Civic Intelligence
Filing

Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99

Visualize Inc • EIN 36-4199668 • Plan year 2000

Filing Insights

Participants

Up

1 → 6

5 • 500.00%

Assets

Up

$1,413 → $43,368

$41,955 • 2,969.21%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$11,538

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
2009128$243,647$43,353$1,548iApproximate average salary by contribution assumption: employee only about $38,708 at 4% or $25,805 at 6%; with 50% employer match about $25,805 at 4% or $17,204 at 6%; with 100% employer match about $19,354 at 4% or $12,903 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-28$243,647$43,353$1,548iApproximate average salary by contribution assumption: employee only about $38,708 at 4% or $25,805 at 6%; with 50% employer match about $25,805 at 4% or $17,204 at 6%; with 100% employer match about $19,354 at 4% or $12,903 at 6%.
2008121$194,145$24,361$1,160iApproximate average salary by contribution assumption: employee only about $29,001 at 4% or $19,334 at 6%; with 50% employer match about $19,334 at 4% or $12,889 at 6%; with 100% employer match about $14,501 at 4% or $9,667 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-21$194,145$24,361$1,160iApproximate average salary by contribution assumption: employee only about $29,001 at 4% or $19,334 at 6%; with 50% employer match about $19,334 at 4% or $12,889 at 6%; with 100% employer match about $14,501 at 4% or $9,667 at 6%.
2007122$0$0-
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-22---
2006121$229,956$43,853$2,088iApproximate average salary by contribution assumption: employee only about $52,206 at 4% or $34,804 at 6%; with 50% employer match about $34,804 at 4% or $23,203 at 6%; with 100% employer match about $26,103 at 4% or $17,402 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-21$229,956$43,853$2,088iApproximate average salary by contribution assumption: employee only about $52,206 at 4% or $34,804 at 6%; with 50% employer match about $34,804 at 4% or $23,203 at 6%; with 100% employer match about $26,103 at 4% or $17,402 at 6%.
2005127$256,259$88,062$3,262iApproximate average salary by contribution assumption: employee only about $81,539 at 4% or $54,359 at 6%; with 50% employer match about $54,359 at 4% or $36,240 at 6%; with 100% employer match about $40,769 at 4% or $27,180 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-27$256,259$88,062$3,262iApproximate average salary by contribution assumption: employee only about $81,539 at 4% or $54,359 at 6%; with 50% employer match about $54,359 at 4% or $36,240 at 6%; with 100% employer match about $40,769 at 4% or $27,180 at 6%.
2004122$176,739$40,287$1,831iApproximate average salary by contribution assumption: employee only about $45,781 at 4% or $30,520 at 6%; with 50% employer match about $30,520 at 4% or $20,347 at 6%; with 100% employer match about $22,890 at 4% or $15,260 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-22$176,739$40,287$1,831iApproximate average salary by contribution assumption: employee only about $45,781 at 4% or $30,520 at 6%; with 50% employer match about $30,520 at 4% or $20,347 at 6%; with 100% employer match about $22,890 at 4% or $15,260 at 6%.
2003114$123,243$23,247$1,661iApproximate average salary by contribution assumption: employee only about $41,513 at 4% or $27,675 at 6%; with 50% employer match about $27,675 at 4% or $18,450 at 6%; with 100% employer match about $20,756 at 4% or $13,838 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-14$123,243$23,247$1,661iApproximate average salary by contribution assumption: employee only about $41,513 at 4% or $27,675 at 6%; with 50% employer match about $27,675 at 4% or $18,450 at 6%; with 100% employer match about $20,756 at 4% or $13,838 at 6%.
2002118$122,482$56,362$3,131iApproximate average salary by contribution assumption: employee only about $78,281 at 4% or $52,187 at 6%; with 50% employer match about $52,187 at 4% or $34,791 at 6%; with 100% employer match about $39,140 at 4% or $26,094 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-18$122,482$56,362$3,131iApproximate average salary by contribution assumption: employee only about $78,281 at 4% or $52,187 at 6%; with 50% employer match about $52,187 at 4% or $34,791 at 6%; with 100% employer match about $39,140 at 4% or $26,094 at 6%.
2001112$0$0-
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-12---
200016$43,368$41,427$6,905iApproximate average salary by contribution assumption: employee only about $172,613 at 4% or $115,075 at 6%; with 50% employer match about $115,075 at 4% or $76,717 at 6%; with 100% employer match about $86,306 at 4% or $57,538 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99Current6$43,368$41,427$6,905iApproximate average salary by contribution assumption: employee only about $172,613 at 4% or $115,075 at 6%; with 50% employer match about $115,075 at 4% or $76,717 at 6%; with 100% employer match about $86,306 at 4% or $57,538 at 6%.
199911$1,413$1,408$1,408iApproximate average salary by contribution assumption: employee only about $35,200 at 4% or $23,467 at 6%; with 50% employer match about $23,467 at 4% or $15,644 at 6%; with 100% employer match about $17,600 at 4% or $11,733 at 6%.
Visualize Inc Retirement Savings 401K Plan Trust U/A Dtd 01/01/99-1$1,413$1,408$1,408iApproximate average salary by contribution assumption: employee only about $35,200 at 4% or $23,467 at 6%; with 50% employer match about $23,467 at 4% or $15,644 at 6%; with 100% employer match about $17,600 at 4% or $11,733 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$43,368$41,955 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,413$43,368Increase +$41,955 (2,969.21%)
Total liabilities$0$0No change $0
Net assets$1,413$43,368Increase +$41,955 (2,969.21%)

Contributions

Employer contributions$0
Participant contributions$11,010
Other contributions$30,417

Income & Expenses

Total income$41,955
Total expenses$0
Net income$11,538
Source fields
Schedule I source fields
Filing Id
91037043255912
Schedule I EIN
36-4199668
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,413
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,413
Small plan total assets at end of year
$43,368
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$43,368
Small plan employer contributions
$0
Small plan participant contributions
$11,010
Small Oth Contribution Rcvd Amount
$30,417
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$528
Small plan total income
$41,955
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
$11,538
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
$38,893
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0