Fidelity bond in place
Yes
Filing
Unity Tool Inc. 401K Plan
Unity Tool Inc. • EIN 41-1383005 • Plan year 2003
Filing Insights
Participants
Down23 → 20
-3 • -13.04%
Assets
Up$561,115 → $723,714
$162,599 • 28.98%
Investment Management Fee
-
Admin expenses - • Total expenses $1,339
Filing Details
Context- Net investment result
- $162,599
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 46 | $5,054,438 | $137,533 | $2,990iApproximate average salary by contribution assumption: employee only about $74,746 at 4% or $49,831 at 6%; with 50% employer match about $49,831 at 4% or $33,221 at 6%; with 100% employer match about $37,373 at 4% or $24,915 at 6%. |
| Unity Tool Inc. 401K Plan | - | 46 | $5,054,438 | $137,533 | $2,990iApproximate average salary by contribution assumption: employee only about $74,746 at 4% or $49,831 at 6%; with 50% employer match about $49,831 at 4% or $33,221 at 6%; with 100% employer match about $37,373 at 4% or $24,915 at 6%. |
| 2023 | 1 | 43 | $4,694,415 | $270,911 | $6,300iApproximate average salary by contribution assumption: employee only about $157,506 at 4% or $105,004 at 6%; with 50% employer match about $105,004 at 4% or $70,003 at 6%; with 100% employer match about $78,753 at 4% or $52,502 at 6%. |
| Unity Tool Inc. 401K Plan | - | 43 | $4,694,415 | $270,911 | $6,300iApproximate average salary by contribution assumption: employee only about $157,506 at 4% or $105,004 at 6%; with 50% employer match about $105,004 at 4% or $70,003 at 6%; with 100% employer match about $78,753 at 4% or $52,502 at 6%. |
| 2022 | 1 | 40 | $3,895,489 | $252,817 | $6,320iApproximate average salary by contribution assumption: employee only about $158,011 at 4% or $105,340 at 6%; with 50% employer match about $105,340 at 4% or $70,227 at 6%; with 100% employer match about $79,005 at 4% or $52,670 at 6%. |
| Unity Tool Inc. 401K Plan | - | 40 | $3,895,489 | $252,817 | $6,320iApproximate average salary by contribution assumption: employee only about $158,011 at 4% or $105,340 at 6%; with 50% employer match about $105,340 at 4% or $70,227 at 6%; with 100% employer match about $79,005 at 4% or $52,670 at 6%. |
| 2021 | 1 | 39 | $4,049,960 | $192,422 | $4,934iApproximate average salary by contribution assumption: employee only about $123,347 at 4% or $82,232 at 6%; with 50% employer match about $82,232 at 4% or $54,821 at 6%; with 100% employer match about $61,674 at 4% or $41,116 at 6%. |
| Unity Tool Inc. 401K Plan | - | 39 | $4,049,960 | $192,422 | $4,934iApproximate average salary by contribution assumption: employee only about $123,347 at 4% or $82,232 at 6%; with 50% employer match about $82,232 at 4% or $54,821 at 6%; with 100% employer match about $61,674 at 4% or $41,116 at 6%. |
| 2020 | 1 | 39 | $3,777,917 | $167,763 | $4,302iApproximate average salary by contribution assumption: employee only about $107,540 at 4% or $71,694 at 6%; with 50% employer match about $71,694 at 4% or $47,796 at 6%; with 100% employer match about $53,770 at 4% or $35,847 at 6%. |
| Unity Tool Inc. 401K Plan | - | 39 | $3,777,917 | $167,763 | $4,302iApproximate average salary by contribution assumption: employee only about $107,540 at 4% or $71,694 at 6%; with 50% employer match about $71,694 at 4% or $47,796 at 6%; with 100% employer match about $53,770 at 4% or $35,847 at 6%. |
| 2019 | 1 | 38 | $2,682,626 | $169,944 | $4,472iApproximate average salary by contribution assumption: employee only about $111,805 at 4% or $74,537 at 6%; with 50% employer match about $74,537 at 4% or $49,691 at 6%; with 100% employer match about $55,903 at 4% or $37,268 at 6%. |
| Unity Tool Inc. 401K Plan | - | 38 | $2,682,626 | $169,944 | $4,472iApproximate average salary by contribution assumption: employee only about $111,805 at 4% or $74,537 at 6%; with 50% employer match about $74,537 at 4% or $49,691 at 6%; with 100% employer match about $55,903 at 4% or $37,268 at 6%. |
| 2018 | 1 | 36 | $2,748,498 | $186,888 | $5,191iApproximate average salary by contribution assumption: employee only about $129,783 at 4% or $86,522 at 6%; with 50% employer match about $86,522 at 4% or $57,681 at 6%; with 100% employer match about $64,892 at 4% or $43,261 at 6%. |
| Unity Tool Inc. 401K Plan | - | 36 | $2,748,498 | $186,888 | $5,191iApproximate average salary by contribution assumption: employee only about $129,783 at 4% or $86,522 at 6%; with 50% employer match about $86,522 at 4% or $57,681 at 6%; with 100% employer match about $64,892 at 4% or $43,261 at 6%. |
| 2017 | 1 | 35 | $2,523,199 | $133,821 | $3,823iApproximate average salary by contribution assumption: employee only about $95,586 at 4% or $63,724 at 6%; with 50% employer match about $63,724 at 4% or $42,483 at 6%; with 100% employer match about $47,793 at 4% or $31,862 at 6%. |
| Unity Tool Inc. 401K Plan | - | 35 | $2,523,199 | $133,821 | $3,823iApproximate average salary by contribution assumption: employee only about $95,586 at 4% or $63,724 at 6%; with 50% employer match about $63,724 at 4% or $42,483 at 6%; with 100% employer match about $47,793 at 4% or $31,862 at 6%. |
| 2016 | 1 | 35 | $2,260,278 | $130,532 | $3,729iApproximate average salary by contribution assumption: employee only about $93,237 at 4% or $62,158 at 6%; with 50% employer match about $62,158 at 4% or $41,439 at 6%; with 100% employer match about $46,619 at 4% or $31,079 at 6%. |
| Unity Tool Inc. 401K Plan | - | 35 | $2,260,278 | $130,532 | $3,729iApproximate average salary by contribution assumption: employee only about $93,237 at 4% or $62,158 at 6%; with 50% employer match about $62,158 at 4% or $41,439 at 6%; with 100% employer match about $46,619 at 4% or $31,079 at 6%. |
| 2015 | 1 | 32 | $1,977,306 | $154,412 | $4,825iApproximate average salary by contribution assumption: employee only about $120,634 at 4% or $80,423 at 6%; with 50% employer match about $80,423 at 4% or $53,615 at 6%; with 100% employer match about $60,317 at 4% or $40,211 at 6%. |
| Unity Tool Inc. 401K Plan | - | 32 | $1,977,306 | $154,412 | $4,825iApproximate average salary by contribution assumption: employee only about $120,634 at 4% or $80,423 at 6%; with 50% employer match about $80,423 at 4% or $53,615 at 6%; with 100% employer match about $60,317 at 4% or $40,211 at 6%. |
| 2014 | 1 | 37 | $1,962,370 | $95,284 | $2,575iApproximate average salary by contribution assumption: employee only about $64,381 at 4% or $42,921 at 6%; with 50% employer match about $42,921 at 4% or $28,614 at 6%; with 100% employer match about $32,191 at 4% or $21,460 at 6%. |
| Unity Tool Inc. 401K Plan | - | 37 | $1,962,370 | $95,284 | $2,575iApproximate average salary by contribution assumption: employee only about $64,381 at 4% or $42,921 at 6%; with 50% employer match about $42,921 at 4% or $28,614 at 6%; with 100% employer match about $32,191 at 4% or $21,460 at 6%. |
| 2013 | 1 | 28 | $1,764,626 | $71,335 | $2,548iApproximate average salary by contribution assumption: employee only about $63,692 at 4% or $42,461 at 6%; with 50% employer match about $42,461 at 4% or $28,308 at 6%; with 100% employer match about $31,846 at 4% or $21,231 at 6%. |
| Unity Tool Inc. 401K Plan | - | 28 | $1,764,626 | $71,335 | $2,548iApproximate average salary by contribution assumption: employee only about $63,692 at 4% or $42,461 at 6%; with 50% employer match about $42,461 at 4% or $28,308 at 6%; with 100% employer match about $31,846 at 4% or $21,231 at 6%. |
| 2012 | 1 | 29 | $1,531,388 | $78,019 | $2,690iApproximate average salary by contribution assumption: employee only about $67,258 at 4% or $44,839 at 6%; with 50% employer match about $44,839 at 4% or $29,892 at 6%; with 100% employer match about $33,629 at 4% or $22,419 at 6%. |
| Unity Tool Inc. 401K Plan | - | 29 | $1,531,388 | $78,019 | $2,690iApproximate average salary by contribution assumption: employee only about $67,258 at 4% or $44,839 at 6%; with 50% employer match about $44,839 at 4% or $29,892 at 6%; with 100% employer match about $33,629 at 4% or $22,419 at 6%. |
| 2011 | 1 | 29 | $1,376,594 | $78,534 | $2,708iApproximate average salary by contribution assumption: employee only about $67,702 at 4% or $45,134 at 6%; with 50% employer match about $45,134 at 4% or $30,090 at 6%; with 100% employer match about $33,851 at 4% or $22,567 at 6%. |
| Unity Tool Inc. 401K Plan | - | 29 | $1,376,594 | $78,534 | $2,708iApproximate average salary by contribution assumption: employee only about $67,702 at 4% or $45,134 at 6%; with 50% employer match about $45,134 at 4% or $30,090 at 6%; with 100% employer match about $33,851 at 4% or $22,567 at 6%. |
| 2010 | 1 | 30 | $1,315,719 | $81,001 | $2,700iApproximate average salary by contribution assumption: employee only about $67,501 at 4% or $45,001 at 6%; with 50% employer match about $45,001 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%. |
| Unity Tool Inc. 401K Plan | - | 30 | $1,315,719 | $81,001 | $2,700iApproximate average salary by contribution assumption: employee only about $67,501 at 4% or $45,001 at 6%; with 50% employer match about $45,001 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%. |
| 2009 | 1 | 29 | $1,136,050 | $103,676 | $3,575iApproximate average salary by contribution assumption: employee only about $89,376 at 4% or $59,584 at 6%; with 50% employer match about $59,584 at 4% or $39,723 at 6%; with 100% employer match about $44,688 at 4% or $29,792 at 6%. |
| Unity Tool Inc. 401K Plan | - | 29 | $1,136,050 | $103,676 | $3,575iApproximate average salary by contribution assumption: employee only about $89,376 at 4% or $59,584 at 6%; with 50% employer match about $59,584 at 4% or $39,723 at 6%; with 100% employer match about $44,688 at 4% or $29,792 at 6%. |
| 2008 | 1 | 27 | $836,761 | $97,892 | $3,626iApproximate average salary by contribution assumption: employee only about $90,641 at 4% or $60,427 at 6%; with 50% employer match about $60,427 at 4% or $40,285 at 6%; with 100% employer match about $45,320 at 4% or $30,214 at 6%. |
| Unity Tool Inc. 401K Plan | - | 27 | $836,761 | $97,892 | $3,626iApproximate average salary by contribution assumption: employee only about $90,641 at 4% or $60,427 at 6%; with 50% employer match about $60,427 at 4% or $40,285 at 6%; with 100% employer match about $45,320 at 4% or $30,214 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| Unity Tool Inc. 401K Plan | - | 21 | - | - | - |
| 2006 | 1 | 23 | $954,491 | $90,555 | $3,937iApproximate average salary by contribution assumption: employee only about $98,429 at 4% or $65,620 at 6%; with 50% employer match about $65,620 at 4% or $43,746 at 6%; with 100% employer match about $49,215 at 4% or $32,810 at 6%. |
| Unity Tool Inc. 401K Plan | - | 23 | $954,491 | $90,555 | $3,937iApproximate average salary by contribution assumption: employee only about $98,429 at 4% or $65,620 at 6%; with 50% employer match about $65,620 at 4% or $43,746 at 6%; with 100% employer match about $49,215 at 4% or $32,810 at 6%. |
| 2005 | 1 | 23 | $841,283 | $62,341 | $2,710iApproximate average salary by contribution assumption: employee only about $67,762 at 4% or $45,175 at 6%; with 50% employer match about $45,175 at 4% or $30,116 at 6%; with 100% employer match about $33,881 at 4% or $22,587 at 6%. |
| Unity Tool Inc. 401K Plan | - | 23 | $841,283 | $62,341 | $2,710iApproximate average salary by contribution assumption: employee only about $67,762 at 4% or $45,175 at 6%; with 50% employer match about $45,175 at 4% or $30,116 at 6%; with 100% employer match about $33,881 at 4% or $22,587 at 6%. |
| 2004 | 1 | 17 | $761,298 | $66,357 | $3,903iApproximate average salary by contribution assumption: employee only about $97,584 at 4% or $65,056 at 6%; with 50% employer match about $65,056 at 4% or $43,371 at 6%; with 100% employer match about $48,792 at 4% or $32,528 at 6%. |
| Unity Tool Inc. 401K Plan | - | 17 | $761,298 | $66,357 | $3,903iApproximate average salary by contribution assumption: employee only about $97,584 at 4% or $65,056 at 6%; with 50% employer match about $65,056 at 4% or $43,371 at 6%; with 100% employer match about $48,792 at 4% or $32,528 at 6%. |
| 2003 | 1 | 20 | $723,714 | $64,468 | $3,223iApproximate average salary by contribution assumption: employee only about $80,585 at 4% or $53,723 at 6%; with 50% employer match about $53,723 at 4% or $35,816 at 6%; with 100% employer match about $40,293 at 4% or $26,862 at 6%. |
| Unity Tool Inc. 401K Plan | Current | 20 | $723,714 | $64,468 | $3,223iApproximate average salary by contribution assumption: employee only about $80,585 at 4% or $53,723 at 6%; with 50% employer match about $53,723 at 4% or $35,816 at 6%; with 100% employer match about $40,293 at 4% or $26,862 at 6%. |
| 2002 | 1 | 20 | $561,115 | $48,817 | $2,441iApproximate average salary by contribution assumption: employee only about $61,021 at 4% or $40,681 at 6%; with 50% employer match about $40,681 at 4% or $27,121 at 6%; with 100% employer match about $30,511 at 4% or $20,340 at 6%. |
| Unity Tool Inc. 401K Plan | - | 20 | $561,115 | $48,817 | $2,441iApproximate average salary by contribution assumption: employee only about $61,021 at 4% or $40,681 at 6%; with 50% employer match about $40,681 at 4% or $27,121 at 6%; with 100% employer match about $30,511 at 4% or $20,340 at 6%. |
| 2001 | 1 | 21 | $0 | $0 | - |
| Unity Tool Inc. 401K Plan | - | 21 | - | - | - |
| 2000 | 1 | 26 | $0 | $0 | - |
| Unity Tool Inc. 401K Plan | - | 26 | - | - | - |
| 1999 | 1 | 30 | $644,589 | $122,042 | $4,068iApproximate average salary by contribution assumption: employee only about $101,702 at 4% or $67,801 at 6%; with 50% employer match about $67,801 at 4% or $45,201 at 6%; with 100% employer match about $50,851 at 4% or $33,901 at 6%. |
| Unity Tool Inc. 401K Plan | - | 30 | $644,589 | $122,042 | $4,068iApproximate average salary by contribution assumption: employee only about $101,702 at 4% or $67,801 at 6%; with 50% employer match about $67,801 at 4% or $45,201 at 6%; with 100% employer match about $50,851 at 4% or $33,901 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037310298564
- Form Id
- 53517987
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374310298060002
- Ins Broker 01 Name
- KEVIN P. CHOJNACKI
- Ins Broker 01 Street Addr
- 2354 99TH STREET E
- Ins Broker 01 City
- INVER GROVE
- Ins Broker 01 State
- MN
- Ins Broker 01 ZIP Code
- 55077
- Ins Broker Comm Pd 01 Amount
- $608
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: SENTRY LIFE INSURANCE COMPANY
- Filing Id
- 84037310298564
- Form Id
- 53517987
- Schedule A EIN
- 41-1383005
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2003-04-01
- Schedule A Tax Period
- 20040331
- Ins Carrier Name
- SENTRY LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 39-6040276
- Ins Carrier Naic Code
- 68810
- Ins Contract Num
- 87-48487-72
- Ins Prsn Covered End of year Count
- 23
- Ins Policy From Date
- 2003-04-01
- Ins Policy To Date
- 2004-03-31
- Ins Broker Comm Total Amount
- $608
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $330,150
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $346,402
- Pension Contribution Dep Amount
- $19,075
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $18,513
- Pension Transfer From Amount
- $278,192
- Pension Other Amount
- $16,097
- Pension Other Text
- LOAN REPAYMENTS
- Pension Total Additions Amount
- $331,877
- Pension Total Bal Addn Amount
- $678,279
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $1,339
- Pension Transfer To Amount
- $297,314
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $298,653
- Pension End of year Bal Amount
- $379,626
- 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
- 84037310298564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374310298060003
- Row 2
- Filing Id
- 84037310298564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- GROWTH AND INCOME ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276002
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $118,906
- Row 3
- Filing Id
- 84037310298564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- LARGE CAP GROWTH ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276005
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $45,883
- Row 4
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- INTERNATIONAL GROWTH ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276009
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,410
- Row 5
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- BALANCED GROWTH ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276006
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $8,816
- Row 6
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- LARGE CAP BLEND ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276020
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $9,116
- Row 7
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- SMALL CAP GROWTH ACCOUNT II
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276023
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,219
- Row 8
- Filing Id
- 84037310298564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- AGGRESSIVE GROWTH ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276008
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $70,275
- Row 9
- Filing Id
- 84037310298564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- CAPITAL APPRECIATION ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276001
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,627
- Row 10
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- MONEY MARKET ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276003
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,125
- Row 11
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- BALANCED INCOME ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 12
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- SMALL CAP GROWTH ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276013
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $44,996
- Row 13
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- MID-CAP GROWTH ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276014
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,398
- Row 14
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- EQUITY GROWTH & INCOME ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276015
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,379
- Row 15
- Filing Id
- 84037310298564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 3030374310298060003
- DFE P1 Entity 01 Name
- SMALL CAP INDEX ACCOUNT
- DFE P1 Spons 01 Name
- SENTRY LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 396040276016
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 16
- Filing Id
- 84037310298564
- Schedule D EIN
- 41-1383005
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2003-04-01
- Schedule D Tax Period
- 20040331
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$723,714$162,599 change
Balance Sheet
Beginning and end of plan year.
Total assets$561,115$723,714Increase +$162,599 (28.98%)
Total liabilities$0$0No change $0
Net assets$561,115$723,714Increase +$162,599 (28.98%)
Contributions
Employer contributions$6,201
Participant contributions$45,091
Other contributions$13,176
Income & Expenses
Total income$163,938
Total expenses$1,339
Net income$162,599
Source fields
- Schedule I source fields
- Filing Id
- 84037310298564
- Schedule I EIN
- 41-1383005
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-04-01
- Schedule I Tax Period
- 20040331
- Small plan total assets at beginning of year
- $561,115
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $561,115
- Small plan total assets at end of year
- $723,714
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $723,714
- Small plan employer contributions
- $6,201
- Small plan participant contributions
- $45,091
- Small Oth Contribution Rcvd Amount
- $13,176
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $99,470
- Small plan total income
- $163,938
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $1,339
- Small plan total expenses
- $1,339
- Small plan net income or loss
- $162,599
- 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
- Yes
- Small Mortg Participants End of year Amount
- $13,938
- 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
- $90,000
- 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