Civic Intelligence
Filing

Mack Industries Inc. Union 401K Plan

Mack Industries Inc. • EIN 34-0934842 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

202 → 198

-4 • -1.98%

Assets

Up

$1,384,023 → $1,648,932

$264,909 • 19.14%

Investment Management Fee

0.00%

$0

Admin expenses $0 • Total expenses $77,678

Filing Details

Context
Net investment result
$264,909
Pension payor EIN
47-0914306

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
GRANT THORNTON, LLPEIN 33-6055558Accountant---

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242625$36,801,044$4,035,000$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-625$36,801,044$4,035,000$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
Mack Industries Inc. Employee Benefit Plan-618---
20232590$32,981,952$3,232,366$5,479iApproximate average salary by contribution assumption: employee only about $136,965 at 4% or $91,310 at 6%; with 50% employer match about $91,310 at 4% or $60,873 at 6%; with 100% employer match about $68,482 at 4% or $45,655 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-590$32,981,952$3,232,366$5,479iApproximate average salary by contribution assumption: employee only about $136,965 at 4% or $91,310 at 6%; with 50% employer match about $91,310 at 4% or $60,873 at 6%; with 100% employer match about $68,482 at 4% or $45,655 at 6%.
Mack Industries Inc. Employee Benefit Plan-580---
20222547$26,616,496$2,548,673$4,659iApproximate average salary by contribution assumption: employee only about $116,484 at 4% or $77,656 at 6%; with 50% employer match about $77,656 at 4% or $51,771 at 6%; with 100% employer match about $58,242 at 4% or $38,828 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-547$26,616,496$2,548,673$4,659iApproximate average salary by contribution assumption: employee only about $116,484 at 4% or $77,656 at 6%; with 50% employer match about $77,656 at 4% or $51,771 at 6%; with 100% employer match about $58,242 at 4% or $38,828 at 6%.
Mack Industries Inc. Employee Benefit Plan-538---
20212544$30,976,949$2,252,004$4,140iApproximate average salary by contribution assumption: employee only about $103,493 at 4% or $68,995 at 6%; with 50% employer match about $68,995 at 4% or $45,997 at 6%; with 100% employer match about $51,746 at 4% or $34,498 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-523$30,976,949$2,252,004$4,306iApproximate average salary by contribution assumption: employee only about $107,648 at 4% or $71,766 at 6%; with 50% employer match about $71,766 at 4% or $47,844 at 6%; with 100% employer match about $53,824 at 4% or $35,883 at 6%.
Mack Industries Inc. Employee Benefit Plan-544---
20202540$27,625,139$2,092,514$3,875iApproximate average salary by contribution assumption: employee only about $96,876 at 4% or $64,584 at 6%; with 50% employer match about $64,584 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-425$27,625,139$2,092,514$4,924iApproximate average salary by contribution assumption: employee only about $123,089 at 4% or $82,059 at 6%; with 50% employer match about $82,059 at 4% or $54,706 at 6%; with 100% employer match about $61,545 at 4% or $41,030 at 6%.
Mack Industries Inc. Employee Benefit Plan-540---
20192588$22,786,446$1,649,921$2,806iApproximate average salary by contribution assumption: employee only about $70,150 at 4% or $46,766 at 6%; with 50% employer match about $46,766 at 4% or $31,178 at 6%; with 100% employer match about $35,075 at 4% or $23,383 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-374$22,786,446$1,649,921$4,412iApproximate average salary by contribution assumption: employee only about $110,289 at 4% or $73,526 at 6%; with 50% employer match about $73,526 at 4% or $49,017 at 6%; with 100% employer match about $55,144 at 4% or $36,763 at 6%.
Mack Industries Inc. Employee Benefit Plan-588---
20182479$19,122,385$1,225,811$2,559iApproximate average salary by contribution assumption: employee only about $63,978 at 4% or $42,652 at 6%; with 50% employer match about $42,652 at 4% or $28,434 at 6%; with 100% employer match about $31,989 at 4% or $21,326 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-479$19,122,385$1,225,811$2,559iApproximate average salary by contribution assumption: employee only about $63,978 at 4% or $42,652 at 6%; with 50% employer match about $42,652 at 4% or $28,434 at 6%; with 100% employer match about $31,989 at 4% or $21,326 at 6%.
Mack Industries Inc. Employee Benefit Plan-473---
20172488$20,322,830$1,150,091$2,357iApproximate average salary by contribution assumption: employee only about $58,919 at 4% or $39,279 at 6%; with 50% employer match about $39,279 at 4% or $26,186 at 6%; with 100% employer match about $29,459 at 4% or $19,640 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-476$20,322,830$1,150,091$2,416iApproximate average salary by contribution assumption: employee only about $60,404 at 4% or $40,269 at 6%; with 50% employer match about $40,269 at 4% or $26,846 at 6%; with 100% employer match about $30,202 at 4% or $20,135 at 6%.
Mack Industries Inc. Employee Benefit Plan-488---
20163496$18,022,045$1,242,726$2,505iApproximate average salary by contribution assumption: employee only about $62,637 at 4% or $41,758 at 6%; with 50% employer match about $41,758 at 4% or $27,839 at 6%; with 100% employer match about $31,319 at 4% or $20,879 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-459$18,022,045$1,121,207$2,443iApproximate average salary by contribution assumption: employee only about $61,068 at 4% or $40,712 at 6%; with 50% employer match about $40,712 at 4% or $27,141 at 6%; with 100% employer match about $30,534 at 4% or $20,356 at 6%.
Mack Industries Inc. Employee Benefit Plan-496---
Mack Industries Inc. Union 401K Plan-0-$121,519-
20153408$15,983,264$1,108,524$2,717iApproximate average salary by contribution assumption: employee only about $67,924 at 4% or $45,283 at 6%; with 50% employer match about $45,283 at 4% or $30,189 at 6%; with 100% employer match about $33,962 at 4% or $22,641 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-289$12,533,391$887,439$3,071iApproximate average salary by contribution assumption: employee only about $76,768 at 4% or $51,179 at 6%; with 50% employer match about $51,179 at 4% or $34,119 at 6%; with 100% employer match about $38,384 at 4% or $25,589 at 6%.
Mack Industries Inc. Union 401K Plan-140$3,449,873$221,085$1,579iApproximate average salary by contribution assumption: employee only about $39,479 at 4% or $26,320 at 6%; with 50% employer match about $26,320 at 4% or $17,546 at 6%; with 100% employer match about $19,740 at 4% or $13,160 at 6%.
Mack Industries Inc. Employee Benefit Plan-408---
20143393$16,398,018$843,529$2,146iApproximate average salary by contribution assumption: employee only about $53,660 at 4% or $35,773 at 6%; with 50% employer match about $35,773 at 4% or $23,849 at 6%; with 100% employer match about $26,830 at 4% or $17,887 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-269$12,964,068$641,542$2,385iApproximate average salary by contribution assumption: employee only about $59,623 at 4% or $39,749 at 6%; with 50% employer match about $39,749 at 4% or $26,499 at 6%; with 100% employer match about $29,811 at 4% or $19,874 at 6%.
Mack Industries Inc. Union 401K Plan-144$3,433,950$201,987$1,403iApproximate average salary by contribution assumption: employee only about $35,067 at 4% or $23,378 at 6%; with 50% employer match about $23,378 at 4% or $15,585 at 6%; with 100% employer match about $17,534 at 4% or $11,689 at 6%.
Mack Industries Inc. Employee Benefit Plan-393---
20132245$15,922,843$701,223$2,862iApproximate average salary by contribution assumption: employee only about $71,553 at 4% or $47,702 at 6%; with 50% employer match about $47,702 at 4% or $31,801 at 6%; with 100% employer match about $35,777 at 4% or $23,851 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-245$12,323,734$509,045$2,078iApproximate average salary by contribution assumption: employee only about $51,943 at 4% or $34,629 at 6%; with 50% employer match about $34,629 at 4% or $23,086 at 6%; with 100% employer match about $25,972 at 4% or $17,314 at 6%.
Mack Industries Inc. Union 401K Plan-131$3,599,109$192,178$1,467iApproximate average salary by contribution assumption: employee only about $36,675 at 4% or $24,450 at 6%; with 50% employer match about $24,450 at 4% or $16,300 at 6%; with 100% employer match about $18,338 at 4% or $12,225 at 6%.
20123329$13,438,138$605,756$1,841iApproximate average salary by contribution assumption: employee only about $46,030 at 4% or $30,687 at 6%; with 50% employer match about $30,687 at 4% or $20,458 at 6%; with 100% employer match about $23,015 at 4% or $15,343 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-207$10,106,279$386,816$1,869iApproximate average salary by contribution assumption: employee only about $46,717 at 4% or $31,145 at 6%; with 50% employer match about $31,145 at 4% or $20,763 at 6%; with 100% employer match about $23,358 at 4% or $15,572 at 6%.
Mack Industries Inc. Union 401K Plan-121$3,331,859$218,940$1,809iApproximate average salary by contribution assumption: employee only about $45,236 at 4% or $30,157 at 6%; with 50% employer match about $30,157 at 4% or $20,105 at 6%; with 100% employer match about $22,618 at 4% or $15,079 at 6%.
Mack Industries Inc. Employee Benefit Plan-329---
20113472$11,900,335$588,912$1,248iApproximate average salary by contribution assumption: employee only about $31,192 at 4% or $20,795 at 6%; with 50% employer match about $20,795 at 4% or $13,863 at 6%; with 100% employer match about $15,596 at 4% or $10,397 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-216$8,930,833$391,624$1,813iApproximate average salary by contribution assumption: employee only about $45,327 at 4% or $30,218 at 6%; with 50% employer match about $30,218 at 4% or $20,145 at 6%; with 100% employer match about $22,663 at 4% or $15,109 at 6%.
Mack Industries Inc. Union 401K Plan-123$2,969,502$197,288$1,604iApproximate average salary by contribution assumption: employee only about $40,099 at 4% or $26,733 at 6%; with 50% employer match about $26,733 at 4% or $17,822 at 6%; with 100% employer match about $20,050 at 4% or $13,366 at 6%.
Mack Industries Inc. Employee Benefit Plan-472---
20103484$12,353,145$620,203$1,281iApproximate average salary by contribution assumption: employee only about $32,035 at 4% or $21,357 at 6%; with 50% employer match about $21,357 at 4% or $14,238 at 6%; with 100% employer match about $16,018 at 4% or $10,678 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-233$9,482,885$413,657$1,775iApproximate average salary by contribution assumption: employee only about $44,384 at 4% or $29,589 at 6%; with 50% employer match about $29,589 at 4% or $19,726 at 6%; with 100% employer match about $22,192 at 4% or $14,795 at 6%.
Mack Industries Inc. Union 401K Plan-128$2,870,260$206,546$1,614iApproximate average salary by contribution assumption: employee only about $40,341 at 4% or $26,894 at 6%; with 50% employer match about $26,894 at 4% or $17,929 at 6%; with 100% employer match about $20,171 at 4% or $13,447 at 6%.
Mack Industries Inc. Employee Benefit Plan-484---
20093292$11,185,653$616,978$2,113iApproximate average salary by contribution assumption: employee only about $52,823 at 4% or $35,216 at 6%; with 50% employer match about $35,216 at 4% or $23,477 at 6%; with 100% employer match about $26,412 at 4% or $17,608 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-240$8,560,255$468,496$1,952iApproximate average salary by contribution assumption: employee only about $48,802 at 4% or $32,534 at 6%; with 50% employer match about $32,534 at 4% or $21,690 at 6%; with 100% employer match about $24,401 at 4% or $16,267 at 6%.
Mack Industries Inc. Union 401K Plan-116$2,625,398$148,482$1,280iApproximate average salary by contribution assumption: employee only about $32,000 at 4% or $21,334 at 6%; with 50% employer match about $21,334 at 4% or $14,222 at 6%; with 100% employer match about $16,000 at 4% or $10,667 at 6%.
Mack Industries Inc. Employee Benefit Plan-292---
20082255$9,341,061$1,065,561$4,179iApproximate average salary by contribution assumption: employee only about $104,467 at 4% or $69,645 at 6%; with 50% employer match about $69,645 at 4% or $46,430 at 6%; with 100% employer match about $52,233 at 4% or $34,822 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-255$7,004,179$788,778$3,093iApproximate average salary by contribution assumption: employee only about $77,331 at 4% or $51,554 at 6%; with 50% employer match about $51,554 at 4% or $34,369 at 6%; with 100% employer match about $38,666 at 4% or $25,777 at 6%.
Mack Industries Inc. Union 401K Plan-131$2,336,882$276,783$2,113iApproximate average salary by contribution assumption: employee only about $52,821 at 4% or $35,214 at 6%; with 50% employer match about $35,214 at 4% or $23,476 at 6%; with 100% employer match about $26,411 at 4% or $17,607 at 6%.
20073449$12,153,369$1,144,073$2,548iApproximate average salary by contribution assumption: employee only about $63,701 at 4% or $42,467 at 6%; with 50% employer match about $42,467 at 4% or $28,312 at 6%; with 100% employer match about $31,851 at 4% or $21,234 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-344$9,296,016$817,877$2,378iApproximate average salary by contribution assumption: employee only about $59,439 at 4% or $39,626 at 6%; with 50% employer match about $39,626 at 4% or $26,417 at 6%; with 100% employer match about $29,719 at 4% or $19,813 at 6%.
Mack Industries Inc. Union 401K Plan-148$2,857,353$326,196$2,204iApproximate average salary by contribution assumption: employee only about $55,101 at 4% or $36,734 at 6%; with 50% employer match about $36,734 at 4% or $24,489 at 6%; with 100% employer match about $27,550 at 4% or $18,367 at 6%.
Mack Industries Inc. Employee Benefit Plan-449---
20063587$10,905,143$1,148,553$1,957iApproximate average salary by contribution assumption: employee only about $48,916 at 4% or $32,611 at 6%; with 50% employer match about $32,611 at 4% or $21,741 at 6%; with 100% employer match about $24,458 at 4% or $16,305 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-587$8,586,004$814,830$1,388iApproximate average salary by contribution assumption: employee only about $34,703 at 4% or $23,135 at 6%; with 50% employer match about $23,135 at 4% or $15,424 at 6%; with 100% employer match about $17,352 at 4% or $11,568 at 6%.
Mack Industries Inc. Union 401K Plan-185$2,319,139$333,723$1,804iApproximate average salary by contribution assumption: employee only about $45,098 at 4% or $30,065 at 6%; with 50% employer match about $30,065 at 4% or $20,043 at 6%; with 100% employer match about $22,549 at 4% or $15,033 at 6%.
Mack Industries Inc. Employee Benefit Plan-474---
20053526$9,512,500$1,216,033$2,312iApproximate average salary by contribution assumption: employee only about $57,796 at 4% or $38,531 at 6%; with 50% employer match about $38,531 at 4% or $25,687 at 6%; with 100% employer match about $28,898 at 4% or $19,265 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-342$7,544,751$903,595$2,642iApproximate average salary by contribution assumption: employee only about $66,052 at 4% or $44,035 at 6%; with 50% employer match about $44,035 at 4% or $29,357 at 6%; with 100% employer match about $33,026 at 4% or $22,017 at 6%.
Mack Industries Inc. Union 401K Plan-229$1,967,749$312,438$1,364iApproximate average salary by contribution assumption: employee only about $34,109 at 4% or $22,739 at 6%; with 50% employer match about $22,739 at 4% or $15,160 at 6%; with 100% employer match about $17,054 at 4% or $11,370 at 6%.
Mack Industries Inc. Employee Benefit Plan-526---
20043460$7,959,090$955,059$2,076iApproximate average salary by contribution assumption: employee only about $51,905 at 4% or $34,604 at 6%; with 50% employer match about $34,604 at 4% or $23,069 at 6%; with 100% employer match about $25,953 at 4% or $17,302 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-290$6,310,158$720,610$2,485iApproximate average salary by contribution assumption: employee only about $62,122 at 4% or $41,414 at 6%; with 50% employer match about $41,414 at 4% or $27,610 at 6%; with 100% employer match about $31,061 at 4% or $20,707 at 6%.
Mack Industries Inc. Union 401K PlanCurrent198$1,648,932$234,449$1,184iApproximate average salary by contribution assumption: employee only about $29,602 at 4% or $19,735 at 6%; with 50% employer match about $19,735 at 4% or $13,157 at 6%; with 100% employer match about $14,801 at 4% or $9,867 at 6%.
Mack Industries Inc. Employee Benefit Plan-460---
20033470$0$0-
Mack Industries Inc. Employee Benefit Plan-470---
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-275---
Mack Industries Inc. Union 401K Plan-182---
20023425$4,961,671$520,349$1,224iApproximate average salary by contribution assumption: employee only about $30,609 at 4% or $20,406 at 6%; with 50% employer match about $20,406 at 4% or $13,604 at 6%; with 100% employer match about $15,304 at 4% or $10,203 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-267$3,899,956$349,370$1,309iApproximate average salary by contribution assumption: employee only about $32,713 at 4% or $21,808 at 6%; with 50% employer match about $21,808 at 4% or $14,539 at 6%; with 100% employer match about $16,356 at 4% or $10,904 at 6%.
Mack Industries Inc. Union 401K Plan-166$1,061,715$170,979$1,030iApproximate average salary by contribution assumption: employee only about $25,750 at 4% or $17,167 at 6%; with 50% employer match about $17,167 at 4% or $11,444 at 6%; with 100% employer match about $12,875 at 4% or $8,583 at 6%.
Mack Industries Inc. Employee Benefit Plan-425---
20014222$9,922,195$1,003,314$4,519iApproximate average salary by contribution assumption: employee only about $112,986 at 4% or $75,324 at 6%; with 50% employer match about $75,324 at 4% or $50,216 at 6%; with 100% employer match about $56,493 at 4% or $37,662 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-222$4,435,368$418,756$1,886iApproximate average salary by contribution assumption: employee only about $47,157 at 4% or $31,438 at 6%; with 50% employer match about $31,438 at 4% or $20,959 at 6%; with 100% employer match about $23,579 at 4% or $15,719 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-222$4,435,368$418,756$1,886iApproximate average salary by contribution assumption: employee only about $47,157 at 4% or $31,438 at 6%; with 50% employer match about $31,438 at 4% or $20,959 at 6%; with 100% employer match about $23,579 at 4% or $15,719 at 6%.
Mack Industries Inc. Union 401K Plan-144$1,051,459$165,802$1,151iApproximate average salary by contribution assumption: employee only about $28,785 at 4% or $19,190 at 6%; with 50% employer match about $19,190 at 4% or $12,793 at 6%; with 100% employer match about $14,393 at 4% or $9,595 at 6%.
Mack Industries Inc. Employee Benefit Plan-139---
20003281$5,116,179$687,629$2,447iApproximate average salary by contribution assumption: employee only about $61,177 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,588 at 4% or $20,392 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-281$4,169,594$559,076$1,990iApproximate average salary by contribution assumption: employee only about $49,740 at 4% or $33,160 at 6%; with 50% employer match about $33,160 at 4% or $22,107 at 6%; with 100% employer match about $24,870 at 4% or $16,580 at 6%.
Mack Industries Inc. Union 401K Plan-117$946,585$128,553$1,099iApproximate average salary by contribution assumption: employee only about $27,469 at 4% or $18,312 at 6%; with 50% employer match about $18,312 at 4% or $12,208 at 6%; with 100% employer match about $13,734 at 4% or $9,156 at 6%.
Mack Industries Inc. Employee Benefit Plan-135---
19993271$6,787,200$520,869$1,922iApproximate average salary by contribution assumption: employee only about $48,051 at 4% or $32,034 at 6%; with 50% employer match about $32,034 at 4% or $21,356 at 6%; with 100% employer match about $24,025 at 4% or $16,017 at 6%.
Mack Industries Inc. 401K Profit Sharing Plan Non-Union-271$5,492,062$390,854$1,442iApproximate average salary by contribution assumption: employee only about $36,057 at 4% or $24,038 at 6%; with 50% employer match about $24,038 at 4% or $16,025 at 6%; with 100% employer match about $18,028 at 4% or $12,019 at 6%.
Mack Industries Inc. Union 401K Plan-103$1,295,138$130,015$1,262iApproximate average salary by contribution assumption: employee only about $31,557 at 4% or $21,038 at 6%; with 50% employer match about $21,038 at 4% or $14,025 at 6%; with 100% employer match about $15,779 at 4% or $10,519 at 6%.
Mack Industries Inc. Employee Benefit Plan-142---
Schedule Details

Schedule D

Row 1
Filing Id
91037347314305
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4040375322330030002
DFE P1 Entity 01 Name
FIRST AMERICAN STABLE ASSET ADVISOR
DFE P1 Spons 01 Name
US BANK, NATIONAL ASSOCIATION
DFE P1 Plan 01 EIN Plan number
410417860003
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$644,576
Row 2
Filing Id
91037347314305
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4040375322330030002
Row 3
Filing Id
91037347314305
Schedule D EIN
34-0934842
Schedule D Plan number
003
Schedule D Plan Year Begin Date
2004-01-01
Schedule D Tax Period
20041231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$1,648,932$264,909 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,384,023$1,648,932Increase +$264,909 (19.14%)
Total liabilities$0$0No change $0
Net assets$1,384,023$1,648,932Increase +$264,909 (19.14%)

Contributions

Employer contributions$51,299
Participant contributions$183,150
Other contributions$0
Total contributions$234,449

Income & Investment Result

Total income$342,587
Interest$4,492
Dividends$0
Net income$264,909

Expenses & Fees

Benefits paid$77,162
Investment management$0
Administrative expenses$0
Total expenses$77,678

Accountant

FirmGRANT THORNTON, LLP
Firm EIN33-6055558

Compliance

Fidelity bondYes
Fidelity bond amount$1,000,000
Participant loans$96,239
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $1,384,023Total assets at end of year: $1,648,932Total liabilities at end of year: $0Net income or loss: $264,909
Filing Id
91037347314305
Schedule H EIN
34-0934842
Schedule H Plan number
003
Schedule H Plan Year Begin Date
2004-01-01
Schedule H Tax Period
20041231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$13
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$77,606
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$1,306,404
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$1,384,023
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$1,384,023
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$972
Participants Contribution End of year Amount
$5,932
Other Receivables End of year Amount
$192
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$96,239
Interest Common Tr End of year Amount
$644,576
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$901,021
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$1,648,932
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$1,648,932
Employer contributions
$51,299
Participant contributions
$183,150
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$234,449
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$4,492
Interest On Oth Investment Amount
$0
Total interest income
$4,492
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$218,131
Aggregate Costs Amount
$215,132
Net gain or loss on sale of assets
$2,999
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$78,893
Other Income Amount
$21,754
Total income
$342,587
Participant distributions
$77,162
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$77,162
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
516
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$0
Total expenses
$77,678
Net income or loss
$264,909
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
Yes
Accountant firm name
GRANT THORNTON, LLP
Accountant firm EIN
33-6055558
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$1,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN47-0914306

Transfers

Distributed property value$0
Schedule R source fields
Payor 47-0914306
Filing Id
91037347314305
Schedule R EIN
34-0934842
Schedule R Plan number
003
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
47-0914306
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0