137 | $6,849,574 | $353,713 | $2,582iApproximate average salary by contribution assumption: employee only about $64,546 at 4% or $43,031 at 6%; with 50% employer match about $43,031 at 4% or $28,687 at 6%; with 100% employer match about $32,273 at 4% or $21,515 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 137 | $6,849,574 | $353,713 | $2,582iApproximate average salary by contribution assumption: employee only about $64,546 at 4% or $43,031 at 6%; with 50% employer match about $43,031 at 4% or $28,687 at 6%; with 100% employer match about $32,273 at 4% or $21,515 at 6%. |
| 2016 | 1 | 149 | $6,257,917 | $434,127 | $2,914iApproximate average salary by contribution assumption: employee only about $72,840 at 4% or $48,560 at 6%; with 50% employer match about $48,560 at 4% or $32,373 at 6%; with 100% employer match about $36,420 at 4% or $24,280 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 149 | $6,257,917 | $434,127 | $2,914iApproximate average salary by contribution assumption: employee only about $72,840 at 4% or $48,560 at 6%; with 50% employer match about $48,560 at 4% or $32,373 at 6%; with 100% employer match about $36,420 at 4% or $24,280 at 6%. |
| 2015 | 1 | 141 | $6,106,404 | $293,132 | $2,079iApproximate average salary by contribution assumption: employee only about $51,974 at 4% or $34,649 at 6%; with 50% employer match about $34,649 at 4% or $23,099 at 6%; with 100% employer match about $25,987 at 4% or $17,325 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 141 | $6,106,404 | $293,132 | $2,079iApproximate average salary by contribution assumption: employee only about $51,974 at 4% or $34,649 at 6%; with 50% employer match about $34,649 at 4% or $23,099 at 6%; with 100% employer match about $25,987 at 4% or $17,325 at 6%. |
| 2014 | 1 | 126 | $6,221,179 | $317,997 | $2,524iApproximate average salary by contribution assumption: employee only about $63,095 at 4% or $42,063 at 6%; with 50% employer match about $42,063 at 4% or $28,042 at 6%; with 100% employer match about $31,547 at 4% or $21,032 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 126 | $6,221,179 | $317,997 | $2,524iApproximate average salary by contribution assumption: employee only about $63,095 at 4% or $42,063 at 6%; with 50% employer match about $42,063 at 4% or $28,042 at 6%; with 100% employer match about $31,547 at 4% or $21,032 at 6%. |
| 2013 | 1 | 129 | $6,343,648 | $297,857 | $2,309iApproximate average salary by contribution assumption: employee only about $57,724 at 4% or $38,483 at 6%; with 50% employer match about $38,483 at 4% or $25,655 at 6%; with 100% employer match about $28,862 at 4% or $19,241 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 129 | $6,343,648 | $297,857 | $2,309iApproximate average salary by contribution assumption: employee only about $57,724 at 4% or $38,483 at 6%; with 50% employer match about $38,483 at 4% or $25,655 at 6%; with 100% employer match about $28,862 at 4% or $19,241 at 6%. |
| 2012 | 1 | 134 | $5,341,044 | $350,623 | $2,617iApproximate average salary by contribution assumption: employee only about $65,415 at 4% or $43,610 at 6%; with 50% employer match about $43,610 at 4% or $29,073 at 6%; with 100% employer match about $32,707 at 4% or $21,805 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 134 | $5,341,044 | $350,623 | $2,617iApproximate average salary by contribution assumption: employee only about $65,415 at 4% or $43,610 at 6%; with 50% employer match about $43,610 at 4% or $29,073 at 6%; with 100% employer match about $32,707 at 4% or $21,805 at 6%. |
| 2011 | 1 | 129 | $4,542,380 | $346,889 | $2,689iApproximate average salary by contribution assumption: employee only about $67,227 at 4% or $44,818 at 6%; with 50% employer match about $44,818 at 4% or $29,878 at 6%; with 100% employer match about $33,613 at 4% or $22,409 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 129 | $4,542,380 | $346,889 | $2,689iApproximate average salary by contribution assumption: employee only about $67,227 at 4% or $44,818 at 6%; with 50% employer match about $44,818 at 4% or $29,878 at 6%; with 100% employer match about $33,613 at 4% or $22,409 at 6%. |
| 2010 | 1 | 129 | $4,673,834 | $334,965 | $2,597iApproximate average salary by contribution assumption: employee only about $64,916 at 4% or $43,277 at 6%; with 50% employer match about $43,277 at 4% or $28,851 at 6%; with 100% employer match about $32,458 at 4% or $21,639 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 129 | $4,673,834 | $334,965 | $2,597iApproximate average salary by contribution assumption: employee only about $64,916 at 4% or $43,277 at 6%; with 50% employer match about $43,277 at 4% or $28,851 at 6%; with 100% employer match about $32,458 at 4% or $21,639 at 6%. |
| 2009 | 1 | 121 | $4,498,297 | $261,417 | $2,160iApproximate average salary by contribution assumption: employee only about $54,012 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,005 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 121 | $4,498,297 | $261,417 | $2,160iApproximate average salary by contribution assumption: employee only about $54,012 at 4% or $36,008 at 6%; with 50% employer match about $36,008 at 4% or $24,005 at 6%; with 100% employer match about $27,006 at 4% or $18,004 at 6%. |
| 2008 | 1 | 138 | $3,763,592 | $392,456 | $2,844iApproximate average salary by contribution assumption: employee only about $71,097 at 4% or $47,398 at 6%; with 50% employer match about $47,398 at 4% or $31,599 at 6%; with 100% employer match about $35,549 at 4% or $23,699 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 138 | $3,763,592 | $392,456 | $2,844iApproximate average salary by contribution assumption: employee only about $71,097 at 4% or $47,398 at 6%; with 50% employer match about $47,398 at 4% or $31,599 at 6%; with 100% employer match about $35,549 at 4% or $23,699 at 6%. |
| 2007 | 1 | 168 | $5,374,122 | $655,056 | $3,899iApproximate average salary by contribution assumption: employee only about $97,479 at 4% or $64,986 at 6%; with 50% employer match about $64,986 at 4% or $43,324 at 6%; with 100% employer match about $48,739 at 4% or $32,493 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | Current | 168 | $5,374,122 | $655,056 | $3,899iApproximate average salary by contribution assumption: employee only about $97,479 at 4% or $64,986 at 6%; with 50% employer match about $64,986 at 4% or $43,324 at 6%; with 100% employer match about $48,739 at 4% or $32,493 at 6%. |
| 2006 | 1 | 195 | $5,021,446 | $350,641 | $1,798iApproximate average salary by contribution assumption: employee only about $44,954 at 4% or $29,969 at 6%; with 50% employer match about $29,969 at 4% or $19,980 at 6%; with 100% employer match about $22,477 at 4% or $14,985 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 195 | $5,021,446 | $350,641 | $1,798iApproximate average salary by contribution assumption: employee only about $44,954 at 4% or $29,969 at 6%; with 50% employer match about $29,969 at 4% or $19,980 at 6%; with 100% employer match about $22,477 at 4% or $14,985 at 6%. |
| 2005 | 1 | 204 | $4,482,298 | $419,264 | $2,055iApproximate average salary by contribution assumption: employee only about $51,380 at 4% or $34,254 at 6%; with 50% employer match about $34,254 at 4% or $22,836 at 6%; with 100% employer match about $25,690 at 4% or $17,127 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 204 | $4,482,298 | $419,264 | $2,055iApproximate average salary by contribution assumption: employee only about $51,380 at 4% or $34,254 at 6%; with 50% employer match about $34,254 at 4% or $22,836 at 6%; with 100% employer match about $25,690 at 4% or $17,127 at 6%. |
| 2004 | 1 | 204 | $4,056,049 | $423,946 | $2,078iApproximate average salary by contribution assumption: employee only about $51,954 at 4% or $34,636 at 6%; with 50% employer match about $34,636 at 4% or $23,091 at 6%; with 100% employer match about $25,977 at 4% or $17,318 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 204 | $4,056,049 | $423,946 | $2,078iApproximate average salary by contribution assumption: employee only about $51,954 at 4% or $34,636 at 6%; with 50% employer match about $34,636 at 4% or $23,091 at 6%; with 100% employer match about $25,977 at 4% or $17,318 at 6%. |
| 2003 | 1 | 226 | $3,390,680 | $410,533 | $1,817iApproximate average salary by contribution assumption: employee only about $45,413 at 4% or $30,275 at 6%; with 50% employer match about $30,275 at 4% or $20,184 at 6%; with 100% employer match about $22,706 at 4% or $15,138 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 226 | $3,390,680 | $410,533 | $1,817iApproximate average salary by contribution assumption: employee only about $45,413 at 4% or $30,275 at 6%; with 50% employer match about $30,275 at 4% or $20,184 at 6%; with 100% employer match about $22,706 at 4% or $15,138 at 6%. |
| 2002 | 1 | 229 | $2,405,668 | $373,857 | $1,633iApproximate average salary by contribution assumption: employee only about $40,814 at 4% or $27,209 at 6%; with 50% employer match about $27,209 at 4% or $18,140 at 6%; with 100% employer match about $20,407 at 4% or $13,605 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 229 | $2,405,668 | $373,857 | $1,633iApproximate average salary by contribution assumption: employee only about $40,814 at 4% or $27,209 at 6%; with 50% employer match about $27,209 at 4% or $18,140 at 6%; with 100% employer match about $20,407 at 4% or $13,605 at 6%. |
| 2001 | 1 | 169 | $2,915,335 | $381,529 | $2,258iApproximate average salary by contribution assumption: employee only about $56,439 at 4% or $37,626 at 6%; with 50% employer match about $37,626 at 4% or $25,084 at 6%; with 100% employer match about $28,220 at 4% or $18,813 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 169 | $2,915,335 | $381,529 | $2,258iApproximate average salary by contribution assumption: employee only about $56,439 at 4% or $37,626 at 6%; with 50% employer match about $37,626 at 4% or $25,084 at 6%; with 100% employer match about $28,220 at 4% or $18,813 at 6%. |
| 2000 | 1 | 209 | $3,490,106 | $362,944 | $1,737iApproximate average salary by contribution assumption: employee only about $43,414 at 4% or $28,943 at 6%; with 50% employer match about $28,943 at 4% or $19,295 at 6%; with 100% employer match about $21,707 at 4% or $14,471 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 209 | $3,490,106 | $362,944 | $1,737iApproximate average salary by contribution assumption: employee only about $43,414 at 4% or $28,943 at 6%; with 50% employer match about $28,943 at 4% or $19,295 at 6%; with 100% employer match about $21,707 at 4% or $14,471 at 6%. |
| 1999 | 1 | 199 | $3,665,199 | $368,450 | $1,852iApproximate average salary by contribution assumption: employee only about $46,288 at 4% or $30,858 at 6%; with 50% employer match about $30,858 at 4% or $20,572 at 6%; with 100% employer match about $23,144 at 4% or $15,429 at 6%. |
| Malouf Buick-Gmc Inc 401(K) Profit Sharing Plan & Trust | - | 199 | $3,665,199 | $368,450 | $1,852iApproximate average salary by contribution assumption: employee only about $46,288 at 4% or $30,858 at 6%; with 50% employer match about $30,858 at 4% or $20,572 at 6%; with 100% employer match about $23,144 at 4% or $15,429 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037347340298
- Form Id
- 93409514
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347340040003
- Ins Broker 01 Name
- BARBARA J DELANEY
- Ins Broker 01 Street Addr
- 20 N MAIN ST
- Ins Broker 01 City
- PEARL RIVER
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 10965
- Ins Broker Comm Pd 01 Amount
- $7,236
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037347340298
- Form Id
- 93409513
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347340040002
- Ins Broker 01 Name
- MML INSURANCE AGENCY
- Ins Broker 01 Street Addr
- 1295 STATE STREET
- Ins Broker 01 City
- SPRINGFIELD
- Ins Broker 01 State
- MA
- Ins Broker 01 ZIP Code
- 01111
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $48,619
- Ins Broker Fees Pd 01 Text
- SERVICES TO INSURER OR PLAN
- Ins Broker 01 Code
- 4
- Row 3
- Filing Id
- 84037347340298
- Form Id
- 93409514
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347340040003
- Ins Broker 01 Name
- EDWARD J MARKO
- Ins Broker 01 Street Addr
- 239 PROSPECT PLAINS RD ST
- Ins Broker 01 City
- MONROE TOWNSHIP
- Ins Broker 01 State
- NJ
- Ins Broker 01 ZIP Code
- 08831
- Ins Broker Comm Pd 01 Amount
- $3,004
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 4
- Filing Id
- 84037347340298
- Form Id
- 93409513
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347340040002
- Ins Broker 01 Name
- NRP FINANCIAL, INC
- Ins Broker 01 Street Addr
- 209 NORTH MAIN STREET
- Ins Broker 01 City
- BRYAN
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 43506
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $2,269
- Ins Broker Fees Pd 01 Text
- SERVICES TO INSURER OR PLAN
- Ins Broker 01 Code
- 4
- Row 5
- Filing Id
- 84037347340298
- Form Id
- 93409514
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020378347340040003
- Ins Broker 01 Name
- RONALD B LEE & RICHARD T NOLAN
- Ins Broker 01 Street Addr
- 292 MADISON AVE FL 7
- Ins Broker 01 City
- NEW YORK
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 10017
- Ins Broker Comm Pd 01 Amount
- $743
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 6
- Ins Carrier Name: PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY
- Filing Id
- 84037347340298
- Form Id
- 93409513
- Schedule A EIN
- 22-2288990
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY
- Ins Carrier EIN
- 06-1050034
- Ins Carrier Naic Code
- 93629
- Ins Contract Num
- 39999
- Ins Prsn Covered End of year Count
- 181
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $50,888
- Pension End of year Gen Account Amount
- $301,585
- Pension End of year Sep Account Amount
- $4,192,348
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GUARANTEED GENERAL ACCOUNT CONTRACT
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $40,692
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $5,665
- Pension Transfer From Amount
- $42,744
- Pension Other Amount
- $344,696
- Pension Other Text
- MISC,FORFS,TRANS ASSETS,LOAN REPAYS
- Pension Total Additions Amount
- $433,797
- Pension Total Bal Addn Amount
- $433,797
- Pension Bnfts Dsbrsd Amount
- $4,817
- Pension Admin Chrg Amount
- $126
- Pension Transfer To Amount
- $83,310
- Pension Oth Ded Amount
- $43,959
- Pension Oth Ded Text
- MISC,FORFS,LOAN INITIATIONS
- Pension Total Ded Amount
- $132,212
- Pension End of year Bal Amount
- $301,585
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 7
- Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Filing Id
- 84037347340298
- Form Id
- 93409514
- Schedule A EIN
- 22-2288990
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 04-1590850
- Ins Carrier Naic Code
- 65935
- Ins Contract Num
- FL 50261
- Ins Prsn Covered End of year Count
- 0
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-05-09
- Ins Broker Comm Total Amount
- $10,983
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GROUP ANNUITY CONTRACT
- Pension End Prev Bal Amount
- $682
- Pension Contribution Dep Amount
- $117,241
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $395
- Pension Transfer From Amount
- $5,344,007
- Pension Other Amount
- $476,490
- Pension Other Text
- LOAN DEFAULT, LN INT, LN PRIN, LN T
- Pension Total Additions Amount
- $5,938,133
- Pension Total Bal Addn Amount
- $5,938,815
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $368,862
- Pension Oth Ded Amount
- $5,569,953
- Pension Oth Ded Text
- PD TRUST LAPSE, LOAN DEFAULT, LN TR
- Pension Total Ded Amount
- $5,938,815
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule C
Schedule C Provider
Provider 1
Provider details
Source fields
- Row 1
- Filing Id
- 84037347340298
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347340040004
- Provider 01 Position
- CONTRACT ADMINISTRATOR
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $0
- Provider 01 Srvc Code
- 12
- Row 2
- Filing Id
- 84037347340298
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347340040004
Schedule C Provider
Provider 2
Provider details
Source fields
- Row 3
- Filing Id
- 84037347340298
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347340040004
- Provider 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- Provider 01 EIN
- 04-1590850
- Provider 01 Position
- RECORD KEEPER
- Provider 01 Relation
- SERVICE PROVIDER
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $18,206
- Provider 01 Srvc Code
- 24
Schedule C Provider
Provider 3
Provider details
Source fields
- Row 4
- Filing Id
- 84037347340298
- Schedule C EIN
- 22-2288990
- Schedule C Plan number
- 001
- Schedule C Plan Year Begin Date
- 2007-01-01
- Schedule C Tax Period
- 20071231
- Provider Total Comp Paid Amount
- $2,092
Schedule D
- Row 1
- Filing Id
- 84037347340298
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347340040005
- Row 2
- Filing Id
- 84037347340298
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SM VALUE/ MELLON EQUITY
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034475
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $98,019
- Row 3
- Filing Id
- 84037347340298
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- LGE CP VAL/LSV ASSET MGMT
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034318
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,186,949
- Row 4
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-E
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850041
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 5
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-G
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850043
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 6
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-I
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850044
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 7
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-J
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850045
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 8
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-K1
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850262
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 9
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-K6
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850266
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 10
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-L2
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850211
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 11
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-M1
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850270
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 12
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-N5
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850072
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 13
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-SH
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850166
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 14
- Filing Id
- 84037347340298
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- CORE PLUS BOND/PIMCO
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034299
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $261,166
- Row 15
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-SV
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850108
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 16
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-W2
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850114
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 17
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-W5
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850117
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 18
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-W9
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850121
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 19
- Filing Id
- 84037347340298
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SM CAP GROWTH/GRANAHAN
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034319
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $38,751
- Row 20
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- INTERN VAL/LSV ASSET MGT
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034415
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $793,786
- Row 21
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- MID CAP GR/TIMESSQUARE FD
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034186
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $986,075
- Row 22
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- MID CAP VALUE/CRM FUND
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034440
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $518,103
- Row 23
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- LARGE CAP BLEND/VICTORY
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034177
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $247,536
- Row 24
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- DRYDEN S&P 500 INDEX FUND
- DFE P1 Spons 01 Name
- PRUDENTIAL RETIREMENT INS.
- DFE P1 Plan 01 EIN Plan number
- 061050034123
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $61,963
- Row 25
- Filing Id
- 84037347340298
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7020378347340040005
- DFE P1 Entity 01 Name
- SIA-A
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850010
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 26
- Filing Id
- 84037347340298
- Schedule D EIN
- 22-2288990
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231
Schedule H
Schedule H Financial Statement
Large plan result
Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.
End-of-year assets$5,374,122$352,676 change
Balance Sheet
Beginning and end of plan year.
Total assets$5,021,446$5,374,122Increase +$352,676 (7.02%)
Total liabilities$0$0No change $0
Net assets$5,021,446$5,374,122Increase +$352,676 (7.02%)
Contributions
Employer contributions$0
Participant contributions$391,125
Other contributions$263,931
Total contributions$655,056
Income & Investment Result
Total income$951,080
Interest$22,820
Dividends$0
Net income$352,676
Expenses & Fees
Benefits paid$574,742
Investment management$0
Administrative expenses$20,294
Total expenses$598,404
Accountant
FirmOLSSON & COMPANY CPAS, LLC
Firm EIN22-3342786
Compliance
Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$221,632
Late contributionsNo
Schedule H source fields
- Financial summary
- Total assets at beginning of year: $5,021,446Total assets at end of year: $5,374,122Total liabilities at end of year: $0Net income or loss: $352,676
- Filing Id
- 84037347340298
- Schedule H EIN
- 22-2288990
- Schedule H Plan number
- 001
- Schedule H Plan Year Begin Date
- 2007-01-01
- Schedule H Tax Period
- 20071231
- Non Interest Bear Cash Beginning of year Amount
- $0
- Employer Contribution Beginning of year Amount
- $0
- Participants Contribution Beginning of year Amount
- $0
- Other Receivables Beginning of year Amount
- $0
- Interest Bear Cash Beginning of year Amount
- $0
- Govt Sec Beginning of year Amount
- $0
- Corp Debt Preferred Beginning of year Amount
- $0
- Corp Debt Other Beginning of year Amount
- $0
- Pref Stock Beginning of year Amount
- $0
- Common Stock Beginning of year Amount
- $0
- Joint Venture Beginning of year Amount
- $0
- Real Estate Beginning of year Amount
- $0
- Other Loans Beginning of year Amount
- $0
- Participant loans at beginning of year
- $243,970
- Interest Common Tr Beginning of year Amount
- $0
- Interest Pool Sep Account Beginning of year Amount
- $4,776,794
- Interest Master Tr Beginning of year Amount
- $0
- Interest 103 12 Investment Beginning of year Amount
- $0
- Interest in registered investment companies at beginning of year
- $0
- Ins Co Gen Account Beginning of year Amount
- $682
- Oth Investment Beginning of year Amount
- $0
- Employer Sec Beginning of year Amount
- $0
- Employer Prop Beginning of year Amount
- $0
- Bldgs Used Beginning of year Amount
- $0
- Total assets at beginning of year
- $5,021,446
- Bnfts Payable Beginning of year Amount
- $0
- Oprtng Payable Beginning of year Amount
- $0
- Acquis Indbt Beginning of year Amount
- $0
- Other Liability Beginning of year Amount
- $0
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $5,021,446
- Non Interest Bear Cash End of year Amount
- $262
- Employer Contribution End of year Amount
- $0
- Participants Contribution End of year Amount
- $0
- Other Receivables End of year Amount
- $0
- Interest Bear Cash End of year Amount
- $0
- Govt Sec End of year Amount
- $0
- Corp Debt Preferred End of year Amount
- $0
- Corp Debt Other End of year Amount
- $0
- Pref Stock End of year Amount
- $0
- Common Stock End of year Amount
- $0
- Joint Venture End of year Amount
- $0
- Real Estate End of year Amount
- $0
- Other Loans End of year Amount
- $0
- Participant loans at end of year
- $221,632
- Interest Common Tr End of year Amount
- $0
- Interest Pool Sep Account End of year Amount
- $4,192,348
- Interest Master Tr End of year Amount
- $0
- Interest 103 12 Investment End of year Amount
- $0
- Interest in registered investment companies at end of year
- $658,295
- Ins Co Gen Account End of year Amount
- $301,585
- Oth Investment End of year Amount
- $0
- Employer Sec End of year Amount
- $0
- Employer Prop End of year Amount
- $0
- Bldgs Used End of year Amount
- $0
- Total assets at end of year
- $5,374,122
- Bnfts Payable End of year Amount
- $0
- Oprtng Payable End of year Amount
- $0
- Acquis Indbt End of year Amount
- $0
- Other Liability End of year Amount
- $0
- Total liabilities at end of year
- $0
- Net assets at end of year
- $5,374,122
- Employer contributions
- $0
- Participant contributions
- $391,125
- Oth Contribution Rcvd Amount
- $263,931
- Non Cash Contribution Bs Amount
- $0
- Total contributions
- $655,056
- Interest Bear Cash Amount
- $0
- Interest On Govt Sec Amount
- $0
- Interest On Corp Debt Amount
- $0
- Interest On Oth Loans Amount
- $0
- Interest on participant loans
- $16,760
- Interest On Oth Investment Amount
- $6,060
- Total interest income
- $22,820
- Divnd Pref Stock Amount
- $0
- Divnd Common Stock Amount
- $0
- Total dividend income
- $0
- Total Rents Amount
- $0
- Aggregate Proceeds Amount
- $0
- Aggregate Costs Amount
- $0
- Net gain or loss on sale of assets
- $0
- Unrealized Apprctn Re Amount
- $0
- Unrealized Apprctn Oth Amount
- $0
- Net unrealized appreciation or depreciation
- $0
- Gain Loss Com Trust Amount
- $0
- Gain Loss Pool Sep Amount
- $248,469
- Gain Loss Master Tr Amount
- $0
- Gain Loss 103 12 Investment Amount
- $0
- Gain or loss on registered investments
- $26,780
- Other Income Amount
- $-2,045
- Total income
- $951,080
- Participant distributions
- $574,742
- Ins Carrier Bnfts Amount
- $0
- Oth Bnft Payment Amount
- $0
- Total benefit distributions
- $574,742
- Total Corrective Distribution Amount
- $0
- Total Dm Distribution Ptcp Lns A
- 3368
- Total Interest Expense Amount
- $0
- Professional Fees Amount
- $0
- Contract Admin Fees Amount
- $0
- Investment management fees
- $0
- Other Admin Fees Amount
- $20,294
- Total administrative expenses
- $20,294
- Total expenses
- $598,404
- Net income or loss
- $352,676
- Total Transfers To Amount
- $0
- Transfers from other plans
- $0
- Accountant Opinion Type Indicator
- 3
- Account Performed Limited Audit Indicator
- Yes
- Accountant firm name
- OLSSON & COMPANY CPAS, LLC
- Accountant firm EIN
- 22-3342786
- Failed to transmit participant contributions on time
- No
- Fail Transmit Contribution Amount
- $0
- Participant loans in default
- No
- Loans In Default Amount
- $0
- Leases in default
- No
- Leases In Default Amount
- $0
- Nonexempt transactions with parties in interest
- No
- Party In Interest Not Reported Amount
- $0
- Fidelity bond in place
- Yes
- Fidelity bond amount
- $500,000
- Loss discovered during year
- No
- Loss Discovered Dur Year Amount
- $0
- Assets with undetermined value
- No
- Asset Undeterm Valuation Amount
- $0
- Non-cash contributions reported
- No
- Non Cash Contribution Amount
- $0
- Assets held for investment
- Yes
- Reportable 5% transactions
- No
- All plan assets distributed
- No
- Resolution to terminate plan adopted
- No
- 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 EIN22-1211670
Transfers
Distributed property value$0
Schedule R source fields
- Payor 22-1211670
- Filing Id
- 84037347340298
- Schedule R EIN
- 22-2288990
- 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
- 22-1211670
- Pension Payor 02 EIN
- 04-1590850
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1