Civic Intelligence
Filing

Document Technology Systems Ltd., 401K Retirement Plan

Document Technology Systems Ltd • EIN 34-1842075 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Up

15 → 16

1 • 6.67%

Assets

Up

$277,489 → $408,436

$130,947 • 47.19%

Investment Management Fee

-

Admin expenses - • Total expenses $5,298

Filing Details

Context
Net investment result
$130,947

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
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$611,835$73,338$2,821iApproximate average salary by contribution assumption: employee only about $70,517 at 4% or $47,012 at 6%; with 50% employer match about $47,012 at 4% or $31,341 at 6%; with 100% employer match about $35,259 at 4% or $23,506 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-26$611,835$73,338$2,821iApproximate average salary by contribution assumption: employee only about $70,517 at 4% or $47,012 at 6%; with 50% employer match about $47,012 at 4% or $31,341 at 6%; with 100% employer match about $35,259 at 4% or $23,506 at 6%.
2008127$441,408$70,216$2,601iApproximate average salary by contribution assumption: employee only about $65,015 at 4% or $43,343 at 6%; with 50% employer match about $43,343 at 4% or $28,895 at 6%; with 100% employer match about $32,507 at 4% or $21,672 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-27$441,408$70,216$2,601iApproximate average salary by contribution assumption: employee only about $65,015 at 4% or $43,343 at 6%; with 50% employer match about $43,343 at 4% or $28,895 at 6%; with 100% employer match about $32,507 at 4% or $21,672 at 6%.
2006116$605,290$104,921$6,558iApproximate average salary by contribution assumption: employee only about $163,939 at 4% or $109,293 at 6%; with 50% employer match about $109,293 at 4% or $72,862 at 6%; with 100% employer match about $81,970 at 4% or $54,646 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-16$605,290$104,921$6,558iApproximate average salary by contribution assumption: employee only about $163,939 at 4% or $109,293 at 6%; with 50% employer match about $109,293 at 4% or $72,862 at 6%; with 100% employer match about $81,970 at 4% or $54,646 at 6%.
2005117$536,449$92,568$5,445iApproximate average salary by contribution assumption: employee only about $136,129 at 4% or $90,753 at 6%; with 50% employer match about $90,753 at 4% or $60,502 at 6%; with 100% employer match about $68,065 at 4% or $45,376 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-17$536,449$92,568$5,445iApproximate average salary by contribution assumption: employee only about $136,129 at 4% or $90,753 at 6%; with 50% employer match about $90,753 at 4% or $60,502 at 6%; with 100% employer match about $68,065 at 4% or $45,376 at 6%.
2004116$408,436$98,187$6,137iApproximate average salary by contribution assumption: employee only about $153,417 at 4% or $102,278 at 6%; with 50% employer match about $102,278 at 4% or $68,185 at 6%; with 100% employer match about $76,709 at 4% or $51,139 at 6%.
Document Technology Systems Ltd., 401K Retirement PlanCurrent16$408,436$98,187$6,137iApproximate average salary by contribution assumption: employee only about $153,417 at 4% or $102,278 at 6%; with 50% employer match about $102,278 at 4% or $68,185 at 6%; with 100% employer match about $76,709 at 4% or $51,139 at 6%.
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$47,088$28,162$5,632iApproximate average salary by contribution assumption: employee only about $140,810 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,405 at 4% or $46,937 at 6%.
Document Technology Systems Ltd., 401K Retirement Plan-5$47,088$28,162$5,632iApproximate average salary by contribution assumption: employee only about $140,810 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,405 at 4% or $46,937 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037209299065
Form Id
59412567
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4010375209299060002
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
441220000
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
84037209299065
Form Id
59412567
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
4010375209299060002
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
441220000
Ins Broker Comm Pd 01 Amount
$1,882
Ins Broker Fees Pd 01 Amount
$0
Row 3
Ins Carrier Name: ING LIFE INSURANCE AND ANNUITY COMPANY
Filing Id
84037209299065
Form Id
59412567
Schedule A EIN
34-1842075
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
ING LIFE INSURANCE AND ANNUITY COMPANY
Ins Carrier Naic Code
3
Ins Contract Num
PHD050
Ins Prsn Covered End of year Count
16
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$1,882
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$26,014
Pension End of year Sep Account Amount
$382,422
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
$18,865
Pension Contribution Dep Amount
$98,187
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$759
Pension Transfer From Amount
$5,723
Pension Other Amount
$0
Pension Total Additions Amount
$104,669
Pension Total Bal Addn Amount
$123,534
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$225
Pension Transfer To Amount
$97,295
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$97,520
Pension End of year Bal Amount
$26,014
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$408,436$130,947 change

Balance Sheet

Beginning and end of plan year.

Total assets$277,489$408,436Increase +$130,947 (47.19%)
Total liabilities$0$0No change $0
Net assets$277,489$408,436Increase +$130,947 (47.19%)

Contributions

Employer contributions$15,798
Participant contributions$82,389
Other contributions$0

Income & Expenses

Total income$136,245
Total expenses$5,298
Net income$130,947
Source fields
Schedule I source fields
Filing Id
84037209299065
Schedule I EIN
34-1842075
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$277,489
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$277,489
Small plan total assets at end of year
$408,436
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$408,436
Small plan employer contributions
$15,798
Small plan participant contributions
$82,389
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$38,058
Small plan total income
$136,245
Small plan total benefit distributions
$5,298
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$5,298
Small plan net income or loss
$130,947
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
$75,000
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