Fidelity bond in place
Not reported
James M Caplinger Chartered • EIN 48-0772498 • Plan year 2006
Participants
Flat5 → 5
0 • 0.00%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Fidelity bond in place
Not reported
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 0 | - | - | - |
| 2018 | 1 | 2 | $593,787 | $84,918 | $42,459iApproximate average salary by contribution assumption: employee only about $1,061,475 at 4% or $707,650 at 6%; with 50% employer match about $707,650 at 4% or $471,767 at 6%; with 100% employer match about $530,738 at 4% or $353,825 at 6%. |
| James M Caplinger Chartered Employees Pension Plan | - | 2 | $593,787 | $84,918 | $42,459iApproximate average salary by contribution assumption: employee only about $1,061,475 at 4% or $707,650 at 6%; with 50% employer match about $707,650 at 4% or $471,767 at 6%; with 100% employer match about $530,738 at 4% or $353,825 at 6%. |
| 2017 | 1 | 0 | $2,176,735 | $93,250 | - |
| James M Caplinger Chartered Employees Pension Plan | - | - | $2,176,735 | $93,250 | - |
| 2016 | 1 | 0 | $1,932,869 | $93,250 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 0 | $1,932,869 | $93,250 | - |
| 2015 | 1 | 0 | $2,296,206 | $92,388 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 0 | $2,296,206 | $92,388 | - |
| 2014 | 1 | 4 | $2,524,778 | $137,607 | $34,402iApproximate average salary by contribution assumption: employee only about $860,044 at 4% or $573,363 at 6%; with 50% employer match about $573,363 at 4% or $382,242 at 6%; with 100% employer match about $430,022 at 4% or $286,681 at 6%. |
| James M Caplinger Chartered Employees Pension Plan | - | 4 | $2,524,778 | $137,607 | $34,402iApproximate average salary by contribution assumption: employee only about $860,044 at 4% or $573,363 at 6%; with 50% employer match about $573,363 at 4% or $382,242 at 6%; with 100% employer match about $430,022 at 4% or $286,681 at 6%. |
| 2013 | 1 | 4 | $2,510,299 | $0 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 4 | $2,510,299 | - | - |
| 2012 | 1 | 4 | $2,443,638 | $141,772 | $35,443iApproximate average salary by contribution assumption: employee only about $886,075 at 4% or $590,717 at 6%; with 50% employer match about $590,717 at 4% or $393,811 at 6%; with 100% employer match about $443,038 at 4% or $295,358 at 6%. |
| James M Caplinger Chartered Employees Pension Plan | - | 4 | $2,443,638 | $141,772 | $35,443iApproximate average salary by contribution assumption: employee only about $886,075 at 4% or $590,717 at 6%; with 50% employer match about $590,717 at 4% or $393,811 at 6%; with 100% employer match about $443,038 at 4% or $295,358 at 6%. |
| 2011 | 1 | 4 | $2,497,526 | $141,774 | $35,444iApproximate average salary by contribution assumption: employee only about $886,088 at 4% or $590,725 at 6%; with 50% employer match about $590,725 at 4% or $393,817 at 6%; with 100% employer match about $443,044 at 4% or $295,363 at 6%. |
| James M Caplinger Chartered Employees Pension Plan | - | 4 | $2,497,526 | $141,774 | $35,444iApproximate average salary by contribution assumption: employee only about $886,088 at 4% or $590,725 at 6%; with 50% employer match about $590,725 at 4% or $393,817 at 6%; with 100% employer match about $443,044 at 4% or $295,363 at 6%. |
| 2010 | 1 | 5 | $4,055,348 | $155,847 | $31,169iApproximate average salary by contribution assumption: employee only about $779,235 at 4% or $519,490 at 6%; with 50% employer match about $519,490 at 4% or $346,327 at 6%; with 100% employer match about $389,618 at 4% or $259,745 at 6%. |
| James M Caplinger Chartered Employees Pension Plan | - | 5 | $4,055,348 | $155,847 | $31,169iApproximate average salary by contribution assumption: employee only about $779,235 at 4% or $519,490 at 6%; with 50% employer match about $519,490 at 4% or $346,327 at 6%; with 100% employer match about $389,618 at 4% or $259,745 at 6%. |
| 2009 | 3 | 5 | $0 | $0 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 5 | - | - | - |
| James M Caplinger Chartered Employees Pension Plan | - | - | - | - | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | - | - | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | 5 | - | - | - |
| James M Caplinger Chartered Employees Pension Plan | - | 5 | - | - | - |
| 2006 | 2 | 5 | $0 | $0 | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | 5 | - | - | - |
| James M Caplinger Chartered Employees Pension Plan | Current | 5 | - | - | - |
| 2005 | 2 | 5 | $0 | $0 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 5 | - | - | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | 5 | - | - | - |
| 2003 | 2 | 6 | $0 | $0 | - |
| James M Caplinger Chartered Employees Pension Plan | - | 6 | - | - | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | 0 | - | - | - |
| James M Caplinger Chartered Employees Pension Plan | - | 6 | - | - | - |
| 1999 | 2 | 0 | $0 | $0 | - |
| James M Caplinger Chartered Employees Profit Sharing Plan | - | 0 | - | - | - |
| James M Caplinger Chartered Employees Pension Plan | - | 0 | - | - | - |
This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.