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Filing

Stuart-Rodgers Ltd, 401K Plan

Stuartrodgers Ltd K Plan • EIN 36-2813433 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

34 → 28

-6 • -17.65%

Assets

Up

$100,461 → $160,083

$59,622 • 59.35%

Investment Management Fee

-

Admin expenses - • Total expenses $1,714

Filing Details

Context
Net investment result
$59,622
Pension payor EIN
04-6568107

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
200910$0$0-
Stuart-Rodgers Ltd, 401K Plan-0---
2008151$108,097$14,324$281iApproximate average salary by contribution assumption: employee only about $7,022 at 4% or $4,681 at 6%; with 50% employer match about $4,681 at 4% or $3,121 at 6%; with 100% employer match about $3,511 at 4% or $2,341 at 6%.
Stuart-Rodgers Ltd, 401K Plan-51$108,097$14,324$281iApproximate average salary by contribution assumption: employee only about $7,022 at 4% or $4,681 at 6%; with 50% employer match about $4,681 at 4% or $3,121 at 6%; with 100% employer match about $3,511 at 4% or $2,341 at 6%.
2007120$306,100$22,034$1,102iApproximate average salary by contribution assumption: employee only about $27,543 at 4% or $18,362 at 6%; with 50% employer match about $18,362 at 4% or $12,241 at 6%; with 100% employer match about $13,771 at 4% or $9,181 at 6%.
Stuart-Rodgers Ltd, 401K Plan-20$306,100$22,034$1,102iApproximate average salary by contribution assumption: employee only about $27,543 at 4% or $18,362 at 6%; with 50% employer match about $18,362 at 4% or $12,241 at 6%; with 100% employer match about $13,771 at 4% or $9,181 at 6%.
2006128$300,897$22,545$805iApproximate average salary by contribution assumption: employee only about $20,129 at 4% or $13,420 at 6%; with 50% employer match about $13,420 at 4% or $8,946 at 6%; with 100% employer match about $10,065 at 4% or $6,710 at 6%.
Stuart-Rodgers Ltd, 401K Plan-28$300,897$22,545$805iApproximate average salary by contribution assumption: employee only about $20,129 at 4% or $13,420 at 6%; with 50% employer match about $13,420 at 4% or $8,946 at 6%; with 100% employer match about $10,065 at 4% or $6,710 at 6%.
2005125$255,974$23,176$927iApproximate average salary by contribution assumption: employee only about $23,176 at 4% or $15,451 at 6%; with 50% employer match about $15,451 at 4% or $10,300 at 6%; with 100% employer match about $11,588 at 4% or $7,725 at 6%.
Stuart-Rodgers Ltd, 401K Plan-25$255,974$23,176$927iApproximate average salary by contribution assumption: employee only about $23,176 at 4% or $15,451 at 6%; with 50% employer match about $15,451 at 4% or $10,300 at 6%; with 100% employer match about $11,588 at 4% or $7,725 at 6%.
2004129$216,206$38,881$1,341iApproximate average salary by contribution assumption: employee only about $33,518 at 4% or $22,345 at 6%; with 50% employer match about $22,345 at 4% or $14,897 at 6%; with 100% employer match about $16,759 at 4% or $11,173 at 6%.
Stuart-Rodgers Ltd, 401K Plan-29$216,206$38,881$1,341iApproximate average salary by contribution assumption: employee only about $33,518 at 4% or $22,345 at 6%; with 50% employer match about $22,345 at 4% or $14,897 at 6%; with 100% employer match about $16,759 at 4% or $11,173 at 6%.
2003128$160,083$38,031$1,358iApproximate average salary by contribution assumption: employee only about $33,956 at 4% or $22,638 at 6%; with 50% employer match about $22,638 at 4% or $15,092 at 6%; with 100% employer match about $16,978 at 4% or $11,319 at 6%.
Stuart-Rodgers Ltd, 401K PlanCurrent28$160,083$38,031$1,358iApproximate average salary by contribution assumption: employee only about $33,956 at 4% or $22,638 at 6%; with 50% employer match about $22,638 at 4% or $15,092 at 6%; with 100% employer match about $16,978 at 4% or $11,319 at 6%.
2002127$100,461$49,544$1,835iApproximate average salary by contribution assumption: employee only about $45,874 at 4% or $30,583 at 6%; with 50% employer match about $30,583 at 4% or $20,388 at 6%; with 100% employer match about $22,937 at 4% or $15,291 at 6%.
Stuart-Rodgers Ltd, 401K Plan-27$100,461$49,544$1,835iApproximate average salary by contribution assumption: employee only about $45,874 at 4% or $30,583 at 6%; with 50% employer match about $30,583 at 4% or $20,388 at 6%; with 100% employer match about $22,937 at 4% or $15,291 at 6%.
2001122$0$0-
Stuart-Rodgers Ltd, 401K Plan-22---
2000123$24,643$25,965$1,129iApproximate average salary by contribution assumption: employee only about $28,223 at 4% or $18,815 at 6%; with 50% employer match about $18,815 at 4% or $12,543 at 6%; with 100% employer match about $14,111 at 4% or $9,408 at 6%.
Stuart-Rodgers Ltd, 401K Plan-23$24,643$25,965$1,129iApproximate average salary by contribution assumption: employee only about $28,223 at 4% or $18,815 at 6%; with 50% employer match about $18,815 at 4% or $12,543 at 6%; with 100% employer match about $14,111 at 4% or $9,408 at 6%.
Schedule Details

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$160,083$59,622 change

Balance Sheet

Beginning and end of plan year.

Total assets$100,461$160,083Increase +$59,622 (59.35%)
Total liabilities$0$0No change $0
Net assets$100,461$160,083Increase +$59,622 (59.35%)

Contributions

Employer contributions$7,606
Participant contributions$30,425
Other contributions$0

Income & Expenses

Total income$61,336
Total expenses$1,714
Net income$59,622
Source fields
Schedule I source fields
Filing Id
84037195008564
Schedule I EIN
36-2813433
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$100,461
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$100,461
Small plan total assets at end of year
$160,083
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$160,083
Small plan employer contributions
$7,606
Small plan participant contributions
$30,425
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$23,305
Small plan total income
$61,336
Small plan total benefit distributions
$1,712
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2
Small plan total expenses
$1,714
Small plan net income or loss
$59,622
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
$12,000
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037195008564
Schedule R EIN
36-2813433
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Stuart-Rodgers Ltd, 401K Plan | Stuartrodgers Ltd K Plan | Plan 001 | 2003 Form 5500 Filing