Civic Intelligence
Filing

Lorelei Personnel Inc. 401K Plan

SAME • EIN 22-2686302 • Plan year 2007

Filing Insights

Participants

Down

19 → 15

-4 • -21.05%

Assets

Up

$271,335 → $361,741

$90,406 • 33.32%

Investment Management Fee

-

Admin expenses - • Total expenses $5,090

Filing Details

Context
Net investment result
$90,406
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
2019117$408,732$61,054$3,591iApproximate average salary by contribution assumption: employee only about $89,785 at 4% or $59,857 at 6%; with 50% employer match about $59,857 at 4% or $39,905 at 6%; with 100% employer match about $44,893 at 4% or $29,928 at 6%.
Lorelei Personnel Inc. 401K Plan-17$408,732$61,054$3,591iApproximate average salary by contribution assumption: employee only about $89,785 at 4% or $59,857 at 6%; with 50% employer match about $59,857 at 4% or $39,905 at 6%; with 100% employer match about $44,893 at 4% or $29,928 at 6%.
2018115$323,926$62,818$4,188iApproximate average salary by contribution assumption: employee only about $104,697 at 4% or $69,798 at 6%; with 50% employer match about $69,798 at 4% or $46,532 at 6%; with 100% employer match about $52,348 at 4% or $34,899 at 6%.
Lorelei Personnel Inc. 401K Plan-15$323,926$62,818$4,188iApproximate average salary by contribution assumption: employee only about $104,697 at 4% or $69,798 at 6%; with 50% employer match about $69,798 at 4% or $46,532 at 6%; with 100% employer match about $52,348 at 4% or $34,899 at 6%.
2017115$335,742$60,302$4,020iApproximate average salary by contribution assumption: employee only about $100,503 at 4% or $67,002 at 6%; with 50% employer match about $67,002 at 4% or $44,668 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%.
Lorelei Personnel Inc. 401K Plan-15$335,742$60,302$4,020iApproximate average salary by contribution assumption: employee only about $100,503 at 4% or $67,002 at 6%; with 50% employer match about $67,002 at 4% or $44,668 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%.
2016110$391,019$59,340$5,934iApproximate average salary by contribution assumption: employee only about $148,350 at 4% or $98,900 at 6%; with 50% employer match about $98,900 at 4% or $65,933 at 6%; with 100% employer match about $74,175 at 4% or $49,450 at 6%.
Lorelei Personnel Inc. 401K Plan-10$391,019$59,340$5,934iApproximate average salary by contribution assumption: employee only about $148,350 at 4% or $98,900 at 6%; with 50% employer match about $98,900 at 4% or $65,933 at 6%; with 100% employer match about $74,175 at 4% or $49,450 at 6%.
2015112$536,274$71,493$5,958iApproximate average salary by contribution assumption: employee only about $148,944 at 4% or $99,296 at 6%; with 50% employer match about $99,296 at 4% or $66,197 at 6%; with 100% employer match about $74,472 at 4% or $49,648 at 6%.
Lorelei Personnel Inc. 401K Plan-12$536,274$71,493$5,958iApproximate average salary by contribution assumption: employee only about $148,944 at 4% or $99,296 at 6%; with 50% employer match about $99,296 at 4% or $66,197 at 6%; with 100% employer match about $74,472 at 4% or $49,648 at 6%.
2014114$472,819$63,015$4,501iApproximate average salary by contribution assumption: employee only about $112,527 at 4% or $75,018 at 6%; with 50% employer match about $75,018 at 4% or $50,012 at 6%; with 100% employer match about $56,263 at 4% or $37,509 at 6%.
Lorelei Personnel Inc. 401K Plan-14$472,819$63,015$4,501iApproximate average salary by contribution assumption: employee only about $112,527 at 4% or $75,018 at 6%; with 50% employer match about $75,018 at 4% or $50,012 at 6%; with 100% employer match about $56,263 at 4% or $37,509 at 6%.
201319$394,960$36,126$4,014iApproximate average salary by contribution assumption: employee only about $100,350 at 4% or $66,900 at 6%; with 50% employer match about $66,900 at 4% or $44,600 at 6%; with 100% employer match about $50,175 at 4% or $33,450 at 6%.
Lorelei Personnel Inc. 401K Plan-9$394,960$36,126$4,014iApproximate average salary by contribution assumption: employee only about $100,350 at 4% or $66,900 at 6%; with 50% employer match about $66,900 at 4% or $44,600 at 6%; with 100% employer match about $50,175 at 4% or $33,450 at 6%.
2012110$295,217$15,020$1,502iApproximate average salary by contribution assumption: employee only about $37,550 at 4% or $25,033 at 6%; with 50% employer match about $25,033 at 4% or $16,689 at 6%; with 100% employer match about $18,775 at 4% or $12,517 at 6%.
Lorelei Personnel Inc. 401K Plan-10$295,217$15,020$1,502iApproximate average salary by contribution assumption: employee only about $37,550 at 4% or $25,033 at 6%; with 50% employer match about $25,033 at 4% or $16,689 at 6%; with 100% employer match about $18,775 at 4% or $12,517 at 6%.
201119$246,123$25,087$2,787iApproximate average salary by contribution assumption: employee only about $69,686 at 4% or $46,457 at 6%; with 50% employer match about $46,457 at 4% or $30,972 at 6%; with 100% employer match about $34,843 at 4% or $23,229 at 6%.
Lorelei Personnel Inc. 401K Plan-9$246,123$25,087$2,787iApproximate average salary by contribution assumption: employee only about $69,686 at 4% or $46,457 at 6%; with 50% employer match about $46,457 at 4% or $30,972 at 6%; with 100% employer match about $34,843 at 4% or $23,229 at 6%.
201018$291,766$12,231$1,529iApproximate average salary by contribution assumption: employee only about $38,222 at 4% or $25,481 at 6%; with 50% employer match about $25,481 at 4% or $16,988 at 6%; with 100% employer match about $19,111 at 4% or $12,741 at 6%.
Lorelei Personnel Inc. 401K Plan-8$291,766$12,231$1,529iApproximate average salary by contribution assumption: employee only about $38,222 at 4% or $25,481 at 6%; with 50% employer match about $25,481 at 4% or $16,988 at 6%; with 100% employer match about $19,111 at 4% or $12,741 at 6%.
200919$351,815$27,908$3,101iApproximate average salary by contribution assumption: employee only about $77,522 at 4% or $51,681 at 6%; with 50% employer match about $51,681 at 4% or $34,454 at 6%; with 100% employer match about $38,761 at 4% or $25,841 at 6%.
Lorelei Personnel Inc. 401K Plan-9$351,815$27,908$3,101iApproximate average salary by contribution assumption: employee only about $77,522 at 4% or $51,681 at 6%; with 50% employer match about $51,681 at 4% or $34,454 at 6%; with 100% employer match about $38,761 at 4% or $25,841 at 6%.
2008112$260,291$55,738$4,645iApproximate average salary by contribution assumption: employee only about $116,121 at 4% or $77,414 at 6%; with 50% employer match about $77,414 at 4% or $51,609 at 6%; with 100% employer match about $58,060 at 4% or $38,707 at 6%.
Lorelei Personnel Inc. 401K Plan-12$260,291$55,738$4,645iApproximate average salary by contribution assumption: employee only about $116,121 at 4% or $77,414 at 6%; with 50% employer match about $77,414 at 4% or $51,609 at 6%; with 100% employer match about $58,060 at 4% or $38,707 at 6%.
2007115$361,741$65,797$4,386iApproximate average salary by contribution assumption: employee only about $109,662 at 4% or $73,108 at 6%; with 50% employer match about $73,108 at 4% or $48,739 at 6%; with 100% employer match about $54,831 at 4% or $36,554 at 6%.
Lorelei Personnel Inc. 401K PlanCurrent15$361,741$65,797$4,386iApproximate average salary by contribution assumption: employee only about $109,662 at 4% or $73,108 at 6%; with 50% employer match about $73,108 at 4% or $48,739 at 6%; with 100% employer match about $54,831 at 4% or $36,554 at 6%.
2006115$271,335$53,805$3,587iApproximate average salary by contribution assumption: employee only about $89,675 at 4% or $59,783 at 6%; with 50% employer match about $59,783 at 4% or $39,856 at 6%; with 100% employer match about $44,838 at 4% or $29,892 at 6%.
Lorelei Personnel Inc. 401K Plan-15$271,335$53,805$3,587iApproximate average salary by contribution assumption: employee only about $89,675 at 4% or $59,783 at 6%; with 50% employer match about $59,783 at 4% or $39,856 at 6%; with 100% employer match about $44,838 at 4% or $29,892 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$361,741$90,406 change

Balance Sheet

Beginning and end of plan year.

Total assets$271,335$361,741Increase +$90,406 (33.32%)
Total liabilities$0$0No change $0
Net assets$271,335$361,741Increase +$90,406 (33.32%)

Contributions

Employer contributions$7,630
Participant contributions$58,167
Other contributions$0

Income & Expenses

Total income$95,496
Total expenses$5,090
Net income$90,406
Source fields
Schedule I source fields
Filing Id
84037226136568
Schedule I EIN
22-2686302
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
$271,335
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$271,335
Small plan total assets at end of year
$361,741
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$361,741
Small plan employer contributions
$7,630
Small plan participant contributions
$58,167
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$29,699
Small plan total income
$95,496
Small plan total benefit distributions
$5,090
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$5,090
Small plan net income or loss
$90,406
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
$44,181
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
84037226136568
Schedule R EIN
22-2686302
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
21-2686302
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