Fidelity bond in place
Yes
Filing
Ustaad Systems Inc. Profit Sharing Plan
Ustaad Systems Inc. • EIN 25-1678690 • Plan year 2006
Filing Insights
Participants
Down13 → 1
-12 • -92.31%
Assets
Down$376,799 → $272,964
-$103,835 • -27.56%
Investment Management Fee
-
Admin expenses - • Total expenses $145,520
Filing Details
Context- Net investment result
- $-103,835
- Pension payor EIN
- 57-1198022
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 1 | $14,447 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 1 | $14,447 | - | - |
| 2014 | 1 | 1 | $15,551 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 1 | $15,551 | - | - |
| 2013 | 1 | 1 | $14,176 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 1 | $14,176 | - | - |
| 2012 | 1 | 1 | $10,753 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 1 | $10,753 | - | - |
| 2011 | 1 | 1 | $9,199 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 1 | $9,199 | - | - |
| 2010 | 1 | 1 | $9,852 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 1 | $9,852 | - | - |
| 2009 | 2 | 0 | $18,357 | $29,251 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 0 | $10,187 | $29,251 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 0 | $8,170 | - | - |
| 2006 | 1 | 1 | $272,964 | $18,452 | $18,452iApproximate average salary by contribution assumption: employee only about $461,300 at 4% or $307,533 at 6%; with 50% employer match about $307,533 at 4% or $205,022 at 6%; with 100% employer match about $230,650 at 4% or $153,767 at 6%. |
| Ustaad Systems Inc. Profit Sharing Plan | Current | 1 | $272,964 | $18,452 | $18,452iApproximate average salary by contribution assumption: employee only about $461,300 at 4% or $307,533 at 6%; with 50% employer match about $307,533 at 4% or $205,022 at 6%; with 100% employer match about $230,650 at 4% or $153,767 at 6%. |
| 2005 | 1 | 2 | $376,799 | $22,477 | $11,239iApproximate average salary by contribution assumption: employee only about $280,963 at 4% or $187,308 at 6%; with 50% employer match about $187,308 at 4% or $124,872 at 6%; with 100% employer match about $140,481 at 4% or $93,654 at 6%. |
| Ustaad Systems Inc. Profit Sharing Plan | - | 2 | $376,799 | $22,477 | $11,239iApproximate average salary by contribution assumption: employee only about $280,963 at 4% or $187,308 at 6%; with 50% employer match about $187,308 at 4% or $124,872 at 6%; with 100% employer match about $140,481 at 4% or $93,654 at 6%. |
| 2004 | 1 | 3 | $571,584 | $46,444 | $15,481iApproximate average salary by contribution assumption: employee only about $387,033 at 4% or $258,022 at 6%; with 50% employer match about $258,022 at 4% or $172,015 at 6%; with 100% employer match about $193,517 at 4% or $129,011 at 6%. |
| Ustaad Systems Inc. Profit Sharing Plan | - | 3 | $571,584 | $46,444 | $15,481iApproximate average salary by contribution assumption: employee only about $387,033 at 4% or $258,022 at 6%; with 50% employer match about $258,022 at 4% or $172,015 at 6%; with 100% employer match about $193,517 at 4% or $129,011 at 6%. |
| 2003 | 1 | 13 | $659,998 | $90,912 | $6,993iApproximate average salary by contribution assumption: employee only about $174,831 at 4% or $116,554 at 6%; with 50% employer match about $116,554 at 4% or $77,703 at 6%; with 100% employer match about $87,415 at 4% or $58,277 at 6%. |
| Ustaad Systems Inc. Profit Sharing Plan | - | 13 | $659,998 | $90,912 | $6,993iApproximate average salary by contribution assumption: employee only about $174,831 at 4% or $116,554 at 6%; with 50% employer match about $116,554 at 4% or $77,703 at 6%; with 100% employer match about $87,415 at 4% or $58,277 at 6%. |
| 2002 | 1 | 21 | $548,048 | $118,029 | $5,620iApproximate average salary by contribution assumption: employee only about $140,511 at 4% or $93,674 at 6%; with 50% employer match about $93,674 at 4% or $62,449 at 6%; with 100% employer match about $70,255 at 4% or $46,837 at 6%. |
| Ustaad Systems Inc. Profit Sharing Plan | - | 21 | $548,048 | $118,029 | $5,620iApproximate average salary by contribution assumption: employee only about $140,511 at 4% or $93,674 at 6%; with 50% employer match about $93,674 at 4% or $62,449 at 6%; with 100% employer match about $70,255 at 4% or $46,837 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 24 | - | - | - |
| 2000 | 1 | 23 | $0 | $0 | - |
| Ustaad Systems Inc. Profit Sharing Plan | - | 23 | - | - | - |
| 1999 | 1 | 36 | $829,510 | $93,292 | $2,591iApproximate average salary by contribution assumption: employee only about $64,786 at 4% or $43,191 at 6%; with 50% employer match about $43,191 at 4% or $28,794 at 6%; with 100% employer match about $32,393 at 4% or $21,595 at 6%. |
| Ustaad Systems Inc. Profit Sharing Plan | - | 36 | $829,510 | $93,292 | $2,591iApproximate average salary by contribution assumption: employee only about $64,786 at 4% or $43,191 at 6%; with 50% employer match about $43,191 at 4% or $28,794 at 6%; with 100% employer match about $32,393 at 4% or $21,595 at 6%. |
Schedule Details
Schedule D
- Row 1
- Filing Id
- 91037222055607
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020377204651060002
- Row 2
- Filing Id
- 91037222055607
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020377204651060002
- DFE P1 Entity 01 Name
- SSGA S&P 400 MIDCAP INDEX FUND
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO.
- DFE P1 Plan 01 EIN Plan number
- 040025081160
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $9,108
- Row 3
- Filing Id
- 91037222055607
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 6020377204651060002
- DFE P1 Entity 01 Name
- SSGA LIFE SOLUTIONS BALANCE GR
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO.
- DFE P1 Plan 01 EIN Plan number
- 040025081055
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $2,156
- Row 4
- Filing Id
- 91037222055607
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 6020377204651060002
- DFE P1 Entity 01 Name
- SSGA LIFE SOLUTIONS GROWTH
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO.
- DFE P1 Plan 01 EIN Plan number
- 040025081056
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $31,713
- Row 5
- Filing Id
- 91037222055607
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 6020377204651060002
- DFE P1 Entity 01 Name
- SSGA LIFE SOLUTIONS INC & GR
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO.
- DFE P1 Plan 01 EIN Plan number
- 040025081053
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $7,565
- Row 6
- Filing Id
- 91037222055607
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 6020377204651060002
- DFE P1 Entity 01 Name
- SSGA RUSSELL 2000 INDEX STRAT
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO.
- DFE P1 Plan 01 EIN Plan number
- 040025081084
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $1,974
- Row 7
- Filing Id
- 91037222055607
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 6020377204651060002
- DFE P1 Entity 01 Name
- SSGA S&P 500 INDEX FUND
- DFE P1 Spons 01 Name
- STATE STREET BANK & TRUST CO.
- DFE P1 Plan 01 EIN Plan number
- 040025081065
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $10,612
- Row 8
- Filing Id
- 91037222055607
- Schedule D EIN
- 25-1678690
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2006-01-01
- Schedule D Tax Period
- 20061231
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$272,964-$103,835 change
Balance Sheet
Beginning and end of plan year.
Total assets$376,799$272,964Decrease -$103,835 (-27.56%)
Total liabilities$0$0No change $0
Net assets$376,799$272,964Decrease -$103,835 (-27.56%)
Contributions
Employer contributions$2,861
Participant contributions$15,591
Other contributions$0
Income & Expenses
Total income$41,685
Total expenses$145,520
Net income$-103,835
Source fields
- Schedule I source fields
- Filing Id
- 91037222055607
- Schedule I EIN
- 25-1678690
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2006-01-01
- Schedule I Tax Period
- 20061231
- Small plan total assets at beginning of year
- $376,799
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $376,799
- Small plan total assets at end of year
- $272,964
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $272,964
- Small plan employer contributions
- $2,861
- Small plan participant contributions
- $15,591
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $23,233
- Small plan total income
- $41,685
- Small plan total benefit distributions
- $145,370
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $150
- Small plan total expenses
- $145,520
- Small plan net income or loss
- $-103,835
- 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
- Yes
- Small plan fidelity bond amount
- $38,000
- 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 EIN57-1198022
Transfers
Distributed property value$0
Schedule R source fields
- Payor 57-1198022
- Filing Id
- 91037222055607
- Schedule R EIN
- 25-1678690
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2006-01-01
- Schedule R Tax Period
- 20061231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 57-1198022
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0