Fidelity bond in place
Yes
Filing
Arc Technologies 401(K) Plan
Arc Technologies • EIN 33-0318783 • Plan year 2006
Filing Insights
Participants
Down74 → 69
-5 • -6.76%
Assets
Up$898,440 → $1,086,569
$188,129 • 20.94%
Investment Management Fee
-
Admin expenses - • Total expenses $62,425
Filing Details
Context- Net investment result
- $188,129
- Pension payor EIN
- 42-0127290
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $4,350 | - |
| Arc Technologies 401(K) Plan | - | 0 | $0 | $4,350 | - |
| 2013 | 1 | 20 | $1,077,530 | $14,788 | $739iApproximate average salary by contribution assumption: employee only about $18,485 at 4% or $12,323 at 6%; with 50% employer match about $12,323 at 4% or $8,216 at 6%; with 100% employer match about $9,243 at 4% or $6,162 at 6%. |
| Arc Technologies 401(K) Plan | - | 20 | $1,077,530 | $14,788 | $739iApproximate average salary by contribution assumption: employee only about $18,485 at 4% or $12,323 at 6%; with 50% employer match about $12,323 at 4% or $8,216 at 6%; with 100% employer match about $9,243 at 4% or $6,162 at 6%. |
| 2012 | 1 | 24 | $1,019,229 | $45,650 | $1,902iApproximate average salary by contribution assumption: employee only about $47,552 at 4% or $31,701 at 6%; with 50% employer match about $31,701 at 4% or $21,134 at 6%; with 100% employer match about $23,776 at 4% or $15,851 at 6%. |
| Arc Technologies 401(K) Plan | - | 24 | $1,019,229 | $45,650 | $1,902iApproximate average salary by contribution assumption: employee only about $47,552 at 4% or $31,701 at 6%; with 50% employer match about $31,701 at 4% or $21,134 at 6%; with 100% employer match about $23,776 at 4% or $15,851 at 6%. |
| 2011 | 1 | 29 | $1,007,605 | $225,603 | $7,779iApproximate average salary by contribution assumption: employee only about $194,485 at 4% or $129,657 at 6%; with 50% employer match about $129,657 at 4% or $86,438 at 6%; with 100% employer match about $97,243 at 4% or $64,828 at 6%. |
| Arc Technologies 401(K) Plan | - | 29 | $1,007,605 | $225,603 | $7,779iApproximate average salary by contribution assumption: employee only about $194,485 at 4% or $129,657 at 6%; with 50% employer match about $129,657 at 4% or $86,438 at 6%; with 100% employer match about $97,243 at 4% or $64,828 at 6%. |
| 2010 | 1 | 31 | $909,977 | $65,856 | $2,124iApproximate average salary by contribution assumption: employee only about $53,110 at 4% or $35,406 at 6%; with 50% employer match about $35,406 at 4% or $23,604 at 6%; with 100% employer match about $26,555 at 4% or $17,703 at 6%. |
| Arc Technologies 401(K) Plan | - | 31 | $909,977 | $65,856 | $2,124iApproximate average salary by contribution assumption: employee only about $53,110 at 4% or $35,406 at 6%; with 50% employer match about $35,406 at 4% or $23,604 at 6%; with 100% employer match about $26,555 at 4% or $17,703 at 6%. |
| 2009 | 1 | 34 | $948,296 | $73,487 | $2,161iApproximate average salary by contribution assumption: employee only about $54,035 at 4% or $36,023 at 6%; with 50% employer match about $36,023 at 4% or $24,015 at 6%; with 100% employer match about $27,017 at 4% or $18,012 at 6%. |
| Arc Technologies 401(K) Plan | - | 34 | $948,296 | $73,487 | $2,161iApproximate average salary by contribution assumption: employee only about $54,035 at 4% or $36,023 at 6%; with 50% employer match about $36,023 at 4% or $24,015 at 6%; with 100% employer match about $27,017 at 4% or $18,012 at 6%. |
| 2008 | 1 | 63 | $762,140 | $121,425 | $1,927iApproximate average salary by contribution assumption: employee only about $48,185 at 4% or $32,123 at 6%; with 50% employer match about $32,123 at 4% or $21,415 at 6%; with 100% employer match about $24,092 at 4% or $16,062 at 6%. |
| Arc Technologies 401(K) Plan | - | 63 | $762,140 | $121,425 | $1,927iApproximate average salary by contribution assumption: employee only about $48,185 at 4% or $32,123 at 6%; with 50% employer match about $32,123 at 4% or $21,415 at 6%; with 100% employer match about $24,092 at 4% or $16,062 at 6%. |
| 2007 | 1 | 64 | $1,099,450 | $111,876 | $1,748iApproximate average salary by contribution assumption: employee only about $43,702 at 4% or $29,134 at 6%; with 50% employer match about $29,134 at 4% or $19,423 at 6%; with 100% employer match about $21,851 at 4% or $14,567 at 6%. |
| Arc Technologies 401(K) Plan | - | 64 | $1,099,450 | $111,876 | $1,748iApproximate average salary by contribution assumption: employee only about $43,702 at 4% or $29,134 at 6%; with 50% employer match about $29,134 at 4% or $19,423 at 6%; with 100% employer match about $21,851 at 4% or $14,567 at 6%. |
| 2006 | 1 | 69 | $1,086,569 | $121,562 | $1,762iApproximate average salary by contribution assumption: employee only about $44,044 at 4% or $29,363 at 6%; with 50% employer match about $29,363 at 4% or $19,575 at 6%; with 100% employer match about $22,022 at 4% or $14,681 at 6%. |
| Arc Technologies 401(K) Plan | Current | 69 | $1,086,569 | $121,562 | $1,762iApproximate average salary by contribution assumption: employee only about $44,044 at 4% or $29,363 at 6%; with 50% employer match about $29,363 at 4% or $19,575 at 6%; with 100% employer match about $22,022 at 4% or $14,681 at 6%. |
| 2005 | 1 | 71 | $898,440 | $124,217 | $1,750iApproximate average salary by contribution assumption: employee only about $43,738 at 4% or $29,159 at 6%; with 50% employer match about $29,159 at 4% or $19,439 at 6%; with 100% employer match about $21,869 at 4% or $14,579 at 6%. |
| Arc Technologies 401(K) Plan | - | 71 | $898,440 | $124,217 | $1,750iApproximate average salary by contribution assumption: employee only about $43,738 at 4% or $29,159 at 6%; with 50% employer match about $29,159 at 4% or $19,439 at 6%; with 100% employer match about $21,869 at 4% or $14,579 at 6%. |
| 2004 | 1 | 69 | $730,636 | $90,832 | $1,316iApproximate average salary by contribution assumption: employee only about $32,910 at 4% or $21,940 at 6%; with 50% employer match about $21,940 at 4% or $14,627 at 6%; with 100% employer match about $16,455 at 4% or $10,970 at 6%. |
| Arc Technologies 401(K) Plan | - | 69 | $730,636 | $90,832 | $1,316iApproximate average salary by contribution assumption: employee only about $32,910 at 4% or $21,940 at 6%; with 50% employer match about $21,940 at 4% or $14,627 at 6%; with 100% employer match about $16,455 at 4% or $10,970 at 6%. |
| 2003 | 1 | 66 | $583,278 | $78,604 | $1,191iApproximate average salary by contribution assumption: employee only about $29,774 at 4% or $19,849 at 6%; with 50% employer match about $19,849 at 4% or $13,233 at 6%; with 100% employer match about $14,887 at 4% or $9,925 at 6%. |
| Arc Technologies 401(K) Plan | - | 66 | $583,278 | $78,604 | $1,191iApproximate average salary by contribution assumption: employee only about $29,774 at 4% or $19,849 at 6%; with 50% employer match about $19,849 at 4% or $13,233 at 6%; with 100% employer match about $14,887 at 4% or $9,925 at 6%. |
| 2002 | 1 | 72 | $461,444 | $79,953 | $1,110iApproximate average salary by contribution assumption: employee only about $27,761 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,338 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%. |
| Arc Technologies 401(K) Plan | - | 72 | $461,444 | $79,953 | $1,110iApproximate average salary by contribution assumption: employee only about $27,761 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,338 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%. |
| 2001 | 1 | 66 | $0 | $0 | - |
| Arc Technologies 401(K) Plan | - | 66 | - | - | - |
| 2000 | 1 | 58 | $505,791 | $80,810 | $1,393iApproximate average salary by contribution assumption: employee only about $34,832 at 4% or $23,221 at 6%; with 50% employer match about $23,221 at 4% or $15,481 at 6%; with 100% employer match about $17,416 at 4% or $11,611 at 6%. |
| Arc Technologies 401(K) Plan | - | 58 | $505,791 | $80,810 | $1,393iApproximate average salary by contribution assumption: employee only about $34,832 at 4% or $23,221 at 6%; with 50% employer match about $23,221 at 4% or $15,481 at 6%; with 100% employer match about $17,416 at 4% or $11,611 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037200097557
- Form Id
- 79003294
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6030377200097050002
- Ins Broker 01 Name
- LEONARD P UKRAINETZ
- Ins Broker 01 Street Addr
- 3240 SUMMIT DR
- Ins Broker 01 City
- ESCONDIDO
- Ins Broker 01 State
- CA
- Ins Broker 01 ZIP Code
- 920257532
- Ins Broker Comm Pd 01 Amount
- $1,451
- Ins Broker Fees Pd 01 Amount
- $52
- Ins Broker Fees Pd 01 Text
- REFERRAL/SERVICE FEE
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 84037200097557
- Form Id
- 79003294
- Schedule A EIN
- 33-0318783
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2006-01-01
- Schedule A Tax Period
- 20061231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 4-11266
- Ins Prsn Covered End of year Count
- 71
- Ins Policy From Date
- 2006-01-01
- Ins Policy To Date
- 2006-12-31
- Ins Broker Comm Total Amount
- $1,451
- Ins Broker Fees Total Amount
- $52
- Pension End of year Gen Account Amount
- $167,815
- Pension End of year Sep Account Amount
- $914,547
- 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
- FLEXIBLE INVESTMENT ANNUITY
- Pension End Prev Bal Amount
- $178,803
- Pension Contribution Dep Amount
- $20,079
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $5,625
- Pension Transfer From Amount
- $40
- Pension Other Amount
- $6,767
- Pension Other Text
- ROLLOVER, MKT VALUE CHANGE
- Pension Total Additions Amount
- $32,511
- Pension Total Bal Addn Amount
- $211,314
- Pension Bnfts Dsbrsd Amount
- $5,111
- Pension Admin Chrg Amount
- $1,690
- Pension Transfer To Amount
- $36,698
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $43,499
- Pension End of year Bal Amount
- $167,815
- 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
- 84037200097557
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6030377200097050003
- Row 2
- Filing Id
- 84037200097557
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTR LG-CAP GR II SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290067
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,250
- Row 3
- Filing Id
- 84037200097557
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL MONEY MKT SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290024
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $50,396
- Row 4
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2030 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290077
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,586
- Row 5
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2040 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290078
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $62
- Row 6
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2050 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290079
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $62
- Row 7
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN LIFETM STR INC SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290080
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $61
- Row 8
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTR LG-CAP BLD I SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290017
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $214,593
- Row 9
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL LG CO GRWTH SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290018
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,611
- Row 10
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTNR MD-CP GR II SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290047
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,208
- Row 11
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTR INTERNATIONAL SEP ACT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290048
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,718
- Row 12
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTR MD-CP GR I SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290056
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,535
- Row 13
- Filing Id
- 84037200097557
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL U.S. PROPERTY SEPACT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290027
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $49,382
- Row 14
- Filing Id
- 84037200097557
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL BOND AND MTG SEP ACC
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290005
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $102,678
- Row 15
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTR LG-CAP GR SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290025
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,520
- Row 16
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN PTR SM-CP GR II SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290071
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $11,435
- Row 17
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL DIVERS INTL SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290015
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $299,111
- Row 18
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2010 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290075
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $61
- Row 19
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRINCIPAL LIFETM 2020 SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290076
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $62
- Row 20
- Filing Id
- 84037200097557
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 6030377200097050003
- DFE P1 Entity 01 Name
- PRIN LG CP STK IDX SEP ACCT
- DFE P1 Spons 01 Name
- PRINCIPAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420127290016
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $105,217
- Row 21
- Filing Id
- 84037200097557
- Schedule D EIN
- 33-0318783
- 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$1,086,569$188,129 change
Balance Sheet
Beginning and end of plan year.
Total assets$898,440$1,086,569Increase +$188,129 (20.94%)
Total liabilities$0$0No change $0
Net assets$898,440$1,086,569Increase +$188,129 (20.94%)
Contributions
Employer contributions$17,125
Participant contributions$92,140
Other contributions$12,297
Income & Expenses
Total income$250,554
Total expenses$62,425
Net income$188,129
Source fields
- Schedule I source fields
- Filing Id
- 84037200097557
- Schedule I EIN
- 33-0318783
- 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
- $898,440
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $898,440
- Small plan total assets at end of year
- $1,086,569
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,086,569
- Small plan employer contributions
- $17,125
- Small plan participant contributions
- $92,140
- Small Oth Contribution Rcvd Amount
- $12,297
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $128,992
- Small plan total income
- $250,554
- Small plan total benefit distributions
- $60,692
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $1,733
- Small plan total expenses
- $62,425
- Small plan net income or loss
- $188,129
- 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
- $100,000
- 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 EIN42-0127290
Transfers
Distributed property value$0
Schedule R source fields
- Payor 42-0127290
- Filing Id
- 84037200097557
- Schedule R EIN
- 33-0318783
- 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
- 42-0127290
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0