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Filing

Robert Peters Construction Inc. Employees Profit Sharing Plan

Robert Peters Construction Inc. • EIN 39-1444582 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Up

8 → 11

3 • 37.50%

Assets

Down

$889,878 → $868,584

-$21,294 • -2.39%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$-21,294

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
200910$0$0-
Robert Peters Construction Inc. Employees Profit Sharing Plan-0$0--
200814$592,470$0-
Robert Peters Construction Inc. Employees Profit Sharing Plan-4$592,470--
200714$1,159,506$0-
Robert Peters Construction Inc. Employees Profit Sharing Plan-4$1,159,506--
200617$1,225,431$0-
Robert Peters Construction Inc. Employees Profit Sharing Plan-7$1,225,431--
2005110$1,079,777$0-
Robert Peters Construction Inc. Employees Profit Sharing Plan-10$1,079,777--
2004113$1,038,861$30,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
Robert Peters Construction Inc. Employees Profit Sharing Plan-13$1,038,861$30,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
2003113$1,281,836$131,214$10,093iApproximate average salary by contribution assumption: employee only about $252,335 at 4% or $168,223 at 6%; with 50% employer match about $168,223 at 4% or $112,149 at 6%; with 100% employer match about $126,167 at 4% or $84,112 at 6%.
Robert Peters Construction Inc. Employees Profit Sharing Plan-13$1,281,836$131,214$10,093iApproximate average salary by contribution assumption: employee only about $252,335 at 4% or $168,223 at 6%; with 50% employer match about $168,223 at 4% or $112,149 at 6%; with 100% employer match about $126,167 at 4% or $84,112 at 6%.
2002112$906,355$122,577$10,215iApproximate average salary by contribution assumption: employee only about $255,369 at 4% or $170,246 at 6%; with 50% employer match about $170,246 at 4% or $113,497 at 6%; with 100% employer match about $127,684 at 4% or $85,123 at 6%.
Robert Peters Construction Inc. Employees Profit Sharing Plan-12$906,355$122,577$10,215iApproximate average salary by contribution assumption: employee only about $255,369 at 4% or $170,246 at 6%; with 50% employer match about $170,246 at 4% or $113,497 at 6%; with 100% employer match about $127,684 at 4% or $85,123 at 6%.
2001111$932,646$111,096$10,100iApproximate average salary by contribution assumption: employee only about $252,491 at 4% or $168,327 at 6%; with 50% employer match about $168,327 at 4% or $112,218 at 6%; with 100% employer match about $126,245 at 4% or $84,164 at 6%.
Robert Peters Construction Inc. Employees Profit Sharing Plan-11$932,646$111,096$10,100iApproximate average salary by contribution assumption: employee only about $252,491 at 4% or $168,327 at 6%; with 50% employer match about $168,327 at 4% or $112,218 at 6%; with 100% employer match about $126,245 at 4% or $84,164 at 6%.
2000211$868,584$0-
Robert Peters Construction Inc. Employees Profit Sharing PlanCurrent11$868,584--
Robert Peters Construction Inc. Employees Profit Sharing Plan-8---
199918$889,878$90,973$11,372iApproximate average salary by contribution assumption: employee only about $284,291 at 4% or $189,527 at 6%; with 50% employer match about $189,527 at 4% or $126,351 at 6%; with 100% employer match about $142,145 at 4% or $94,764 at 6%.
Robert Peters Construction Inc. Employees Profit Sharing Plan-8$889,878$90,973$11,372iApproximate average salary by contribution assumption: employee only about $284,291 at 4% or $189,527 at 6%; with 50% employer match about $189,527 at 4% or $126,351 at 6%; with 100% employer match about $142,145 at 4% or $94,764 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037347300791
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371347300040002
DFE P1 Entity 01 Name
M & I AGGRESSIVE BALANCED FUND
DFE P1 Spons 01 Name
M & I TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
391795675001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$868,584
Row 2
Filing Id
84037347300791
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371347300040002

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$868,584-$21,294 change

Balance Sheet

Beginning and end of plan year.

Total assets$889,878$868,584Decrease -$21,294 (-2.39%)
Total liabilities$0$0No change $0
Net assets$889,878$868,584Decrease -$21,294 (-2.39%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-21,294
Total expenses$0
Net income$-21,294
Source fields
Schedule I source fields
Filing Id
84037347300791
Schedule I EIN
39-1444582
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
$889,878
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$889,878
Small plan total assets at end of year
$868,584
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$868,584
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-21,294
Small plan total income
$-21,294
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
$-21,294
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
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
Yes
Small 20 Percent Sngl Investment Amount
$868,584
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Robert Peters Construction Inc. Employees Profit Sharing Plan | Robert Peters Construction Inc. | Plan 001 | 2000 Form 5500 Filing