Civic Intelligence
Filing

Norman C Grant Jr Money Purchase Pension Plan

Norman C Grant Jr • EIN 41-1441981 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$633,557 → $765,583

$132,026 • 20.84%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$132,026

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-
Norman C Grant Jr Profit Sharing Plan-0---
200612$598,014$58,698$29,349iApproximate average salary by contribution assumption: employee only about $733,725 at 4% or $489,150 at 6%; with 50% employer match about $489,150 at 4% or $326,100 at 6%; with 100% employer match about $366,863 at 4% or $244,575 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$598,014$58,698$29,349iApproximate average salary by contribution assumption: employee only about $733,725 at 4% or $489,150 at 6%; with 50% employer match about $489,150 at 4% or $326,100 at 6%; with 100% employer match about $366,863 at 4% or $244,575 at 6%.
200522$488,115$56,179$28,090iApproximate average salary by contribution assumption: employee only about $702,238 at 4% or $468,158 at 6%; with 50% employer match about $468,158 at 4% or $312,106 at 6%; with 100% employer match about $351,119 at 4% or $234,079 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$488,115$56,179$28,090iApproximate average salary by contribution assumption: employee only about $702,238 at 4% or $468,158 at 6%; with 50% employer match about $468,158 at 4% or $312,106 at 6%; with 100% employer match about $351,119 at 4% or $234,079 at 6%.
Norman C Grant Jr Money Purchase Pension Plan-0---
200422$1,207,196$54,330$27,165iApproximate average salary by contribution assumption: employee only about $679,125 at 4% or $452,750 at 6%; with 50% employer match about $452,750 at 4% or $301,833 at 6%; with 100% employer match about $339,563 at 4% or $226,375 at 6%.
Norman C Grant Jr Money Purchase Pension PlanCurrent2$765,583$24,262$12,131iApproximate average salary by contribution assumption: employee only about $303,275 at 4% or $202,183 at 6%; with 50% employer match about $202,183 at 4% or $134,789 at 6%; with 100% employer match about $151,638 at 4% or $101,092 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$441,613$30,068$15,034iApproximate average salary by contribution assumption: employee only about $375,850 at 4% or $250,567 at 6%; with 50% employer match about $250,567 at 4% or $167,044 at 6%; with 100% employer match about $187,925 at 4% or $125,283 at 6%.
200322$1,029,598$45,748$22,874iApproximate average salary by contribution assumption: employee only about $571,850 at 4% or $381,233 at 6%; with 50% employer match about $381,233 at 4% or $254,156 at 6%; with 100% employer match about $285,925 at 4% or $190,617 at 6%.
Norman C Grant Jr Money Purchase Pension Plan-2$633,557$20,365$10,183iApproximate average salary by contribution assumption: employee only about $254,563 at 4% or $169,708 at 6%; with 50% employer match about $169,708 at 4% or $113,139 at 6%; with 100% employer match about $127,281 at 4% or $84,854 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$396,041$25,383$12,692iApproximate average salary by contribution assumption: employee only about $317,288 at 4% or $211,525 at 6%; with 50% employer match about $211,525 at 4% or $141,017 at 6%; with 100% employer match about $158,644 at 4% or $105,763 at 6%.
200222$766,744$53,182$26,591iApproximate average salary by contribution assumption: employee only about $664,775 at 4% or $443,183 at 6%; with 50% employer match about $443,183 at 4% or $295,456 at 6%; with 100% employer match about $332,388 at 4% or $221,592 at 6%.
Norman C Grant Jr Money Purchase Pension Plan-2$483,481$24,494$12,247iApproximate average salary by contribution assumption: employee only about $306,175 at 4% or $204,117 at 6%; with 50% employer match about $204,117 at 4% or $136,078 at 6%; with 100% employer match about $153,088 at 4% or $102,058 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$283,263$28,688$14,344iApproximate average salary by contribution assumption: employee only about $358,600 at 4% or $239,067 at 6%; with 50% employer match about $239,067 at 4% or $159,378 at 6%; with 100% employer match about $179,300 at 4% or $119,533 at 6%.
200122$0$0-
Norman C Grant Jr Money Purchase Pension Plan-2---
Norman C Grant Jr Profit Sharing Plan-2---
200022$1,229,279$34,773$17,387iApproximate average salary by contribution assumption: employee only about $434,663 at 4% or $289,775 at 6%; with 50% employer match about $289,775 at 4% or $193,183 at 6%; with 100% employer match about $217,331 at 4% or $144,888 at 6%.
Norman C Grant Jr Money Purchase Pension Plan-2$766,530$33,695$16,848iApproximate average salary by contribution assumption: employee only about $421,188 at 4% or $280,792 at 6%; with 50% employer match about $280,792 at 4% or $187,194 at 6%; with 100% employer match about $210,594 at 4% or $140,396 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$462,749$1,078$539iApproximate average salary by contribution assumption: employee only about $13,475 at 4% or $8,983 at 6%; with 50% employer match about $8,983 at 4% or $5,989 at 6%; with 100% employer match about $6,738 at 4% or $4,492 at 6%.
199922$1,380,675$34,107$17,054iApproximate average salary by contribution assumption: employee only about $426,338 at 4% or $284,225 at 6%; with 50% employer match about $284,225 at 4% or $189,483 at 6%; with 100% employer match about $213,169 at 4% or $142,113 at 6%.
Norman C Grant Jr Money Purchase Pension Plan-2$831,777$32,704$16,352iApproximate average salary by contribution assumption: employee only about $408,800 at 4% or $272,533 at 6%; with 50% employer match about $272,533 at 4% or $181,689 at 6%; with 100% employer match about $204,400 at 4% or $136,267 at 6%.
Norman C Grant Jr Profit Sharing Plan-2$548,898$1,403$702iApproximate average salary by contribution assumption: employee only about $17,538 at 4% or $11,692 at 6%; with 50% employer match about $11,692 at 4% or $7,794 at 6%; with 100% employer match about $8,769 at 4% or $5,846 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$765,583$132,026 change

Balance Sheet

Beginning and end of plan year.

Total assets$633,557$765,583Increase +$132,026 (20.84%)
Total liabilities$0$0No change $0
Net assets$633,557$765,583Increase +$132,026 (20.84%)

Contributions

Employer contributions$24,262
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$132,026
Total expenses$0
Net income$132,026
Source fields
Schedule I source fields
Filing Id
84037267347315
Schedule I EIN
41-1441981
Schedule I Plan Num
005
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$633,557
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$633,557
Small plan total assets at end of year
$765,583
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$765,583
Small plan employer contributions
$24,262
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$107,764
Small plan total income
$132,026
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
$132,026
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
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037267347315
Schedule R EIN
41-1441981
Schedule R Plan number
005
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$24,262
Pension Employer Contribution Paid Amount
$24,262
Pension Funding Deficiency Amount
$0