Civic Intelligence
Filing

Aliquippa Giant Eagle 401K Plan

Jot Enterprises Inc. • EIN 25-1625522 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

77 → 46

-31 • -40.26%

Assets

Up

$201,685 → $220,848

$19,163 • 9.50%

Investment Management Fee

-

Admin expenses - • Total expenses $18,144

Filing Details

Context
Net investment result
$19,163
Pension payor EIN
13-2656036

Status Flags

Fidelity bond in place

No

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
2008163$204,777$45,529$723iApproximate average salary by contribution assumption: employee only about $18,067 at 4% or $12,045 at 6%; with 50% employer match about $12,045 at 4% or $8,030 at 6%; with 100% employer match about $9,034 at 4% or $6,022 at 6%.
Aliquippa Giant Eagle 401K Plan-63$204,777$45,529$723iApproximate average salary by contribution assumption: employee only about $18,067 at 4% or $12,045 at 6%; with 50% employer match about $12,045 at 4% or $8,030 at 6%; with 100% employer match about $9,034 at 4% or $6,022 at 6%.
2007158$261,234$44,305$764iApproximate average salary by contribution assumption: employee only about $19,097 at 4% or $12,731 at 6%; with 50% employer match about $12,731 at 4% or $8,488 at 6%; with 100% employer match about $9,548 at 4% or $6,366 at 6%.
Aliquippa Giant Eagle 401K Plan-58$261,234$44,305$764iApproximate average salary by contribution assumption: employee only about $19,097 at 4% or $12,731 at 6%; with 50% employer match about $12,731 at 4% or $8,488 at 6%; with 100% employer match about $9,548 at 4% or $6,366 at 6%.
2006145$223,001$34,407$765iApproximate average salary by contribution assumption: employee only about $19,115 at 4% or $12,743 at 6%; with 50% employer match about $12,743 at 4% or $8,496 at 6%; with 100% employer match about $9,558 at 4% or $6,372 at 6%.
Aliquippa Giant Eagle 401K Plan-45$223,001$34,407$765iApproximate average salary by contribution assumption: employee only about $19,115 at 4% or $12,743 at 6%; with 50% employer match about $12,743 at 4% or $8,496 at 6%; with 100% employer match about $9,558 at 4% or $6,372 at 6%.
2005137$213,208$21,000$568iApproximate average salary by contribution assumption: employee only about $14,189 at 4% or $9,459 at 6%; with 50% employer match about $9,459 at 4% or $6,306 at 6%; with 100% employer match about $7,095 at 4% or $4,730 at 6%.
Aliquippa Giant Eagle 401K Plan-37$213,208$21,000$568iApproximate average salary by contribution assumption: employee only about $14,189 at 4% or $9,459 at 6%; with 50% employer match about $9,459 at 4% or $6,306 at 6%; with 100% employer match about $7,095 at 4% or $4,730 at 6%.
2004146$220,848$23,081$502iApproximate average salary by contribution assumption: employee only about $12,544 at 4% or $8,363 at 6%; with 50% employer match about $8,363 at 4% or $5,575 at 6%; with 100% employer match about $6,272 at 4% or $4,181 at 6%.
Aliquippa Giant Eagle 401K PlanCurrent46$220,848$23,081$502iApproximate average salary by contribution assumption: employee only about $12,544 at 4% or $8,363 at 6%; with 50% employer match about $8,363 at 4% or $5,575 at 6%; with 100% employer match about $6,272 at 4% or $4,181 at 6%.
2002144$141,453$31,760$722iApproximate average salary by contribution assumption: employee only about $18,045 at 4% or $12,030 at 6%; with 50% employer match about $12,030 at 4% or $8,020 at 6%; with 100% employer match about $9,023 at 4% or $6,015 at 6%.
Aliquippa Giant Eagle 401K Plan-44$141,453$31,760$722iApproximate average salary by contribution assumption: employee only about $18,045 at 4% or $12,030 at 6%; with 50% employer match about $12,030 at 4% or $8,020 at 6%; with 100% employer match about $9,023 at 4% or $6,015 at 6%.
2001145$140,182$43,585$969iApproximate average salary by contribution assumption: employee only about $24,214 at 4% or $16,143 at 6%; with 50% employer match about $16,143 at 4% or $10,762 at 6%; with 100% employer match about $12,107 at 4% or $8,071 at 6%.
Aliquippa Giant Eagle 401K Plan-45$140,182$43,585$969iApproximate average salary by contribution assumption: employee only about $24,214 at 4% or $16,143 at 6%; with 50% employer match about $16,143 at 4% or $10,762 at 6%; with 100% employer match about $12,107 at 4% or $8,071 at 6%.
2000140$116,121$49,258$1,231iApproximate average salary by contribution assumption: employee only about $30,786 at 4% or $20,524 at 6%; with 50% employer match about $20,524 at 4% or $13,683 at 6%; with 100% employer match about $15,393 at 4% or $10,262 at 6%.
Aliquippa Giant Eagle 401K Plan-40$116,121$49,258$1,231iApproximate average salary by contribution assumption: employee only about $30,786 at 4% or $20,524 at 6%; with 50% employer match about $20,524 at 4% or $13,683 at 6%; with 100% employer match about $15,393 at 4% or $10,262 at 6%.
1999142$122,169$60,678$1,445iApproximate average salary by contribution assumption: employee only about $36,118 at 4% or $24,079 at 6%; with 50% employer match about $24,079 at 4% or $16,052 at 6%; with 100% employer match about $18,059 at 4% or $12,039 at 6%.
Aliquippa Giant Eagle 401K Plan-42$122,169$60,678$1,445iApproximate average salary by contribution assumption: employee only about $36,118 at 4% or $24,079 at 6%; with 50% employer match about $24,079 at 4% or $16,052 at 6%; with 100% employer match about $18,059 at 4% or $12,039 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037347325295
Form Id
65606003
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375347325040002
Ins Broker 01 Name
RANDY HILLIER
Ins Broker 01 Street Addr
244 BOULEVARD OF THE ALLIES, 6TH FL
Ins Broker 01 City
PITTSBURGH
Ins Broker 01 State
PA
Ins Broker 01 ZIP Code
152220000
Ins Broker Comm Pd 01 Amount
$1,010
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Filing Id
84037347325295
Form Id
65606003
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
4020375347325040002
Ins Broker 01 Name
LISA VALLI-STELIOTES
Ins Broker 01 Street Addr
244 BOULEVARD OF THE ALLIES, 6TH FL
Ins Broker 01 City
PITTSBURGH
Ins Broker 01 State
PA
Ins Broker 01 ZIP Code
152220000
Ins Broker Comm Pd 01 Amount
$606
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 3
Filing Id
84037347325295
Form Id
65606003
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
4020375347325040002
Ins Broker 01 Name
LIFETIME FINANCIAL GROWTH, LLC
Ins Broker 01 Street Addr
ON BEHALF OF LISA VALLI-STELIOTES
Ins Broker Comm Pd 01 Amount
$404
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 4
Ins Carrier Name: THE GUARDIAN INSURANCE AND ANNUITY COMPANY, INC.
Filing Id
84037347325295
Form Id
65606003
Schedule A EIN
25-1625522
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
THE GUARDIAN INSURANCE AND ANNUITY COMPANY, INC.
Ins Carrier EIN
13-2656036
Ins Carrier Naic Code
78778
Ins Contract Num
601107
Ins Prsn Covered End of year Count
48
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$2,020
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$4,774
Pension End of year Sep Account Amount
$210,821
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
VARIABLE ANNUITIES
Pension End Prev Bal Amount
$4,199
Pension Contribution Dep Amount
$440
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$138
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$578
Pension Total Bal Addn Amount
$4,777
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$3
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$3
Pension End of year Bal Amount
$4,774
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 D

Row 1
Filing Id
84037347325295
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375347325040003
Row 2
Filing Id
84037347325295
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375347325040003
DFE P1 Entity 01 Name
THE GUARDIAN SEPARATE ACCOUNT L
DFE P1 Spons 01 Name
THE GUARDIAN INSURANCE & ANNUITY CO
DFE P1 Plan 01 EIN Plan number
132656036000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$210,821
Row 3
Filing Id
84037347325295
Schedule D EIN
25-1625522
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2004-01-01
Schedule D Tax Period
20041231

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$220,848$19,163 change

Balance Sheet

Beginning and end of plan year.

Total assets$201,685$220,848Increase +$19,163 (9.50%)
Total liabilities$0$0No change $0
Net assets$201,685$220,848Increase +$19,163 (9.50%)

Contributions

Employer contributions$0
Participant contributions$23,081
Other contributions$0

Income & Expenses

Total income$37,307
Total expenses$18,144
Net income$19,163
Source fields
Schedule I source fields
Filing Id
84037347325295
Schedule I EIN
25-1625522
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
$201,685
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$201,685
Small plan total assets at end of year
$220,848
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$220,848
Small plan employer contributions
$0
Small plan participant contributions
$23,081
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$14,226
Small plan total income
$37,307
Small plan total benefit distributions
$14,880
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
2000
Small Oth Expenses Amount
$1,264
Small plan total expenses
$18,144
Small plan net income or loss
$19,163
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
$5,253
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN13-2656036

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-2656036
Filing Id
84037347325295
Schedule R EIN
25-1625522
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
13-2656036
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0