Civic Intelligence
Filing

Precise Tooling Solutions Inc Retirement Plan

Precise Tooling Solutions Inc. • EIN 35-1716551 • Columbus, IN • Plan year 2000

3150 North Scott Dr.Columbus, IN 47201
Filing Insights

Participants

Up

47 → 50

3 • 6.38%

Assets

Up

$156,584 → $248,324

$91,740 • 58.59%

Investment Management Fee

-

Admin expenses - • Total expenses $5,056

Filing Details

Context
Net investment result
$82,126
Pension payor EIN
35-0145825

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

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$1,737-
Precise Tooling Solutions Inc Retirement Plan-0$0$1,737-
2023116$346,467$46,795$2,925iApproximate average salary by contribution assumption: employee only about $73,117 at 4% or $48,745 at 6%; with 50% employer match about $48,745 at 4% or $32,497 at 6%; with 100% employer match about $36,559 at 4% or $24,372 at 6%.
Precise Tooling Solutions Inc Retirement Plan-16$346,467$46,795$2,925iApproximate average salary by contribution assumption: employee only about $73,117 at 4% or $48,745 at 6%; with 50% employer match about $48,745 at 4% or $32,497 at 6%; with 100% employer match about $36,559 at 4% or $24,372 at 6%.
2022123$327,647$50,449$2,193iApproximate average salary by contribution assumption: employee only about $54,836 at 4% or $36,557 at 6%; with 50% employer match about $36,557 at 4% or $24,371 at 6%; with 100% employer match about $27,418 at 4% or $18,279 at 6%.
Precise Tooling Solutions Inc Retirement Plan-23$327,647$50,449$2,193iApproximate average salary by contribution assumption: employee only about $54,836 at 4% or $36,557 at 6%; with 50% employer match about $36,557 at 4% or $24,371 at 6%; with 100% employer match about $27,418 at 4% or $18,279 at 6%.
2021227$951,363$57,511$2,130iApproximate average salary by contribution assumption: employee only about $53,251 at 4% or $35,501 at 6%; with 50% employer match about $35,501 at 4% or $23,667 at 6%; with 100% employer match about $26,625 at 4% or $17,750 at 6%.
Precise Tooling Solutions Inc Retirement Plan-27$951,363$57,511$2,130iApproximate average salary by contribution assumption: employee only about $53,251 at 4% or $35,501 at 6%; with 50% employer match about $35,501 at 4% or $23,667 at 6%; with 100% employer match about $26,625 at 4% or $17,750 at 6%.
PRECISE TOOLING SOLUTIONS INC MEDOVA LIFESTYLE HEALTH PLAN-0$0$0-
2020225$769,515$154,432$6,177iApproximate average salary by contribution assumption: employee only about $154,432 at 4% or $102,955 at 6%; with 50% employer match about $102,955 at 4% or $68,636 at 6%; with 100% employer match about $77,216 at 4% or $51,477 at 6%.
Precise Tooling Solutions Inc Retirement Plan-25$769,431$154,284$6,171iApproximate average salary by contribution assumption: employee only about $154,284 at 4% or $102,856 at 6%; with 50% employer match about $102,856 at 4% or $68,571 at 6%; with 100% employer match about $77,142 at 4% or $51,428 at 6%.
PRECISE TOOLING SOLUTIONS INC MEDOVA LIFESTYLE HEALTH PLAN-0$84$148-
2019132$690,834$57,474$1,796iApproximate average salary by contribution assumption: employee only about $44,902 at 4% or $29,934 at 6%; with 50% employer match about $29,934 at 4% or $19,956 at 6%; with 100% employer match about $22,451 at 4% or $14,967 at 6%.
Precise Tooling Solutions Inc Retirement Plan-32$690,834$57,474$1,796iApproximate average salary by contribution assumption: employee only about $44,902 at 4% or $29,934 at 6%; with 50% employer match about $29,934 at 4% or $19,956 at 6%; with 100% employer match about $22,451 at 4% or $14,967 at 6%.
2018132$943,744$47,918$1,497iApproximate average salary by contribution assumption: employee only about $37,436 at 4% or $24,957 at 6%; with 50% employer match about $24,957 at 4% or $16,638 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%.
Precise Tooling Solutions Inc Retirement Plan-32$943,744$47,918$1,497iApproximate average salary by contribution assumption: employee only about $37,436 at 4% or $24,957 at 6%; with 50% employer match about $24,957 at 4% or $16,638 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%.
2017123$1,035,753$51,571$2,242iApproximate average salary by contribution assumption: employee only about $56,055 at 4% or $37,370 at 6%; with 50% employer match about $37,370 at 4% or $24,914 at 6%; with 100% employer match about $28,028 at 4% or $18,685 at 6%.
Precise Tooling Solutions Inc Retirement Plan-23$1,035,753$51,571$2,242iApproximate average salary by contribution assumption: employee only about $56,055 at 4% or $37,370 at 6%; with 50% employer match about $37,370 at 4% or $24,914 at 6%; with 100% employer match about $28,028 at 4% or $18,685 at 6%.
2016131$1,005,597$67,107$2,165iApproximate average salary by contribution assumption: employee only about $54,119 at 4% or $36,079 at 6%; with 50% employer match about $36,079 at 4% or $24,053 at 6%; with 100% employer match about $27,059 at 4% or $18,040 at 6%.
Precise Tooling Solutions Inc Retirement Plan-31$1,005,597$67,107$2,165iApproximate average salary by contribution assumption: employee only about $54,119 at 4% or $36,079 at 6%; with 50% employer match about $36,079 at 4% or $24,053 at 6%; with 100% employer match about $27,059 at 4% or $18,040 at 6%.
2015230$1,963,086$188,744$6,291iApproximate average salary by contribution assumption: employee only about $157,287 at 4% or $104,858 at 6%; with 50% employer match about $104,858 at 4% or $69,905 at 6%; with 100% employer match about $78,643 at 4% or $52,429 at 6%.
PRECISE MOLD 401(K) RETIREMENT PLAN-30$981,543$94,372$3,146iApproximate average salary by contribution assumption: employee only about $78,643 at 4% or $52,429 at 6%; with 50% employer match about $52,429 at 4% or $34,953 at 6%; with 100% employer match about $39,322 at 4% or $26,214 at 6%.
Precise Tooling Solutions Inc Retirement Plan-30$981,543$94,372$3,146iApproximate average salary by contribution assumption: employee only about $78,643 at 4% or $52,429 at 6%; with 50% employer match about $52,429 at 4% or $34,953 at 6%; with 100% employer match about $39,322 at 4% or $26,214 at 6%.
2014144$1,231,173$41,926$953iApproximate average salary by contribution assumption: employee only about $23,822 at 4% or $15,881 at 6%; with 50% employer match about $15,881 at 4% or $10,587 at 6%; with 100% employer match about $11,911 at 4% or $7,941 at 6%.
Precise Tooling Solutions Inc Retirement Plan-44$1,231,173$41,926$953iApproximate average salary by contribution assumption: employee only about $23,822 at 4% or $15,881 at 6%; with 50% employer match about $15,881 at 4% or $10,587 at 6%; with 100% employer match about $11,911 at 4% or $7,941 at 6%.
2013133$1,123,818$75,177$2,278iApproximate average salary by contribution assumption: employee only about $56,952 at 4% or $37,968 at 6%; with 50% employer match about $37,968 at 4% or $25,312 at 6%; with 100% employer match about $28,476 at 4% or $18,984 at 6%.
Precise Tooling Solutions Inc Retirement Plan-33$1,123,818$75,177$2,278iApproximate average salary by contribution assumption: employee only about $56,952 at 4% or $37,968 at 6%; with 50% employer match about $37,968 at 4% or $25,312 at 6%; with 100% employer match about $28,476 at 4% or $18,984 at 6%.
2012133$878,374$75,220$2,279iApproximate average salary by contribution assumption: employee only about $56,985 at 4% or $37,990 at 6%; with 50% employer match about $37,990 at 4% or $25,327 at 6%; with 100% employer match about $28,492 at 4% or $18,995 at 6%.
Precise Tooling Solutions Inc Retirement Plan-33$878,374$75,220$2,279iApproximate average salary by contribution assumption: employee only about $56,985 at 4% or $37,990 at 6%; with 50% employer match about $37,990 at 4% or $25,327 at 6%; with 100% employer match about $28,492 at 4% or $18,995 at 6%.
2011133$760,496$85,543$2,592iApproximate average salary by contribution assumption: employee only about $64,805 at 4% or $43,204 at 6%; with 50% employer match about $43,204 at 4% or $28,802 at 6%; with 100% employer match about $32,403 at 4% or $21,602 at 6%.
Precise Tooling Solutions Inc Retirement Plan-33$760,496$85,543$2,592iApproximate average salary by contribution assumption: employee only about $64,805 at 4% or $43,204 at 6%; with 50% employer match about $43,204 at 4% or $28,802 at 6%; with 100% employer match about $32,403 at 4% or $21,602 at 6%.
2010130$730,641$43,732$1,458iApproximate average salary by contribution assumption: employee only about $36,443 at 4% or $24,296 at 6%; with 50% employer match about $24,296 at 4% or $16,197 at 6%; with 100% employer match about $18,222 at 4% or $12,148 at 6%.
Precise Tooling Solutions Inc Retirement Plan-30$730,641$43,732$1,458iApproximate average salary by contribution assumption: employee only about $36,443 at 4% or $24,296 at 6%; with 50% employer match about $24,296 at 4% or $16,197 at 6%; with 100% employer match about $18,222 at 4% or $12,148 at 6%.
2009132$744,831$28,435$889iApproximate average salary by contribution assumption: employee only about $22,215 at 4% or $14,810 at 6%; with 50% employer match about $14,810 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%.
Precise Tooling Solutions Inc Retirement Plan-32$744,831$28,435$889iApproximate average salary by contribution assumption: employee only about $22,215 at 4% or $14,810 at 6%; with 50% employer match about $14,810 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%.
2008135$603,056$86,450$2,470iApproximate average salary by contribution assumption: employee only about $61,750 at 4% or $41,167 at 6%; with 50% employer match about $41,167 at 4% or $27,444 at 6%; with 100% employer match about $30,875 at 4% or $20,583 at 6%.
Precise Tooling Solutions Inc Retirement Plan-35$603,056$86,450$2,470iApproximate average salary by contribution assumption: employee only about $61,750 at 4% or $41,167 at 6%; with 50% employer match about $41,167 at 4% or $27,444 at 6%; with 100% employer match about $30,875 at 4% or $20,583 at 6%.
2007131$0$0-
Precise Tooling Solutions Inc Retirement Plan-31---
2006139$743,969$101,288$2,597iApproximate average salary by contribution assumption: employee only about $64,928 at 4% or $43,285 at 6%; with 50% employer match about $43,285 at 4% or $28,857 at 6%; with 100% employer match about $32,464 at 4% or $21,643 at 6%.
Precise Tooling Solutions Inc Retirement Plan-39$743,969$101,288$2,597iApproximate average salary by contribution assumption: employee only about $64,928 at 4% or $43,285 at 6%; with 50% employer match about $43,285 at 4% or $28,857 at 6%; with 100% employer match about $32,464 at 4% or $21,643 at 6%.
2005132$572,045$77,407$2,419iApproximate average salary by contribution assumption: employee only about $60,474 at 4% or $40,316 at 6%; with 50% employer match about $40,316 at 4% or $26,877 at 6%; with 100% employer match about $30,237 at 4% or $20,158 at 6%.
Precise Tooling Solutions Inc Retirement Plan-32$572,045$77,407$2,419iApproximate average salary by contribution assumption: employee only about $60,474 at 4% or $40,316 at 6%; with 50% employer match about $40,316 at 4% or $26,877 at 6%; with 100% employer match about $30,237 at 4% or $20,158 at 6%.
2004137$538,349$102,992$2,784iApproximate average salary by contribution assumption: employee only about $69,589 at 4% or $46,393 at 6%; with 50% employer match about $46,393 at 4% or $30,929 at 6%; with 100% employer match about $34,795 at 4% or $23,196 at 6%.
Precise Tooling Solutions Inc Retirement Plan-37$538,349$102,992$2,784iApproximate average salary by contribution assumption: employee only about $69,589 at 4% or $46,393 at 6%; with 50% employer match about $46,393 at 4% or $30,929 at 6%; with 100% employer match about $34,795 at 4% or $23,196 at 6%.
2003144$458,722$94,919$2,157iApproximate average salary by contribution assumption: employee only about $53,931 at 4% or $35,954 at 6%; with 50% employer match about $35,954 at 4% or $23,969 at 6%; with 100% employer match about $26,966 at 4% or $17,977 at 6%.
Precise Tooling Solutions Inc Retirement Plan-44$458,722$94,919$2,157iApproximate average salary by contribution assumption: employee only about $53,931 at 4% or $35,954 at 6%; with 50% employer match about $35,954 at 4% or $23,969 at 6%; with 100% employer match about $26,966 at 4% or $17,977 at 6%.
2002144$0$0-
Precise Tooling Solutions Inc Retirement Plan-44---
2001147$280,083$95,055$2,022iApproximate average salary by contribution assumption: employee only about $50,561 at 4% or $33,707 at 6%; with 50% employer match about $33,707 at 4% or $22,472 at 6%; with 100% employer match about $25,281 at 4% or $16,854 at 6%.
Precise Tooling Solutions Inc Retirement Plan-47$280,083$95,055$2,022iApproximate average salary by contribution assumption: employee only about $50,561 at 4% or $33,707 at 6%; with 50% employer match about $33,707 at 4% or $22,472 at 6%; with 100% employer match about $25,281 at 4% or $16,854 at 6%.
2000150$248,324$109,009$2,180iApproximate average salary by contribution assumption: employee only about $54,504 at 4% or $36,336 at 6%; with 50% employer match about $36,336 at 4% or $24,224 at 6%; with 100% employer match about $27,252 at 4% or $18,168 at 6%.
Precise Tooling Solutions Inc Retirement PlanCurrent50$248,324$109,009$2,180iApproximate average salary by contribution assumption: employee only about $54,504 at 4% or $36,336 at 6%; with 50% employer match about $36,336 at 4% or $24,224 at 6%; with 100% employer match about $27,252 at 4% or $18,168 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
91037199251132
Form Id
18109212
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372155234030002
Ins Broker 01 Name
WILLIAM HARDWICK
Ins Broker 01 Street Addr
16 PUBLIC SQUARE SUITE A
Ins Broker 01 City
SHELBYVILLE
Ins Broker 01 State
IN
Ins Broker 01 ZIP Code
46176
Ins Broker Comm Pd 01 Amount
$554
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: AMERICAN UNITED LIFE INSURANCE COMPANY
Filing Id
91037199251132
Form Id
18109212
Schedule A EIN
35-1716551
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
AMERICAN UNITED LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0145825
Ins Carrier Naic Code
60895
Ins Contract Num
GA99779
Ins Prsn Covered End of year Count
49
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$554
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$17,337
Pension End of year Sep Account Amount
$215,366
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$5,979
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,345
Pension Transfer From Amount
$599
Pension Other Amount
$166,199
Pension Other Text
TRANSFER FROM OUTSIDE INVESTMENTS
Pension Total Additions Amount
$174,122
Pension Total Bal Addn Amount
$174,122
Pension Bnfts Dsbrsd Amount
$966
Pension Admin Chrg Amount
$500
Pension Transfer To Amount
$155,319
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$156,785
Pension End of year Bal Amount
$17,337
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
91037199251132
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372155234030003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT II
DFE P1 Spons 01 Name
AMERICAN UNITED LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350145825000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$215,366
Row 2
Filing Id
91037199251132
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372155234030003

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$248,324$91,740 change

Balance Sheet

Beginning and end of plan year.

Total assets$156,584$248,324Increase +$91,740 (58.59%)
Total liabilities$0$0No change $0
Net assets$156,584$248,324Increase +$91,740 (58.59%)

Contributions

Employer contributions$12,214
Participant contributions$96,295
Other contributions$500

Income & Expenses

Total income$87,182
Total expenses$5,056
Net income$82,126
Source fields
Schedule I source fields
Filing Id
91037199251132
Schedule I EIN
35-1716551
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$156,584
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$156,584
Small plan total assets at end of year
$248,324
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$248,324
Small plan employer contributions
$12,214
Small plan participant contributions
$96,295
Small Oth Contribution Rcvd Amount
$500
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-21,827
Small plan total income
$87,182
Small plan total benefit distributions
$4,556
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$500
Small plan total expenses
$5,056
Small plan net income or loss
$82,126
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
Yes
Small Mortg Participants End of year Amount
$2,908
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
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 EIN35-0145825

Transfers

Distributed property value$0
Schedule R source fields
Payor 35-0145825
Filing Id
91037199251132
Schedule R EIN
35-1716551
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
35-0145825
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0