Civic Intelligence
Filing

Basic Research & Technology Inc. Profit Sharing 401(K) Plan

BASIC RESEARCH & TECHNOLOGY • EIN 38-2356520 • Plan year 2000

Filing Insights

Participants

Up

35 → 37

2 • 5.71%

Assets

Up

$665,330 → $765,094

$99,764 • 14.99%

Investment Management Fee

-

Admin expenses - • Total expenses $43,921

Filing Details

Context
Net investment result
$99,764
Pension payor EIN
04-1590850

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
201310$0$17,458-
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-0$0$17,458-
2012132$3,198,841$200,767$6,274iApproximate average salary by contribution assumption: employee only about $156,849 at 4% or $104,566 at 6%; with 50% employer match about $104,566 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-32$3,198,841$200,767$6,274iApproximate average salary by contribution assumption: employee only about $156,849 at 4% or $104,566 at 6%; with 50% employer match about $104,566 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%.
2011133$2,927,749$184,653$5,596iApproximate average salary by contribution assumption: employee only about $139,889 at 4% or $93,259 at 6%; with 50% employer match about $93,259 at 4% or $62,173 at 6%; with 100% employer match about $69,944 at 4% or $46,630 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-33$2,927,749$184,653$5,596iApproximate average salary by contribution assumption: employee only about $139,889 at 4% or $93,259 at 6%; with 50% employer match about $93,259 at 4% or $62,173 at 6%; with 100% employer match about $69,944 at 4% or $46,630 at 6%.
2010130$2,871,376$177,224$5,907iApproximate average salary by contribution assumption: employee only about $147,687 at 4% or $98,458 at 6%; with 50% employer match about $98,458 at 4% or $65,639 at 6%; with 100% employer match about $73,843 at 4% or $49,229 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-30$2,871,376$177,224$5,907iApproximate average salary by contribution assumption: employee only about $147,687 at 4% or $98,458 at 6%; with 50% employer match about $98,458 at 4% or $65,639 at 6%; with 100% employer match about $73,843 at 4% or $49,229 at 6%.
2009129$2,260,788$168,206$5,800iApproximate average salary by contribution assumption: employee only about $145,005 at 4% or $96,670 at 6%; with 50% employer match about $96,670 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-29$2,260,788$168,206$5,800iApproximate average salary by contribution assumption: employee only about $145,005 at 4% or $96,670 at 6%; with 50% employer match about $96,670 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%.
2008129$1,711,765$177,745$6,129iApproximate average salary by contribution assumption: employee only about $153,228 at 4% or $102,152 at 6%; with 50% employer match about $102,152 at 4% or $68,102 at 6%; with 100% employer match about $76,614 at 4% or $51,076 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-29$1,711,765$177,745$6,129iApproximate average salary by contribution assumption: employee only about $153,228 at 4% or $102,152 at 6%; with 50% employer match about $102,152 at 4% or $68,102 at 6%; with 100% employer match about $76,614 at 4% or $51,076 at 6%.
2007130$2,504,964$235,454$7,848iApproximate average salary by contribution assumption: employee only about $196,212 at 4% or $130,808 at 6%; with 50% employer match about $130,808 at 4% or $87,205 at 6%; with 100% employer match about $98,106 at 4% or $65,404 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-30$2,504,964$235,454$7,848iApproximate average salary by contribution assumption: employee only about $196,212 at 4% or $130,808 at 6%; with 50% employer match about $130,808 at 4% or $87,205 at 6%; with 100% employer match about $98,106 at 4% or $65,404 at 6%.
2006135$2,227,077$258,352$7,381iApproximate average salary by contribution assumption: employee only about $184,537 at 4% or $123,025 at 6%; with 50% employer match about $123,025 at 4% or $82,017 at 6%; with 100% employer match about $92,269 at 4% or $61,512 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-35$2,227,077$258,352$7,381iApproximate average salary by contribution assumption: employee only about $184,537 at 4% or $123,025 at 6%; with 50% employer match about $123,025 at 4% or $82,017 at 6%; with 100% employer match about $92,269 at 4% or $61,512 at 6%.
2005142$1,839,914$217,791$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,425 at 6%; with 50% employer match about $86,425 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-42$1,839,914$217,791$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,425 at 6%; with 50% employer match about $86,425 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
2004132$1,726,460$269,419$8,419iApproximate average salary by contribution assumption: employee only about $210,484 at 4% or $140,322 at 6%; with 50% employer match about $140,322 at 4% or $93,548 at 6%; with 100% employer match about $105,242 at 4% or $70,161 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-32$1,726,460$269,419$8,419iApproximate average salary by contribution assumption: employee only about $210,484 at 4% or $140,322 at 6%; with 50% employer match about $140,322 at 4% or $93,548 at 6%; with 100% employer match about $105,242 at 4% or $70,161 at 6%.
2003133$1,347,892$214,889$6,512iApproximate average salary by contribution assumption: employee only about $162,795 at 4% or $108,530 at 6%; with 50% employer match about $108,530 at 4% or $72,353 at 6%; with 100% employer match about $81,397 at 4% or $54,265 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-33$1,347,892$214,889$6,512iApproximate average salary by contribution assumption: employee only about $162,795 at 4% or $108,530 at 6%; with 50% employer match about $108,530 at 4% or $72,353 at 6%; with 100% employer match about $81,397 at 4% or $54,265 at 6%.
2002142$889,798$248,015$5,905iApproximate average salary by contribution assumption: employee only about $147,628 at 4% or $98,419 at 6%; with 50% employer match about $98,419 at 4% or $65,612 at 6%; with 100% employer match about $73,814 at 4% or $49,209 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-42$889,798$248,015$5,905iApproximate average salary by contribution assumption: employee only about $147,628 at 4% or $98,419 at 6%; with 50% employer match about $98,419 at 4% or $65,612 at 6%; with 100% employer match about $73,814 at 4% or $49,209 at 6%.
2001145$0$0-
Basic Research & Technology Inc. Profit Sharing 401(K) Plan-45---
2000137$765,094$220,586$5,962iApproximate average salary by contribution assumption: employee only about $149,045 at 4% or $99,363 at 6%; with 50% employer match about $99,363 at 4% or $66,242 at 6%; with 100% employer match about $74,522 at 4% or $49,682 at 6%.
Basic Research & Technology Inc. Profit Sharing 401(K) PlanCurrent37$765,094$220,586$5,962iApproximate average salary by contribution assumption: employee only about $149,045 at 4% or $99,363 at 6%; with 50% employer match about $99,363 at 4% or $66,242 at 6%; with 100% employer match about $74,522 at 4% or $49,682 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037085208282
Form Id
13870614
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372085208030002
Ins Broker 01 Name
NDOLPH T REDMOND
Ins Broker 01 Street Addr
44978 FORD RD STE C
Ins Broker 01 City
CANTON
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
48187
Ins Broker Comm Pd 01 Amount
$1,917
Ins Broker Fees Pd 01 Amount
$147
Ins Broker Fees Pd 01 Text
FEES PAID ON THE BASIS OF AGGREGATE VAL OF CONTRACTS PLACED & RETAINED
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Filing Id
84037085208282
Form Id
13870614
Schedule A EIN
38-2356520
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Ins Carrier EIN
04-1590850
Ins Carrier Naic Code
65935
Ins Contract Num
FL 7356
Ins Prsn Covered End of year Count
37
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$1,917
Ins Broker Fees Total Amount
$147
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$733,090
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
$75,724
Pension Contribution Dep Amount
$220,586
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,172
Pension Transfer From Amount
$0
Pension Other Amount
$10,900
Pension Other Text
LN INT, LN PRIN
Pension Total Additions Amount
$232,658
Pension Total Bal Addn Amount
$308,382
Pension Bnfts Dsbrsd Amount
$1,067
Pension Admin Chrg Amount
$169
Pension Transfer To Amount
$285,884
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$287,120
Pension End of year Bal Amount
$21,262
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
84037085208282
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372085208030003
Row 2
Filing Id
84037085208282
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-BE
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850031
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,185
Row 3
Filing Id
84037085208282
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-I
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850044
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$69,854
Row 4
Filing Id
84037085208282
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-J
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850045
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$22,557
Row 5
Filing Id
84037085208282
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-K
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850046
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$235,019
Row 6
Filing Id
84037085208282
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-N5
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850072
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$49,503
Row 7
Filing Id
84037085208282
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-W1
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850113
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$50,060
Row 8
Filing Id
84037085208282
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-W2
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850114
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$126,608
Row 9
Filing Id
84037085208282
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-W3
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850115
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$51,792
Row 10
Filing Id
84037085208282
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-W5
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850117
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$55,830
Row 11
Filing Id
84037085208282
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
20372085208030003
DFE P1 Entity 01 Name
SIA-W7
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
041590850119
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$56,682

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$765,094$99,764 change

Balance Sheet

Beginning and end of plan year.

Total assets$665,330$765,094Increase +$99,764 (14.99%)
Total liabilities$0$0No change $0
Net assets$665,330$765,094Increase +$99,764 (14.99%)

Contributions

Employer contributions$19,577
Participant contributions$201,009
Other contributions$0

Income & Expenses

Total income$143,685
Total expenses$43,921
Net income$99,764
Source fields
Schedule I source fields
Filing Id
84037085208282
Schedule I EIN
38-2356520
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
$665,330
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$665,330
Small plan total assets at end of year
$765,094
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$765,094
Small plan employer contributions
$19,577
Small plan participant contributions
$201,009
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-76,901
Small plan total income
$143,685
Small plan total benefit distributions
$37,651
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$6,270
Small plan total expenses
$43,921
Small plan net income or loss
$99,764
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
Yes
Small Mortg Participants End of year Amount
$10,742
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
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 EIN04-1590850

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-1590850
Filing Id
84037085208282
Schedule R EIN
38-2356520
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-1590850
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0