Civic Intelligence
Filing

Steven M Barickman Profit Sharing Plan

Steven M Barickman • EIN 31-0937610 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Up

5 → 6

1 • 20.00%

Assets

Up

$17,016 → $245,664

$228,648 • 1,343.72%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$71,648

Status Flags

Fidelity bond in place

Not reported

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

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201118$306,502$43,554$5,444iApproximate average salary by contribution assumption: employee only about $136,106 at 4% or $90,738 at 6%; with 50% employer match about $90,738 at 4% or $60,492 at 6%; with 100% employer match about $68,053 at 4% or $45,369 at 6%.
Steven M Barickman Profit Sharing Plan-8$306,502$43,554$5,444iApproximate average salary by contribution assumption: employee only about $136,106 at 4% or $90,738 at 6%; with 50% employer match about $90,738 at 4% or $60,492 at 6%; with 100% employer match about $68,053 at 4% or $45,369 at 6%.
201018$260,077$13,937$1,742iApproximate average salary by contribution assumption: employee only about $43,553 at 4% or $29,035 at 6%; with 50% employer match about $29,035 at 4% or $19,357 at 6%; with 100% employer match about $21,777 at 4% or $14,518 at 6%.
Steven M Barickman Profit Sharing Plan-8$260,077$13,937$1,742iApproximate average salary by contribution assumption: employee only about $43,553 at 4% or $29,035 at 6%; with 50% employer match about $29,035 at 4% or $19,357 at 6%; with 100% employer match about $21,777 at 4% or $14,518 at 6%.
200918$217,590$4,876$610iApproximate average salary by contribution assumption: employee only about $15,238 at 4% or $10,158 at 6%; with 50% employer match about $10,158 at 4% or $6,772 at 6%; with 100% employer match about $7,619 at 4% or $5,079 at 6%.
Steven M Barickman Profit Sharing Plan-8$217,590$4,876$610iApproximate average salary by contribution assumption: employee only about $15,238 at 4% or $10,158 at 6%; with 50% employer match about $10,158 at 4% or $6,772 at 6%; with 100% employer match about $7,619 at 4% or $5,079 at 6%.
200816$178,413$40,738$6,790iApproximate average salary by contribution assumption: employee only about $169,742 at 4% or $113,161 at 6%; with 50% employer match about $113,161 at 4% or $75,441 at 6%; with 100% employer match about $84,871 at 4% or $56,581 at 6%.
Steven M Barickman Profit Sharing Plan-6$178,413$40,738$6,790iApproximate average salary by contribution assumption: employee only about $169,742 at 4% or $113,161 at 6%; with 50% employer match about $113,161 at 4% or $75,441 at 6%; with 100% employer match about $84,871 at 4% or $56,581 at 6%.
200717$194,836$82,055$11,722iApproximate average salary by contribution assumption: employee only about $293,054 at 4% or $195,369 at 6%; with 50% employer match about $195,369 at 4% or $130,246 at 6%; with 100% employer match about $146,527 at 4% or $97,685 at 6%.
Steven M Barickman Profit Sharing Plan-7$194,836$82,055$11,722iApproximate average salary by contribution assumption: employee only about $293,054 at 4% or $195,369 at 6%; with 50% employer match about $195,369 at 4% or $130,246 at 6%; with 100% employer match about $146,527 at 4% or $97,685 at 6%.
200618$149,983$83,531$10,441iApproximate average salary by contribution assumption: employee only about $261,034 at 4% or $174,023 at 6%; with 50% employer match about $174,023 at 4% or $116,015 at 6%; with 100% employer match about $130,517 at 4% or $87,011 at 6%.
Steven M Barickman Profit Sharing Plan-8$149,983$83,531$10,441iApproximate average salary by contribution assumption: employee only about $261,034 at 4% or $174,023 at 6%; with 50% employer match about $174,023 at 4% or $116,015 at 6%; with 100% employer match about $130,517 at 4% or $87,011 at 6%.
200515$293,760$0-
Steven M Barickman Profit Sharing Plan-5$293,760--
200416$245,664$18,351$3,059iApproximate average salary by contribution assumption: employee only about $76,463 at 4% or $50,975 at 6%; with 50% employer match about $50,975 at 4% or $33,983 at 6%; with 100% employer match about $38,231 at 4% or $25,488 at 6%.
Steven M Barickman Profit Sharing PlanCurrent6$245,664$18,351$3,059iApproximate average salary by contribution assumption: employee only about $76,463 at 4% or $50,975 at 6%; with 50% employer match about $50,975 at 4% or $33,983 at 6%; with 100% employer match about $38,231 at 4% or $25,488 at 6%.
200315$174,016$15,253$3,051iApproximate average salary by contribution assumption: employee only about $76,265 at 4% or $50,843 at 6%; with 50% employer match about $50,843 at 4% or $33,896 at 6%; with 100% employer match about $38,133 at 4% or $25,422 at 6%.
Steven M Barickman Profit Sharing Plan-5$174,016$15,253$3,051iApproximate average salary by contribution assumption: employee only about $76,265 at 4% or $50,843 at 6%; with 50% employer match about $50,843 at 4% or $33,896 at 6%; with 100% employer match about $38,133 at 4% or $25,422 at 6%.
200215$193,024$58,485$11,697iApproximate average salary by contribution assumption: employee only about $292,425 at 4% or $194,950 at 6%; with 50% employer match about $194,950 at 4% or $129,967 at 6%; with 100% employer match about $146,213 at 4% or $97,475 at 6%.
Steven M Barickman Profit Sharing Plan-5$193,024$58,485$11,697iApproximate average salary by contribution assumption: employee only about $292,425 at 4% or $194,950 at 6%; with 50% employer match about $194,950 at 4% or $129,967 at 6%; with 100% employer match about $146,213 at 4% or $97,475 at 6%.
200116$0$0-
Steven M Barickman Profit Sharing Plan-6---
200016$173,193$13,805$2,301iApproximate average salary by contribution assumption: employee only about $57,521 at 4% or $38,347 at 6%; with 50% employer match about $38,347 at 4% or $25,565 at 6%; with 100% employer match about $28,760 at 4% or $19,174 at 6%.
Steven M Barickman Profit Sharing Plan-6$173,193$13,805$2,301iApproximate average salary by contribution assumption: employee only about $57,521 at 4% or $38,347 at 6%; with 50% employer match about $38,347 at 4% or $25,565 at 6%; with 100% employer match about $28,760 at 4% or $19,174 at 6%.
199916$194,373$13,522$2,254iApproximate average salary by contribution assumption: employee only about $56,342 at 4% or $37,561 at 6%; with 50% employer match about $37,561 at 4% or $25,041 at 6%; with 100% employer match about $28,171 at 4% or $18,781 at 6%.
Steven M Barickman Profit Sharing Plan-6$194,373$13,522$2,254iApproximate average salary by contribution assumption: employee only about $56,342 at 4% or $37,561 at 6%; with 50% employer match about $37,561 at 4% or $25,041 at 6%; with 100% employer match about $28,171 at 4% or $18,781 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$245,664$228,648 change

Balance Sheet

Beginning and end of plan year.

Total assets$17,016$245,664Increase +$228,648 (1,343.72%)
Total liabilities$0$0No change $0
Net assets$17,416$245,664Increase +$228,248 (1,310.56%)

Contributions

Employer contributions$18,351
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$71,648
Total expenses$0
Net income$71,648
Source fields
Schedule I source fields
Filing Id
91037263473135
Schedule I EIN
31-0937610
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
$17,016
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$17,416
Small plan total assets at end of year
$245,664
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$245,664
Small plan employer contributions
$18,351
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$53,297
Small plan total income
$71,648
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
$71,648
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 A
0
Small plan fidelity bond amount
$0
Small Loss Discovered Dur Year Amount
$0
Small Asset Undeterm Valuation Amount
$0
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Amount
$0
Small Res Terminate Plan Adpt Amount
$0