Fidelity bond in place
Yes
Filing
Ameri-Pac Inc. 401K Profit Sharing Plan
Ameri-Pac Inc. • EIN 43-1428843 • Plan year 2003
Filing Insights
Participants
Up29 → 33
4 • 13.79%
Assets
Up$601,334 → $743,973
$142,639 • 23.72%
Investment Management Fee
-
Admin expenses - • Total expenses $7,598
Filing Details
Context- Net investment result
- $142,639
- Pension payor EIN
- 06-1438704
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 1 | $215,939 | $452,384 | $452,384iApproximate average salary by contribution assumption: employee only about $11,309,600 at 4% or $7,539,733 at 6%; with 50% employer match about $7,539,733 at 4% or $5,026,489 at 6%; with 100% employer match about $5,654,800 at 4% or $3,769,867 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 1 | $215,939 | $452,384 | $452,384iApproximate average salary by contribution assumption: employee only about $11,309,600 at 4% or $7,539,733 at 6%; with 50% employer match about $7,539,733 at 4% or $5,026,489 at 6%; with 100% employer match about $5,654,800 at 4% or $3,769,867 at 6%. |
| 2017 | 1 | 44 | $4,291,245 | $145,245 | $3,301iApproximate average salary by contribution assumption: employee only about $82,526 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,509 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 44 | $4,291,245 | $145,245 | $3,301iApproximate average salary by contribution assumption: employee only about $82,526 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,509 at 6%. |
| 2016 | 1 | 63 | $4,426,132 | $573,180 | $9,098iApproximate average salary by contribution assumption: employee only about $227,452 at 4% or $151,635 at 6%; with 50% employer match about $151,635 at 4% or $101,090 at 6%; with 100% employer match about $113,726 at 4% or $75,817 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 63 | $4,426,132 | $573,180 | $9,098iApproximate average salary by contribution assumption: employee only about $227,452 at 4% or $151,635 at 6%; with 50% employer match about $151,635 at 4% or $101,090 at 6%; with 100% employer match about $113,726 at 4% or $75,817 at 6%. |
| 2015 | 1 | 57 | $3,507,195 | $403,135 | $7,073iApproximate average salary by contribution assumption: employee only about $176,814 at 4% or $117,876 at 6%; with 50% employer match about $117,876 at 4% or $78,584 at 6%; with 100% employer match about $88,407 at 4% or $58,938 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 57 | $3,507,195 | $403,135 | $7,073iApproximate average salary by contribution assumption: employee only about $176,814 at 4% or $117,876 at 6%; with 50% employer match about $117,876 at 4% or $78,584 at 6%; with 100% employer match about $88,407 at 4% or $58,938 at 6%. |
| 2014 | 1 | 56 | $2,945,575 | $414,761 | $7,406iApproximate average salary by contribution assumption: employee only about $185,161 at 4% or $123,441 at 6%; with 50% employer match about $123,441 at 4% or $82,294 at 6%; with 100% employer match about $92,581 at 4% or $61,720 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 56 | $2,945,575 | $414,761 | $7,406iApproximate average salary by contribution assumption: employee only about $185,161 at 4% or $123,441 at 6%; with 50% employer match about $123,441 at 4% or $82,294 at 6%; with 100% employer match about $92,581 at 4% or $61,720 at 6%. |
| 2013 | 1 | 52 | $2,737,646 | $402,972 | $7,749iApproximate average salary by contribution assumption: employee only about $193,737 at 4% or $129,158 at 6%; with 50% employer match about $129,158 at 4% or $86,105 at 6%; with 100% employer match about $96,868 at 4% or $64,579 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 52 | $2,737,646 | $402,972 | $7,749iApproximate average salary by contribution assumption: employee only about $193,737 at 4% or $129,158 at 6%; with 50% employer match about $129,158 at 4% or $86,105 at 6%; with 100% employer match about $96,868 at 4% or $64,579 at 6%. |
| 2012 | 1 | 46 | $2,359,052 | $201,656 | $4,384iApproximate average salary by contribution assumption: employee only about $109,596 at 4% or $73,064 at 6%; with 50% employer match about $73,064 at 4% or $48,709 at 6%; with 100% employer match about $54,798 at 4% or $36,532 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 46 | $2,359,052 | $201,656 | $4,384iApproximate average salary by contribution assumption: employee only about $109,596 at 4% or $73,064 at 6%; with 50% employer match about $73,064 at 4% or $48,709 at 6%; with 100% employer match about $54,798 at 4% or $36,532 at 6%. |
| 2011 | 1 | 42 | $2,011,418 | $152,347 | $3,627iApproximate average salary by contribution assumption: employee only about $90,683 at 4% or $60,455 at 6%; with 50% employer match about $60,455 at 4% or $40,303 at 6%; with 100% employer match about $45,341 at 4% or $30,228 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 42 | $2,011,418 | $152,347 | $3,627iApproximate average salary by contribution assumption: employee only about $90,683 at 4% or $60,455 at 6%; with 50% employer match about $60,455 at 4% or $40,303 at 6%; with 100% employer match about $45,341 at 4% or $30,228 at 6%. |
| 2010 | 1 | 49 | $1,681,138 | $148,175 | $3,024iApproximate average salary by contribution assumption: employee only about $75,599 at 4% or $50,400 at 6%; with 50% employer match about $50,400 at 4% or $33,600 at 6%; with 100% employer match about $37,800 at 4% or $25,200 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 49 | $1,681,138 | $148,175 | $3,024iApproximate average salary by contribution assumption: employee only about $75,599 at 4% or $50,400 at 6%; with 50% employer match about $50,400 at 4% or $33,600 at 6%; with 100% employer match about $37,800 at 4% or $25,200 at 6%. |
| 2009 | 1 | 36 | $1,726,158 | $158,888 | $4,414iApproximate average salary by contribution assumption: employee only about $110,339 at 4% or $73,559 at 6%; with 50% employer match about $73,559 at 4% or $49,040 at 6%; with 100% employer match about $55,169 at 4% or $36,780 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 36 | $1,726,158 | $158,888 | $4,414iApproximate average salary by contribution assumption: employee only about $110,339 at 4% or $73,559 at 6%; with 50% employer match about $73,559 at 4% or $49,040 at 6%; with 100% employer match about $55,169 at 4% or $36,780 at 6%. |
| 2008 | 1 | 37 | $0 | $0 | - |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 37 | - | - | - |
| 2007 | 1 | 31 | $0 | $0 | - |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 31 | - | - | - |
| 2006 | 1 | 29 | $1,411,500 | $217,642 | $7,505iApproximate average salary by contribution assumption: employee only about $187,622 at 4% or $125,082 at 6%; with 50% employer match about $125,082 at 4% or $83,388 at 6%; with 100% employer match about $93,811 at 4% or $62,541 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 29 | $1,411,500 | $217,642 | $7,505iApproximate average salary by contribution assumption: employee only about $187,622 at 4% or $125,082 at 6%; with 50% employer match about $125,082 at 4% or $83,388 at 6%; with 100% employer match about $93,811 at 4% or $62,541 at 6%. |
| 2005 | 1 | 26 | $1,070,331 | $159,278 | $6,126iApproximate average salary by contribution assumption: employee only about $153,152 at 4% or $102,101 at 6%; with 50% employer match about $102,101 at 4% or $68,068 at 6%; with 100% employer match about $76,576 at 4% or $51,051 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 26 | $1,070,331 | $159,278 | $6,126iApproximate average salary by contribution assumption: employee only about $153,152 at 4% or $102,101 at 6%; with 50% employer match about $102,101 at 4% or $68,068 at 6%; with 100% employer match about $76,576 at 4% or $51,051 at 6%. |
| 2004 | 1 | 35 | $900,979 | $103,903 | $2,969iApproximate average salary by contribution assumption: employee only about $74,216 at 4% or $49,478 at 6%; with 50% employer match about $49,478 at 4% or $32,985 at 6%; with 100% employer match about $37,108 at 4% or $24,739 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 35 | $900,979 | $103,903 | $2,969iApproximate average salary by contribution assumption: employee only about $74,216 at 4% or $49,478 at 6%; with 50% employer match about $49,478 at 4% or $32,985 at 6%; with 100% employer match about $37,108 at 4% or $24,739 at 6%. |
| 2003 | 1 | 33 | $743,973 | $113,833 | $3,449iApproximate average salary by contribution assumption: employee only about $86,237 at 4% or $57,491 at 6%; with 50% employer match about $57,491 at 4% or $38,328 at 6%; with 100% employer match about $43,119 at 4% or $28,746 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | Current | 33 | $743,973 | $113,833 | $3,449iApproximate average salary by contribution assumption: employee only about $86,237 at 4% or $57,491 at 6%; with 50% employer match about $57,491 at 4% or $38,328 at 6%; with 100% employer match about $43,119 at 4% or $28,746 at 6%. |
| 2002 | 1 | 24 | $0 | $0 | - |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 24 | - | - | - |
| 2001 | 1 | 22 | $0 | $0 | - |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 22 | - | - | - |
| 2000 | 1 | 21 | $0 | $0 | - |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 21 | - | - | - |
| 1999 | 1 | 19 | $567,430 | $109,655 | $5,771iApproximate average salary by contribution assumption: employee only about $144,283 at 4% or $96,189 at 6%; with 50% employer match about $96,189 at 4% or $64,126 at 6%; with 100% employer match about $72,141 at 4% or $48,094 at 6%. |
| Ameri-Pac Inc. 401K Profit Sharing Plan | - | 19 | $567,430 | $109,655 | $5,771iApproximate average salary by contribution assumption: employee only about $144,283 at 4% or $96,189 at 6%; with 50% employer match about $96,189 at 4% or $64,126 at 6%; with 100% employer match about $72,141 at 4% or $48,094 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$743,973$142,639 change
Balance Sheet
Beginning and end of plan year.
Total assets$601,334$743,973Increase +$142,639 (23.72%)
Total liabilities$0$0No change $0
Net assets$601,334$743,973Increase +$142,639 (23.72%)
Contributions
Employer contributions$61,248
Participant contributions$51,871
Other contributions$714
Income & Expenses
Total income$150,237
Total expenses$7,598
Net income$142,639
Source fields
- Schedule I source fields
- Filing Id
- 84037126010285
- Schedule I EIN
- 43-1428843
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-10-01
- Schedule I Tax Period
- 20040930
- Small plan total assets at beginning of year
- $601,334
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $601,334
- Small plan total assets at end of year
- $743,973
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $743,973
- Small plan employer contributions
- $61,248
- Small plan participant contributions
- $51,871
- Small Oth Contribution Rcvd Amount
- $714
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $36,404
- Small plan total income
- $150,237
- Small plan total benefit distributions
- $7,598
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $7,598
- Small plan net income or loss
- $142,639
- 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
- $50,000
- 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 EIN06-1438704
Transfers
Distributed property value$0
Schedule R source fields
- Payor 06-1438704
- Filing Id
- 84037126010285
- Schedule R EIN
- 43-1428843
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2003-10-01
- Schedule R Tax Period
- 20040930
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 06-1438704
- Pension Payor 02 EIN
- 58-1428634
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0