Civic Intelligence
Filing

Koni Ameritech Services Inc. Profit Sharing Plan

Koni Ameritech Services Inc. • EIN 38-3019258 • Plan year 2002

Filing Insights

Participants

Flat

6 → 6

0 • 0.00%

Assets

Down

$45,562 → $39,896

-$5,666 • -12.44%

Investment Management Fee

-

Admin expenses - • Total expenses $9,989

Filing Details

Context
Net investment result
$-5,666

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
202415$290,806$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$290,806$0-
202315$262,143$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$262,143--
202215$312,555$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$312,555--
202115$371,732$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$371,732$0-
202015$359,476$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$359,476$0-
201915$305,501$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$305,501$0-
201815$269,494$112,570$22,514iApproximate average salary by contribution assumption: employee only about $562,850 at 4% or $375,233 at 6%; with 50% employer match about $375,233 at 4% or $250,156 at 6%; with 100% employer match about $281,425 at 4% or $187,617 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-5$269,494$112,570$22,514iApproximate average salary by contribution assumption: employee only about $562,850 at 4% or $375,233 at 6%; with 50% employer match about $375,233 at 4% or $250,156 at 6%; with 100% employer match about $281,425 at 4% or $187,617 at 6%.
201715$158,548$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$158,548$0-
201615$136,999$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$136,999$0-
201515$129,171$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$129,171$0-
201425$122,647$0-
Koni Ameritech Services Inc. Profit Sharing Plan-5$122,647$0-
Koni Ameri Tech Services 401K Plan-0---
201325$477,996$0-
Koni Ameri Tech Services 401K Plan-4$362,187--
Koni Ameritech Services Inc. Profit Sharing Plan-5$115,809$0-
201225$388,842$0-
Koni Ameri Tech Services 401K Plan-4$286,890--
Koni Ameritech Services Inc. Profit Sharing Plan-5$101,952$0-
201126$352,062$0-
Koni Ameri Tech Services 401K Plan-4$252,005--
Koni Ameritech Services Inc. Profit Sharing Plan-6$100,057$0-
201026$370,207$0-
Koni Ameri Tech Services 401K Plan-4$272,053--
Koni Ameritech Services Inc. Profit Sharing Plan-6$98,154$0-
200926$324,189$0-
Koni Ameri Tech Services 401K Plan-4$233,742--
Koni Ameritech Services Inc. Profit Sharing Plan-6$90,447$0-
200826$0$0-
Koni Ameri Tech Services 401K Plan-4---
Koni Ameritech Services Inc. Profit Sharing Plan-6---
200726$0$0-
Koni Ameri Tech Services 401K Plan-6---
Koni Ameritech Services Inc. Profit Sharing Plan-6---
200626$518,693$73,360$12,227iApproximate average salary by contribution assumption: employee only about $305,667 at 4% or $203,778 at 6%; with 50% employer match about $203,778 at 4% or $135,852 at 6%; with 100% employer match about $152,833 at 4% or $101,889 at 6%.
Koni Ameri Tech Services 401K Plan-6$440,381$38,665$6,444iApproximate average salary by contribution assumption: employee only about $161,104 at 4% or $107,403 at 6%; with 50% employer match about $107,403 at 4% or $71,602 at 6%; with 100% employer match about $80,552 at 4% or $53,701 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$78,312$34,695$5,783iApproximate average salary by contribution assumption: employee only about $144,563 at 4% or $96,375 at 6%; with 50% employer match about $96,375 at 4% or $64,250 at 6%; with 100% employer match about $72,281 at 4% or $48,188 at 6%.
200527$397,732$45,343$6,478iApproximate average salary by contribution assumption: employee only about $161,939 at 4% or $107,960 at 6%; with 50% employer match about $107,960 at 4% or $71,973 at 6%; with 100% employer match about $80,970 at 4% or $53,980 at 6%.
Koni Ameri Tech Services 401K Plan-7$347,861$36,685$5,241iApproximate average salary by contribution assumption: employee only about $131,018 at 4% or $87,345 at 6%; with 50% employer match about $87,345 at 4% or $58,230 at 6%; with 100% employer match about $65,509 at 4% or $43,673 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$49,871$8,658$1,443iApproximate average salary by contribution assumption: employee only about $36,075 at 4% or $24,050 at 6%; with 50% employer match about $24,050 at 4% or $16,033 at 6%; with 100% employer match about $18,038 at 4% or $12,025 at 6%.
2004210$333,731$39,493$3,949iApproximate average salary by contribution assumption: employee only about $98,733 at 4% or $65,822 at 6%; with 50% employer match about $65,822 at 4% or $43,881 at 6%; with 100% employer match about $49,366 at 4% or $32,911 at 6%.
Koni Ameri Tech Services 401K Plan-10$285,290$30,470$3,047iApproximate average salary by contribution assumption: employee only about $76,175 at 4% or $50,783 at 6%; with 50% employer match about $50,783 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$48,441$9,023$1,504iApproximate average salary by contribution assumption: employee only about $37,596 at 4% or $25,064 at 6%; with 50% employer match about $25,064 at 4% or $16,709 at 6%; with 100% employer match about $18,798 at 4% or $12,532 at 6%.
200329$285,915$45,974$5,108iApproximate average salary by contribution assumption: employee only about $127,706 at 4% or $85,137 at 6%; with 50% employer match about $85,137 at 4% or $56,758 at 6%; with 100% employer match about $63,853 at 4% or $42,569 at 6%.
Koni Ameri Tech Services 401K Plan-9$238,714$36,575$4,064iApproximate average salary by contribution assumption: employee only about $101,597 at 4% or $67,731 at 6%; with 50% employer match about $67,731 at 4% or $45,154 at 6%; with 100% employer match about $50,799 at 4% or $33,866 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$47,201$9,399$1,567iApproximate average salary by contribution assumption: employee only about $39,163 at 4% or $26,108 at 6%; with 50% employer match about $26,108 at 4% or $17,406 at 6%; with 100% employer match about $19,581 at 4% or $13,054 at 6%.
2002211$191,539$51,078$4,643iApproximate average salary by contribution assumption: employee only about $116,086 at 4% or $77,391 at 6%; with 50% employer match about $77,391 at 4% or $51,594 at 6%; with 100% employer match about $58,043 at 4% or $38,695 at 6%.
Koni Ameri Tech Services 401K Plan-11$151,643$39,078$3,553iApproximate average salary by contribution assumption: employee only about $88,814 at 4% or $59,209 at 6%; with 50% employer match about $59,209 at 4% or $39,473 at 6%; with 100% employer match about $44,407 at 4% or $29,605 at 6%.
Koni Ameritech Services Inc. Profit Sharing PlanCurrent6$39,896$12,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2001213$191,768$48,675$3,744iApproximate average salary by contribution assumption: employee only about $93,606 at 4% or $62,404 at 6%; with 50% employer match about $62,404 at 4% or $41,603 at 6%; with 100% employer match about $46,803 at 4% or $31,202 at 6%.
Koni Ameri Tech Services 401K Plan-13$191,768$48,675$3,744iApproximate average salary by contribution assumption: employee only about $93,606 at 4% or $62,404 at 6%; with 50% employer match about $62,404 at 4% or $41,603 at 6%; with 100% employer match about $46,803 at 4% or $31,202 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6---
2000110$225,727$56,619$5,662iApproximate average salary by contribution assumption: employee only about $141,548 at 4% or $94,365 at 6%; with 50% employer match about $94,365 at 4% or $62,910 at 6%; with 100% employer match about $70,774 at 4% or $47,183 at 6%.
Koni Ameri Tech Services 401K Plan-10$225,727$56,619$5,662iApproximate average salary by contribution assumption: employee only about $141,548 at 4% or $94,365 at 6%; with 50% employer match about $94,365 at 4% or $62,910 at 6%; with 100% employer match about $70,774 at 4% or $47,183 at 6%.
1999212$260,987$107,205$8,934iApproximate average salary by contribution assumption: employee only about $223,344 at 4% or $148,896 at 6%; with 50% employer match about $148,896 at 4% or $99,264 at 6%; with 100% employer match about $111,672 at 4% or $74,448 at 6%.
Koni Ameri Tech Services 401K Plan-12$230,304$53,205$4,434iApproximate average salary by contribution assumption: employee only about $110,844 at 4% or $73,896 at 6%; with 50% employer match about $73,896 at 4% or $49,264 at 6%; with 100% employer match about $55,422 at 4% or $36,948 at 6%.
Koni Ameritech Services Inc. Profit Sharing Plan-6$30,683$54,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037233640793
Form Id
36922949
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040373233640040002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037233640793
Form Id
36922949
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040373233640040002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
0
Row 3
Filing Id
84037233640793
Form Id
36922949
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040373233640040002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
0
Row 4
Ins Carrier Name: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Filing Id
84037233640793
Form Id
36922949
Schedule A EIN
38-3019258
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Ins Carrier EIN
13-5123390
Ins Carrier Naic Code
64246
Ins Contract Num
1902
Ins Prsn Covered End of year Count
6
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$25,688
Pension End of year Sep Account Amount
$0
Pension Basis Rates Text
SUPPLIED TO DOL BY GUARDIAN
Pension Prem Paid Total Amount
$9,990
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
Yes
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$25,688
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,242
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$1,242
Pension Total Bal Addn Amount
$25,718
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$30
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$30
Pension End of year Bal Amount
$25,688
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 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$39,896-$5,666 change

Balance Sheet

Beginning and end of plan year.

Total assets$45,562$39,896Decrease -$5,666 (-12.44%)
Total liabilities$0$0No change $0
Net assets$45,562$39,896Decrease -$5,666 (-12.44%)

Contributions

Employer contributions$12,000
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$4,323
Total expenses$9,989
Net income$-5,666
Source fields
Schedule I source fields
Filing Id
84037233640793
Schedule I EIN
38-3019258
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$45,562
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$45,562
Small plan total assets at end of year
$39,896
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$39,896
Small plan employer contributions
$12,000
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-7,677
Small plan total income
$4,323
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$9,989
Small plan total expenses
$9,989
Small plan net income or loss
$-5,666
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
$1,000,000
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