Civic Intelligence
Filing

Shakopee Dodge 401K Retirement Plan

Shakopee Dodge Inc. • EIN 41-1997164 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

44 → 27

-17 • -38.64%

Assets

Up

$0 → $39,501

$39,501

Investment Management Fee

-

Admin expenses - • Total expenses $4,517

Filing Details

Context
Net investment result
$39,501
Pension payor EIN
41-0417830

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
2006131$100,400$43,183$1,393iApproximate average salary by contribution assumption: employee only about $34,825 at 4% or $23,217 at 6%; with 50% employer match about $23,217 at 4% or $15,478 at 6%; with 100% employer match about $17,413 at 4% or $11,608 at 6%.
Shakopee Dodge 401K Retirement Plan-31$100,400$43,183$1,393iApproximate average salary by contribution assumption: employee only about $34,825 at 4% or $23,217 at 6%; with 50% employer match about $23,217 at 4% or $15,478 at 6%; with 100% employer match about $17,413 at 4% or $11,608 at 6%.
2005125$55,292$9,922$397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%.
Shakopee Dodge 401K Retirement Plan-25$55,292$9,922$397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%.
2004130$49,548$22,697$757iApproximate average salary by contribution assumption: employee only about $18,914 at 4% or $12,609 at 6%; with 50% employer match about $12,609 at 4% or $8,406 at 6%; with 100% employer match about $9,457 at 4% or $6,305 at 6%.
Shakopee Dodge 401K Retirement Plan-30$49,548$22,697$757iApproximate average salary by contribution assumption: employee only about $18,914 at 4% or $12,609 at 6%; with 50% employer match about $12,609 at 4% or $8,406 at 6%; with 100% employer match about $9,457 at 4% or $6,305 at 6%.
2003127$39,501$39,047$1,446iApproximate average salary by contribution assumption: employee only about $36,155 at 4% or $24,103 at 6%; with 50% employer match about $24,103 at 4% or $16,069 at 6%; with 100% employer match about $18,077 at 4% or $12,052 at 6%.
Shakopee Dodge 401K Retirement PlanCurrent27$39,501$39,047$1,446iApproximate average salary by contribution assumption: employee only about $36,155 at 4% or $24,103 at 6%; with 50% employer match about $24,103 at 4% or $16,069 at 6%; with 100% employer match about $18,077 at 4% or $12,052 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
91037278009854
Form Id
51879223
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374254220020002
Ins Broker 01 Name
WILLIAM D HANZLIK
Ins Broker 01 Street Addr
10261 YELLOW CIRCLE
Ins Broker 01 City
MINNETONKA
Ins Broker 01 State
MN
Ins Broker 01 ZIP Code
55343
Ins Broker Comm Pd 01 Amount
$493
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
91037278009854
Form Id
51879223
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3010374254220020002
Ins Broker 01 Name
JAMES J QUANDT
Ins Broker 01 Street Addr
10261 YELLOW CIRCLE
Ins Broker 01 City
MINNETONKA
Ins Broker 01 State
MN
Ins Broker 01 ZIP Code
55343
Ins Broker Comm Pd 01 Amount
$492
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: MINNESOTA LIFE INSURANCE COMPANY
Filing Id
91037278009854
Form Id
51879223
Schedule A EIN
41-1997164
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
MINNESOTA LIFE INSURANCE COMPANY
Ins Carrier EIN
41-0417830
Ins Carrier Naic Code
66168
Ins Contract Num
64105
Ins Prsn Covered End of year Count
33
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$985
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$39,501
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
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
91037278009854
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374254220020003
Row 2
Filing Id
91037278009854
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
AGGREGATE BOND
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,508
Row 3
Filing Id
91037278009854
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
MONEY MARKET
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,710
Row 4
Filing Id
91037278009854
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LARGE GROWTH EQUITY V
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,404
Row 5
Filing Id
91037278009854
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
SMALL VALUE EQUITY III
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$758
Row 6
Filing Id
91037278009854
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
MULTICAP GROWTH EQUITY II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,254
Row 7
Filing Id
91037278009854
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
REAL ESTATE
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,066
Row 8
Filing Id
91037278009854
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LARGE EQUITY INDEX I
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,567
Row 9
Filing Id
91037278009854
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LARGE EQUITY II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,953
Row 10
Filing Id
91037278009854
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
INTERNATIONAL VALUE
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$506
Row 11
Filing Id
91037278009854
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
INTERNATIONAL GROWTH
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,380
Row 12
Filing Id
91037278009854
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LIFE STRATEGY I
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,013
Row 13
Filing Id
91037278009854
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LIFE STRATEGY II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,503
Row 14
Filing Id
91037278009854
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LIFE STRATEGY III
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,785
Row 15
Filing Id
91037278009854
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
3010374254220020003
DFE P1 Entity 01 Name
LARGE VALUE EQUITY III
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,094
Row 16
Filing Id
91037278009854
Schedule D EIN
41-1997164
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2003-01-01
Schedule D Tax Period
20031231

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$39,501$39,501 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$39,501Increase +$39,501
Total liabilities$0$0No change $0
Net assets$0$39,501Increase +$39,501

Contributions

Employer contributions$0
Participant contributions$38,867
Other contributions$180

Income & Expenses

Total income$44,018
Total expenses$4,517
Net income$39,501
Source fields
Schedule I source fields
Filing Id
91037278009854
Schedule I EIN
41-1997164
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$39,501
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$39,501
Small plan employer contributions
$0
Small plan participant contributions
$38,867
Small Oth Contribution Rcvd Amount
$180
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$4,971
Small plan total income
$44,018
Small plan total benefit distributions
$3,897
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$620
Small plan total expenses
$4,517
Small plan net income or loss
$39,501
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
1
Small Fail Xmt Ctb A
3310
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
$100,000
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 EIN41-0417830

Transfers

Distributed property value$0
Schedule R source fields
Payor 41-0417830
Filing Id
91037278009854
Schedule R EIN
41-1997164
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
41-0417830
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0