Civic Intelligence
Filing

Project Concern Local 421 Inc. 401K Plan

Project Concern Inc. • EIN 42-1298833 • Plan year 2003

Company ProfileSource Archive

View Related Profile

Filing Insights

Participants

Down

34 → 30

-4 • -11.76%

Assets

Up

$78,907 → $108,294

$29,387 • 37.24%

Investment Management Fee

-

Admin expenses - • Total expenses $8,550

Filing Details

Context
Net investment result
$29,387
Pension payor EIN
62-6249544

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
201610$0$60-
Project Concern Inc. 401(K) Plan-0$0$60-
201518$58,664$4,139$517iApproximate average salary by contribution assumption: employee only about $12,934 at 4% or $8,623 at 6%; with 50% employer match about $8,623 at 4% or $5,749 at 6%; with 100% employer match about $6,467 at 4% or $4,311 at 6%.
Project Concern Inc. 401(K) Plan-8$58,664$4,139$517iApproximate average salary by contribution assumption: employee only about $12,934 at 4% or $8,623 at 6%; with 50% employer match about $8,623 at 4% or $5,749 at 6%; with 100% employer match about $6,467 at 4% or $4,311 at 6%.
2014111$69,809$5,546$504iApproximate average salary by contribution assumption: employee only about $12,605 at 4% or $8,403 at 6%; with 50% employer match about $8,403 at 4% or $5,602 at 6%; with 100% employer match about $6,302 at 4% or $4,202 at 6%.
Project Concern Inc. 401(K) Plan-11$69,809$5,546$504iApproximate average salary by contribution assumption: employee only about $12,605 at 4% or $8,403 at 6%; with 50% employer match about $8,403 at 4% or $5,602 at 6%; with 100% employer match about $6,302 at 4% or $4,202 at 6%.
201319$62,286$6,207$690iApproximate average salary by contribution assumption: employee only about $17,242 at 4% or $11,494 at 6%; with 50% employer match about $11,494 at 4% or $7,663 at 6%; with 100% employer match about $8,621 at 4% or $5,747 at 6%.
Project Concern Inc. 401(K) Plan-9$62,286$6,207$690iApproximate average salary by contribution assumption: employee only about $17,242 at 4% or $11,494 at 6%; with 50% employer match about $11,494 at 4% or $7,663 at 6%; with 100% employer match about $8,621 at 4% or $5,747 at 6%.
201219$55,568$4,456$495iApproximate average salary by contribution assumption: employee only about $12,378 at 4% or $8,252 at 6%; with 50% employer match about $8,252 at 4% or $5,501 at 6%; with 100% employer match about $6,189 at 4% or $4,126 at 6%.
Project Concern Inc. 401(K) Plan-9$55,568$4,456$495iApproximate average salary by contribution assumption: employee only about $12,378 at 4% or $8,252 at 6%; with 50% employer match about $8,252 at 4% or $5,501 at 6%; with 100% employer match about $6,189 at 4% or $4,126 at 6%.
2011113$98,434$15,372$1,182iApproximate average salary by contribution assumption: employee only about $29,562 at 4% or $19,708 at 6%; with 50% employer match about $19,708 at 4% or $13,138 at 6%; with 100% employer match about $14,781 at 4% or $9,854 at 6%.
Project Concern Inc. 401(K) Plan-13$98,434$15,372$1,182iApproximate average salary by contribution assumption: employee only about $29,562 at 4% or $19,708 at 6%; with 50% employer match about $19,708 at 4% or $13,138 at 6%; with 100% employer match about $14,781 at 4% or $9,854 at 6%.
2010113$84,598$14,024$1,079iApproximate average salary by contribution assumption: employee only about $26,969 at 4% or $17,979 at 6%; with 50% employer match about $17,979 at 4% or $11,986 at 6%; with 100% employer match about $13,485 at 4% or $8,990 at 6%.
Project Concern Inc. 401(K) Plan-13$84,598$14,024$1,079iApproximate average salary by contribution assumption: employee only about $26,969 at 4% or $17,979 at 6%; with 50% employer match about $17,979 at 4% or $11,986 at 6%; with 100% employer match about $13,485 at 4% or $8,990 at 6%.
2009111$77,718$11,932$1,085iApproximate average salary by contribution assumption: employee only about $27,118 at 4% or $18,079 at 6%; with 50% employer match about $18,079 at 4% or $12,053 at 6%; with 100% employer match about $13,559 at 4% or $9,039 at 6%.
Project Concern Inc. 401(K) Plan-11$77,718$11,932$1,085iApproximate average salary by contribution assumption: employee only about $27,118 at 4% or $18,079 at 6%; with 50% employer match about $18,079 at 4% or $12,053 at 6%; with 100% employer match about $13,559 at 4% or $9,039 at 6%.
2008112$0$0-
Project Concern Inc. 401(K) Plan-12---
2007111$0$0-
Project Concern Inc. 401(K) Plan-11---
2006110$123,355$15,747$1,575iApproximate average salary by contribution assumption: employee only about $39,368 at 4% or $26,245 at 6%; with 50% employer match about $26,245 at 4% or $17,497 at 6%; with 100% employer match about $19,684 at 4% or $13,123 at 6%.
Project Concern Inc. 401(K) Plan-10$123,355$15,747$1,575iApproximate average salary by contribution assumption: employee only about $39,368 at 4% or $26,245 at 6%; with 50% employer match about $26,245 at 4% or $17,497 at 6%; with 100% employer match about $19,684 at 4% or $13,123 at 6%.
2005221$111,535$41,911$1,996iApproximate average salary by contribution assumption: employee only about $49,894 at 4% or $33,263 at 6%; with 50% employer match about $33,263 at 4% or $22,175 at 6%; with 100% employer match about $24,947 at 4% or $16,631 at 6%.
Project Concern Inc. 401(K) Plan-21$111,535$31,129$1,482iApproximate average salary by contribution assumption: employee only about $37,058 at 4% or $24,706 at 6%; with 50% employer match about $24,706 at 4% or $16,470 at 6%; with 100% employer match about $18,529 at 4% or $12,353 at 6%.
Project Concern Local 421 Inc. 401K Plan-0-$10,782-
200410$134,067$22,190-
Project Concern Inc. 401(K) Plan-0$134,067$22,190-
2003230$181,690$45,347$1,512iApproximate average salary by contribution assumption: employee only about $37,789 at 4% or $25,193 at 6%; with 50% employer match about $25,193 at 4% or $16,795 at 6%; with 100% employer match about $18,895 at 4% or $12,596 at 6%.
Project Concern Local 421 Inc. 401K PlanCurrent30$108,294$24,264$809iApproximate average salary by contribution assumption: employee only about $20,220 at 4% or $13,480 at 6%; with 50% employer match about $13,480 at 4% or $8,987 at 6%; with 100% employer match about $10,110 at 4% or $6,740 at 6%.
Project Concern Inc. 401(K) Plan-19$73,396$21,083$1,110iApproximate average salary by contribution assumption: employee only about $27,741 at 4% or $18,494 at 6%; with 50% employer match about $18,494 at 4% or $12,329 at 6%; with 100% employer match about $13,870 at 4% or $9,247 at 6%.
2002232$55,499$20,198$631iApproximate average salary by contribution assumption: employee only about $15,780 at 4% or $10,520 at 6%; with 50% employer match about $10,520 at 4% or $7,013 at 6%; with 100% employer match about $7,890 at 4% or $5,260 at 6%.
Project Concern Inc. 401(K) Plan-19$55,499$20,198$1,063iApproximate average salary by contribution assumption: employee only about $26,576 at 4% or $17,718 at 6%; with 50% employer match about $17,718 at 4% or $11,812 at 6%; with 100% employer match about $13,288 at 4% or $8,859 at 6%.
Project Concern Local 421 Inc. 401K Plan-32---
2001332$0$0-
Project Concern Local 421 Inc. 401K Plan-27---
Project Concern Inc. 401(K) Plan-25---
PROJECT CONCERN, INC. FLEXIBLE BENEFITS PLAN-32---
2000220$0$0-
Project Concern Inc. 401(K) Plan-16---
Project Concern Local 421 Inc. 401K Plan-20---
1999120$38,324$22,808$1,140iApproximate average salary by contribution assumption: employee only about $28,510 at 4% or $19,007 at 6%; with 50% employer match about $19,007 at 4% or $12,671 at 6%; with 100% employer match about $14,255 at 4% or $9,503 at 6%.
Project Concern Local 421 Inc. 401K Plan-20$38,324$22,808$1,140iApproximate average salary by contribution assumption: employee only about $28,510 at 4% or $19,007 at 6%; with 50% employer match about $19,007 at 4% or $12,671 at 6%; with 100% employer match about $14,255 at 4% or $9,503 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037286378564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374286378060002
Row 2
Filing Id
84037286378564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374286378060002
DFE P1 Entity 01 Name
LARGE CAP CORE FUND
DFE P1 Spons 01 Name
AMERICAN TRUST & SAVINGS BANK
DFE P1 Plan 01 EIN Plan number
426319779001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$18,321
Row 3
Filing Id
84037286378564
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374286378060002
DFE P1 Entity 01 Name
STABLE VALUE FUND
DFE P1 Spons 01 Name
AMERICAN TRUST & SAVINGS BANK
DFE P1 Plan 01 EIN Plan number
426455741001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$21,691
Row 4
Filing Id
84037286378564
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3030374286378060002
DFE P1 Entity 01 Name
MID CAP CORE FUND
DFE P1 Spons 01 Name
AMERICAN TRUST & SAVINGS BANK
DFE P1 Plan 01 EIN Plan number
201257182001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$1,849
Row 5
Filing Id
84037286378564
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3030374286378060002
DFE P1 Entity 01 Name
INTERMEDIATE BOND FUND
DFE P1 Spons 01 Name
AMERICAN TRUST & SAVINGS BANK
DFE P1 Plan 01 EIN Plan number
201257230001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$1,923

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$108,294$29,387 change

Balance Sheet

Beginning and end of plan year.

Total assets$78,907$108,294Increase +$29,387 (37.24%)
Total liabilities$0$0No change $0
Net assets$78,907$108,294Increase +$29,387 (37.24%)

Contributions

Employer contributions$3,153
Participant contributions$21,111
Other contributions$0

Income & Expenses

Total income$37,937
Total expenses$8,550
Net income$29,387
Source fields
Schedule I source fields
Filing Id
84037286378564
Schedule I EIN
42-1298833
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-07-01
Schedule I Tax Period
20040630
Small plan total assets at beginning of year
$78,907
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$78,907
Small plan total assets at end of year
$108,294
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$108,294
Small plan employer contributions
$3,153
Small plan participant contributions
$21,111
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$13,673
Small plan total income
$37,937
Small plan total benefit distributions
$7,151
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,399
Small plan total expenses
$8,550
Small plan net income or loss
$29,387
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
Yes
Small plan fidelity bond amount
$30,000
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 EIN62-6249544

Transfers

Distributed property value$0
Schedule R source fields
Payor 62-6249544
Filing Id
84037286378564
Schedule R EIN
42-1298833
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-07-01
Schedule R Tax Period
20040630
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
62-6249544
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0