Fidelity bond in place
No
Filing Insights
Participants
Up0 → 7
7
Assets
Up$0 → $40,364
$40,364
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $40,364
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $511,767 | $34,396 | $1,911iApproximate average salary by contribution assumption: employee only about $47,772 at 4% or $31,848 at 6%; with 50% employer match about $31,848 at 4% or $21,232 at 6%; with 100% employer match about $23,886 at 4% or $15,924 at 6%. |
| Centrum Retirement Plan | - | 18 | $511,767 | $34,396 | $1,911iApproximate average salary by contribution assumption: employee only about $47,772 at 4% or $31,848 at 6%; with 50% employer match about $31,848 at 4% or $21,232 at 6%; with 100% employer match about $23,886 at 4% or $15,924 at 6%. |
| 2023 | 1 | 17 | $625,129 | $65,295 | $3,841iApproximate average salary by contribution assumption: employee only about $96,022 at 4% or $64,015 at 6%; with 50% employer match about $64,015 at 4% or $42,676 at 6%; with 100% employer match about $48,011 at 4% or $32,007 at 6%. |
| Centrum Retirement Plan | - | 17 | $625,129 | $65,295 | $3,841iApproximate average salary by contribution assumption: employee only about $96,022 at 4% or $64,015 at 6%; with 50% employer match about $64,015 at 4% or $42,676 at 6%; with 100% employer match about $48,011 at 4% or $32,007 at 6%. |
| 2022 | 1 | 18 | $474,881 | $60,435 | $3,358iApproximate average salary by contribution assumption: employee only about $83,938 at 4% or $55,958 at 6%; with 50% employer match about $55,958 at 4% or $37,306 at 6%; with 100% employer match about $41,969 at 4% or $27,979 at 6%. |
| Centrum Retirement Plan | - | 18 | $474,881 | $60,435 | $3,358iApproximate average salary by contribution assumption: employee only about $83,938 at 4% or $55,958 at 6%; with 50% employer match about $55,958 at 4% or $37,306 at 6%; with 100% employer match about $41,969 at 4% or $27,979 at 6%. |
| 2021 | 1 | 12 | $530,524 | $27,730 | $2,311iApproximate average salary by contribution assumption: employee only about $57,771 at 4% or $38,514 at 6%; with 50% employer match about $38,514 at 4% or $25,676 at 6%; with 100% employer match about $28,885 at 4% or $19,257 at 6%. |
| Centrum Retirement Plan | - | 12 | $530,524 | $27,730 | $2,311iApproximate average salary by contribution assumption: employee only about $57,771 at 4% or $38,514 at 6%; with 50% employer match about $38,514 at 4% or $25,676 at 6%; with 100% employer match about $28,885 at 4% or $19,257 at 6%. |
| 2020 | 1 | 12 | $456,829 | $25,039 | $2,087iApproximate average salary by contribution assumption: employee only about $52,165 at 4% or $34,776 at 6%; with 50% employer match about $34,776 at 4% or $23,184 at 6%; with 100% employer match about $26,082 at 4% or $17,388 at 6%. |
| Centrum Retirement Plan | - | 12 | $456,829 | $25,039 | $2,087iApproximate average salary by contribution assumption: employee only about $52,165 at 4% or $34,776 at 6%; with 50% employer match about $34,776 at 4% or $23,184 at 6%; with 100% employer match about $26,082 at 4% or $17,388 at 6%. |
| 2019 | 1 | 8 | $376,341 | $52,744 | $6,593iApproximate average salary by contribution assumption: employee only about $164,825 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,256 at 6%; with 100% employer match about $82,413 at 4% or $54,942 at 6%. |
| Centrum Retirement Plan | - | 8 | $376,341 | $52,744 | $6,593iApproximate average salary by contribution assumption: employee only about $164,825 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,256 at 6%; with 100% employer match about $82,413 at 4% or $54,942 at 6%. |
| 2018 | 1 | 8 | $264,650 | $41,705 | $5,213iApproximate average salary by contribution assumption: employee only about $130,328 at 4% or $86,885 at 6%; with 50% employer match about $86,885 at 4% or $57,924 at 6%; with 100% employer match about $65,164 at 4% or $43,443 at 6%. |
| Centrum Retirement Plan | - | 8 | $264,650 | $41,705 | $5,213iApproximate average salary by contribution assumption: employee only about $130,328 at 4% or $86,885 at 6%; with 50% employer match about $86,885 at 4% or $57,924 at 6%; with 100% employer match about $65,164 at 4% or $43,443 at 6%. |
| 2017 | 1 | 8 | $265,603 | $33,200 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| Centrum Retirement Plan | - | 8 | $265,603 | $33,200 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| 2016 | 1 | 7 | $182,044 | $9,580 | $1,369iApproximate average salary by contribution assumption: employee only about $34,214 at 4% or $22,810 at 6%; with 50% employer match about $22,810 at 4% or $15,206 at 6%; with 100% employer match about $17,107 at 4% or $11,405 at 6%. |
| Centrum Retirement Plan | - | 7 | $182,044 | $9,580 | $1,369iApproximate average salary by contribution assumption: employee only about $34,214 at 4% or $22,810 at 6%; with 50% employer match about $22,810 at 4% or $15,206 at 6%; with 100% employer match about $17,107 at 4% or $11,405 at 6%. |
| 2015 | 1 | 7 | $171,320 | $11,255 | $1,608iApproximate average salary by contribution assumption: employee only about $40,196 at 4% or $26,798 at 6%; with 50% employer match about $26,798 at 4% or $17,865 at 6%; with 100% employer match about $20,098 at 4% or $13,399 at 6%. |
| Centrum Retirement Plan | - | 7 | $171,320 | $11,255 | $1,608iApproximate average salary by contribution assumption: employee only about $40,196 at 4% or $26,798 at 6%; with 50% employer match about $26,798 at 4% or $17,865 at 6%; with 100% employer match about $20,098 at 4% or $13,399 at 6%. |
| 2014 | 1 | 14 | $163,046 | $8,300 | $593iApproximate average salary by contribution assumption: employee only about $14,821 at 4% or $9,881 at 6%; with 50% employer match about $9,881 at 4% or $6,587 at 6%; with 100% employer match about $7,411 at 4% or $4,940 at 6%. |
| Centrum Retirement Plan | - | 14 | $163,046 | $8,300 | $593iApproximate average salary by contribution assumption: employee only about $14,821 at 4% or $9,881 at 6%; with 50% employer match about $9,881 at 4% or $6,587 at 6%; with 100% employer match about $7,411 at 4% or $4,940 at 6%. |
| 2013 | 1 | 7 | $156,921 | $6,227 | $890iApproximate average salary by contribution assumption: employee only about $22,239 at 4% or $14,826 at 6%; with 50% employer match about $14,826 at 4% or $9,884 at 6%; with 100% employer match about $11,120 at 4% or $7,413 at 6%. |
| Centrum Retirement Plan | - | 7 | $156,921 | $6,227 | $890iApproximate average salary by contribution assumption: employee only about $22,239 at 4% or $14,826 at 6%; with 50% employer match about $14,826 at 4% or $9,884 at 6%; with 100% employer match about $11,120 at 4% or $7,413 at 6%. |
| 2012 | 1 | 5 | $124,924 | $8,320 | $1,664iApproximate average salary by contribution assumption: employee only about $41,600 at 4% or $27,733 at 6%; with 50% employer match about $27,733 at 4% or $18,489 at 6%; with 100% employer match about $20,800 at 4% or $13,867 at 6%. |
| Centrum Retirement Plan | - | 5 | $124,924 | $8,320 | $1,664iApproximate average salary by contribution assumption: employee only about $41,600 at 4% or $27,733 at 6%; with 50% employer match about $27,733 at 4% or $18,489 at 6%; with 100% employer match about $20,800 at 4% or $13,867 at 6%. |
| 2011 | 1 | 6 | $142,627 | $10,140 | $1,690iApproximate average salary by contribution assumption: employee only about $42,250 at 4% or $28,167 at 6%; with 50% employer match about $28,167 at 4% or $18,778 at 6%; with 100% employer match about $21,125 at 4% or $14,083 at 6%. |
| Centrum Retirement Plan | - | 6 | $142,627 | $10,140 | $1,690iApproximate average salary by contribution assumption: employee only about $42,250 at 4% or $28,167 at 6%; with 50% employer match about $28,167 at 4% or $18,778 at 6%; with 100% employer match about $21,125 at 4% or $14,083 at 6%. |
| 2010 | 1 | 5 | $151,293 | $16,966 | $3,393iApproximate average salary by contribution assumption: employee only about $84,830 at 4% or $56,553 at 6%; with 50% employer match about $56,553 at 4% or $37,702 at 6%; with 100% employer match about $42,415 at 4% or $28,277 at 6%. |
| Centrum Retirement Plan | - | 5 | $151,293 | $16,966 | $3,393iApproximate average salary by contribution assumption: employee only about $84,830 at 4% or $56,553 at 6%; with 50% employer match about $56,553 at 4% or $37,702 at 6%; with 100% employer match about $42,415 at 4% or $28,277 at 6%. |
| 2009 | 1 | 7 | $225,301 | $32,951 | $4,707iApproximate average salary by contribution assumption: employee only about $117,682 at 4% or $78,455 at 6%; with 50% employer match about $78,455 at 4% or $52,303 at 6%; with 100% employer match about $58,841 at 4% or $39,227 at 6%. |
| Centrum Retirement Plan | - | 7 | $225,301 | $32,951 | $4,707iApproximate average salary by contribution assumption: employee only about $117,682 at 4% or $78,455 at 6%; with 50% employer match about $78,455 at 4% or $52,303 at 6%; with 100% employer match about $58,841 at 4% or $39,227 at 6%. |
| 2008 | 1 | 8 | $162,784 | $48,890 | $6,111iApproximate average salary by contribution assumption: employee only about $152,781 at 4% or $101,854 at 6%; with 50% employer match about $101,854 at 4% or $67,903 at 6%; with 100% employer match about $76,391 at 4% or $50,927 at 6%. |
| Centrum Retirement Plan | - | 8 | $162,784 | $48,890 | $6,111iApproximate average salary by contribution assumption: employee only about $152,781 at 4% or $101,854 at 6%; with 50% employer match about $101,854 at 4% or $67,903 at 6%; with 100% employer match about $76,391 at 4% or $50,927 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Centrum Retirement Plan | - | 15 | - | - | - |
| 2006 | 1 | 12 | $107,544 | $56,678 | $4,723iApproximate average salary by contribution assumption: employee only about $118,079 at 4% or $78,719 at 6%; with 50% employer match about $78,719 at 4% or $52,480 at 6%; with 100% employer match about $59,040 at 4% or $39,360 at 6%. |
| Centrum Retirement Plan | - | 12 | $107,544 | $56,678 | $4,723iApproximate average salary by contribution assumption: employee only about $118,079 at 4% or $78,719 at 6%; with 50% employer match about $78,719 at 4% or $52,480 at 6%; with 100% employer match about $59,040 at 4% or $39,360 at 6%. |
| 2005 | 1 | 7 | $40,364 | $37,413 | $5,345iApproximate average salary by contribution assumption: employee only about $133,618 at 4% or $89,079 at 6%; with 50% employer match about $89,079 at 4% or $59,386 at 6%; with 100% employer match about $66,809 at 4% or $44,539 at 6%. |
| Centrum Retirement Plan | Current | 7 | $40,364 | $37,413 | $5,345iApproximate average salary by contribution assumption: employee only about $133,618 at 4% or $89,079 at 6%; with 50% employer match about $89,079 at 4% or $59,386 at 6%; with 100% employer match about $66,809 at 4% or $44,539 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$40,364$40,364 change
Balance Sheet
Beginning and end of plan year.
Total assets$0$40,364Increase +$40,364
Total liabilities$0$0No change $0
Net assets$0$40,364Increase +$40,364
Contributions
Employer contributions$0
Participant contributions$37,413
Other contributions$0
Income & Expenses
Total income$40,364
Total expenses$0
Net income$40,364
Source fields
- Schedule I source fields
- Filing Id
- 84037202534026
- Schedule I EIN
- 23-7348302
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2005-01-01
- Schedule I Tax Period
- 20051231
- Small plan total assets at beginning of year
- $0
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $0
- Small plan total assets at end of year
- $40,364
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $40,364
- Small plan employer contributions
- $0
- Small plan participant contributions
- $37,413
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $2,951
- Small plan total income
- $40,364
- 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
- $40,364
- 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
- No
- Small plan fidelity bond amount
- $0
- 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