Civic Intelligence
Filing

Technotrim Savings & Investment Plan

Technotrim Inc. • EIN 38-2710245 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

3,221 → 553

-2,668 • -82.83%

Assets

Down

$4,673,616 → $3,804,151

-$869,465 • -18.60%

Investment Management Fee

0.00%

$0

Admin expenses $2,006 • Total expenses $1,273,893

Filing Details

Context
Transfers from other plans
$230,074
Net investment result
$-639,391
Pension payor EIN
04-6767357

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
COLEMAN AND WILLIAMS, LTDEIN 39-1658905Accountant--Coleman & Williams Ltd.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$340,000-
Technotrim Pension Plan-0$0$340,000-
201916$3,193,794$0-
Technotrim Pension Plan-6$3,193,794--
201818$3,005,578$0-
Technotrim Pension Plan-8$3,005,578--
201719$3,525,350$0-
Technotrim Pension Plan-9$3,525,350--
2016216$3,323,795$425,000$26,563iApproximate average salary by contribution assumption: employee only about $664,063 at 4% or $442,708 at 6%; with 50% employer match about $442,708 at 4% or $295,139 at 6%; with 100% employer match about $332,031 at 4% or $221,354 at 6%.
Technotrim Pension Plan-13$3,323,795$425,000$32,692iApproximate average salary by contribution assumption: employee only about $817,308 at 4% or $544,872 at 6%; with 50% employer match about $544,872 at 4% or $363,248 at 6%; with 100% employer match about $408,654 at 4% or $272,436 at 6%.
Technotrim Inc. Welfare Plan-16---
2015218$2,864,391$175,000$9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,037 at 6%; with 50% employer match about $162,037 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%.
Technotrim Pension Plan-13$2,864,391$175,000$13,462iApproximate average salary by contribution assumption: employee only about $336,538 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,179 at 6%.
Technotrim Inc. Welfare Plan-18---
2014215$2,896,581$200,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Technotrim Pension Plan-15$2,896,581$200,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Technotrim Inc. Welfare Plan-1---
2013221$3,292,067$0-
Technotrim Pension Plan-16$3,292,067--
Technotrim Inc. Welfare Plan-21---
2012222$4,262,353$0-
Technotrim Pension Plan-21$4,262,353--
Technotrim Inc. Welfare Plan-22---
2011225$3,955,500$200,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Technotrim Pension Plan-23$3,955,500$200,000$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
Technotrim Inc. Welfare Plan-25---
2010224$3,861,579$472,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Technotrim Pension Plan-24$3,861,579$472,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Technotrim Inc. Welfare Plan-5---
2009229$3,216,419$60,000$2,069iApproximate average salary by contribution assumption: employee only about $51,724 at 4% or $34,483 at 6%; with 50% employer match about $34,483 at 4% or $22,989 at 6%; with 100% employer match about $25,862 at 4% or $17,241 at 6%.
Technotrim Pension Plan-29$3,216,419$60,000$2,069iApproximate average salary by contribution assumption: employee only about $51,724 at 4% or $34,483 at 6%; with 50% employer match about $34,483 at 4% or $22,989 at 6%; with 100% employer match about $25,862 at 4% or $17,241 at 6%.
Technotrim Inc. Welfare Plan-24---
2008233$2,730,231$130,000$3,939iApproximate average salary by contribution assumption: employee only about $98,485 at 4% or $65,657 at 6%; with 50% employer match about $65,657 at 4% or $43,771 at 6%; with 100% employer match about $49,242 at 4% or $32,828 at 6%.
Technotrim Pension Plan-33$2,730,231$130,000$3,939iApproximate average salary by contribution assumption: employee only about $98,485 at 4% or $65,657 at 6%; with 50% employer match about $65,657 at 4% or $43,771 at 6%; with 100% employer match about $49,242 at 4% or $32,828 at 6%.
Technotrim Inc. Welfare Plan-7---
2007236$3,296,673$610,000$16,944iApproximate average salary by contribution assumption: employee only about $423,611 at 4% or $282,407 at 6%; with 50% employer match about $282,407 at 4% or $188,272 at 6%; with 100% employer match about $211,806 at 4% or $141,204 at 6%.
Technotrim Pension Plan-36$3,296,673$610,000$16,944iApproximate average salary by contribution assumption: employee only about $423,611 at 4% or $282,407 at 6%; with 50% employer match about $282,407 at 4% or $188,272 at 6%; with 100% employer match about $211,806 at 4% or $141,204 at 6%.
Technotrim Inc. Welfare Plan-8---
2006237$2,529,787$185,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Technotrim Pension Plan-37$2,529,787$185,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Technotrim Inc. Welfare Plan-6---
2005214$2,219,929$32,000$2,286iApproximate average salary by contribution assumption: employee only about $57,143 at 4% or $38,095 at 6%; with 50% employer match about $38,095 at 4% or $25,397 at 6%; with 100% employer match about $28,571 at 4% or $19,048 at 6%.
Technotrim Pension Plan-14$2,219,929$32,000$2,286iApproximate average salary by contribution assumption: employee only about $57,143 at 4% or $38,095 at 6%; with 50% employer match about $38,095 at 4% or $25,397 at 6%; with 100% employer match about $28,571 at 4% or $19,048 at 6%.
Technotrim Inc. Welfare Plan-11---
2004316$2,173,992$69,328$4,333iApproximate average salary by contribution assumption: employee only about $108,325 at 4% or $72,217 at 6%; with 50% employer match about $72,217 at 4% or $48,144 at 6%; with 100% employer match about $54,163 at 4% or $36,108 at 6%.
Technotrim Pension Plan-16$2,173,992--
Technotrim Savings & Investment Plan-0-$69,328-
Technotrim Inc. Welfare Plan-14---
20033553$5,890,686$302,292$547iApproximate average salary by contribution assumption: employee only about $13,666 at 4% or $9,111 at 6%; with 50% employer match about $9,111 at 4% or $6,074 at 6%; with 100% employer match about $6,833 at 4% or $4,555 at 6%.
Technotrim Savings & Investment PlanCurrent553$3,804,151$148,001$268iApproximate average salary by contribution assumption: employee only about $6,691 at 4% or $4,461 at 6%; with 50% employer match about $4,461 at 4% or $2,974 at 6%; with 100% employer match about $3,345 at 4% or $2,230 at 6%.
Technotrim Pension Plan-10$2,086,535$154,291$15,429iApproximate average salary by contribution assumption: employee only about $385,728 at 4% or $257,152 at 6%; with 50% employer match about $257,152 at 4% or $171,434 at 6%; with 100% employer match about $192,864 at 4% or $128,576 at 6%.
Technotrim Inc. Welfare Plan-17---
20022102$0$0-
Technotrim Inc. Welfare Plan-102---
Technotrim Pension Plan-42---
200153,218$1,829,799$0-
Technotrim Pension Plan-53$1,829,799--
Technotrim Inc. Welfare Plan-101---
Technotrim Inc Long Term Disability Plan-0---
Technotrim Inc. Life Insurance Plan-0---
Technotrim Savings & Investment Plan-3,218---
200051,343$7,972,461$1,161,401$865iApproximate average salary by contribution assumption: employee only about $21,620 at 4% or $14,413 at 6%; with 50% employer match about $14,413 at 4% or $9,609 at 6%; with 100% employer match about $10,810 at 4% or $7,207 at 6%.
Technotrim Savings & Investment Plan-1,343$6,161,420$1,038,821$774iApproximate average salary by contribution assumption: employee only about $19,338 at 4% or $12,892 at 6%; with 50% employer match about $12,892 at 4% or $8,595 at 6%; with 100% employer match about $9,669 at 4% or $6,446 at 6%.
Technotrim Pension Plan-83$1,811,041$122,580$1,477iApproximate average salary by contribution assumption: employee only about $36,922 at 4% or $24,614 at 6%; with 50% employer match about $24,614 at 4% or $16,410 at 6%; with 100% employer match about $18,461 at 4% or $12,307 at 6%.
Technotrim Inc. Welfare Plan-292---
Technotrim Inc Long Term Disability Plan-293---
Technotrim Inc. Life Insurance Plan-297---
199951,369$7,147,605$1,124,290$821iApproximate average salary by contribution assumption: employee only about $20,531 at 4% or $13,687 at 6%; with 50% employer match about $13,687 at 4% or $9,125 at 6%; with 100% employer match about $10,266 at 4% or $6,844 at 6%.
Technotrim Savings & Investment Plan-1,369$5,533,097$1,124,290$821iApproximate average salary by contribution assumption: employee only about $20,531 at 4% or $13,687 at 6%; with 50% employer match about $13,687 at 4% or $9,125 at 6%; with 100% employer match about $10,266 at 4% or $6,844 at 6%.
Technotrim Pension Plan-103$1,614,508--
Technotrim Inc. Life Insurance Plan-795---
Technotrim Inc Long Term Disability Plan-893---
Technotrim Inc. Welfare Plan-778---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
91037347319325
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098020002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
91037347319325
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098020002
Provider Terminate 01 Name
PRICEWATERHOUSECOOPERS LLP
Provider Terminate 01 EIN
13-4008324
Provider Terminate 01 Position
AUDITOR
Provider Terminate 01 Str Address
100 E WISCONSIN AVE SUITE 1500
Provider Terminate 01 City
MILWAUKEE
Provider Terminate 01 State
WI
Provider Terminate 01 ZIP Code
532020000
Provider Terminate 01 Phone Num
4142121600
Provider Terminate 01 Text
PRICEWATERHOUSECOOPERS IS NO LONGER THE AUDITOR OF THIS PLAN

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
91037347319325
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374278098020002
Provider 01 Name
FIDELITY MANAGEMENT TRUST CO
Provider 01 EIN
04-6767357
Provider 01 Position
TRUSTEE
Provider 01 Relation
NA
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$2,006
Provider 01 Srvc Code
26

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
91037347319325
Schedule C EIN
38-2710245
Schedule C Plan number
002
Schedule C Plan Year Begin Date
2003-01-01
Schedule C Tax Period
20031231
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
91037347319325
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098020003
DFE P1 Entity 01 Name
SAVINGS AND INVESTMENT MASTER TRUST
DFE P1 Spons 01 Name
JOHNSON CONTROLS, INC.
DFE P1 Plan 01 EIN Plan number
390380010000
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$3,728,676
Row 2
Filing Id
91037347319325
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374278098020003

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$3,804,151-$869,465 change

Balance Sheet

Beginning and end of plan year.

Total assets$4,673,616$3,804,151Decrease -$869,465 (-18.60%)
Total liabilities$0$0No change $0
Net assets$4,673,616$3,804,151Decrease -$869,465 (-18.60%)

Contributions

Employer contributions$37,125
Participant contributions$110,876
Other contributions$0
Total contributions$148,001

Income & Investment Result

Total income$634,502
Interest$3,530
Dividends$0
Net income$-639,391

Expenses & Fees

Benefits paid$1,271,887
Investment management$0
Administrative expenses$2,006
Total expenses$1,273,893

Accountant

FirmCOLEMAN AND WILLIAMS, LTD
Firm EIN39-1658905

Compliance

Fidelity bondYes
Fidelity bond amount$20,000,000
Participant loans$38,300
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $4,673,616Total assets at end of year: $3,804,151Total liabilities at end of year: $0Net income or loss: $-639,391
Filing Id
91037347319325
Schedule H EIN
38-2710245
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2003-01-01
Schedule H Tax Period
20031231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$119,472
Participants Contribution Beginning of year Amount
$1,520
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
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
$84,882
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$4,467,742
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
$4,673,616
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
$4,673,616
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$37,125
Participants Contribution End of year Amount
$50
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
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
$38,300
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$3,728,676
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
$3,804,151
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
$3,804,151
Employer contributions
$37,125
Participant contributions
$110,876
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$148,001
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$3,530
Interest On Oth Investment Amount
$0
Total interest income
$3,530
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$482,971
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$634,502
Participant distributions
$1,271,887
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$1,271,887
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$2,006
Total administrative expenses
$2,006
Total expenses
$1,273,893
Net income or loss
$-639,391
Total Transfers To Amount
$0
Transfers from other plans
$230,074
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
No
Accountant firm name
COLEMAN AND WILLIAMS, LTD
Accountant firm EIN
39-1658905
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
$20,000,000
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
Plan Transfer 01 Name
JOHNSON CONTROLS SAVINGS AND INVEST
Plan Transfer 01 EIN
39-0380010
Plan Transfer 01 Plan number
333
Plan Transfer 02 Name
TRIMMASTERS INC SAVINGS AND INVEST
Plan Transfer 02 EIN
31-1222038
Plan Transfer 02 Plan number
002

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-6767357

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6767357
Filing Id
91037347319325
Schedule R EIN
38-2710245
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6767357
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0