Civic Intelligence
Filing

Summit Installation Inc. 401 K Profit Sharing Plan

Summit Installation Inc. • EIN 35-1939708 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Up

29 → 33

4 • 13.79%

Assets

Down

$219,518 → $210,651

-$8,867 • -4.04%

Investment Management Fee

-

Admin expenses - • Total expenses $25,628

Filing Details

Context
Net investment result
$-8,867

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
2004133$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%.
2003139$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%.
2002133$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 PlanCurrent33$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%.
2001124$0$0-
Summit Installation Inc. 401 K Profit Sharing Plan-24---
2000118$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-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%.
1999121$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
84037346358023
Form Id
42995031
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2010373346358020002
Ins Broker 01 Name
SECURITIES AMERICA
Ins Broker 01 Street Addr
7100 WEST CENTER ROAD STE 500
Ins Broker 01 City
OMAHA
Ins Broker 01 State
NE
Ins Broker 01 ZIP Code
68106
Ins Broker Comm Pd 01 Amount
$1,884
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 2
Filing Id
84037346358023
Form Id
42995031
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2010373346358020002
Ins Broker 01 Name
RETIREMENT PLAN RESOURCES, LLC
Ins Broker 01 Street Addr
450 STARKS BUILDING
Ins Broker 01 City
LOUISVILLE
Ins Broker 01 State
KY
Ins Broker 01 ZIP Code
40202
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$450
Ins Broker Fees Pd 01 Text
TPA
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
Filing Id
84037346358023
Form Id
42995031
Schedule A EIN
35-1939708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
NATIONWIDE LIFE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
GAP-54-CH44
Ins Prsn Covered End of year Count
36
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$1,884
Ins Broker Fees Total Amount
$450
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$207,095
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
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
84037346358023
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2010373346358020003
Row 2
Filing Id
84037346358023
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2010373346358020003
DFE P1 Entity 01 Name
NATIONWIDE QUALIFIED PLANS VAR ACCT
DFE P1 Spons 01 Name
NATIONWIDE INSURANCE
DFE P1 Plan 01 EIN Plan number
314156830009
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$207,095
Row 3
Filing Id
84037346358023
Schedule D EIN
35-1939708
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2002-01-01
Schedule D Tax Period
20021231

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$210,651-$8,867 change

Balance Sheet

Beginning and end of plan year.

Total assets$219,518$210,651Decrease -$8,867 (-4.04%)
Total liabilities$0$0No change $0
Net assets$219,518$210,651Decrease -$8,867 (-4.04%)

Contributions

Employer contributions$1,153
Participant contributions$55,285
Other contributions$0

Income & Expenses

Total income$16,761
Total expenses$25,628
Net income$-8,867
Source fields
Schedule I source fields
Filing Id
84037346358023
Schedule I EIN
35-1939708
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$219,518
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$219,518
Small plan total assets at end of year
$210,651
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$210,651
Small plan employer contributions
$1,153
Small plan participant contributions
$55,285
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-39,677
Small plan total income
$16,761
Small plan total benefit distributions
$25,628
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$25,628
Small plan net income or loss
$-8,867
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
$25,000
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