Civic Intelligence
Filing

Sevan K Inc Profit Sharing Trust

Sevan K Inc • EIN 38-3135928 • Alpena, MI • Plan year 2000

105 Mason StAlpena, MI 49707
Filing Insights

Participants

Down

15 → 14

-1 • -6.67%

Assets

Down

$371,343 → $335,575

-$35,768 • -9.63%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$-35,768

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
2024114$2,940,020$155,533$11,110iApproximate average salary by contribution assumption: employee only about $277,738 at 4% or $185,158 at 6%; with 50% employer match about $185,158 at 4% or $123,439 at 6%; with 100% employer match about $138,869 at 4% or $92,579 at 6%.
Sevan K Inc Profit Sharing Trust-14$2,940,020$155,533$11,110iApproximate average salary by contribution assumption: employee only about $277,738 at 4% or $185,158 at 6%; with 50% employer match about $185,158 at 4% or $123,439 at 6%; with 100% employer match about $138,869 at 4% or $92,579 at 6%.
2023114$2,510,437$153,222$10,944iApproximate average salary by contribution assumption: employee only about $273,611 at 4% or $182,407 at 6%; with 50% employer match about $182,407 at 4% or $121,605 at 6%; with 100% employer match about $136,805 at 4% or $91,204 at 6%.
Sevan K Inc Profit Sharing Trust-14$2,510,437$153,222$10,944iApproximate average salary by contribution assumption: employee only about $273,611 at 4% or $182,407 at 6%; with 50% employer match about $182,407 at 4% or $121,605 at 6%; with 100% employer match about $136,805 at 4% or $91,204 at 6%.
2022114$2,353,611$159,865$11,419iApproximate average salary by contribution assumption: employee only about $285,473 at 4% or $190,315 at 6%; with 50% employer match about $190,315 at 4% or $126,877 at 6%; with 100% employer match about $142,737 at 4% or $95,158 at 6%.
Sevan K Inc Profit Sharing Trust-14$2,353,611$159,865$11,419iApproximate average salary by contribution assumption: employee only about $285,473 at 4% or $190,315 at 6%; with 50% employer match about $190,315 at 4% or $126,877 at 6%; with 100% employer match about $142,737 at 4% or $95,158 at 6%.
2021113$2,658,097$110,276$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,379 at 6%; with 50% employer match about $141,379 at 4% or $94,253 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
Sevan K Inc Profit Sharing Trust-13$2,658,097$110,276$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,379 at 6%; with 50% employer match about $141,379 at 4% or $94,253 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
2020113$2,183,733$101,245$7,788iApproximate average salary by contribution assumption: employee only about $194,702 at 4% or $129,801 at 6%; with 50% employer match about $129,801 at 4% or $86,534 at 6%; with 100% employer match about $97,351 at 4% or $64,901 at 6%.
Sevan K Inc Profit Sharing Trust-13$2,183,733$101,245$7,788iApproximate average salary by contribution assumption: employee only about $194,702 at 4% or $129,801 at 6%; with 50% employer match about $129,801 at 4% or $86,534 at 6%; with 100% employer match about $97,351 at 4% or $64,901 at 6%.
2019113$1,864,985$93,492$7,192iApproximate average salary by contribution assumption: employee only about $179,792 at 4% or $119,862 at 6%; with 50% employer match about $119,862 at 4% or $79,908 at 6%; with 100% employer match about $89,896 at 4% or $59,931 at 6%.
Sevan K Inc Profit Sharing Trust-13$1,864,985$93,492$7,192iApproximate average salary by contribution assumption: employee only about $179,792 at 4% or $119,862 at 6%; with 50% employer match about $119,862 at 4% or $79,908 at 6%; with 100% employer match about $89,896 at 4% or $59,931 at 6%.
2018116$1,423,391$99,213$6,201iApproximate average salary by contribution assumption: employee only about $155,020 at 4% or $103,347 at 6%; with 50% employer match about $103,347 at 4% or $68,898 at 6%; with 100% employer match about $77,510 at 4% or $51,673 at 6%.
Sevan K Inc Profit Sharing Trust-16$1,423,391$99,213$6,201iApproximate average salary by contribution assumption: employee only about $155,020 at 4% or $103,347 at 6%; with 50% employer match about $103,347 at 4% or $68,898 at 6%; with 100% employer match about $77,510 at 4% or $51,673 at 6%.
2017117$1,515,122$103,579$6,093iApproximate average salary by contribution assumption: employee only about $152,322 at 4% or $101,548 at 6%; with 50% employer match about $101,548 at 4% or $67,699 at 6%; with 100% employer match about $76,161 at 4% or $50,774 at 6%.
Sevan K Inc Profit Sharing Trust-17$1,515,122$103,579$6,093iApproximate average salary by contribution assumption: employee only about $152,322 at 4% or $101,548 at 6%; with 50% employer match about $101,548 at 4% or $67,699 at 6%; with 100% employer match about $76,161 at 4% or $50,774 at 6%.
2016117$1,178,585$98,557$5,797iApproximate average salary by contribution assumption: employee only about $144,937 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,416 at 6%; with 100% employer match about $72,468 at 4% or $48,312 at 6%.
Sevan K Inc Profit Sharing Trust-17$1,178,585$98,557$5,797iApproximate average salary by contribution assumption: employee only about $144,937 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,416 at 6%; with 100% employer match about $72,468 at 4% or $48,312 at 6%.
2015116$990,083$87,429$5,464iApproximate average salary by contribution assumption: employee only about $136,608 at 4% or $91,072 at 6%; with 50% employer match about $91,072 at 4% or $60,715 at 6%; with 100% employer match about $68,304 at 4% or $45,536 at 6%.
Sevan K Inc Profit Sharing Trust-16$990,083$87,429$5,464iApproximate average salary by contribution assumption: employee only about $136,608 at 4% or $91,072 at 6%; with 50% employer match about $91,072 at 4% or $60,715 at 6%; with 100% employer match about $68,304 at 4% or $45,536 at 6%.
2014116$926,228$86,326$5,395iApproximate average salary by contribution assumption: employee only about $134,884 at 4% or $89,923 at 6%; with 50% employer match about $89,923 at 4% or $59,949 at 6%; with 100% employer match about $67,442 at 4% or $44,961 at 6%.
Sevan K Inc Profit Sharing Trust-16$926,228$86,326$5,395iApproximate average salary by contribution assumption: employee only about $134,884 at 4% or $89,923 at 6%; with 50% employer match about $89,923 at 4% or $59,949 at 6%; with 100% employer match about $67,442 at 4% or $44,961 at 6%.
2013117$879,868$84,345$4,961iApproximate average salary by contribution assumption: employee only about $124,037 at 4% or $82,691 at 6%; with 50% employer match about $82,691 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,346 at 6%.
Sevan K Inc Profit Sharing Trust-17$879,868$84,345$4,961iApproximate average salary by contribution assumption: employee only about $124,037 at 4% or $82,691 at 6%; with 50% employer match about $82,691 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,346 at 6%.
2012119$683,668$76,912$4,048iApproximate average salary by contribution assumption: employee only about $101,200 at 4% or $67,467 at 6%; with 50% employer match about $67,467 at 4% or $44,978 at 6%; with 100% employer match about $50,600 at 4% or $33,733 at 6%.
Sevan K Inc Profit Sharing Trust-19$683,668$76,912$4,048iApproximate average salary by contribution assumption: employee only about $101,200 at 4% or $67,467 at 6%; with 50% employer match about $67,467 at 4% or $44,978 at 6%; with 100% employer match about $50,600 at 4% or $33,733 at 6%.
2011122$534,656$69,645$3,166iApproximate average salary by contribution assumption: employee only about $79,142 at 4% or $52,761 at 6%; with 50% employer match about $52,761 at 4% or $35,174 at 6%; with 100% employer match about $39,571 at 4% or $26,381 at 6%.
Sevan K Inc Profit Sharing Trust-22$534,656$69,645$3,166iApproximate average salary by contribution assumption: employee only about $79,142 at 4% or $52,761 at 6%; with 50% employer match about $52,761 at 4% or $35,174 at 6%; with 100% employer match about $39,571 at 4% or $26,381 at 6%.
2010119$500,751$32,281$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,238 at 4% or $14,158 at 6%.
Sevan K Inc Profit Sharing Trust-19$500,751$32,281$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,238 at 4% or $14,158 at 6%.
2009117$456,906$34,163$2,010iApproximate average salary by contribution assumption: employee only about $50,240 at 4% or $33,493 at 6%; with 50% employer match about $33,493 at 4% or $22,329 at 6%; with 100% employer match about $25,120 at 4% or $16,747 at 6%.
Sevan K Inc Profit Sharing Trust-17$456,906$34,163$2,010iApproximate average salary by contribution assumption: employee only about $50,240 at 4% or $33,493 at 6%; with 50% employer match about $33,493 at 4% or $22,329 at 6%; with 100% employer match about $25,120 at 4% or $16,747 at 6%.
2008120$320,224$36,576$1,829iApproximate average salary by contribution assumption: employee only about $45,720 at 4% or $30,480 at 6%; with 50% employer match about $30,480 at 4% or $20,320 at 6%; with 100% employer match about $22,860 at 4% or $15,240 at 6%.
Sevan K Inc Profit Sharing Trust-20$320,224$36,576$1,829iApproximate average salary by contribution assumption: employee only about $45,720 at 4% or $30,480 at 6%; with 50% employer match about $30,480 at 4% or $20,320 at 6%; with 100% employer match about $22,860 at 4% or $15,240 at 6%.
2007118$497,196$41,392$2,300iApproximate average salary by contribution assumption: employee only about $57,489 at 4% or $38,326 at 6%; with 50% employer match about $38,326 at 4% or $25,551 at 6%; with 100% employer match about $28,744 at 4% or $19,163 at 6%.
Sevan K Inc Profit Sharing Trust-18$497,196$41,392$2,300iApproximate average salary by contribution assumption: employee only about $57,489 at 4% or $38,326 at 6%; with 50% employer match about $38,326 at 4% or $25,551 at 6%; with 100% employer match about $28,744 at 4% or $19,163 at 6%.
2006113$451,035$46,962$3,612iApproximate average salary by contribution assumption: employee only about $90,312 at 4% or $60,208 at 6%; with 50% employer match about $60,208 at 4% or $40,138 at 6%; with 100% employer match about $45,156 at 4% or $30,104 at 6%.
Sevan K Inc Profit Sharing Trust-13$451,035$46,962$3,612iApproximate average salary by contribution assumption: employee only about $90,312 at 4% or $60,208 at 6%; with 50% employer match about $60,208 at 4% or $40,138 at 6%; with 100% employer match about $45,156 at 4% or $30,104 at 6%.
2005111$392,318$0-
Sevan K Inc Profit Sharing Trust-11$392,318--
2004114$399,001$0-
Sevan K Inc Profit Sharing Trust-14$399,001--
2003116$412,842$41,756$2,610iApproximate average salary by contribution assumption: employee only about $65,244 at 4% or $43,496 at 6%; with 50% employer match about $43,496 at 4% or $28,997 at 6%; with 100% employer match about $32,622 at 4% or $21,748 at 6%.
Sevan K Inc Profit Sharing Trust-16$412,842$41,756$2,610iApproximate average salary by contribution assumption: employee only about $65,244 at 4% or $43,496 at 6%; with 50% employer match about $43,496 at 4% or $28,997 at 6%; with 100% employer match about $32,622 at 4% or $21,748 at 6%.
2002116$313,819$79,089$4,943iApproximate average salary by contribution assumption: employee only about $123,577 at 4% or $82,384 at 6%; with 50% employer match about $82,384 at 4% or $54,923 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
Sevan K Inc Profit Sharing Trust-16$313,819$79,089$4,943iApproximate average salary by contribution assumption: employee only about $123,577 at 4% or $82,384 at 6%; with 50% employer match about $82,384 at 4% or $54,923 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
2001113$320,175$66,122$5,086iApproximate average salary by contribution assumption: employee only about $127,158 at 4% or $84,772 at 6%; with 50% employer match about $84,772 at 4% or $56,515 at 6%; with 100% employer match about $63,579 at 4% or $42,386 at 6%.
Sevan K Inc Profit Sharing Trust-13$320,175$66,122$5,086iApproximate average salary by contribution assumption: employee only about $127,158 at 4% or $84,772 at 6%; with 50% employer match about $84,772 at 4% or $56,515 at 6%; with 100% employer match about $63,579 at 4% or $42,386 at 6%.
2000114$335,575$17,519$1,251iApproximate average salary by contribution assumption: employee only about $31,284 at 4% or $20,856 at 6%; with 50% employer match about $20,856 at 4% or $13,904 at 6%; with 100% employer match about $15,642 at 4% or $10,428 at 6%.
Sevan K Inc Profit Sharing TrustCurrent14$335,575$17,519$1,251iApproximate average salary by contribution assumption: employee only about $31,284 at 4% or $20,856 at 6%; with 50% employer match about $20,856 at 4% or $13,904 at 6%; with 100% employer match about $15,642 at 4% or $10,428 at 6%.
1999111$371,343$60,689$5,517iApproximate average salary by contribution assumption: employee only about $137,930 at 4% or $91,953 at 6%; with 50% employer match about $91,953 at 4% or $61,302 at 6%; with 100% employer match about $68,965 at 4% or $45,977 at 6%.
Sevan K Inc Profit Sharing Trust-11$371,343$60,689$5,517iApproximate average salary by contribution assumption: employee only about $137,930 at 4% or $91,953 at 6%; with 50% employer match about $91,953 at 4% or $61,302 at 6%; with 100% employer match about $68,965 at 4% or $45,977 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037014078062
Form Id
11461040
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372014078060002
Ins Broker 01 Name
AUGIE MATUZAK
Ins Broker 01 Street Addr
7242 TURNBULL MILL RD
Ins Broker 01 City
ALPENA
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
497078812
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: FEDERATED LIFE INSURANCE COMPANY
Filing Id
84037014078062
Form Id
11461040
Schedule A EIN
38-3135928
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-10-01
Schedule A Tax Period
20001231
Ins Carrier Name
FEDERATED LIFE INSURANCE COMPANY
Ins Carrier EIN
41-6022443
Ins Carrier Naic Code
63258
Ins Contract Num
G282
Ins Prsn Covered End of year Count
20
Ins Policy From Date
2000-10-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$526
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$282,124
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
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
84037014078062
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372014078060003
DFE P1 Entity 01 Name
FEDERATED LIFE SEPARATE ACCOUNT A
DFE P1 Spons 01 Name
FEDERATED LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
416022443000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$282,124
Row 2
Filing Id
84037014078062
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372014078060003

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$335,575-$35,768 change

Balance Sheet

Beginning and end of plan year.

Total assets$371,343$335,575Decrease -$35,768 (-9.63%)
Total liabilities$0$0No change $0
Net assets$371,343$335,575Decrease -$35,768 (-9.63%)

Contributions

Employer contributions$17,519
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-35,768
Total expenses$0
Net income$-35,768
Source fields
Schedule I source fields
Filing Id
84037014078062
Schedule I EIN
38-3135928
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-10-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$371,343
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$371,343
Small plan total assets at end of year
$335,575
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$335,575
Small plan employer contributions
$17,519
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-53,287
Small plan total income
$-35,768
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$-35,768
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
$20,000
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
Yes
Small 20 Percent Sngl Investment Amount
$234,765
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Sevan K Inc Profit Sharing Trust | Sevan K Inc | Plan 001 | 2000 Form 5500 Filing