Civic Intelligence
Filing

Valcom Computer Center 401K Profit Sharing Plan

Valcom Computer Center • EIN 42-1257691 • Plan year 2000

Filing Insights

Participants

Up

6 → 9

3 • 50.00%

Assets

Up

$34,851 → $57,832

$22,981 • 65.94%

Investment Management Fee

-

Admin expenses - • Total expenses $1,335

Filing Details

Context
Net investment result
$22,981
Pension payor EIN
31-0397080

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
201210$0$1,427-
Valcom Computer Center 401K Profit Sharing Plan-0$0$1,427-
201115$155,636$7,849$1,570iApproximate average salary by contribution assumption: employee only about $39,245 at 4% or $26,163 at 6%; with 50% employer match about $26,163 at 4% or $17,442 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-5$155,636$7,849$1,570iApproximate average salary by contribution assumption: employee only about $39,245 at 4% or $26,163 at 6%; with 50% employer match about $26,163 at 4% or $17,442 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
201015$152,851$7,575$1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-5$152,851$7,575$1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%.
200915$126,731$8,082$1,616iApproximate average salary by contribution assumption: employee only about $40,410 at 4% or $26,940 at 6%; with 50% employer match about $26,940 at 4% or $17,960 at 6%; with 100% employer match about $20,205 at 4% or $13,470 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-5$126,731$8,082$1,616iApproximate average salary by contribution assumption: employee only about $40,410 at 4% or $26,940 at 6%; with 50% employer match about $26,940 at 4% or $17,960 at 6%; with 100% employer match about $20,205 at 4% or $13,470 at 6%.
200813$92,494$8,150$2,717iApproximate average salary by contribution assumption: employee only about $67,917 at 4% or $45,278 at 6%; with 50% employer match about $45,278 at 4% or $30,185 at 6%; with 100% employer match about $33,958 at 4% or $22,639 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-3$92,494$8,150$2,717iApproximate average salary by contribution assumption: employee only about $67,917 at 4% or $45,278 at 6%; with 50% employer match about $45,278 at 4% or $30,185 at 6%; with 100% employer match about $33,958 at 4% or $22,639 at 6%.
200715$154,673$12,750$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-5$154,673$12,750$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
200616$133,563$15,631$2,605iApproximate average salary by contribution assumption: employee only about $65,129 at 4% or $43,419 at 6%; with 50% employer match about $43,419 at 4% or $28,946 at 6%; with 100% employer match about $32,565 at 4% or $21,710 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-6$133,563$15,631$2,605iApproximate average salary by contribution assumption: employee only about $65,129 at 4% or $43,419 at 6%; with 50% employer match about $43,419 at 4% or $28,946 at 6%; with 100% employer match about $32,565 at 4% or $21,710 at 6%.
200516$105,567$15,534$2,589iApproximate average salary by contribution assumption: employee only about $64,725 at 4% or $43,150 at 6%; with 50% employer match about $43,150 at 4% or $28,767 at 6%; with 100% employer match about $32,363 at 4% or $21,575 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-6$105,567$15,534$2,589iApproximate average salary by contribution assumption: employee only about $64,725 at 4% or $43,150 at 6%; with 50% employer match about $43,150 at 4% or $28,767 at 6%; with 100% employer match about $32,363 at 4% or $21,575 at 6%.
200415$93,771$15,110$3,022iApproximate average salary by contribution assumption: employee only about $75,550 at 4% or $50,367 at 6%; with 50% employer match about $50,367 at 4% or $33,578 at 6%; with 100% employer match about $37,775 at 4% or $25,183 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-5$93,771$15,110$3,022iApproximate average salary by contribution assumption: employee only about $75,550 at 4% or $50,367 at 6%; with 50% employer match about $50,367 at 4% or $33,578 at 6%; with 100% employer match about $37,775 at 4% or $25,183 at 6%.
200318$114,100$18,680$2,335iApproximate average salary by contribution assumption: employee only about $58,375 at 4% or $38,917 at 6%; with 50% employer match about $38,917 at 4% or $25,944 at 6%; with 100% employer match about $29,188 at 4% or $19,458 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-8$114,100$18,680$2,335iApproximate average salary by contribution assumption: employee only about $58,375 at 4% or $38,917 at 6%; with 50% employer match about $38,917 at 4% or $25,944 at 6%; with 100% employer match about $29,188 at 4% or $19,458 at 6%.
200218$71,978$22,326$2,791iApproximate average salary by contribution assumption: employee only about $69,769 at 4% or $46,513 at 6%; with 50% employer match about $46,513 at 4% or $31,008 at 6%; with 100% employer match about $34,884 at 4% or $23,256 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-8$71,978$22,326$2,791iApproximate average salary by contribution assumption: employee only about $69,769 at 4% or $46,513 at 6%; with 50% employer match about $46,513 at 4% or $31,008 at 6%; with 100% employer match about $34,884 at 4% or $23,256 at 6%.
200117$0$0-
Valcom Computer Center 401K Profit Sharing Plan-7---
200019$57,832$24,619$2,735iApproximate average salary by contribution assumption: employee only about $68,386 at 4% or $45,591 at 6%; with 50% employer match about $45,591 at 4% or $30,394 at 6%; with 100% employer match about $34,193 at 4% or $22,795 at 6%.
Valcom Computer Center 401K Profit Sharing PlanCurrent9$57,832$24,619$2,735iApproximate average salary by contribution assumption: employee only about $68,386 at 4% or $45,591 at 6%; with 50% employer match about $45,591 at 4% or $30,394 at 6%; with 100% employer match about $34,193 at 4% or $22,795 at 6%.
1999113$34,851$13,851$1,065iApproximate average salary by contribution assumption: employee only about $26,637 at 4% or $17,758 at 6%; with 50% employer match about $17,758 at 4% or $11,838 at 6%; with 100% employer match about $13,318 at 4% or $8,879 at 6%.
Valcom Computer Center 401K Profit Sharing Plan-13$34,851$13,851$1,065iApproximate average salary by contribution assumption: employee only about $26,637 at 4% or $17,758 at 6%; with 50% employer match about $17,758 at 4% or $11,838 at 6%; with 100% employer match about $13,318 at 4% or $8,879 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037105094792
Form Id
14453823
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40372105094040002
Ins Broker 01 Name
WILLIAM J SELLERS
Ins Broker 01 Street Addr
PO BOX 160
Ins Broker 01 City
BETTENDORF
Ins Broker 01 State
IA
Ins Broker 01 ZIP Code
52722
Ins Broker Comm Pd 01 Amount
$787
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
7
Row 2
Ins Carrier Name: OHIO NATIONAL LIFE INSURANCE
Filing Id
84037105094792
Form Id
14453823
Schedule A EIN
42-1257691
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
OHIO NATIONAL LIFE INSURANCE
Ins Carrier EIN
31-0397080
Ins Carrier Naic Code
67172
Ins Contract Num
GP 1480
Ins Prsn Covered End of year Count
9
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$787
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
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
84037105094792
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40372105094040003
Row 2
Filing Id
84037105094792
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
LEGG MASON EQUITY
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311248842000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,405
Row 3
Filing Id
84037105094792
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
ONLI MONEY MARKET
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311248843000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$382
Row 4
Filing Id
84037105094792
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
ONLI SOCIAL AWARENESS
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311480019000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,242
Row 5
Filing Id
84037105094792
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
PILGRIM BAXTER CORE GROWTH
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311482004000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,890
Row 6
Filing Id
84037105094792
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
RS GROWTH & INCOME
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311480016000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,960
Row 7
Filing Id
84037105094792
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
JANUS GROWTH
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
841235654000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$447
Row 8
Filing Id
84037105094792
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
FEDERATED BLUE CHIP
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311590485000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$548
Row 9
Filing Id
84037105094792
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
ONLI BOND
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311248844000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,776
Row 10
Filing Id
84037105094792
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
ONLI OMNI
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311248845000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,842
Row 11
Filing Id
84037105094792
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
FEDERATED INTERNATIONAL
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311377525000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$860
Row 12
Filing Id
84037105094792
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
JENNISON CAPITAL APPRECIATION
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311406739000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,231
Row 13
Filing Id
84037105094792
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
FOUNDERS SMALL CAP
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311406738000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$968
Row 14
Filing Id
84037105094792
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
JANUS AGGRESSIVE GROWTH
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311431072000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,602
Row 15
Filing Id
84037105094792
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
FEDERATED INT'L SMALL COMPANY
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311431071000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$641
Row 16
Filing Id
84037105094792
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
40372105094040003
DFE P1 Entity 01 Name
ONLI S & P 500 INDEX
DFE P1 Spons 01 Name
OHIO NATIONAL FINANCIAL SERVICES
DFE P1 Plan 01 EIN Plan number
311480018000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,666

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$57,832$22,981 change

Balance Sheet

Beginning and end of plan year.

Total assets$34,851$57,832Increase +$22,981 (65.94%)
Total liabilities$0$0No change $0
Net assets$34,851$57,832Increase +$22,981 (65.94%)

Contributions

Employer contributions$6,748
Participant contributions$17,871
Other contributions$0

Income & Expenses

Total income$24,316
Total expenses$1,335
Net income$22,981
Source fields
Schedule I source fields
Filing Id
84037105094792
Schedule I EIN
42-1257691
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
$34,851
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$34,851
Small plan total assets at end of year
$57,832
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$57,832
Small plan employer contributions
$6,748
Small plan participant contributions
$17,871
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-303
Small plan total income
$24,316
Small plan total benefit distributions
$1,335
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$1,335
Small plan net income or loss
$22,981
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
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 EIN31-0397080

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-0397080
Filing Id
84037105094792
Schedule R EIN
42-1257691
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-0397080
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Valcom Computer Center 401K Profit Sharing Plan | Valcom Computer Center | Plan 001 | 2000 Form 5500 Filing