Civic Intelligence
Filing

Nowdocs.Com 401K Retirement Plan

Nowdocs.Com • EIN 33-0832151 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

13 → 0

-13 • -100.00%

Assets

Down

$29,881 → $18,957

-$10,924 • -36.56%

Investment Management Fee

-

Admin expenses - • Total expenses $12,418

Filing Details

Context
Net investment result
$-10,925
Pension payor EIN
39-0989781

Status Flags

Fidelity bond in place

No

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200610$0$0-
Nowdocs.Com 401K Retirement Plan-0---
200510$18,957$0-
Nowdocs.Com 401K Retirement PlanCurrent0$18,957--
200410$29,881$0-
Nowdocs.Com 401K Retirement Plan-0$29,881--
200210$263,499$12,162-
Nowdocs.Com 401K Retirement Plan-0$263,499$12,162-
200116$514,695$421,121$70,187iApproximate average salary by contribution assumption: employee only about $1,754,671 at 4% or $1,169,781 at 6%; with 50% employer match about $1,169,781 at 4% or $779,854 at 6%; with 100% employer match about $877,335 at 4% or $584,890 at 6%.
Nowdocs.Com 401K Retirement Plan-6$514,695$421,121$70,187iApproximate average salary by contribution assumption: employee only about $1,754,671 at 4% or $1,169,781 at 6%; with 50% employer match about $1,169,781 at 4% or $779,854 at 6%; with 100% employer match about $877,335 at 4% or $584,890 at 6%.
20001195$571,825$658,090$3,375iApproximate average salary by contribution assumption: employee only about $84,371 at 4% or $56,247 at 6%; with 50% employer match about $56,247 at 4% or $37,498 at 6%; with 100% employer match about $42,185 at 4% or $28,124 at 6%.
Nowdocs.Com 401K Retirement Plan-195$571,825$658,090$3,375iApproximate average salary by contribution assumption: employee only about $84,371 at 4% or $56,247 at 6%; with 50% employer match about $56,247 at 4% or $37,498 at 6%; with 100% employer match about $42,185 at 4% or $28,124 at 6%.
1999131$30,608$28,937$933iApproximate average salary by contribution assumption: employee only about $23,336 at 4% or $15,558 at 6%; with 50% employer match about $15,558 at 4% or $10,372 at 6%; with 100% employer match about $11,668 at 4% or $7,779 at 6%.
Nowdocs.Com 401K Retirement Plan-31$30,608$28,937$933iApproximate average salary by contribution assumption: employee only about $23,336 at 4% or $15,558 at 6%; with 50% employer match about $15,558 at 4% or $10,372 at 6%; with 100% employer match about $11,668 at 4% or $7,779 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037271237316
Form Id
72953024
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376271237060002
Ins Broker 01 Name
WILLIAM G. RYAN
Ins Broker 01 Street Addr
27412 ALISO CREEK RD
Ins Broker 01 City
ALISO VIEJO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
92656
Ins Broker Comm Pd 01 Amount
$52
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: TRANSAMERICA LIFE INSURANCE COMPANY
Filing Id
84037271237316
Form Id
72953024
Schedule A EIN
33-0832151
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
TRANSAMERICA LIFE INSURANCE COMPANY
Ins Carrier EIN
39-0989781
Ins Carrier Naic Code
86231
Ins Contract Num
980302-000
Ins Prsn Covered End of year Count
12
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$52
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$18,957
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
84037271237316
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781101
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,872
Row 2
Filing Id
84037271237316
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376271237060003
Row 3
Filing Id
84037271237316
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY INDEX FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781102
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$491
Row 4
Filing Id
84037271237316
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA BALANCED FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781119
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$819
Row 5
Filing Id
84037271237316
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA BOND FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,502
Row 6
Filing Id
84037271237316
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA CASH MANAGEMENT FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781105
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,874
Row 7
Filing Id
84037271237316
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA HIGH YIELD BOND FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781103
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$476
Row 8
Filing Id
84037271237316
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA AGGRESSIVE GROWTH FUND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781166
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,583
Row 9
Filing Id
84037271237316
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA GROWTH OPPORTUNITIES
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,249
Row 10
Filing Id
84037271237316
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TRANSAMERICA CORE EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$69
Row 11
Filing Id
84037271237316
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
5020376271237060003
DFE P1 Entity 01 Name
TI FIDELITY ADVISOR EQUITY INCOME
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781185
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$22
Row 12
Filing Id
84037271237316
Schedule D EIN
33-0832151
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20051231

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$18,957-$10,924 change

Balance Sheet

Beginning and end of plan year.

Total assets$29,881$18,957Decrease -$10,924 (-36.56%)
Total liabilities$0$0No change $0
Net assets$29,881$18,957Decrease -$10,924 (-36.56%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$1,493
Total expenses$12,418
Net income$-10,925
Source fields
Schedule I source fields
Filing Id
84037271237316
Schedule I EIN
33-0832151
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$29,881
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$29,881
Small plan total assets at end of year
$18,957
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$18,957
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$1,493
Small plan total income
$1,493
Small plan total benefit distributions
$12,126
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$292
Small plan total expenses
$12,418
Small plan net income or loss
$-10,925
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
No
Small plan fidelity bond amount
$0
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
Yes
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 EIN39-0989781

Transfers

Distributed property value$0
Schedule R source fields
Payor 39-0989781
Filing Id
84037271237316
Schedule R EIN
33-0832151
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
39-0989781
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0