Civic Intelligence
Filing

Drae Partners Trust Profit Sharing Plan

Drae Partners Decresce Robert Gen Ptr • EIN 36-3679613 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$107,287 → $152,374

$45,087 • 42.02%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$45,087

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200620$0$0-
Drae Partners Trust Money Purchase-0---
Drae Partners Trust Profit Sharing Plan-0---
200522$386,700$0-
Drae Partners Trust Money Purchase-2$244,469--
Drae Partners Trust Profit Sharing Plan-2$142,231--
200422$367,821$0-
Drae Partners Trust Money Purchase-2$230,900--
Drae Partners Trust Profit Sharing Plan-2$136,921--
200322$339,882$0-
Drae Partners Trust Money Purchase-2$212,475--
Drae Partners Trust Profit Sharing Plan-2$127,407--
200222$107,977$0-
Drae Partners Trust Profit Sharing Plan-0$107,977--
Drae Partners Trust Money Purchase-2---
200122$0$0-
Drae Partners Trust Profit Sharing Plan-2---
Drae Partners Trust Money Purchase-2---
200022$384,441$10,337$5,169iApproximate average salary by contribution assumption: employee only about $129,213 at 4% or $86,142 at 6%; with 50% employer match about $86,142 at 4% or $57,428 at 6%; with 100% employer match about $64,606 at 4% or $43,071 at 6%.
Drae Partners Trust Money Purchase-2$240,690$5,704$2,852iApproximate average salary by contribution assumption: employee only about $71,300 at 4% or $47,533 at 6%; with 50% employer match about $47,533 at 4% or $31,689 at 6%; with 100% employer match about $35,650 at 4% or $23,767 at 6%.
Drae Partners Trust Profit Sharing Plan-2$143,751$4,633$2,317iApproximate average salary by contribution assumption: employee only about $57,913 at 4% or $38,608 at 6%; with 50% employer match about $38,608 at 4% or $25,739 at 6%; with 100% employer match about $28,956 at 4% or $19,304 at 6%.
199922$411,217$8,878$4,439iApproximate average salary by contribution assumption: employee only about $110,975 at 4% or $73,983 at 6%; with 50% employer match about $73,983 at 4% or $49,322 at 6%; with 100% employer match about $55,488 at 4% or $36,992 at 6%.
Drae Partners Trust Money Purchase-2$258,843$4,783$2,392iApproximate average salary by contribution assumption: employee only about $59,788 at 4% or $39,858 at 6%; with 50% employer match about $39,858 at 4% or $26,572 at 6%; with 100% employer match about $29,894 at 4% or $19,929 at 6%.
Drae Partners Trust Profit Sharing PlanCurrent2$152,374$4,095$2,048iApproximate average salary by contribution assumption: employee only about $51,188 at 4% or $34,125 at 6%; with 50% employer match about $34,125 at 4% or $22,750 at 6%; with 100% employer match about $25,594 at 4% or $17,063 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$152,374$45,087 change

Balance Sheet

Beginning and end of plan year.

Total assets$107,287$152,374Increase +$45,087 (42.02%)
Total liabilities$0$0No change $0
Net assets$107,287$152,374Increase +$45,087 (42.02%)

Contributions

Employer contributions$4,095
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$45,087
Total expenses$0
Net income$45,087
Source fields
Schedule I source fields
Filing Id
56037327218300
Schedule I EIN
36-3679613
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$107,287
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$107,287
Small plan total assets at end of year
$152,374
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$152,374
Small plan employer contributions
$4,095
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$40,992
Small plan total income
$45,087
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
$45,087
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
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0