Civic Intelligence
Filing

SG-2 LLC

Sg-2 LLC • EIN 36-4433367 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

86 → 76

-10 • -11.63%

Assets

Up

$700,023 → $1,280,077

$580,054 • 82.86%

Investment Management Fee

-

Admin expenses - • Total expenses $20,903

Filing Details

Context
Net investment result
$580,054
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
20151171$0$0-
Sg-2 LLC Health and Welfare Benefit Plan-171---
20142178$16,564,884$1,926,618$10,824iApproximate average salary by contribution assumption: employee only about $270,592 at 4% or $180,395 at 6%; with 50% employer match about $180,395 at 4% or $120,263 at 6%; with 100% employer match about $135,296 at 4% or $90,197 at 6%.
SG-2, LLC 401(K) PLAN-172$16,564,884$1,926,618$11,201iApproximate average salary by contribution assumption: employee only about $280,032 at 4% or $186,688 at 6%; with 50% employer match about $186,688 at 4% or $124,459 at 6%; with 100% employer match about $140,016 at 4% or $93,344 at 6%.
Sg-2 LLC Health and Welfare Benefit Plan-178---
20132159$15,151,225$1,630,218$10,253iApproximate average salary by contribution assumption: employee only about $256,324 at 4% or $170,882 at 6%; with 50% employer match about $170,882 at 4% or $113,922 at 6%; with 100% employer match about $128,162 at 4% or $85,441 at 6%.
SG-2, LLC 401(K) PLAN-157$15,151,225$1,630,218$10,384iApproximate average salary by contribution assumption: employee only about $259,589 at 4% or $173,059 at 6%; with 50% employer match about $173,059 at 4% or $115,373 at 6%; with 100% employer match about $129,794 at 4% or $86,530 at 6%.
Sg-2 LLC Health and Welfare Benefit Plan-159---
20122157$11,424,344$1,566,477$9,978iApproximate average salary by contribution assumption: employee only about $249,439 at 4% or $166,293 at 6%; with 50% employer match about $166,293 at 4% or $110,862 at 6%; with 100% employer match about $124,720 at 4% or $83,146 at 6%.
SG-2, LLC 401(K) PLAN-157$11,424,344$1,566,477$9,978iApproximate average salary by contribution assumption: employee only about $249,439 at 4% or $166,293 at 6%; with 50% employer match about $166,293 at 4% or $110,862 at 6%; with 100% employer match about $124,720 at 4% or $83,146 at 6%.
Sg-2 LLC Health and Welfare Benefit Plan-150---
20112166$9,465,686$1,580,228$9,519iApproximate average salary by contribution assumption: employee only about $237,986 at 4% or $158,657 at 6%; with 50% employer match about $158,657 at 4% or $105,772 at 6%; with 100% employer match about $118,993 at 4% or $79,329 at 6%.
SG-2, LLC 401(K) PLAN-155$9,465,686$1,580,228$10,195iApproximate average salary by contribution assumption: employee only about $254,875 at 4% or $169,917 at 6%; with 50% employer match about $169,917 at 4% or $113,278 at 6%; with 100% employer match about $127,438 at 4% or $84,958 at 6%.
Sg-2 LLC Health and Welfare Benefit Plan-166---
20102157$9,194,858$1,738,789$11,075iApproximate average salary by contribution assumption: employee only about $276,877 at 4% or $184,585 at 6%; with 50% employer match about $184,585 at 4% or $123,057 at 6%; with 100% employer match about $138,439 at 4% or $92,292 at 6%.
SG-2, LLC 401(K) PLAN-148$9,194,858$1,738,789$11,749iApproximate average salary by contribution assumption: employee only about $293,714 at 4% or $195,810 at 6%; with 50% employer match about $195,810 at 4% or $130,540 at 6%; with 100% employer match about $146,857 at 4% or $97,905 at 6%.
Sg-2 LLC Health and Welfare Benefit Plan-157---
20091162$6,937,941$1,668,305$10,298iApproximate average salary by contribution assumption: employee only about $257,454 at 4% or $171,636 at 6%; with 50% employer match about $171,636 at 4% or $114,424 at 6%; with 100% employer match about $128,727 at 4% or $85,818 at 6%.
SG-2, LLC 401(K) PLAN-162$6,937,941$1,668,305$10,298iApproximate average salary by contribution assumption: employee only about $257,454 at 4% or $171,636 at 6%; with 50% employer match about $171,636 at 4% or $114,424 at 6%; with 100% employer match about $128,727 at 4% or $85,818 at 6%.
20081189$3,977,537$1,826,111$9,662iApproximate average salary by contribution assumption: employee only about $241,549 at 4% or $161,033 at 6%; with 50% employer match about $161,033 at 4% or $107,355 at 6%; with 100% employer match about $120,775 at 4% or $80,516 at 6%.
SG-2 LLC-189$3,977,537$1,826,111$9,662iApproximate average salary by contribution assumption: employee only about $241,549 at 4% or $161,033 at 6%; with 50% employer match about $161,033 at 4% or $107,355 at 6%; with 100% employer match about $120,775 at 4% or $80,516 at 6%.
20071196$4,629,536$1,807,960$9,224iApproximate average salary by contribution assumption: employee only about $230,607 at 4% or $153,738 at 6%; with 50% employer match about $153,738 at 4% or $102,492 at 6%; with 100% employer match about $115,304 at 4% or $76,869 at 6%.
SG-2 LLC-196$4,629,536$1,807,960$9,224iApproximate average salary by contribution assumption: employee only about $230,607 at 4% or $153,738 at 6%; with 50% employer match about $153,738 at 4% or $102,492 at 6%; with 100% employer match about $115,304 at 4% or $76,869 at 6%.
20061157$2,780,742$1,338,990$8,529iApproximate average salary by contribution assumption: employee only about $213,215 at 4% or $142,143 at 6%; with 50% employer match about $142,143 at 4% or $94,762 at 6%; with 100% employer match about $106,607 at 4% or $71,072 at 6%.
SG-2 LLC-157$2,780,742$1,338,990$8,529iApproximate average salary by contribution assumption: employee only about $213,215 at 4% or $142,143 at 6%; with 50% employer match about $142,143 at 4% or $94,762 at 6%; with 100% employer match about $106,607 at 4% or $71,072 at 6%.
2005176$1,280,077$506,255$6,661iApproximate average salary by contribution assumption: employee only about $166,531 at 4% or $111,021 at 6%; with 50% employer match about $111,021 at 4% or $74,014 at 6%; with 100% employer match about $83,266 at 4% or $55,510 at 6%.
SG-2 LLCCurrent76$1,280,077$506,255$6,661iApproximate average salary by contribution assumption: employee only about $166,531 at 4% or $111,021 at 6%; with 50% employer match about $111,021 at 4% or $74,014 at 6%; with 100% employer match about $83,266 at 4% or $55,510 at 6%.
2004177$700,023$363,804$4,725iApproximate average salary by contribution assumption: employee only about $118,118 at 4% or $78,745 at 6%; with 50% employer match about $78,745 at 4% or $52,497 at 6%; with 100% employer match about $59,059 at 4% or $39,373 at 6%.
SG-2 LLC-77$700,023$363,804$4,725iApproximate average salary by contribution assumption: employee only about $118,118 at 4% or $78,745 at 6%; with 50% employer match about $78,745 at 4% or $52,497 at 6%; with 100% employer match about $59,059 at 4% or $39,373 at 6%.
2003136$292,225$171,889$4,775iApproximate average salary by contribution assumption: employee only about $119,367 at 4% or $79,578 at 6%; with 50% employer match about $79,578 at 4% or $53,052 at 6%; with 100% employer match about $59,684 at 4% or $39,789 at 6%.
SG-2 LLC-36$292,225$171,889$4,775iApproximate average salary by contribution assumption: employee only about $119,367 at 4% or $79,578 at 6%; with 50% employer match about $79,578 at 4% or $53,052 at 6%; with 100% employer match about $59,684 at 4% or $39,789 at 6%.
2002117$102,783$33,763$1,986iApproximate average salary by contribution assumption: employee only about $49,651 at 4% or $33,101 at 6%; with 50% employer match about $33,101 at 4% or $22,067 at 6%; with 100% employer match about $24,826 at 4% or $16,550 at 6%.
SG-2 LLC-17$102,783$33,763$1,986iApproximate average salary by contribution assumption: employee only about $49,651 at 4% or $33,101 at 6%; with 50% employer match about $33,101 at 4% or $22,067 at 6%; with 100% employer match about $24,826 at 4% or $16,550 at 6%.
200119$0$0-
SG-2, LLC-9---
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$1,280,077$580,054 change

Balance Sheet

Beginning and end of plan year.

Total assets$700,023$1,280,077Increase +$580,054 (82.86%)
Total liabilities$0$0No change $0
Net assets$700,023$1,280,077Increase +$580,054 (82.86%)

Contributions

Employer contributions$65,475
Participant contributions$440,780
Other contributions$0

Income & Expenses

Total income$600,957
Total expenses$20,903
Net income$580,054
Source fields
Schedule I source fields
Filing Id
84037236754276
Schedule I EIN
36-4433367
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$700,023
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$700,023
Small plan total assets at end of year
$1,280,077
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,280,077
Small plan employer contributions
$65,475
Small plan participant contributions
$440,780
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$94,702
Small plan total income
$600,957
Small plan total benefit distributions
$20,859
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$44
Small plan total expenses
$20,903
Small plan net income or loss
$580,054
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
$200,000
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
84037236754276
Schedule R EIN
36-4433367
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
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