Civic Intelligence
Filing

William E Powers 401K Profit Sharing Plan & Trust

William E Powers • EIN 33-0500593 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

14 → 8

-6 • -42.86%

Assets

Up

$70,852 → $138,122

$67,270 • 94.94%

Investment Management Fee

-

Admin expenses - • Total expenses $6,280

Filing Details

Context
Net investment result
$67,269
Pension payor EIN
16-1124166

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
200119$0$0-
William E Powers 401K Profit Sharing Plan & Trust-9---
200018$177,274$53,661$6,708iApproximate average salary by contribution assumption: employee only about $167,691 at 4% or $111,794 at 6%; with 50% employer match about $111,794 at 4% or $74,529 at 6%; with 100% employer match about $83,845 at 4% or $55,897 at 6%.
William E Powers 401K Profit Sharing Plan & Trust-8$177,274$53,661$6,708iApproximate average salary by contribution assumption: employee only about $167,691 at 4% or $111,794 at 6%; with 50% employer match about $111,794 at 4% or $74,529 at 6%; with 100% employer match about $83,845 at 4% or $55,897 at 6%.
199918$138,122$52,383$6,548iApproximate average salary by contribution assumption: employee only about $163,697 at 4% or $109,131 at 6%; with 50% employer match about $109,131 at 4% or $72,754 at 6%; with 100% employer match about $81,848 at 4% or $54,566 at 6%.
William E Powers 401K Profit Sharing Plan & TrustCurrent8$138,122$52,383$6,548iApproximate average salary by contribution assumption: employee only about $163,697 at 4% or $109,131 at 6%; with 50% employer match about $109,131 at 4% or $72,754 at 6%; with 100% employer match about $81,848 at 4% or $54,566 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$138,122$67,270 change

Balance Sheet

Beginning and end of plan year.

Total assets$70,852$138,122Increase +$67,270 (94.94%)
Total liabilities$0$0No change $0
Net assets$70,852$138,122Increase +$67,270 (94.94%)

Contributions

Employer contributions$14,223
Participant contributions$38,160
Other contributions$0

Income & Expenses

Total income$73,549
Total expenses$6,280
Net income$67,269
Source fields
Schedule I source fields
Filing Id
56037137041521
Schedule I EIN
33-0500593
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
$70,852
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$70,852
Small plan total assets at end of year
$138,122
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$138,122
Small plan employer contributions
$14,223
Small plan participant contributions
$38,160
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$21,166
Small plan total income
$73,549
Small plan total benefit distributions
$6,280
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$6,280
Small plan net income or loss
$67,269
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
$20,000
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 EIN16-1124166

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1124166
Filing Id
56037137041521
Schedule R EIN
33-0500593
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
16-1124166
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0