Civic Intelligence
Filing

Name Company 401(K)

NORTH AMERICAN MACHINE & ENGINEERING CO. • EIN 38-3521790 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 3

-2 • -40.00%

Assets

Down

$1,344,720 → $1,335,656

-$9,064 • -0.67%

Investment Management Fee

-

Admin expenses - • Total expenses $103,097

Filing Details

Context
Net investment result
$-9,064
Pension payor EIN
04-6568107

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
201410$0$61,581-
Name Company 401(K)-0-$61,581-
201314$1,264,842$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Name Company 401(K)-4$1,264,842$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201214$944,827$31,597$7,899iApproximate average salary by contribution assumption: employee only about $197,481 at 4% or $131,654 at 6%; with 50% employer match about $131,654 at 4% or $87,769 at 6%; with 100% employer match about $98,741 at 4% or $65,827 at 6%.
Name Company 401(K)-4$944,827$31,597$7,899iApproximate average salary by contribution assumption: employee only about $197,481 at 4% or $131,654 at 6%; with 50% employer match about $131,654 at 4% or $87,769 at 6%; with 100% employer match about $98,741 at 4% or $65,827 at 6%.
201114$1,594,254$24,715$6,179iApproximate average salary by contribution assumption: employee only about $154,469 at 4% or $102,979 at 6%; with 50% employer match about $102,979 at 4% or $68,653 at 6%; with 100% employer match about $77,234 at 4% or $51,490 at 6%.
Name Company 401(K)-4$1,594,254$24,715$6,179iApproximate average salary by contribution assumption: employee only about $154,469 at 4% or $102,979 at 6%; with 50% employer match about $102,979 at 4% or $68,653 at 6%; with 100% employer match about $77,234 at 4% or $51,490 at 6%.
201014$1,581,883$27,538$6,885iApproximate average salary by contribution assumption: employee only about $172,113 at 4% or $114,742 at 6%; with 50% employer match about $114,742 at 4% or $76,494 at 6%; with 100% employer match about $86,056 at 4% or $57,371 at 6%.
Name Company 401(K)-4$1,581,883$27,538$6,885iApproximate average salary by contribution assumption: employee only about $172,113 at 4% or $114,742 at 6%; with 50% employer match about $114,742 at 4% or $76,494 at 6%; with 100% employer match about $86,056 at 4% or $57,371 at 6%.
200914$1,398,558$45,950$11,488iApproximate average salary by contribution assumption: employee only about $287,188 at 4% or $191,458 at 6%; with 50% employer match about $191,458 at 4% or $127,639 at 6%; with 100% employer match about $143,594 at 4% or $95,729 at 6%.
Name Company 401(K)-4$1,398,558$45,950$11,488iApproximate average salary by contribution assumption: employee only about $287,188 at 4% or $191,458 at 6%; with 50% employer match about $191,458 at 4% or $127,639 at 6%; with 100% employer match about $143,594 at 4% or $95,729 at 6%.
200815$0$0-
Name Company 401(K)-5---
200713$1,688,655$58,322$19,441iApproximate average salary by contribution assumption: employee only about $486,017 at 4% or $324,011 at 6%; with 50% employer match about $324,011 at 4% or $216,007 at 6%; with 100% employer match about $243,008 at 4% or $162,006 at 6%.
Name Company 401(K)-3$1,688,655$58,322$19,441iApproximate average salary by contribution assumption: employee only about $486,017 at 4% or $324,011 at 6%; with 50% employer match about $324,011 at 4% or $216,007 at 6%; with 100% employer match about $243,008 at 4% or $162,006 at 6%.
200613$1,489,178$26,480$8,827iApproximate average salary by contribution assumption: employee only about $220,667 at 4% or $147,111 at 6%; with 50% employer match about $147,111 at 4% or $98,074 at 6%; with 100% employer match about $110,333 at 4% or $73,556 at 6%.
Name Company 401(K)-3$1,489,178$26,480$8,827iApproximate average salary by contribution assumption: employee only about $220,667 at 4% or $147,111 at 6%; with 50% employer match about $147,111 at 4% or $98,074 at 6%; with 100% employer match about $110,333 at 4% or $73,556 at 6%.
200513$1,335,656$27,321$9,107iApproximate average salary by contribution assumption: employee only about $227,675 at 4% or $151,783 at 6%; with 50% employer match about $151,783 at 4% or $101,189 at 6%; with 100% employer match about $113,838 at 4% or $75,892 at 6%.
Name Company 401(K)Current3$1,335,656$27,321$9,107iApproximate average salary by contribution assumption: employee only about $227,675 at 4% or $151,783 at 6%; with 50% employer match about $151,783 at 4% or $101,189 at 6%; with 100% employer match about $113,838 at 4% or $75,892 at 6%.
200415$1,344,720$29,363$5,873iApproximate average salary by contribution assumption: employee only about $146,815 at 4% or $97,877 at 6%; with 50% employer match about $97,877 at 4% or $65,251 at 6%; with 100% employer match about $73,408 at 4% or $48,938 at 6%.
Name Company 401(K)-5$1,344,720$29,363$5,873iApproximate average salary by contribution assumption: employee only about $146,815 at 4% or $97,877 at 6%; with 50% employer match about $97,877 at 4% or $65,251 at 6%; with 100% employer match about $73,408 at 4% or $48,938 at 6%.
200313$1,218,391$33,065$11,022iApproximate average salary by contribution assumption: employee only about $275,542 at 4% or $183,694 at 6%; with 50% employer match about $183,694 at 4% or $122,463 at 6%; with 100% employer match about $137,771 at 4% or $91,847 at 6%.
Name Company 401(K)-3$1,218,391$33,065$11,022iApproximate average salary by contribution assumption: employee only about $275,542 at 4% or $183,694 at 6%; with 50% employer match about $183,694 at 4% or $122,463 at 6%; with 100% employer match about $137,771 at 4% or $91,847 at 6%.
200216$1,118,561$30,700$5,117iApproximate average salary by contribution assumption: employee only about $127,917 at 4% or $85,278 at 6%; with 50% employer match about $85,278 at 4% or $56,852 at 6%; with 100% employer match about $63,958 at 4% or $42,639 at 6%.
Name Company 401(K)-6$1,118,561$30,700$5,117iApproximate average salary by contribution assumption: employee only about $127,917 at 4% or $85,278 at 6%; with 50% employer match about $85,278 at 4% or $56,852 at 6%; with 100% employer match about $63,958 at 4% or $42,639 at 6%.
200116$0$0-
Name Company 401(K)-6---
200016$1,533,112$47,099$7,850iApproximate average salary by contribution assumption: employee only about $196,246 at 4% or $130,831 at 6%; with 50% employer match about $130,831 at 4% or $87,220 at 6%; with 100% employer match about $98,123 at 4% or $65,415 at 6%.
Name Company 401(K)-6$1,533,112$47,099$7,850iApproximate average salary by contribution assumption: employee only about $196,246 at 4% or $130,831 at 6%; with 50% employer match about $130,831 at 4% or $87,220 at 6%; with 100% employer match about $98,123 at 4% or $65,415 at 6%.
Schedule Details

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$1,335,656-$9,064 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,344,720$1,335,656Decrease -$9,064 (-0.67%)
Total liabilities$0$0No change $0
Net assets$1,344,720$1,335,656Decrease -$9,064 (-0.67%)

Contributions

Employer contributions$0
Participant contributions$27,321
Other contributions$0

Income & Expenses

Total income$94,033
Total expenses$103,097
Net income$-9,064
Source fields
Schedule I source fields
Filing Id
84037237166316
Schedule I EIN
38-3521790
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$1,344,720
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,344,720
Small plan total assets at end of year
$1,335,656
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,335,656
Small plan employer contributions
$0
Small plan participant contributions
$27,321
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$66,712
Small plan total income
$94,033
Small plan total benefit distributions
$102,987
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$110
Small plan total expenses
$103,097
Small plan net income or loss
$-9,064
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
$140,000
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

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

Pension & Payor

Payor EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037237166316
Schedule R EIN
38-3521790
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0