Fidelity bond in place
No
Great Dune Fsi • EIN 35-1843473 • Plan year 1999
Participants
Up2 → 3
1 • 50.00%
Assets
Up$51,654 → $126,134
$74,480 • 144.19%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
ContextStatus 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
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 2 | $83,721 | $0 | - |
| Great Dune Fsi Profit Sharing Plan | - | 2 | $83,721 | - | - |
| 2002 | 1 | 2 | $65,700 | $0 | - |
| Great Dune Fsi Profit Sharing Plan | - | 2 | $65,700 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Great Dune Fsi Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 3 | $126,134 | $26,011 | $8,670iApproximate average salary by contribution assumption: employee only about $216,758 at 4% or $144,506 at 6%; with 50% employer match about $144,506 at 4% or $96,337 at 6%; with 100% employer match about $108,379 at 4% or $72,253 at 6%. |
| Great Dune Fsi Profit Sharing Plan | Current | 3 | $126,134 | $26,011 | $8,670iApproximate average salary by contribution assumption: employee only about $216,758 at 4% or $144,506 at 6%; with 50% employer match about $144,506 at 4% or $96,337 at 6%; with 100% employer match about $108,379 at 4% or $72,253 at 6%. |
Schedule I Financial Statement
Balance sheet and activity values reported by the filer for this small-plan annual return.
Beginning and end of plan year.