Civic Intelligence
Filing

Professional Technical Development 401K Plan

Professional Technical Development • EIN 38-2222345 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

55 → 37

-18 • -32.73%

Assets

Up

$137,576 → $288,154

$150,578 • 109.45%

Investment Management Fee

-

Admin expenses - • Total expenses $33,430

Filing Details

Context
Net investment result
$150,578
Pension payor EIN
35-0145825

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
202419$1,613,441$55,247$6,139iApproximate average salary by contribution assumption: employee only about $153,464 at 4% or $102,309 at 6%; with 50% employer match about $102,309 at 4% or $68,206 at 6%; with 100% employer match about $76,732 at 4% or $51,155 at 6%.
Professional Technical Development 401K Plan-9$1,613,441$55,247$6,139iApproximate average salary by contribution assumption: employee only about $153,464 at 4% or $102,309 at 6%; with 50% employer match about $102,309 at 4% or $68,206 at 6%; with 100% employer match about $76,732 at 4% or $51,155 at 6%.
2023111$1,441,591$54,053$4,914iApproximate average salary by contribution assumption: employee only about $122,848 at 4% or $81,898 at 6%; with 50% employer match about $81,898 at 4% or $54,599 at 6%; with 100% employer match about $61,424 at 4% or $40,949 at 6%.
Professional Technical Development 401K Plan-11$1,441,591$54,053$4,914iApproximate average salary by contribution assumption: employee only about $122,848 at 4% or $81,898 at 6%; with 50% employer match about $81,898 at 4% or $54,599 at 6%; with 100% employer match about $61,424 at 4% or $40,949 at 6%.
2022112$1,767,883$54,860$4,572iApproximate average salary by contribution assumption: employee only about $114,292 at 4% or $76,194 at 6%; with 50% employer match about $76,194 at 4% or $50,796 at 6%; with 100% employer match about $57,146 at 4% or $38,097 at 6%.
Professional Technical Development 401K Plan-12$1,767,883$54,860$4,572iApproximate average salary by contribution assumption: employee only about $114,292 at 4% or $76,194 at 6%; with 50% employer match about $76,194 at 4% or $50,796 at 6%; with 100% employer match about $57,146 at 4% or $38,097 at 6%.
2021112$1,941,243$56,747$4,729iApproximate average salary by contribution assumption: employee only about $118,223 at 4% or $78,815 at 6%; with 50% employer match about $78,815 at 4% or $52,544 at 6%; with 100% employer match about $59,111 at 4% or $39,408 at 6%.
Professional Technical Development 401K Plan-12$1,941,243$56,747$4,729iApproximate average salary by contribution assumption: employee only about $118,223 at 4% or $78,815 at 6%; with 50% employer match about $78,815 at 4% or $52,544 at 6%; with 100% employer match about $59,111 at 4% or $39,408 at 6%.
2020116$2,403,565$74,103$4,631iApproximate average salary by contribution assumption: employee only about $115,786 at 4% or $77,191 at 6%; with 50% employer match about $77,191 at 4% or $51,460 at 6%; with 100% employer match about $57,893 at 4% or $38,595 at 6%.
Professional Technical Development 401K Plan-16$2,403,565$74,103$4,631iApproximate average salary by contribution assumption: employee only about $115,786 at 4% or $77,191 at 6%; with 50% employer match about $77,191 at 4% or $51,460 at 6%; with 100% employer match about $57,893 at 4% or $38,595 at 6%.
2019115$2,004,186$74,855$4,990iApproximate average salary by contribution assumption: employee only about $124,758 at 4% or $83,172 at 6%; with 50% employer match about $83,172 at 4% or $55,448 at 6%; with 100% employer match about $62,379 at 4% or $41,586 at 6%.
Professional Technical Development 401K Plan-15$2,004,186$74,855$4,990iApproximate average salary by contribution assumption: employee only about $124,758 at 4% or $83,172 at 6%; with 50% employer match about $83,172 at 4% or $55,448 at 6%; with 100% employer match about $62,379 at 4% or $41,586 at 6%.
2018112$1,995,008$57,244$4,770iApproximate average salary by contribution assumption: employee only about $119,258 at 4% or $79,506 at 6%; with 50% employer match about $79,506 at 4% or $53,004 at 6%; with 100% employer match about $59,629 at 4% or $39,753 at 6%.
Professional Technical Development 401K Plan-12$1,995,008$57,244$4,770iApproximate average salary by contribution assumption: employee only about $119,258 at 4% or $79,506 at 6%; with 50% employer match about $79,506 at 4% or $53,004 at 6%; with 100% employer match about $59,629 at 4% or $39,753 at 6%.
2017110$2,035,150$84,456$8,446iApproximate average salary by contribution assumption: employee only about $211,140 at 4% or $140,760 at 6%; with 50% employer match about $140,760 at 4% or $93,840 at 6%; with 100% employer match about $105,570 at 4% or $70,380 at 6%.
Professional Technical Development 401K Plan-10$2,035,150$84,456$8,446iApproximate average salary by contribution assumption: employee only about $211,140 at 4% or $140,760 at 6%; with 50% employer match about $140,760 at 4% or $93,840 at 6%; with 100% employer match about $105,570 at 4% or $70,380 at 6%.
2016110$1,675,548$88,395$8,840iApproximate average salary by contribution assumption: employee only about $220,988 at 4% or $147,325 at 6%; with 50% employer match about $147,325 at 4% or $98,217 at 6%; with 100% employer match about $110,494 at 4% or $73,663 at 6%.
Professional Technical Development 401K Plan-10$1,675,548$88,395$8,840iApproximate average salary by contribution assumption: employee only about $220,988 at 4% or $147,325 at 6%; with 50% employer match about $147,325 at 4% or $98,217 at 6%; with 100% employer match about $110,494 at 4% or $73,663 at 6%.
2015115$1,701,520$80,684$5,379iApproximate average salary by contribution assumption: employee only about $134,473 at 4% or $89,649 at 6%; with 50% employer match about $89,649 at 4% or $59,766 at 6%; with 100% employer match about $67,237 at 4% or $44,824 at 6%.
Professional Technical Development 401K Plan-15$1,701,520$80,684$5,379iApproximate average salary by contribution assumption: employee only about $134,473 at 4% or $89,649 at 6%; with 50% employer match about $89,649 at 4% or $59,766 at 6%; with 100% employer match about $67,237 at 4% or $44,824 at 6%.
2014115$1,648,140$74,717$4,981iApproximate average salary by contribution assumption: employee only about $124,528 at 4% or $83,019 at 6%; with 50% employer match about $83,019 at 4% or $55,346 at 6%; with 100% employer match about $62,264 at 4% or $41,509 at 6%.
Professional Technical Development 401K Plan-15$1,648,140$74,717$4,981iApproximate average salary by contribution assumption: employee only about $124,528 at 4% or $83,019 at 6%; with 50% employer match about $83,019 at 4% or $55,346 at 6%; with 100% employer match about $62,264 at 4% or $41,509 at 6%.
2013115$1,501,915$132,079$8,805iApproximate average salary by contribution assumption: employee only about $220,132 at 4% or $146,754 at 6%; with 50% employer match about $146,754 at 4% or $97,836 at 6%; with 100% employer match about $110,066 at 4% or $73,377 at 6%.
Professional Technical Development 401K Plan-15$1,501,915$132,079$8,805iApproximate average salary by contribution assumption: employee only about $220,132 at 4% or $146,754 at 6%; with 50% employer match about $146,754 at 4% or $97,836 at 6%; with 100% employer match about $110,066 at 4% or $73,377 at 6%.
2012113$1,105,734$56,209$4,324iApproximate average salary by contribution assumption: employee only about $108,094 at 4% or $72,063 at 6%; with 50% employer match about $72,063 at 4% or $48,042 at 6%; with 100% employer match about $54,047 at 4% or $36,031 at 6%.
Professional Technical Development 401K Plan-13$1,105,734$56,209$4,324iApproximate average salary by contribution assumption: employee only about $108,094 at 4% or $72,063 at 6%; with 50% employer match about $72,063 at 4% or $48,042 at 6%; with 100% employer match about $54,047 at 4% or $36,031 at 6%.
2011115$946,488$56,210$3,747iApproximate average salary by contribution assumption: employee only about $93,683 at 4% or $62,456 at 6%; with 50% employer match about $62,456 at 4% or $41,637 at 6%; with 100% employer match about $46,842 at 4% or $31,228 at 6%.
Professional Technical Development 401K Plan-15$946,488$56,210$3,747iApproximate average salary by contribution assumption: employee only about $93,683 at 4% or $62,456 at 6%; with 50% employer match about $62,456 at 4% or $41,637 at 6%; with 100% employer match about $46,842 at 4% or $31,228 at 6%.
2010117$944,614$54,472$3,204iApproximate average salary by contribution assumption: employee only about $80,106 at 4% or $53,404 at 6%; with 50% employer match about $53,404 at 4% or $35,603 at 6%; with 100% employer match about $40,053 at 4% or $26,702 at 6%.
Professional Technical Development 401K Plan-17$944,614$54,472$3,204iApproximate average salary by contribution assumption: employee only about $80,106 at 4% or $53,404 at 6%; with 50% employer match about $53,404 at 4% or $35,603 at 6%; with 100% employer match about $40,053 at 4% or $26,702 at 6%.
2009120$831,608$52,098$2,605iApproximate average salary by contribution assumption: employee only about $65,123 at 4% or $43,415 at 6%; with 50% employer match about $43,415 at 4% or $28,943 at 6%; with 100% employer match about $32,561 at 4% or $21,708 at 6%.
Professional Technical Development 401K Plan-20$831,608$52,098$2,605iApproximate average salary by contribution assumption: employee only about $65,123 at 4% or $43,415 at 6%; with 50% employer match about $43,415 at 4% or $28,943 at 6%; with 100% employer match about $32,561 at 4% or $21,708 at 6%.
2008118$611,415$78,182$4,343iApproximate average salary by contribution assumption: employee only about $108,586 at 4% or $72,391 at 6%; with 50% employer match about $72,391 at 4% or $48,260 at 6%; with 100% employer match about $54,293 at 4% or $36,195 at 6%.
Professional Technical Development 401K Plan-18$611,415$78,182$4,343iApproximate average salary by contribution assumption: employee only about $108,586 at 4% or $72,391 at 6%; with 50% employer match about $72,391 at 4% or $48,260 at 6%; with 100% employer match about $54,293 at 4% or $36,195 at 6%.
2007122$932,887$72,840$3,311iApproximate average salary by contribution assumption: employee only about $82,773 at 4% or $55,182 at 6%; with 50% employer match about $55,182 at 4% or $36,788 at 6%; with 100% employer match about $41,386 at 4% or $27,591 at 6%.
Professional Technical Development 401K Plan-22$932,887$72,840$3,311iApproximate average salary by contribution assumption: employee only about $82,773 at 4% or $55,182 at 6%; with 50% employer match about $55,182 at 4% or $36,788 at 6%; with 100% employer match about $41,386 at 4% or $27,591 at 6%.
2006121$795,302$64,225$3,058iApproximate average salary by contribution assumption: employee only about $76,458 at 4% or $50,972 at 6%; with 50% employer match about $50,972 at 4% or $33,981 at 6%; with 100% employer match about $38,229 at 4% or $25,486 at 6%.
Professional Technical Development 401K Plan-21$795,302$64,225$3,058iApproximate average salary by contribution assumption: employee only about $76,458 at 4% or $50,972 at 6%; with 50% employer match about $50,972 at 4% or $33,981 at 6%; with 100% employer match about $38,229 at 4% or $25,486 at 6%.
2005120$690,353$70,265$3,513iApproximate average salary by contribution assumption: employee only about $87,831 at 4% or $58,554 at 6%; with 50% employer match about $58,554 at 4% or $39,036 at 6%; with 100% employer match about $43,916 at 4% or $29,277 at 6%.
Professional Technical Development 401K Plan-20$690,353$70,265$3,513iApproximate average salary by contribution assumption: employee only about $87,831 at 4% or $58,554 at 6%; with 50% employer match about $58,554 at 4% or $39,036 at 6%; with 100% employer match about $43,916 at 4% or $29,277 at 6%.
2004128$619,082$94,198$3,364iApproximate average salary by contribution assumption: employee only about $84,105 at 4% or $56,070 at 6%; with 50% employer match about $56,070 at 4% or $37,380 at 6%; with 100% employer match about $42,053 at 4% or $28,035 at 6%.
Professional Technical Development 401K Plan-28$619,082$94,198$3,364iApproximate average salary by contribution assumption: employee only about $84,105 at 4% or $56,070 at 6%; with 50% employer match about $56,070 at 4% or $37,380 at 6%; with 100% employer match about $42,053 at 4% or $28,035 at 6%.
2003137$568,479$104,837$2,833iApproximate average salary by contribution assumption: employee only about $70,836 at 4% or $47,224 at 6%; with 50% employer match about $47,224 at 4% or $31,483 at 6%; with 100% employer match about $35,418 at 4% or $23,612 at 6%.
Professional Technical Development 401K Plan-37$568,479$104,837$2,833iApproximate average salary by contribution assumption: employee only about $70,836 at 4% or $47,224 at 6%; with 50% employer match about $47,224 at 4% or $31,483 at 6%; with 100% employer match about $35,418 at 4% or $23,612 at 6%.
2002139$395,707$127,255$3,263iApproximate average salary by contribution assumption: employee only about $81,574 at 4% or $54,382 at 6%; with 50% employer match about $54,382 at 4% or $36,255 at 6%; with 100% employer match about $40,787 at 4% or $27,191 at 6%.
Professional Technical Development 401K Plan-39$395,707$127,255$3,263iApproximate average salary by contribution assumption: employee only about $81,574 at 4% or $54,382 at 6%; with 50% employer match about $54,382 at 4% or $36,255 at 6%; with 100% employer match about $40,787 at 4% or $27,191 at 6%.
2001138$393,200$128,808$3,390iApproximate average salary by contribution assumption: employee only about $84,742 at 4% or $56,495 at 6%; with 50% employer match about $56,495 at 4% or $37,663 at 6%; with 100% employer match about $42,371 at 4% or $28,247 at 6%.
Professional Technical Development 401K Plan-38$393,200$128,808$3,390iApproximate average salary by contribution assumption: employee only about $84,742 at 4% or $56,495 at 6%; with 50% employer match about $56,495 at 4% or $37,663 at 6%; with 100% employer match about $42,371 at 4% or $28,247 at 6%.
2000135$352,972$140,833$4,024iApproximate average salary by contribution assumption: employee only about $100,595 at 4% or $67,063 at 6%; with 50% employer match about $67,063 at 4% or $44,709 at 6%; with 100% employer match about $50,298 at 4% or $33,532 at 6%.
Professional Technical Development 401K Plan-35$352,972$140,833$4,024iApproximate average salary by contribution assumption: employee only about $100,595 at 4% or $67,063 at 6%; with 50% employer match about $67,063 at 4% or $44,709 at 6%; with 100% employer match about $50,298 at 4% or $33,532 at 6%.
1999137$288,154$133,042$3,596iApproximate average salary by contribution assumption: employee only about $89,893 at 4% or $59,929 at 6%; with 50% employer match about $59,929 at 4% or $39,953 at 6%; with 100% employer match about $44,947 at 4% or $29,964 at 6%.
Professional Technical Development 401K PlanCurrent37$288,154$133,042$3,596iApproximate average salary by contribution assumption: employee only about $89,893 at 4% or $59,929 at 6%; with 50% employer match about $59,929 at 4% or $39,953 at 6%; with 100% employer match about $44,947 at 4% or $29,964 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037100127521
Form Id
3713040
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371100127020002
Ins Broker 01 Name
BURTON ALTMAN
Ins Broker 01 Street Addr
320 WEST LAKE LANSING RD STE 2
Ins Broker 01 City
EAST LANSING
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
48823
Ins Broker Comm Pd 01 Amount
$734
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Filing Id
56037100127521
Form Id
3713040
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371100127020002
Ins Broker 01 Name
GREGORY BROGAN
Ins Broker 01 Street Addr
320 W LAKE LANSING RD
Ins Broker 01 City
EAST LANSING
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
48823
Ins Broker Comm Pd 01 Amount
$734
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: AMERICAN UNITED LIFE INSURANCE COMPANY
Filing Id
56037100127521
Form Id
3713040
Schedule A EIN
38-2222345
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
AMERICAN UNITED LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0145825
Ins Carrier Naic Code
60895
Ins Contract Num
GA97647
Ins Prsn Covered End of year Count
38
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,468
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$8,794
Pension End of year Sep Account Amount
$264,071
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$2,866
Pension Contribution Dep Amount
$4,127
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$294
Pension Transfer From Amount
$2,943
Pension Other Amount
$0
Pension Total Additions Amount
$7,364
Pension Total Bal Addn Amount
$10,230
Pension Bnfts Dsbrsd Amount
$736
Pension Admin Chrg Amount
$700
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$1,436
Pension End of year Bal Amount
$8,794
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
56037100127521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371100127020003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT II
DFE P1 Spons 01 Name
AMERICAN UNITED LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
350145825000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$264,071
Row 2
Filing Id
56037100127521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371100127020003

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$288,154$150,578 change

Balance Sheet

Beginning and end of plan year.

Total assets$137,576$288,154Increase +$150,578 (109.45%)
Total liabilities$0$0No change $0
Net assets$137,576$288,154Increase +$150,578 (109.45%)

Contributions

Employer contributions$24,424
Participant contributions$107,918
Other contributions$700

Income & Expenses

Total income$184,008
Total expenses$33,430
Net income$150,578
Source fields
Schedule I source fields
Filing Id
56037100127521
Schedule I EIN
38-2222345
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
$137,576
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$137,576
Small plan total assets at end of year
$288,154
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$288,154
Small plan employer contributions
$24,424
Small plan participant contributions
$107,918
Small Oth Contribution Rcvd Amount
$700
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$50,966
Small plan total income
$184,008
Small plan total benefit distributions
$32,730
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$700
Small plan total expenses
$33,430
Small plan net income or loss
$150,578
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
$45,000
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
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 EIN35-0145825

Transfers

Distributed property value$0
Schedule R source fields
Payor 35-0145825
Filing Id
56037100127521
Schedule R EIN
38-2222345
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
35-0145825
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0