Civic Intelligence
Filing

Prof. Program Developers 401K Profit Sharing Plan

Professional Program Developers Inc • EIN 41-1520381 • Plan year 2002

Filing Insights

Participants

Down

7 → 6

-1 • -14.29%

Assets

Down

$316,591 → $162,447

-$154,144 • -48.69%

Investment Management Fee

-

Admin expenses - • Total expenses $111,181

Filing Details

Context
Net investment result
$-154,144

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
200216$162,447$4,112$685iApproximate average salary by contribution assumption: employee only about $17,133 at 4% or $11,422 at 6%; with 50% employer match about $11,422 at 4% or $7,615 at 6%; with 100% employer match about $8,567 at 4% or $5,711 at 6%.
Prof. Program Developers 401K Profit Sharing PlanCurrent6$162,447$4,112$685iApproximate average salary by contribution assumption: employee only about $17,133 at 4% or $11,422 at 6%; with 50% employer match about $11,422 at 4% or $7,615 at 6%; with 100% employer match about $8,567 at 4% or $5,711 at 6%.
200116$316,591$62,189$10,365iApproximate average salary by contribution assumption: employee only about $259,121 at 4% or $172,747 at 6%; with 50% employer match about $172,747 at 4% or $115,165 at 6%; with 100% employer match about $129,560 at 4% or $86,374 at 6%.
Prof. Program Developers 401K Profit Sharing Plan-6$316,591$62,189$10,365iApproximate average salary by contribution assumption: employee only about $259,121 at 4% or $172,747 at 6%; with 50% employer match about $172,747 at 4% or $115,165 at 6%; with 100% employer match about $129,560 at 4% or $86,374 at 6%.
200019$287,836$87,329$9,703iApproximate average salary by contribution assumption: employee only about $242,581 at 4% or $161,720 at 6%; with 50% employer match about $161,720 at 4% or $107,814 at 6%; with 100% employer match about $121,290 at 4% or $80,860 at 6%.
Prof. Program Developers 401K Profit Sharing Plan-9$287,836$87,329$9,703iApproximate average salary by contribution assumption: employee only about $242,581 at 4% or $161,720 at 6%; with 50% employer match about $161,720 at 4% or $107,814 at 6%; with 100% employer match about $121,290 at 4% or $80,860 at 6%.
199919$252,851$86,692$9,632iApproximate average salary by contribution assumption: employee only about $240,811 at 4% or $160,541 at 6%; with 50% employer match about $160,541 at 4% or $107,027 at 6%; with 100% employer match about $120,406 at 4% or $80,270 at 6%.
Prof. Program Developers 401K Profit Sharing Plan-9$252,851$86,692$9,632iApproximate average salary by contribution assumption: employee only about $240,811 at 4% or $160,541 at 6%; with 50% employer match about $160,541 at 4% or $107,027 at 6%; with 100% employer match about $120,406 at 4% or $80,270 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037342506293
Form Id
42700067
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373342506040002
Ins Broker 01 Name
MICHAEL J FOLLESE
Ins Broker 01 Street Addr
15512 LOGARTO LN
Ins Broker 01 City
BURNSVILLE
Ins Broker 01 State
MN
Ins Broker 01 ZIP Code
553065134
Ins Broker Comm Pd 01 Amount
$349
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
84037342506293
Form Id
42700067
Schedule A EIN
41-1520381
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMPANY
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
449561
Ins Prsn Covered End of year Count
6
Ins Policy From Date
2002-07-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$349
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$913
Pension End of year Sep Account Amount
$135,099
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
Yes
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
FLEXIBLE INVESTMENT ANNUITY
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$8
Pension Transfer From Amount
$918
Pension Other Amount
$0
Pension Total Additions Amount
$926
Pension Total Bal Addn Amount
$926
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$13
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$13
Pension End of year Bal Amount
$913
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
84037342506293
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRINCIPAL MONEY MKT SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290024
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$27,762
Row 2
Filing Id
84037342506293
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373342506040003
Row 3
Filing Id
84037342506293
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRINCIPAL INTL SM CO SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290014
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$436
Row 4
Filing Id
84037342506293
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRINCIPAL REAL ESTATE SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290027
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,360
Row 5
Filing Id
84037342506293
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
3
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRIN HQ LONG-TM BOND SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290010
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,621
Row 6
Filing Id
84037342506293
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
4
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRIN LG CP STK IDX SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290016
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$74,261
Row 7
Filing Id
84037342506293
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
5
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
FID ADV OVERSEAS SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290048
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$431
Row 8
Filing Id
84037342506293
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
6
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRIN PTR MD-CP GROWTH SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290026
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$450
Row 9
Filing Id
84037342506293
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
7
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
JANUS ADV MD-CP GR (I) SEP ACT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290056
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$777
Row 10
Filing Id
84037342506293
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
8
Image Form Id
2020373342506040003
DFE P1 Entity 01 Name
PRINCIPAL TECH SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290072
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0

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$162,447-$154,144 change

Balance Sheet

Beginning and end of plan year.

Total assets$316,591$162,447Decrease -$154,144 (-48.69%)
Total liabilities$0$0No change $0
Net assets$316,591$162,447Decrease -$154,144 (-48.69%)

Contributions

Employer contributions$1,313
Participant contributions$2,799
Other contributions$0

Income & Expenses

Total income$-42,963
Total expenses$111,181
Net income$-154,144
Source fields
Schedule I source fields
Filing Id
84037342506293
Schedule I EIN
41-1520381
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$316,591
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$316,591
Small plan total assets at end of year
$162,447
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$162,447
Small plan employer contributions
$1,313
Small plan participant contributions
$2,799
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-47,075
Small plan total income
$-42,963
Small plan total benefit distributions
$109,840
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,341
Small plan total expenses
$111,181
Small plan net income or loss
$-154,144
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
$26,435
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
Prof. Program Developers 401K Profit Sharing Plan | Professional Program Developers Inc | Plan 001 | 2002 Form 5500 Filing