Civic Intelligence
Filing

Pension Plan for Employees of Link Engineering Company

Link Engineering Company • EIN 38-1432910 • Plan year 2003

Filing Insights

Participants

Down

208 → 156

-52 • -25.00%

Assets

Up

$2,888,780 → $3,380,499

$491,719 • 17.02%

Investment Management Fee

0.00%

$0

Admin expenses $45,592 • Total expenses $295,931

Filing Details

Context
Net investment result
$491,719
Pension payor EIN
38-0477375

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
BDO SEIDMAN, LLPEIN 13-5381590Accountant--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242379$66,602,620$4,944,472$13,046iApproximate average salary by contribution assumption: employee only about $326,153 at 4% or $217,435 at 6%; with 50% employer match about $217,435 at 4% or $144,957 at 6%; with 100% employer match about $163,076 at 4% or $108,718 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-379$66,602,620$4,944,472$13,046iApproximate average salary by contribution assumption: employee only about $326,153 at 4% or $217,435 at 6%; with 50% employer match about $217,435 at 4% or $144,957 at 6%; with 100% employer match about $163,076 at 4% or $108,718 at 6%.
Link Engineering Employee Benefit Plan-364---
20232405$62,509,445$4,589,153$11,331iApproximate average salary by contribution assumption: employee only about $283,281 at 4% or $188,854 at 6%; with 50% employer match about $188,854 at 4% or $125,903 at 6%; with 100% employer match about $141,641 at 4% or $94,427 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-405$62,509,445$4,589,153$11,331iApproximate average salary by contribution assumption: employee only about $283,281 at 4% or $188,854 at 6%; with 50% employer match about $188,854 at 4% or $125,903 at 6%; with 100% employer match about $141,641 at 4% or $94,427 at 6%.
Link Engineering Employee Benefit Plan-383---
20222402$51,985,237$3,945,574$9,815iApproximate average salary by contribution assumption: employee only about $245,372 at 4% or $163,581 at 6%; with 50% employer match about $163,581 at 4% or $109,054 at 6%; with 100% employer match about $122,686 at 4% or $81,791 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-402$51,985,237$3,945,574$9,815iApproximate average salary by contribution assumption: employee only about $245,372 at 4% or $163,581 at 6%; with 50% employer match about $163,581 at 4% or $109,054 at 6%; with 100% employer match about $122,686 at 4% or $81,791 at 6%.
Link Engineering Employee Benefit Plan-381---
20212398$61,459,486$3,704,069$9,307iApproximate average salary by contribution assumption: employee only about $232,668 at 4% or $155,112 at 6%; with 50% employer match about $155,112 at 4% or $103,408 at 6%; with 100% employer match about $116,334 at 4% or $77,556 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-398$61,459,486$3,704,069$9,307iApproximate average salary by contribution assumption: employee only about $232,668 at 4% or $155,112 at 6%; with 50% employer match about $155,112 at 4% or $103,408 at 6%; with 100% employer match about $116,334 at 4% or $77,556 at 6%.
Link Engineering Employee Benefit Plan-372---
20202379$53,482,936$3,749,384$9,893iApproximate average salary by contribution assumption: employee only about $247,321 at 4% or $164,881 at 6%; with 50% employer match about $164,881 at 4% or $109,920 at 6%; with 100% employer match about $123,660 at 4% or $82,440 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-379$53,482,936$3,749,384$9,893iApproximate average salary by contribution assumption: employee only about $247,321 at 4% or $164,881 at 6%; with 50% employer match about $164,881 at 4% or $109,920 at 6%; with 100% employer match about $123,660 at 4% or $82,440 at 6%.
Link Engineering Employee Benefit Plan-356---
20192480$48,811,835$4,199,867$8,750iApproximate average salary by contribution assumption: employee only about $218,743 at 4% or $145,829 at 6%; with 50% employer match about $145,829 at 4% or $97,219 at 6%; with 100% employer match about $109,372 at 4% or $72,914 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-463$48,811,835$4,199,867$9,071iApproximate average salary by contribution assumption: employee only about $226,775 at 4% or $151,183 at 6%; with 50% employer match about $151,183 at 4% or $100,789 at 6%; with 100% employer match about $113,387 at 4% or $75,592 at 6%.
Link Engineering Employee Benefit Plan-480---
20182473$37,620,687$4,947,609$10,460iApproximate average salary by contribution assumption: employee only about $261,502 at 4% or $174,334 at 6%; with 50% employer match about $174,334 at 4% or $116,223 at 6%; with 100% employer match about $130,751 at 4% or $87,167 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-473$37,620,687$4,947,609$10,460iApproximate average salary by contribution assumption: employee only about $261,502 at 4% or $174,334 at 6%; with 50% employer match about $174,334 at 4% or $116,223 at 6%; with 100% employer match about $130,751 at 4% or $87,167 at 6%.
Link Engineering Employee Benefit Plan-429---
20172474$37,726,793$3,730,922$7,871iApproximate average salary by contribution assumption: employee only about $196,779 at 4% or $131,186 at 6%; with 50% employer match about $131,186 at 4% or $87,457 at 6%; with 100% employer match about $98,389 at 4% or $65,593 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-474$37,726,793$3,730,922$7,871iApproximate average salary by contribution assumption: employee only about $196,779 at 4% or $131,186 at 6%; with 50% employer match about $131,186 at 4% or $87,457 at 6%; with 100% employer match about $98,389 at 4% or $65,593 at 6%.
Link Engineering Employee Benefit Plan-373---
20162387$31,153,982$3,265,093$8,437iApproximate average salary by contribution assumption: employee only about $210,923 at 4% or $140,616 at 6%; with 50% employer match about $140,616 at 4% or $93,744 at 6%; with 100% employer match about $105,462 at 4% or $70,308 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-387$31,153,982$3,265,093$8,437iApproximate average salary by contribution assumption: employee only about $210,923 at 4% or $140,616 at 6%; with 50% employer match about $140,616 at 4% or $93,744 at 6%; with 100% employer match about $105,462 at 4% or $70,308 at 6%.
Link Engineering Employee Benefit Plan-373---
20153361$28,010,457$3,059,770$8,476iApproximate average salary by contribution assumption: employee only about $211,895 at 4% or $141,264 at 6%; with 50% employer match about $141,264 at 4% or $94,176 at 6%; with 100% employer match about $105,948 at 4% or $70,632 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-361$28,010,457$3,059,770$8,476iApproximate average salary by contribution assumption: employee only about $211,895 at 4% or $141,264 at 6%; with 50% employer match about $141,264 at 4% or $94,176 at 6%; with 100% employer match about $105,948 at 4% or $70,632 at 6%.
Link Engineering Co.-0---
Link Engineering Employee Benefit Plan-356---
20143356$26,307,763$2,868,291$8,057iApproximate average salary by contribution assumption: employee only about $201,425 at 4% or $134,283 at 6%; with 50% employer match about $134,283 at 4% or $89,522 at 6%; with 100% employer match about $100,712 at 4% or $67,142 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-348$26,307,763$2,868,291$8,242iApproximate average salary by contribution assumption: employee only about $206,055 at 4% or $137,370 at 6%; with 50% employer match about $137,370 at 4% or $91,580 at 6%; with 100% employer match about $103,028 at 4% or $68,685 at 6%.
Link Engineering Co.-112---
Link Engineering Employee Benefit Plan-356---
20132351$22,610,675$2,263,584$6,449iApproximate average salary by contribution assumption: employee only about $161,224 at 4% or $107,483 at 6%; with 50% employer match about $107,483 at 4% or $71,655 at 6%; with 100% employer match about $80,612 at 4% or $53,741 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-336$22,610,675$2,263,584$6,737iApproximate average salary by contribution assumption: employee only about $168,421 at 4% or $112,281 at 6%; with 50% employer match about $112,281 at 4% or $74,854 at 6%; with 100% employer match about $84,211 at 4% or $56,140 at 6%.
Link Engineering Employee Benefit Plan-351---
20122324$17,944,218$2,218,172$6,846iApproximate average salary by contribution assumption: employee only about $171,155 at 4% or $114,103 at 6%; with 50% employer match about $114,103 at 4% or $76,069 at 6%; with 100% employer match about $85,578 at 4% or $57,052 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-316$17,944,218$2,218,172$7,020iApproximate average salary by contribution assumption: employee only about $175,488 at 4% or $116,992 at 6%; with 50% employer match about $116,992 at 4% or $77,995 at 6%; with 100% employer match about $87,744 at 4% or $58,496 at 6%.
Link Engineering Employee Benefit Plan-324---
20113282$15,465,942$3,417,953$12,120iApproximate average salary by contribution assumption: employee only about $303,010 at 4% or $202,007 at 6%; with 50% employer match about $202,007 at 4% or $134,671 at 6%; with 100% employer match about $151,505 at 4% or $101,003 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-282$15,465,942$3,417,953$12,120iApproximate average salary by contribution assumption: employee only about $303,010 at 4% or $202,007 at 6%; with 50% employer match about $202,007 at 4% or $134,671 at 6%; with 100% employer match about $151,505 at 4% or $101,003 at 6%.
Link Engineering Employee Benefit Plan-256---
Pension Plan for Employees of Link Engineering Company-0---
20103250$21,559,411$3,693,171$14,773iApproximate average salary by contribution assumption: employee only about $369,317 at 4% or $246,211 at 6%; with 50% employer match about $246,211 at 4% or $164,141 at 6%; with 100% employer match about $184,659 at 4% or $123,106 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-250$12,967,462$982,028$3,928iApproximate average salary by contribution assumption: employee only about $98,203 at 4% or $65,469 at 6%; with 50% employer match about $65,469 at 4% or $43,646 at 6%; with 100% employer match about $49,101 at 4% or $32,734 at 6%.
Pension Plan for Employees of Link Engineering Company-192$8,591,949$2,711,143$14,121iApproximate average salary by contribution assumption: employee only about $353,013 at 4% or $235,342 at 6%; with 50% employer match about $235,342 at 4% or $156,895 at 6%; with 100% employer match about $176,507 at 4% or $117,671 at 6%.
Link Engineering Employee Benefit Plan-233---
20093232$17,631,188$1,378,994$5,944iApproximate average salary by contribution assumption: employee only about $148,598 at 4% or $99,066 at 6%; with 50% employer match about $99,066 at 4% or $66,044 at 6%; with 100% employer match about $74,299 at 4% or $49,533 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-232$11,582,799$699,880$3,017iApproximate average salary by contribution assumption: employee only about $75,418 at 4% or $50,279 at 6%; with 50% employer match about $50,279 at 4% or $33,519 at 6%; with 100% employer match about $37,709 at 4% or $25,139 at 6%.
Pension Plan for Employees of Link Engineering Company-191$6,048,389$679,114$3,556iApproximate average salary by contribution assumption: employee only about $88,889 at 4% or $59,260 at 6%; with 50% employer match about $59,260 at 4% or $39,506 at 6%; with 100% employer match about $44,445 at 4% or $29,630 at 6%.
Link Engineering Employee Benefit Plan-228---
20083280$13,975,053$1,908,754$6,817iApproximate average salary by contribution assumption: employee only about $170,424 at 4% or $113,616 at 6%; with 50% employer match about $113,616 at 4% or $75,744 at 6%; with 100% employer match about $85,212 at 4% or $56,808 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-280$8,847,753$843,249$3,012iApproximate average salary by contribution assumption: employee only about $75,290 at 4% or $50,193 at 6%; with 50% employer match about $50,193 at 4% or $33,462 at 6%; with 100% employer match about $37,645 at 4% or $25,097 at 6%.
Pension Plan for Employees of Link Engineering Company-228$5,127,300$1,065,505$4,673iApproximate average salary by contribution assumption: employee only about $116,832 at 4% or $77,888 at 6%; with 50% employer match about $77,888 at 4% or $51,925 at 6%; with 100% employer match about $58,416 at 4% or $38,944 at 6%.
Link Engineering Employee Benefit Plan-274---
20073287$18,896,510$1,658,892$5,780iApproximate average salary by contribution assumption: employee only about $144,503 at 4% or $96,335 at 6%; with 50% employer match about $96,335 at 4% or $64,223 at 6%; with 100% employer match about $72,251 at 4% or $48,168 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-287$13,329,272$846,929$2,951iApproximate average salary by contribution assumption: employee only about $73,774 at 4% or $49,183 at 6%; with 50% employer match about $49,183 at 4% or $32,789 at 6%; with 100% employer match about $36,887 at 4% or $24,591 at 6%.
Pension Plan for Employees of Link Engineering Company-233$5,567,238$811,963$3,485iApproximate average salary by contribution assumption: employee only about $87,120 at 4% or $58,080 at 6%; with 50% employer match about $58,080 at 4% or $38,720 at 6%; with 100% employer match about $43,560 at 4% or $29,040 at 6%.
Link Engineering Employee Benefit Plan-266---
20063261$16,709,737$1,520,030$5,824iApproximate average salary by contribution assumption: employee only about $145,597 at 4% or $97,064 at 6%; with 50% employer match about $97,064 at 4% or $64,710 at 6%; with 100% employer match about $72,798 at 4% or $48,532 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-261$11,583,644$827,420$3,170iApproximate average salary by contribution assumption: employee only about $79,255 at 4% or $52,837 at 6%; with 50% employer match about $52,837 at 4% or $35,224 at 6%; with 100% employer match about $39,627 at 4% or $26,418 at 6%.
Pension Plan for Employees of Link Engineering Company-221$5,126,093$692,610$3,134iApproximate average salary by contribution assumption: employee only about $78,350 at 4% or $52,233 at 6%; with 50% employer match about $52,233 at 4% or $34,822 at 6%; with 100% employer match about $39,175 at 4% or $26,117 at 6%.
Link Engineering Employee Benefit Plan-245---
20053242$14,461,071$1,394,513$5,762iApproximate average salary by contribution assumption: employee only about $144,061 at 4% or $96,041 at 6%; with 50% employer match about $96,041 at 4% or $64,027 at 6%; with 100% employer match about $72,031 at 4% or $48,020 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-242$10,100,784$768,897$3,177iApproximate average salary by contribution assumption: employee only about $79,432 at 4% or $52,954 at 6%; with 50% employer match about $52,954 at 4% or $35,303 at 6%; with 100% employer match about $39,716 at 4% or $26,477 at 6%.
Pension Plan for Employees of Link Engineering Company-202$4,360,287$625,616$3,097iApproximate average salary by contribution assumption: employee only about $77,428 at 4% or $51,618 at 6%; with 50% employer match about $51,618 at 4% or $34,412 at 6%; with 100% employer match about $38,714 at 4% or $25,809 at 6%.
Link Engineering Employee Benefit Plan-228---
20043208$12,574,492$1,034,882$4,975iApproximate average salary by contribution assumption: employee only about $124,385 at 4% or $82,923 at 6%; with 50% employer match about $82,923 at 4% or $55,282 at 6%; with 100% employer match about $62,192 at 4% or $41,462 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-0$8,931,989$634,975-
Pension Plan for Employees of Link Engineering Company-185$3,642,503$399,907$2,162iApproximate average salary by contribution assumption: employee only about $54,041 at 4% or $36,028 at 6%; with 50% employer match about $36,028 at 4% or $24,018 at 6%; with 100% employer match about $27,021 at 4% or $18,014 at 6%.
Link Engineering Employee Benefit Plan-208---
20033189$11,017,342$1,007,241$5,329iApproximate average salary by contribution assumption: employee only about $133,233 at 4% or $88,822 at 6%; with 50% employer match about $88,822 at 4% or $59,215 at 6%; with 100% employer match about $66,616 at 4% or $44,411 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-185$7,636,843$683,948$3,697iApproximate average salary by contribution assumption: employee only about $92,425 at 4% or $61,617 at 6%; with 50% employer match about $61,617 at 4% or $41,078 at 6%; with 100% employer match about $46,213 at 4% or $30,808 at 6%.
Pension Plan for Employees of Link Engineering CompanyCurrent156$3,380,499$323,293$2,072iApproximate average salary by contribution assumption: employee only about $51,810 at 4% or $34,540 at 6%; with 50% employer match about $34,540 at 4% or $23,027 at 6%; with 100% employer match about $25,905 at 4% or $17,270 at 6%.
Link Engineering Employee Benefit Plan-189---
20023161$8,628,649$762,588$4,737iApproximate average salary by contribution assumption: employee only about $118,414 at 4% or $78,943 at 6%; with 50% employer match about $78,943 at 4% or $52,629 at 6%; with 100% employer match about $59,207 at 4% or $39,471 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-161$5,739,869$504,017$3,131iApproximate average salary by contribution assumption: employee only about $78,264 at 4% or $52,176 at 6%; with 50% employer match about $52,176 at 4% or $34,784 at 6%; with 100% employer match about $39,132 at 4% or $26,088 at 6%.
Pension Plan for Employees of Link Engineering Company-151$2,888,780$258,571$1,712iApproximate average salary by contribution assumption: employee only about $42,810 at 4% or $28,540 at 6%; with 50% employer match about $28,540 at 4% or $19,027 at 6%; with 100% employer match about $21,405 at 4% or $14,270 at 6%.
Link Engineering Employee Benefit Plan-158---
20013193$9,679,964$975,073$5,052iApproximate average salary by contribution assumption: employee only about $126,305 at 4% or $84,203 at 6%; with 50% employer match about $84,203 at 4% or $56,135 at 6%; with 100% employer match about $63,152 at 4% or $42,102 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-190$6,478,004$733,877$3,863iApproximate average salary by contribution assumption: employee only about $96,563 at 4% or $64,375 at 6%; with 50% employer match about $64,375 at 4% or $42,917 at 6%; with 100% employer match about $48,281 at 4% or $32,188 at 6%.
Pension Plan for Employees of Link Engineering Company-159$3,201,960$241,196$1,517iApproximate average salary by contribution assumption: employee only about $37,924 at 4% or $25,283 at 6%; with 50% employer match about $25,283 at 4% or $16,855 at 6%; with 100% employer match about $18,962 at 4% or $12,641 at 6%.
Link Engineering Employee Benefit Plan-193---
20003197$3,180,742$164,236$834iApproximate average salary by contribution assumption: employee only about $20,842 at 4% or $13,895 at 6%; with 50% employer match about $13,895 at 4% or $9,263 at 6%; with 100% employer match about $10,421 at 4% or $6,947 at 6%.
Pension Plan for Employees of Link Engineering Company-177$3,180,742$164,236$928iApproximate average salary by contribution assumption: employee only about $23,197 at 4% or $15,465 at 6%; with 50% employer match about $15,465 at 4% or $10,310 at 6%; with 100% employer match about $11,599 at 4% or $7,732 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-173---
Link Engineering Employee Benefit Plan-197---
19993196$10,021,840$698,806$3,565iApproximate average salary by contribution assumption: employee only about $89,133 at 4% or $59,422 at 6%; with 50% employer match about $59,422 at 4% or $39,615 at 6%; with 100% employer match about $44,567 at 4% or $29,711 at 6%.
Link Engineering Company Tax Deferred Savings Plan - 401K-196$6,688,357$548,226$2,797iApproximate average salary by contribution assumption: employee only about $69,927 at 4% or $46,618 at 6%; with 50% employer match about $46,618 at 4% or $31,079 at 6%; with 100% employer match about $34,963 at 4% or $23,309 at 6%.
Pension Plan for Employees of Link Engineering Company-159$3,333,483$150,580$947iApproximate average salary by contribution assumption: employee only about $23,676 at 4% or $15,784 at 6%; with 50% employer match about $15,784 at 4% or $10,523 at 6%; with 100% employer match about $11,838 at 4% or $7,892 at 6%.
Link Engineering Employee Benefit Plan-196---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
91037088220115
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040375056211060003
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
91037088220115
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040375056211060003

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
91037088220115
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3040375056211060003
Provider 01 Name
BAIRD
Provider 01 EIN
39-6037917
Provider 01 Position
CUSTODIAL (SECURITIES)
Provider 01 Relation
N/A
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$45,592
Provider 01 Srvc Code
18

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
91037088220115
Schedule C EIN
38-1432910
Schedule C Plan number
001
Schedule C Plan Year Begin Date
2003-04-01
Schedule C Tax Period
20040331
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
91037088220115
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010045088220110002
DFE P1 Entity 01 Name
COMERICA SHORT-TERM INVESTMENT FUND
DFE P1 Spons 01 Name
COMERICA BANK
DFE P1 Plan 01 EIN Plan number
382217511001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$12,846
Row 2
Filing Id
91037088220115
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010045088220110002

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$3,380,499$491,719 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,888,780$3,380,499Increase +$491,719 (17.02%)
Total liabilities$0$0No change $0
Net assets$2,888,780$3,380,499Increase +$491,719 (17.02%)

Contributions

Employer contributions$323,293
Participant contributions$0
Other contributions$0
Total contributions$323,293

Income & Investment Result

Total income$787,650
Interest$68,176
Dividends$25,518
Net income$491,719

Expenses & Fees

Benefits paid$250,339
Investment management$0
Administrative expenses$45,592
Total expenses$295,931

Accountant

FirmBDO SEIDMAN, LLP
Firm EIN13-5381590

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $2,888,780Total assets at end of year: $3,380,499Total liabilities at end of year: $0Net income or loss: $491,719
Filing Id
91037088220115
Schedule H EIN
38-1432910
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2003-04-01
Schedule H Tax Period
20040331
Non Interest Bear Cash Beginning of year Amount
$14,286
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$198
Interest Bear Cash Beginning of year Amount
$666,659
Govt Sec Beginning of year Amount
$398,053
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$647,612
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$1,149,126
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$12,846
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$2,888,780
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$2,888,780
Non Interest Bear Cash End of year Amount
$7,150
Employer Contribution End of year Amount
$323,293
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$99,002
Govt Sec End of year Amount
$520,120
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$910,108
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$1,520,826
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$3,380,499
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$3,380,499
Employer contributions
$323,293
Participant contributions
$0
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$323,293
Interest Bear Cash Amount
$707
Interest On Govt Sec Amount
$21,390
Interest On Corp Debt Amount
$46,079
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$68,176
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$25,518
Total dividend income
$25,518
Total Rents Amount
$0
Aggregate Proceeds Amount
$1,510,466
Aggregate Costs Amount
$1,344,766
Net gain or loss on sale of assets
$165,700
Unrealized Apprctn Re Amount
$204,963
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$204,963
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$787,650
Participant distributions
$250,339
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$250,339
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$45,592
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$45,592
Total expenses
$295,931
Net income or loss
$491,719
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
No
Accountant firm name
BDO SEIDMAN, LLP
Accountant firm EIN
13-5381590
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN38-0477375

Transfers

Distributed property value$0
Schedule R source fields
Payor 38-0477375
Filing Id
91037088220115
Schedule R EIN
38-1432910
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-04-01
Schedule R Tax Period
20040331
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
38-0477375
Pension Payor 02 EIN
39-6037917
Pension Bnft Distribution Sngl Sum Count
3
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
Yes
Pension Amdmt Incr Valuation Bnft Indicator
No