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Filing

Conlon-Meyer & Associates Money Purchase Pension Plan

Conlon-Meyer & Associates • EIN 36-3147922 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$1,850,992 → $2,577,755

$726,763 • 39.26%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$726,763

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
200812$59,076$0-
Conlon-Meyer & Associates Money Purchase Pension Plan-2$59,076--
200712$0$0-
Conlon-Meyer & Associates Money Purchase Pension Plan-2---
200612$1,810,613$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Conlon-Meyer & Associates Money Purchase Pension Plan-2$1,810,613$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200512$2,927,121$37,625$18,813iApproximate average salary by contribution assumption: employee only about $470,313 at 4% or $313,542 at 6%; with 50% employer match about $313,542 at 4% or $209,028 at 6%; with 100% employer match about $235,156 at 4% or $156,771 at 6%.
Conlon-Meyer & Associates Money Purchase Pension Plan-2$2,927,121$37,625$18,813iApproximate average salary by contribution assumption: employee only about $470,313 at 4% or $313,542 at 6%; with 50% employer match about $313,542 at 4% or $209,028 at 6%; with 100% employer match about $235,156 at 4% or $156,771 at 6%.
200413$2,869,212$65,520$21,840iApproximate average salary by contribution assumption: employee only about $546,000 at 4% or $364,000 at 6%; with 50% employer match about $364,000 at 4% or $242,667 at 6%; with 100% employer match about $273,000 at 4% or $182,000 at 6%.
Conlon-Meyer & Associates Money Purchase Pension Plan-3$2,869,212$65,520$21,840iApproximate average salary by contribution assumption: employee only about $546,000 at 4% or $364,000 at 6%; with 50% employer match about $364,000 at 4% or $242,667 at 6%; with 100% employer match about $273,000 at 4% or $182,000 at 6%.
200313$2,577,755$36,057$12,019iApproximate average salary by contribution assumption: employee only about $300,475 at 4% or $200,317 at 6%; with 50% employer match about $200,317 at 4% or $133,544 at 6%; with 100% employer match about $150,238 at 4% or $100,158 at 6%.
Conlon-Meyer & Associates Money Purchase Pension PlanCurrent3$2,577,755$36,057$12,019iApproximate average salary by contribution assumption: employee only about $300,475 at 4% or $200,317 at 6%; with 50% employer match about $200,317 at 4% or $133,544 at 6%; with 100% employer match about $150,238 at 4% or $100,158 at 6%.
200213$1,850,992$57,895$19,298iApproximate average salary by contribution assumption: employee only about $482,458 at 4% or $321,639 at 6%; with 50% employer match about $321,639 at 4% or $214,426 at 6%; with 100% employer match about $241,229 at 4% or $160,819 at 6%.
Conlon-Meyer & Associates Money Purchase Pension Plan-3$1,850,992$57,895$19,298iApproximate average salary by contribution assumption: employee only about $482,458 at 4% or $321,639 at 6%; with 50% employer match about $321,639 at 4% or $214,426 at 6%; with 100% employer match about $241,229 at 4% or $160,819 at 6%.
200113$0$0-
Conlon-Meyer & Associates Money Purchase Pension Plan-3---
200013$3,074,476$79,750$26,583iApproximate average salary by contribution assumption: employee only about $664,583 at 4% or $443,056 at 6%; with 50% employer match about $443,056 at 4% or $295,370 at 6%; with 100% employer match about $332,292 at 4% or $221,528 at 6%.
Conlon-Meyer & Associates Money Purchase Pension Plan-3$3,074,476$79,750$26,583iApproximate average salary by contribution assumption: employee only about $664,583 at 4% or $443,056 at 6%; with 50% employer match about $443,056 at 4% or $295,370 at 6%; with 100% employer match about $332,292 at 4% or $221,528 at 6%.
199913$9,247,017$78,704$26,235iApproximate average salary by contribution assumption: employee only about $655,867 at 4% or $437,244 at 6%; with 50% employer match about $437,244 at 4% or $291,496 at 6%; with 100% employer match about $327,933 at 4% or $218,622 at 6%.
Conlon-Meyer & Associates Money Purchase Pension Plan-3$9,247,017$78,704$26,235iApproximate average salary by contribution assumption: employee only about $655,867 at 4% or $437,244 at 6%; with 50% employer match about $437,244 at 4% or $291,496 at 6%; with 100% employer match about $327,933 at 4% or $218,622 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$2,577,755$726,763 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,850,992$2,577,755Increase +$726,763 (39.26%)
Total liabilities$0$0No change $0
Net assets$1,850,992$2,577,755Increase +$726,763 (39.26%)

Contributions

Employer contributions$0
Participant contributions$36,057
Other contributions$0

Income & Expenses

Total income$726,763
Total expenses$0
Net income$726,763
Source fields
Schedule I source fields
Filing Id
84037264408564
Schedule I EIN
36-3147922
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$1,850,992
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,850,992
Small plan total assets at end of year
$2,577,755
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,577,755
Small plan employer contributions
$0
Small plan participant contributions
$36,057
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$690,706
Small plan total income
$726,763
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$726,763
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
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