Fidelity bond in place
No
Filing
SUMMIT INSTALLATION INC 401K PLAN AND TRUST
Summit Installation Inc. • EIN 35-1939708 • Plan year 2000
Filing Insights
Participants
Down29 → 18
-11 • -37.93%
Assets
Up$193,169 → $234,193
$41,024 • 21.24%
Investment Management Fee
-
Admin expenses - • Total expenses $9,294
Filing Details
Context- Net investment result
- $41,024
- Pension payor EIN
- 31-4156830
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 33 | $339,253 | $47,475 | $1,439iApproximate average salary by contribution assumption: employee only about $35,966 at 4% or $23,977 at 6%; with 50% employer match about $23,977 at 4% or $15,985 at 6%; with 100% employer match about $17,983 at 4% or $11,989 at 6%. |
| Summit Installation Inc. 401 K Profit Sharing Plan | - | 33 | $339,253 | $47,475 | $1,439iApproximate average salary by contribution assumption: employee only about $35,966 at 4% or $23,977 at 6%; with 50% employer match about $23,977 at 4% or $15,985 at 6%; with 100% employer match about $17,983 at 4% or $11,989 at 6%. |
| 2003 | 1 | 39 | $313,831 | $57,794 | $1,482iApproximate average salary by contribution assumption: employee only about $37,047 at 4% or $24,698 at 6%; with 50% employer match about $24,698 at 4% or $16,466 at 6%; with 100% employer match about $18,524 at 4% or $12,349 at 6%. |
| Summit Installation Inc. 401 K Profit Sharing Plan | - | 39 | $313,831 | $57,794 | $1,482iApproximate average salary by contribution assumption: employee only about $37,047 at 4% or $24,698 at 6%; with 50% employer match about $24,698 at 4% or $16,466 at 6%; with 100% employer match about $18,524 at 4% or $12,349 at 6%. |
| 2002 | 1 | 33 | $210,651 | $56,438 | $1,710iApproximate average salary by contribution assumption: employee only about $42,756 at 4% or $28,504 at 6%; with 50% employer match about $28,504 at 4% or $19,003 at 6%; with 100% employer match about $21,378 at 4% or $14,252 at 6%. |
| Summit Installation Inc. 401 K Profit Sharing Plan | - | 33 | $210,651 | $56,438 | $1,710iApproximate average salary by contribution assumption: employee only about $42,756 at 4% or $28,504 at 6%; with 50% employer match about $28,504 at 4% or $19,003 at 6%; with 100% employer match about $21,378 at 4% or $14,252 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| Summit Installation Inc. 401 K Profit Sharing Plan | - | 24 | - | - | - |
| 2000 | 1 | 18 | $234,193 | $77,677 | $4,315iApproximate average salary by contribution assumption: employee only about $107,885 at 4% or $71,923 at 6%; with 50% employer match about $71,923 at 4% or $47,949 at 6%; with 100% employer match about $53,942 at 4% or $35,962 at 6%. |
| SUMMIT INSTALLATION INC 401K PLAN AND TRUST | Current | 18 | $234,193 | $77,677 | $4,315iApproximate average salary by contribution assumption: employee only about $107,885 at 4% or $71,923 at 6%; with 50% employer match about $71,923 at 4% or $47,949 at 6%; with 100% employer match about $53,942 at 4% or $35,962 at 6%. |
| 1999 | 1 | 21 | $193,169 | $86,750 | $4,131iApproximate average salary by contribution assumption: employee only about $103,274 at 4% or $68,849 at 6%; with 50% employer match about $68,849 at 4% or $45,899 at 6%; with 100% employer match about $51,637 at 4% or $34,425 at 6%. |
| Summit Installation Inc. 401 K Profit Sharing Plan | - | 21 | $193,169 | $86,750 | $4,131iApproximate average salary by contribution assumption: employee only about $103,274 at 4% or $68,849 at 6%; with 50% employer match about $68,849 at 4% or $45,899 at 6%; with 100% employer match about $51,637 at 4% or $34,425 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037127110792
- Form Id
- 15228692
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 40372127110040002
- Ins Broker 01 Name
- EQUITY SERVICES INC
- Ins Broker 01 Street Addr
- ONE NATIONAL LIFE DR
- Ins Broker 01 City
- MONTPELIER
- Ins Broker 01 State
- VT
- Ins Broker 01 ZIP Code
- 05604
- Ins Broker Comm Pd 01 Amount
- $5,615
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
- Filing Id
- 84037127110792
- Form Id
- 15228692
- Schedule A EIN
- 35-1939708
- Schedule A Plan Num
- 1
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- NATIONWIDE LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 31-4156830
- Ins Carrier Naic Code
- 66869
- Ins Contract Num
- 31944
- Ins Prsn Covered End of year Count
- 21
- Ins Broker Comm Total Amount
- $5,615
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $231,560
- Pension Basis Rates Text
- BASED ON SCHEDULES FILED W/STATE
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension Type Alloc Cntrct Indicator
- Yes
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- 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 D
- Row 1
- Filing Id
- 84037127110792
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 8
- Row Num
- 0
- Image Form Id
- 40372127110040003
- DFE P2 Plan 01 Name
- N
- Row 2
- Filing Id
- 84037127110792
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 40372127110040003
- DFE P1 Entity 01 Name
- MANAGED BALANCED ACCOUNT
- DFE P1 Spons 01 Name
- UNIFIED TRUST COMPANY NA
- DFE P1 Plan 01 EIN Plan number
- 611256314001
- DFE P1 Entity 01 Code
- C
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 3
- Filing Id
- 84037127110792
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 40372127110040003
- DFE P1 Entity 01 Name
- NATIONWIDE QUALIFIED PLANS VARIABLE
- DFE P1 Spons 01 Name
- NATIONWIDE LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 314156830009
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $231,560
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$234,193$41,024 change
Balance Sheet
Beginning and end of plan year.
Total assets$193,169$234,193Increase +$41,024 (21.24%)
Total liabilities$0$0No change $0
Net assets$193,169$234,193Increase +$41,024 (21.24%)
Contributions
Employer contributions$0
Participant contributions$77,677
Other contributions$0
Income & Expenses
Total income$50,318
Total expenses$9,294
Net income$41,024
Source fields
- Schedule I source fields
- Filing Id
- 84037127110792
- Schedule I EIN
- 35-1939708
- Schedule I Plan Num
- 1
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $193,169
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $193,169
- Small plan total assets at end of year
- $234,193
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $234,193
- Small plan employer contributions
- $0
- Small plan participant contributions
- $77,677
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-27,359
- Small plan total income
- $50,318
- Small plan total benefit distributions
- $6,534
- Small Corrective Distribution Amount
- $2,760
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $9,294
- Small plan net income or loss
- $41,024
- 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
- 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
- Yes
- Small 20 Percent Sngl Investment Amount
- $99,893
- 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 EIN31-4156830
Transfers
Distributed property value$0
Schedule R source fields
- Payor 31-4156830
- Filing Id
- 84037127110792
- Schedule R EIN
- 35-1939708
- Schedule R Plan number
- 1
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 31-4156830
- Pension Payor 02 EIN
- 61-1256314
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0