Civic Intelligence
Filing

Engineering Development Labs Inc Retirement Plan & Trust

Engineering Development Laboratories • EIN 31-1176055 • Plan year 1999

Filing Insights

Participants

Down

70 → 58

-12 • -17.14%

Assets

Up

$2,778,155 → $3,123,078

$344,923 • 12.42%

Investment Management Fee

-

Admin expenses - • Total expenses $295,765

Filing Details

Context
Net investment result
$344,923
Pension payor EIN
39-6423733

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
200110$0$0-
Engineering Development Labs Inc Retirement Plan & Trust-0---
2000161$3,236,834$419,517$6,877iApproximate average salary by contribution assumption: employee only about $171,933 at 4% or $114,622 at 6%; with 50% employer match about $114,622 at 4% or $76,415 at 6%; with 100% employer match about $85,967 at 4% or $57,311 at 6%.
Engineering Development Labs Inc Retirement Plan & Trust-61$3,236,834$419,517$6,877iApproximate average salary by contribution assumption: employee only about $171,933 at 4% or $114,622 at 6%; with 50% employer match about $114,622 at 4% or $76,415 at 6%; with 100% employer match about $85,967 at 4% or $57,311 at 6%.
1999158$3,123,078$395,423$6,818iApproximate average salary by contribution assumption: employee only about $170,441 at 4% or $113,627 at 6%; with 50% employer match about $113,627 at 4% or $75,752 at 6%; with 100% employer match about $85,220 at 4% or $56,814 at 6%.
Engineering Development Labs Inc Retirement Plan & TrustCurrent58$3,123,078$395,423$6,818iApproximate average salary by contribution assumption: employee only about $170,441 at 4% or $113,627 at 6%; with 50% employer match about $113,627 at 4% or $75,752 at 6%; with 100% employer match about $85,220 at 4% or $56,814 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
56037123312311
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371123312060002
DFE P1 Entity 01 Name
FIRSTAR COLLECTIVE INVESTMENT FUNDS
DFE P1 Spons 01 Name
FIRSTAR NA
DFE P1 Plan 01 EIN Plan number
396040067001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$54,379
Row 2
Filing Id
56037123312311
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371123312060002

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$3,123,078$344,923 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,778,155$3,123,078Increase +$344,923 (12.42%)
Total liabilities$0$0No change $0
Net assets$2,778,155$3,123,078Increase +$344,923 (12.42%)

Contributions

Employer contributions$126,197
Participant contributions$269,226
Other contributions$0

Income & Expenses

Total income$640,688
Total expenses$295,765
Net income$344,923
Source fields
Schedule I source fields
Filing Id
56037123312311
Schedule I EIN
31-1176055
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$2,778,155
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,778,155
Small plan total assets at end of year
$3,123,078
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$3,123,078
Small plan employer contributions
$126,197
Small plan participant contributions
$269,226
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$245,265
Small plan total income
$640,688
Small plan total benefit distributions
$294,835
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$930
Small plan total expenses
$295,765
Small plan net income or loss
$344,923
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
$69,737
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
$200,000
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
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 EIN39-6423733

Transfers

Distributed property value$0
Schedule R source fields
Payor 39-6423733
Filing Id
56037123312311
Schedule R EIN
31-1176055
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
39-6423733
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0