Civic Intelligence
Filing

Stephen L. Sharp, Aia, Architects 401K Retirement and Savings Plan

Sharpitecture Ltd • EIN 31-1574352 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 4

-1 • -20.00%

Assets

Up

$38,220 → $39,551

$1,331 • 3.48%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$1,331

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
200024$39,551$6,742$1,686iApproximate average salary by contribution assumption: employee only about $42,138 at 4% or $28,092 at 6%; with 50% employer match about $28,092 at 4% or $18,728 at 6%; with 100% employer match about $21,069 at 4% or $14,046 at 6%.
Stephen L. Sharp, Aia, Architects 401K Retirement and Savings PlanCurrent4$39,551$6,742$1,686iApproximate average salary by contribution assumption: employee only about $42,138 at 4% or $28,092 at 6%; with 50% employer match about $28,092 at 4% or $18,728 at 6%; with 100% employer match about $21,069 at 4% or $14,046 at 6%.
Stephen L. Sharp, Aia, Architects 401K Retirement and Savings Plan-0---
199915$38,220$9,064$1,813iApproximate average salary by contribution assumption: employee only about $45,320 at 4% or $30,213 at 6%; with 50% employer match about $30,213 at 4% or $20,142 at 6%; with 100% employer match about $22,660 at 4% or $15,107 at 6%.
Stephen L. Sharp, Aia, Architects 401K Retirement and Savings Plan-5$38,220$9,064$1,813iApproximate average salary by contribution assumption: employee only about $45,320 at 4% or $30,213 at 6%; with 50% employer match about $30,213 at 4% or $20,142 at 6%; with 100% employer match about $22,660 at 4% or $15,107 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037306073041
Form Id
9438920
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371306073040002
Ins Broker 01 Name
SW KRISNER
Ins Broker 01 Street Addr
2230 N. LIMESTONE ST
Ins Broker 01 City
SPRINGFIELD
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
45503
Ins Broker Comm Pd 01 Amount
$100
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037306073041
Form Id
9438920
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10371306073040002
Ins Broker 01 Name
LJ BAKER
Ins Broker 01 Street Addr
2230 N. LIMESTONE ST
Ins Broker 01 City
SPRINGFIELD
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
45503
Ins Broker Comm Pd 01 Amount
$100
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: LINCOLN NATIONAL LIFE INS CO
Filing Id
84037306073041
Form Id
9438920
Schedule A EIN
31-1574352
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
LINCOLN NATIONAL LIFE INS CO
Ins Carrier EIN
35-0472300
Ins Carrier Naic Code
65676
Ins Contract Num
GP68638
Ins Prsn Covered End of year Count
3
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$200
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$39,499
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
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
84037306073041
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371306073040003
Row 2
Filing Id
84037306073041
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371306073040003
DFE P1 Entity 01 Name
LNL SA24 SMALL CAP EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300124
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,082
Row 3
Filing Id
84037306073041
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10371306073040003
DFE P1 Entity 01 Name
LNL SA35 VIP# CONTRAFUND ACCT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300135
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,223
Row 4
Filing Id
84037306073041
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
10371306073040003
DFE P1 Entity 01 Name
LNL SA11 CORE EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300111
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,053
Row 5
Filing Id
84037306073041
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
10371306073040003
DFE P1 Entity 01 Name
LNL SA23 LARGE CAP EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300123
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,140
Row 6
Filing Id
84037306073041
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
4
Image Form Id
10371306073040003
DFE P1 Entity 01 Name
LNL SA42 JANUS ACCT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300142
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,732
Row 7
Filing Id
84037306073041
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
5
Image Form Id
10371306073040003
DFE P1 Entity 01 Name
LNL SA45 T. ROWE PRICE INTL EQUITY
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300145
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,269

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$39,551$1,331 change

Balance Sheet

Beginning and end of plan year.

Total assets$38,220$39,551Increase +$1,331 (3.48%)
Total liabilities$0$0No change $0
Net assets$38,220$39,551Increase +$1,331 (3.48%)

Contributions

Employer contributions$0
Participant contributions$6,742
Other contributions$0

Income & Expenses

Total income$1,331
Total expenses$0
Net income$1,331
Source fields
Schedule I source fields
Filing Id
84037306073041
Schedule I EIN
31-1574352
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$38,220
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$38,220
Small plan total assets at end of year
$39,551
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$39,551
Small plan employer contributions
$0
Small plan participant contributions
$6,742
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-5,411
Small plan total income
$1,331
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
$1,331
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
$10,000
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