Civic Intelligence
Filing

Sun Automation Inc. 401K Profit Sharing Plan and Trust

Sun Automation Inc. • EIN 52-1394629 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

143 → 142

-1 • -0.70%

Assets

Up

$4,029,857 → $4,556,666

$526,809 • 13.07%

Investment Management Fee

0.00%

$0

Admin expenses $0 • Total expenses $97,860

Filing Details

Context
Net investment result
$526,809
Pension payor EIN
57-1198022

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
MCGLADREY & PULLEN LLPEIN 42-0714325Accountant--Mcgladrey & Pullen LLP

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243265$73,107,807$3,117,290$11,763iApproximate average salary by contribution assumption: employee only about $294,084 at 4% or $196,056 at 6%; with 50% employer match about $196,056 at 4% or $130,704 at 6%; with 100% employer match about $147,042 at 4% or $98,028 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-117$56,884,521$982,204$8,395iApproximate average salary by contribution assumption: employee only about $209,873 at 4% or $139,915 at 6%; with 50% employer match about $139,915 at 4% or $93,277 at 6%; with 100% employer match about $104,936 at 4% or $69,958 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-138$16,223,286$2,135,086$15,472iApproximate average salary by contribution assumption: employee only about $386,791 at 4% or $257,861 at 6%; with 50% employer match about $257,861 at 4% or $171,907 at 6%; with 100% employer match about $193,395 at 4% or $128,930 at 6%.
Sun Automation Inc Welfare Plan-265---
20233142$67,040,264$2,657,110$18,712iApproximate average salary by contribution assumption: employee only about $467,801 at 4% or $311,867 at 6%; with 50% employer match about $311,867 at 4% or $207,912 at 6%; with 100% employer match about $233,901 at 4% or $155,934 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-112$53,115,775$856,161$7,644iApproximate average salary by contribution assumption: employee only about $191,107 at 4% or $127,405 at 6%; with 50% employer match about $127,405 at 4% or $84,937 at 6%; with 100% employer match about $95,554 at 4% or $63,702 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-135$13,924,489$1,800,949$13,340iApproximate average salary by contribution assumption: employee only about $333,509 at 4% or $222,339 at 6%; with 50% employer match about $222,339 at 4% or $148,226 at 6%; with 100% employer match about $166,755 at 4% or $111,170 at 6%.
Sun Automation Inc Welfare Plan-142---
20223127$54,998,616$2,643,205$20,813iApproximate average salary by contribution assumption: employee only about $520,316 at 4% or $346,877 at 6%; with 50% employer match about $346,877 at 4% or $231,252 at 6%; with 100% employer match about $260,158 at 4% or $173,439 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-105$43,450,568$856,162$8,154iApproximate average salary by contribution assumption: employee only about $203,848 at 4% or $135,899 at 6%; with 50% employer match about $135,899 at 4% or $90,599 at 6%; with 100% employer match about $101,924 at 4% or $67,949 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-124$11,548,048$1,787,043$14,412iApproximate average salary by contribution assumption: employee only about $360,291 at 4% or $240,194 at 6%; with 50% employer match about $240,194 at 4% or $160,129 at 6%; with 100% employer match about $180,145 at 4% or $120,097 at 6%.
Sun Automation Inc Welfare Plan-127---
20213128$55,554,533$2,657,137$20,759iApproximate average salary by contribution assumption: employee only about $518,972 at 4% or $345,981 at 6%; with 50% employer match about $345,981 at 4% or $230,654 at 6%; with 100% employer match about $259,486 at 4% or $172,991 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-105$42,606,086$989,409$9,423iApproximate average salary by contribution assumption: employee only about $235,574 at 4% or $157,049 at 6%; with 50% employer match about $157,049 at 4% or $104,699 at 6%; with 100% employer match about $117,787 at 4% or $78,525 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-128$12,948,447$1,667,728$13,029iApproximate average salary by contribution assumption: employee only about $325,728 at 4% or $217,152 at 6%; with 50% employer match about $217,152 at 4% or $144,768 at 6%; with 100% employer match about $162,864 at 4% or $108,576 at 6%.
Sun Automation Inc Welfare Plan-123---
20203113$48,638,594$1,978,880$17,512iApproximate average salary by contribution assumption: employee only about $437,805 at 4% or $291,870 at 6%; with 50% employer match about $291,870 at 4% or $194,580 at 6%; with 100% employer match about $218,903 at 4% or $145,935 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-108$36,190,091$993,924$9,203iApproximate average salary by contribution assumption: employee only about $230,075 at 4% or $153,383 at 6%; with 50% employer match about $153,383 at 4% or $102,256 at 6%; with 100% employer match about $115,038 at 4% or $76,692 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-113$12,448,503$984,956$8,716iApproximate average salary by contribution assumption: employee only about $217,911 at 4% or $145,274 at 6%; with 50% employer match about $145,274 at 4% or $96,849 at 6%; with 100% employer match about $108,955 at 4% or $72,637 at 6%.
Sun Automation Inc Welfare Plan-111---
20193151$41,840,445$2,346,389$15,539iApproximate average salary by contribution assumption: employee only about $388,475 at 4% or $258,983 at 6%; with 50% employer match about $258,983 at 4% or $172,656 at 6%; with 100% employer match about $194,238 at 4% or $129,492 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-117$30,551,500$816,711$6,980iApproximate average salary by contribution assumption: employee only about $174,511 at 4% or $116,341 at 6%; with 50% employer match about $116,341 at 4% or $77,560 at 6%; with 100% employer match about $87,255 at 4% or $58,170 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-136$11,288,945$1,529,678$11,248iApproximate average salary by contribution assumption: employee only about $281,191 at 4% or $187,461 at 6%; with 50% employer match about $187,461 at 4% or $124,974 at 6%; with 100% employer match about $140,595 at 4% or $93,730 at 6%.
Sun Automation Inc Welfare Plan-151---
20183136$44,141,275$2,141,144$15,744iApproximate average salary by contribution assumption: employee only about $393,593 at 4% or $262,395 at 6%; with 50% employer match about $262,395 at 4% or $174,930 at 6%; with 100% employer match about $196,796 at 4% or $131,198 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-119$35,801,148$1,194,401$10,037iApproximate average salary by contribution assumption: employee only about $250,925 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,462 at 4% or $83,642 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-135$8,340,127$946,743$7,013iApproximate average salary by contribution assumption: employee only about $175,323 at 4% or $116,882 at 6%; with 50% employer match about $116,882 at 4% or $77,921 at 6%; with 100% employer match about $87,661 at 4% or $58,441 at 6%.
Sun Automation Inc Welfare Plan-136---
20173133$43,903,263$2,205,889$16,586iApproximate average salary by contribution assumption: employee only about $414,641 at 4% or $276,427 at 6%; with 50% employer match about $276,427 at 4% or $184,285 at 6%; with 100% employer match about $207,320 at 4% or $138,214 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-116$35,284,627$1,294,904$11,163iApproximate average salary by contribution assumption: employee only about $279,074 at 4% or $186,049 at 6%; with 50% employer match about $186,049 at 4% or $124,033 at 6%; with 100% employer match about $139,537 at 4% or $93,025 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-133$8,618,636$910,985$6,850iApproximate average salary by contribution assumption: employee only about $171,238 at 4% or $114,159 at 6%; with 50% employer match about $114,159 at 4% or $76,106 at 6%; with 100% employer match about $85,619 at 4% or $57,079 at 6%.
Sun Automation Inc Welfare Plan-132---
20163126$42,051,163$1,896,768$15,054iApproximate average salary by contribution assumption: employee only about $376,343 at 4% or $250,895 at 6%; with 50% employer match about $250,895 at 4% or $167,263 at 6%; with 100% employer match about $188,171 at 4% or $125,448 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-110$34,124,184$1,358,737$12,352iApproximate average salary by contribution assumption: employee only about $308,804 at 4% or $205,869 at 6%; with 50% employer match about $205,869 at 4% or $137,246 at 6%; with 100% employer match about $154,402 at 4% or $102,935 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-125$7,926,979$538,031$4,304iApproximate average salary by contribution assumption: employee only about $107,606 at 4% or $71,737 at 6%; with 50% employer match about $71,737 at 4% or $47,825 at 6%; with 100% employer match about $53,803 at 4% or $35,869 at 6%.
Sun Automation Inc Welfare Plan-126---
20153123$40,320,216$1,903,167$15,473iApproximate average salary by contribution assumption: employee only about $386,823 at 4% or $257,882 at 6%; with 50% employer match about $257,882 at 4% or $171,921 at 6%; with 100% employer match about $193,411 at 4% or $128,941 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-115$32,646,099$1,349,704$11,737iApproximate average salary by contribution assumption: employee only about $293,414 at 4% or $195,609 at 6%; with 50% employer match about $195,609 at 4% or $130,406 at 6%; with 100% employer match about $146,707 at 4% or $97,805 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-123$7,674,117$553,463$4,500iApproximate average salary by contribution assumption: employee only about $112,492 at 4% or $74,995 at 6%; with 50% employer match about $74,995 at 4% or $49,997 at 6%; with 100% employer match about $56,246 at 4% or $37,497 at 6%.
Sun Automation Inc Welfare Plan-121---
20143134$47,761,863$2,109,695$15,744iApproximate average salary by contribution assumption: employee only about $393,600 at 4% or $262,400 at 6%; with 50% employer match about $262,400 at 4% or $174,933 at 6%; with 100% employer match about $196,800 at 4% or $131,200 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-113$39,535,467$1,429,798$12,653iApproximate average salary by contribution assumption: employee only about $316,327 at 4% or $210,885 at 6%; with 50% employer match about $210,885 at 4% or $140,590 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-134$8,226,396$679,897$5,074iApproximate average salary by contribution assumption: employee only about $126,846 at 4% or $84,564 at 6%; with 50% employer match about $84,564 at 4% or $56,376 at 6%; with 100% employer match about $63,423 at 4% or $42,282 at 6%.
Sun Automation Inc Welfare Plan-133---
20133128$45,595,390$2,535,571$19,809iApproximate average salary by contribution assumption: employee only about $495,229 at 4% or $330,152 at 6%; with 50% employer match about $330,152 at 4% or $220,102 at 6%; with 100% employer match about $247,614 at 4% or $165,076 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-112$38,244,572$1,656,602$14,791iApproximate average salary by contribution assumption: employee only about $369,777 at 4% or $246,518 at 6%; with 50% employer match about $246,518 at 4% or $164,345 at 6%; with 100% employer match about $184,889 at 4% or $123,259 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-128$7,350,818$878,969$6,867iApproximate average salary by contribution assumption: employee only about $171,674 at 4% or $114,449 at 6%; with 50% employer match about $114,449 at 4% or $76,299 at 6%; with 100% employer match about $85,837 at 4% or $57,225 at 6%.
Sun Automation Inc Welfare Plan-124---
20123124$40,729,650$2,753,244$22,204iApproximate average salary by contribution assumption: employee only about $555,090 at 4% or $370,060 at 6%; with 50% employer match about $370,060 at 4% or $246,706 at 6%; with 100% employer match about $277,545 at 4% or $185,030 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-113$34,946,696$2,170,859$19,211iApproximate average salary by contribution assumption: employee only about $480,279 at 4% or $320,186 at 6%; with 50% employer match about $320,186 at 4% or $213,457 at 6%; with 100% employer match about $240,139 at 4% or $160,093 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-122$5,782,954$582,385$4,774iApproximate average salary by contribution assumption: employee only about $119,341 at 4% or $79,561 at 6%; with 50% employer match about $79,561 at 4% or $53,041 at 6%; with 100% employer match about $59,671 at 4% or $39,780 at 6%.
Sun Automation Inc Welfare Plan-124---
20113119$38,202,537$1,280,096$10,757iApproximate average salary by contribution assumption: employee only about $268,928 at 4% or $179,285 at 6%; with 50% employer match about $179,285 at 4% or $119,523 at 6%; with 100% employer match about $134,464 at 4% or $89,643 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-111$33,384,902$963,536$8,681iApproximate average salary by contribution assumption: employee only about $217,013 at 4% or $144,675 at 6%; with 50% employer match about $144,675 at 4% or $96,450 at 6%; with 100% employer match about $108,506 at 4% or $72,338 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-119$4,817,635$316,560$2,660iApproximate average salary by contribution assumption: employee only about $66,504 at 4% or $44,336 at 6%; with 50% employer match about $44,336 at 4% or $29,557 at 6%; with 100% employer match about $33,252 at 4% or $22,168 at 6%.
Sun Automation Inc Welfare Plan-119---
20103115$35,792,230$1,282,630$11,153iApproximate average salary by contribution assumption: employee only about $278,833 at 4% or $185,888 at 6%; with 50% employer match about $185,888 at 4% or $123,926 at 6%; with 100% employer match about $139,416 at 4% or $92,944 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-114$31,110,944$978,465$8,583iApproximate average salary by contribution assumption: employee only about $214,576 at 4% or $143,050 at 6%; with 50% employer match about $143,050 at 4% or $95,367 at 6%; with 100% employer match about $107,288 at 4% or $71,525 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-115$4,681,286$304,165$2,645iApproximate average salary by contribution assumption: employee only about $66,123 at 4% or $44,082 at 6%; with 50% employer match about $44,082 at 4% or $29,388 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%.
Sun Automation Inc Welfare Plan-113---
20093123$28,081,459$1,293,632$10,517iApproximate average salary by contribution assumption: employee only about $262,933 at 4% or $175,289 at 6%; with 50% employer match about $175,289 at 4% or $116,859 at 6%; with 100% employer match about $131,467 at 4% or $87,644 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-121$23,842,463$1,015,019$8,389iApproximate average salary by contribution assumption: employee only about $209,715 at 4% or $139,810 at 6%; with 50% employer match about $139,810 at 4% or $93,207 at 6%; with 100% employer match about $104,857 at 4% or $69,905 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-123$4,238,996$278,613$2,265iApproximate average salary by contribution assumption: employee only about $56,629 at 4% or $37,752 at 6%; with 50% employer match about $37,752 at 4% or $25,168 at 6%; with 100% employer match about $28,314 at 4% or $18,876 at 6%.
Sun Automation Inc Welfare Plan-119---
20083159$22,428,776$1,514,563$9,526iApproximate average salary by contribution assumption: employee only about $238,139 at 4% or $158,759 at 6%; with 50% employer match about $158,759 at 4% or $105,839 at 6%; with 100% employer match about $119,069 at 4% or $79,380 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-116$18,796,923$1,031,400$8,891iApproximate average salary by contribution assumption: employee only about $222,284 at 4% or $148,190 at 6%; with 50% employer match about $148,190 at 4% or $98,793 at 6%; with 100% employer match about $111,142 at 4% or $74,095 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-159$3,631,853$483,163$3,039iApproximate average salary by contribution assumption: employee only about $75,969 at 4% or $50,646 at 6%; with 50% employer match about $50,646 at 4% or $33,764 at 6%; with 100% employer match about $37,985 at 4% or $25,323 at 6%.
Sun Automation Inc Welfare Plan-147---
20073146$26,565,799$1,591,159$10,898iApproximate average salary by contribution assumption: employee only about $272,459 at 4% or $181,639 at 6%; with 50% employer match about $181,639 at 4% or $121,093 at 6%; with 100% employer match about $136,229 at 4% or $90,820 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-125$22,009,133$1,236,304$9,890iApproximate average salary by contribution assumption: employee only about $247,261 at 4% or $164,841 at 6%; with 50% employer match about $164,841 at 4% or $109,894 at 6%; with 100% employer match about $123,630 at 4% or $82,420 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and TrustCurrent142$4,556,666$354,855$2,499iApproximate average salary by contribution assumption: employee only about $62,474 at 4% or $41,650 at 6%; with 50% employer match about $41,650 at 4% or $27,766 at 6%; with 100% employer match about $31,237 at 4% or $20,825 at 6%.
Sun Automation Inc Welfare Plan-146---
20067136$19,997,225$1,651,859$12,146iApproximate average salary by contribution assumption: employee only about $303,651 at 4% or $202,434 at 6%; with 50% employer match about $202,434 at 4% or $134,956 at 6%; with 100% employer match about $151,825 at 4% or $101,217 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-133$15,967,368$1,212,097$9,114iApproximate average salary by contribution assumption: employee only about $227,838 at 4% or $151,892 at 6%; with 50% employer match about $151,892 at 4% or $101,261 at 6%; with 100% employer match about $113,919 at 4% or $75,946 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-134$4,029,857$439,762$3,282iApproximate average salary by contribution assumption: employee only about $82,045 at 4% or $54,697 at 6%; with 50% employer match about $54,697 at 4% or $36,465 at 6%; with 100% employer match about $41,023 at 4% or $27,348 at 6%.
SUN AUTOMATION, INC. SHORT TERM DISABILITY PLAN-135---
SUN AUTOMATION, INC. LIFE INSURANCE PLAN-136---
SUN AUTOMATION, INC. DENTAL PLAN-136---
SUN AUTOMATION, INC. MEDICAL PLAN-120---
SUN AUTOMATION, INC. LONG TERM DISABILITY PLAN-133---
20056134$3,255,067$295,169$2,203iApproximate average salary by contribution assumption: employee only about $55,069 at 4% or $36,713 at 6%; with 50% employer match about $36,713 at 4% or $24,475 at 6%; with 100% employer match about $27,534 at 4% or $18,356 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-133$3,255,067$295,169$2,219iApproximate average salary by contribution assumption: employee only about $55,483 at 4% or $36,989 at 6%; with 50% employer match about $36,989 at 4% or $24,659 at 6%; with 100% employer match about $27,741 at 4% or $18,494 at 6%.
SUN AUTOMATION, INC. SHORT TERM DISABILITY PLAN-134---
SUN AUTOMATION, INC. LIFE INSURANCE PLAN-134---
SUN AUTOMATION, INC. DENTAL PLAN-134---
SUN AUTOMATION, INC LONG TERM DISABILITY PLAN-134---
Sun Automation Inc. Employee Stock Ownership Plan-105---
20042102$2,830,232$275,889$2,705iApproximate average salary by contribution assumption: employee only about $67,620 at 4% or $45,080 at 6%; with 50% employer match about $45,080 at 4% or $30,053 at 6%; with 100% employer match about $33,810 at 4% or $22,540 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-102$2,830,232$275,889$2,705iApproximate average salary by contribution assumption: employee only about $67,620 at 4% or $45,080 at 6%; with 50% employer match about $45,080 at 4% or $30,053 at 6%; with 100% employer match about $33,810 at 4% or $22,540 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-97---
20036109$11,756,102$1,428,416$13,105iApproximate average salary by contribution assumption: employee only about $327,618 at 4% or $218,412 at 6%; with 50% employer match about $218,412 at 4% or $145,608 at 6%; with 100% employer match about $163,809 at 4% or $109,206 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-109$9,310,991$1,000,000$9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,905 at 6%; with 50% employer match about $152,905 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-103$2,445,111$428,416$4,159iApproximate average salary by contribution assumption: employee only about $103,984 at 4% or $69,323 at 6%; with 50% employer match about $69,323 at 4% or $46,215 at 6%; with 100% employer match about $51,992 at 4% or $34,661 at 6%.
SUN AUTOMATION, INC. SHORT TERM DISABILITY PLAN-106---
SUN AUTOMATION, INC. DENTAL PLAN-109---
SUN AUTOMATION, INC. LONG TERM DISABILITY PLAN-106---
SUN AUTOMATION, INC. LIFE INSURANCE PLAN-106---
20022103$1,771,626$278,405$2,703iApproximate average salary by contribution assumption: employee only about $67,574 at 4% or $45,049 at 6%; with 50% employer match about $45,049 at 4% or $30,033 at 6%; with 100% employer match about $33,787 at 4% or $22,525 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-102$1,771,626$278,405$2,729iApproximate average salary by contribution assumption: employee only about $68,237 at 4% or $45,491 at 6%; with 50% employer match about $45,491 at 4% or $30,327 at 6%; with 100% employer match about $34,118 at 4% or $22,746 at 6%.
Sun Automation Inc. Employee Stock Ownership Plan-103---
2001193$0$0-
Sun Automation Inc. 401K Profit Sharing Plan and Trust-93---
2000177$0$0-
Sun Automation Inc. 401K Profit Sharing Plan and Trust-77---
1999164$1,731,233$217,207$3,394iApproximate average salary by contribution assumption: employee only about $84,846 at 4% or $56,564 at 6%; with 50% employer match about $56,564 at 4% or $37,710 at 6%; with 100% employer match about $42,423 at 4% or $28,282 at 6%.
Sun Automation Inc. 401K Profit Sharing Plan and Trust-64$1,731,233$217,207$3,394iApproximate average salary by contribution assumption: employee only about $84,846 at 4% or $56,564 at 6%; with 50% employer match about $56,564 at 4% or $37,710 at 6%; with 100% employer match about $42,423 at 4% or $28,282 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037347314058
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378347314050002
Row 2
Filing Id
84037347314058
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378347314050002
DFE P1 Entity 01 Name
SSGA S&P 400 MIDCAP INDEX FUND
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
040025081089
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$325,220
Row 3
Filing Id
84037347314058
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378347314050002
DFE P1 Entity 01 Name
SSGA LIFE SOLUTIONS BALANCE GR
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
040025081055
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$277,967
Row 4
Filing Id
84037347314058
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
7010378347314050002
DFE P1 Entity 01 Name
SSGA LIFE SOLUTIONS GROWTH
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
040025081056
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$386,514
Row 5
Filing Id
84037347314058
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
7010378347314050002
DFE P1 Entity 01 Name
SSGA LIFE SOLUTIONS INC & GR
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
040025081053
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$57,670
Row 6
Filing Id
84037347314058
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
7010378347314050002
DFE P1 Entity 01 Name
SSGA RUSSELL 2000 INDEX STRAT
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
040025081084
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$123,827
Row 7
Filing Id
84037347314058
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
7010378347314050002
DFE P1 Entity 01 Name
SSGA S&P 500 INDEX FUND
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO
DFE P1 Plan 01 EIN Plan number
040025081065
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$560,594

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$4,556,666$526,809 change

Balance Sheet

Beginning and end of plan year.

Total assets$4,029,857$4,556,666Increase +$526,809 (13.07%)
Total liabilities$0$0No change $0
Net assets$4,029,857$4,556,666Increase +$526,809 (13.07%)

Contributions

Employer contributions$0
Participant contributions$354,586
Other contributions$269
Total contributions$354,855

Income & Investment Result

Total income$624,669
Interest$22,652
Dividends$0
Net income$526,809

Expenses & Fees

Benefits paid$88,818
Investment management$0
Administrative expenses$0
Total expenses$97,860

Accountant

FirmMCGLADREY & PULLEN LLP
Firm EIN42-0714325

Compliance

Fidelity bondYes
Fidelity bond amount$403,000
Participant loans$62,692
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $4,029,857Total assets at end of year: $4,556,666Total liabilities at end of year: $0Net income or loss: $526,809
Filing Id
84037347314058
Schedule H EIN
52-1394629
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2007-01-01
Schedule H Tax Period
20071231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$372,402
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$86,934
Interest Common Tr Beginning of year Amount
$1,551,028
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$2,019,493
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$4,029,857
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$4,029,857
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$406,671
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$62,692
Interest Common Tr End of year Amount
$1,731,792
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$2,355,511
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$4,556,666
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$4,556,666
Employer contributions
$0
Participant contributions
$354,586
Oth Contribution Rcvd Amount
$269
Non Cash Contribution Bs Amount
$0
Total contributions
$354,855
Interest Bear Cash Amount
$16,897
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$5,755
Interest On Oth Investment Amount
$0
Total interest income
$22,652
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$81,461
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$165,701
Other Income Amount
$0
Total income
$624,669
Participant distributions
$88,818
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$88,818
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
9042
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$0
Total expenses
$97,860
Net income or loss
$526,809
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
MCGLADREY & PULLEN LLP
Accountant firm EIN
42-0714325
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$403,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN57-1198022

Transfers

Distributed property value$0
Schedule R source fields
Payor 57-1198022
Filing Id
84037347314058
Schedule R EIN
52-1394629
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
57-1198022
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0