Civic Intelligence
Filing

Document Technology Systems Ltd., 401K Retirement Plan

Document Technology Systems Ltd • EIN 34-1842075 • Plan year 1999

Filing Insights

Participants

Flat

5 → 5

0 • 0.00%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$3,927$88,888$14,815iApproximate average salary by contribution assumption: employee only about $370,367 at 4% or $246,911 at 6%; with 50% employer match about $246,911 at 4% or $164,607 at 6%; with 100% employer match about $185,183 at 4% or $123,456 at 6%.
DOCUMENT TECHNOLOGY SYSTEM SOCA BENEFIT PLAN-6$3,927$88,888$14,815iApproximate average salary by contribution assumption: employee only about $370,367 at 4% or $246,911 at 6%; with 50% employer match about $246,911 at 4% or $164,607 at 6%; with 100% employer match about $185,183 at 4% or $123,456 at 6%.
202316$3,539$77,076$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
DOCUMENT TECHNOLOGY SYSTEM SOCA BENEFIT PLAN-6$3,539$77,076$12,846iApproximate average salary by contribution assumption: employee only about $321,150 at 4% or $214,100 at 6%; with 50% employer match about $214,100 at 4% or $142,733 at 6%; with 100% employer match about $160,575 at 4% or $107,050 at 6%.
202216$2,503$81,264$13,544iApproximate average salary by contribution assumption: employee only about $338,600 at 4% or $225,733 at 6%; with 50% employer match about $225,733 at 4% or $150,489 at 6%; with 100% employer match about $169,300 at 4% or $112,867 at 6%.
DOCUMENT TECHNOLOGY SYSTEM SOCA BENEFIT PLAN-6$2,503$81,264$13,544iApproximate average salary by contribution assumption: employee only about $338,600 at 4% or $225,733 at 6%; with 50% employer match about $225,733 at 4% or $150,489 at 6%; with 100% employer match about $169,300 at 4% or $112,867 at 6%.
202010$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-0$0--
2019112$721,559$17,464$1,455iApproximate average salary by contribution assumption: employee only about $36,383 at 4% or $24,256 at 6%; with 50% employer match about $24,256 at 4% or $16,170 at 6%; with 100% employer match about $18,192 at 4% or $12,128 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-12$721,559$17,464$1,455iApproximate average salary by contribution assumption: employee only about $36,383 at 4% or $24,256 at 6%; with 50% employer match about $24,256 at 4% or $16,170 at 6%; with 100% employer match about $18,192 at 4% or $12,128 at 6%.
2018113$667,108$27,849$2,142iApproximate average salary by contribution assumption: employee only about $53,556 at 4% or $35,704 at 6%; with 50% employer match about $35,704 at 4% or $23,803 at 6%; with 100% employer match about $26,778 at 4% or $17,852 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-13$667,108$27,849$2,142iApproximate average salary by contribution assumption: employee only about $53,556 at 4% or $35,704 at 6%; with 50% employer match about $35,704 at 4% or $23,803 at 6%; with 100% employer match about $26,778 at 4% or $17,852 at 6%.
2017113$669,714$5,100$392iApproximate average salary by contribution assumption: employee only about $9,808 at 4% or $6,538 at 6%; with 50% employer match about $6,538 at 4% or $4,359 at 6%; with 100% employer match about $4,904 at 4% or $3,269 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-13$669,714$5,100$392iApproximate average salary by contribution assumption: employee only about $9,808 at 4% or $6,538 at 6%; with 50% employer match about $6,538 at 4% or $4,359 at 6%; with 100% employer match about $4,904 at 4% or $3,269 at 6%.
2016115$591,718$88,033$5,869iApproximate average salary by contribution assumption: employee only about $146,722 at 4% or $97,814 at 6%; with 50% employer match about $97,814 at 4% or $65,210 at 6%; with 100% employer match about $73,361 at 4% or $48,907 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-15$591,718$88,033$5,869iApproximate average salary by contribution assumption: employee only about $146,722 at 4% or $97,814 at 6%; with 50% employer match about $97,814 at 4% or $65,210 at 6%; with 100% employer match about $73,361 at 4% or $48,907 at 6%.
2015116$480,095$25,396$1,587iApproximate average salary by contribution assumption: employee only about $39,681 at 4% or $26,454 at 6%; with 50% employer match about $26,454 at 4% or $17,636 at 6%; with 100% employer match about $19,841 at 4% or $13,227 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-16$480,095$25,396$1,587iApproximate average salary by contribution assumption: employee only about $39,681 at 4% or $26,454 at 6%; with 50% employer match about $26,454 at 4% or $17,636 at 6%; with 100% employer match about $19,841 at 4% or $13,227 at 6%.
2014117$463,623$38,960$2,292iApproximate average salary by contribution assumption: employee only about $57,294 at 4% or $38,196 at 6%; with 50% employer match about $38,196 at 4% or $25,464 at 6%; with 100% employer match about $28,647 at 4% or $19,098 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-17$463,623$38,960$2,292iApproximate average salary by contribution assumption: employee only about $57,294 at 4% or $38,196 at 6%; with 50% employer match about $38,196 at 4% or $25,464 at 6%; with 100% employer match about $28,647 at 4% or $19,098 at 6%.
201316$406,045$8,965$1,494iApproximate average salary by contribution assumption: employee only about $37,354 at 4% or $24,903 at 6%; with 50% employer match about $24,903 at 4% or $16,602 at 6%; with 100% employer match about $18,677 at 4% or $12,451 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-6$406,045$8,965$1,494iApproximate average salary by contribution assumption: employee only about $37,354 at 4% or $24,903 at 6%; with 50% employer match about $24,903 at 4% or $16,602 at 6%; with 100% employer match about $18,677 at 4% or $12,451 at 6%.
2012110$588,214$11,511$1,151iApproximate average salary by contribution assumption: employee only about $28,777 at 4% or $19,185 at 6%; with 50% employer match about $19,185 at 4% or $12,790 at 6%; with 100% employer match about $14,389 at 4% or $9,593 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-10$588,214$11,511$1,151iApproximate average salary by contribution assumption: employee only about $28,777 at 4% or $19,185 at 6%; with 50% employer match about $19,185 at 4% or $12,790 at 6%; with 100% employer match about $14,389 at 4% or $9,593 at 6%.
2011113$633,485$22,437$1,726iApproximate average salary by contribution assumption: employee only about $43,148 at 4% or $28,765 at 6%; with 50% employer match about $28,765 at 4% or $19,177 at 6%; with 100% employer match about $21,574 at 4% or $14,383 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-13$633,485$22,437$1,726iApproximate average salary by contribution assumption: employee only about $43,148 at 4% or $28,765 at 6%; with 50% employer match about $28,765 at 4% or $19,177 at 6%; with 100% employer match about $21,574 at 4% or $14,383 at 6%.
2010115$703,176$36,527$2,435iApproximate average salary by contribution assumption: employee only about $60,878 at 4% or $40,586 at 6%; with 50% employer match about $40,586 at 4% or $27,057 at 6%; with 100% employer match about $30,439 at 4% or $20,293 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-15$703,176$36,527$2,435iApproximate average salary by contribution assumption: employee only about $60,878 at 4% or $40,586 at 6%; with 50% employer match about $40,586 at 4% or $27,057 at 6%; with 100% employer match about $30,439 at 4% or $20,293 at 6%.
2009126$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-26---
2008127$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-27---
2006116$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-16---
2005117$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-17---
2004116$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-16---
2003115$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-15---
2002112$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-12---
2001112$0$0-
Document Technology Systems Ltd., 401K Retirement Plan-12---
199915$0$0-
Document Technology Systems Ltd., 401K Retirement PlanCurrent5---
Schedule Details

Schedule A

Row 1
Filing Id
56037341069560
Form Id
819353
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30370341069060002
Ins Broker 01 Name
DEAN LEONAKIS
Ins Broker 01 Street Addr
28601 CHAGRIN BLVD #650
Ins Broker 01 City
BEACHWOOD
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
44122
Ins Broker Comm Pd 01 Amount
$405
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
56037341069560
Form Id
819353
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30370341069060002
Ins Broker 01 Name
JEFFREY CONCEPCION
Ins Broker 01 Street Addr
28601 CHAGRIN BLVD #650
Ins Broker 01 City
BEACHWOOD
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
44122
Ins Broker Comm Pd 01 Amount
$68
Ins Broker Fees Pd 01 Amount
$0
Row 3
Ins Carrier Name: AETNA LIFE INSURANCE
Filing Id
56037341069560
Form Id
819353
Schedule A EIN
34-1842075
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
AETNA LIFE INSURANCE
Ins Carrier Naic Code
3
Ins Contract Num
PHD050
Ins Prsn Covered End of year Count
5
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$473
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$47,088
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
2
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$10,817
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$17,345
Pension Other Amount
$0
Pension Total Additions Amount
$28,162
Pension Total Bal Addn Amount
$28,162
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$28,162
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$28,162
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 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$47,088

Balance Sheet

Beginning and end of plan year.

Total assets$6,204$47,088Increase +$40,884 (658.99%)
Total liabilities$0$0No change $0
Net assets$6,204$47,088Increase +$40,884 (658.99%)

Contributions

Employer contributions$2,163
Participant contributions$25,999
Other contributions$0

Income & Expenses

Total income$40,884
Total expenses$0
Net income$40,884
Source fields
Schedule I source fields
Filing Id
56037341069560
Schedule I EIN
34-1842075
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small Total Assets Beginning of year Amount
$6,204
Small Total Liabilities Beginning of year Amount
$0
Small Net Assets Beginning of year Amount
$6,204
Small Total Assets End of year Amount
$47,088
Small Total Liabilities End of year Amount
$0
Small Net Assets End of year Amount
$47,088
Small Employer Contribution Income Amount
$2,163
Small Participant Contribution Amount
$25,999
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$12,722
Small Total Income Amount
$40,884
Small Total Distribution Bnft Amount
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small Total Expenses Amount
$0
Small Net Income Amount
$40,884
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 Loans In Default Indicator
No
Small Loans In Default Amount
$0
Small Leases In Default Indicator
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 Ins Fidelity Bond Indicator
Yes
Small Plan Ins Fidelity Bond Amount
$10,000
Small Loss Discovered Dur Year Indicator
No
Small Loss Discovered Dur Year Amount
$0
Small Asset Undeterm Valuation Indicator
No
Small Asset Undeterm Valuation Amount
$0
Small Non Cash Contribution Indicator
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small All Plan Asset Distribution Indicator
No
Small Res Terminate Plan Adpt Indicator
No
Small Res Terminate Plan Adpt Amount
$0