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Filing

Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan

Blumenthal, Delavan & Williams, P. • EIN 52-1899894 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

7 → 6

-1 • -14.29%

Assets

Up

$612,533 → $624,023

$11,490 • 1.88%

Investment Management Fee

-

Admin expenses - • Total expenses $367

Filing Details

Context
Net investment result
$11,490
Pension payor EIN
52-1935682

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$67,020-
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-0$0$67,020-
201514$1,621,933$87,100$21,775iApproximate average salary by contribution assumption: employee only about $544,375 at 4% or $362,917 at 6%; with 50% employer match about $362,917 at 4% or $241,944 at 6%; with 100% employer match about $272,188 at 4% or $181,458 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-4$1,621,933$87,100$21,775iApproximate average salary by contribution assumption: employee only about $544,375 at 4% or $362,917 at 6%; with 50% employer match about $362,917 at 4% or $241,944 at 6%; with 100% employer match about $272,188 at 4% or $181,458 at 6%.
201414$1,532,013$73,684$18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-4$1,532,013$73,684$18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%.
201315$1,968,304$90,948$18,190iApproximate average salary by contribution assumption: employee only about $454,740 at 4% or $303,160 at 6%; with 50% employer match about $303,160 at 4% or $202,107 at 6%; with 100% employer match about $227,370 at 4% or $151,580 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-5$1,968,304$90,948$18,190iApproximate average salary by contribution assumption: employee only about $454,740 at 4% or $303,160 at 6%; with 50% employer match about $303,160 at 4% or $202,107 at 6%; with 100% employer match about $227,370 at 4% or $151,580 at 6%.
201215$1,558,423$94,483$18,897iApproximate average salary by contribution assumption: employee only about $472,415 at 4% or $314,943 at 6%; with 50% employer match about $314,943 at 4% or $209,962 at 6%; with 100% employer match about $236,207 at 4% or $157,472 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-5$1,558,423$94,483$18,897iApproximate average salary by contribution assumption: employee only about $472,415 at 4% or $314,943 at 6%; with 50% employer match about $314,943 at 4% or $209,962 at 6%; with 100% employer match about $236,207 at 4% or $157,472 at 6%.
201115$1,396,924$84,563$16,913iApproximate average salary by contribution assumption: employee only about $422,815 at 4% or $281,877 at 6%; with 50% employer match about $281,877 at 4% or $187,918 at 6%; with 100% employer match about $211,407 at 4% or $140,938 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-5$1,396,924$84,563$16,913iApproximate average salary by contribution assumption: employee only about $422,815 at 4% or $281,877 at 6%; with 50% employer match about $281,877 at 4% or $187,918 at 6%; with 100% employer match about $211,407 at 4% or $140,938 at 6%.
201015$1,311,422$81,641$16,328iApproximate average salary by contribution assumption: employee only about $408,205 at 4% or $272,137 at 6%; with 50% employer match about $272,137 at 4% or $181,424 at 6%; with 100% employer match about $204,103 at 4% or $136,068 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-5$1,311,422$81,641$16,328iApproximate average salary by contribution assumption: employee only about $408,205 at 4% or $272,137 at 6%; with 50% employer match about $272,137 at 4% or $181,424 at 6%; with 100% employer match about $204,103 at 4% or $136,068 at 6%.
200918$1,445,978$101,900$12,738iApproximate average salary by contribution assumption: employee only about $318,438 at 4% or $212,292 at 6%; with 50% employer match about $212,292 at 4% or $141,528 at 6%; with 100% employer match about $159,219 at 4% or $106,146 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-8$1,445,978$101,900$12,738iApproximate average salary by contribution assumption: employee only about $318,438 at 4% or $212,292 at 6%; with 50% employer match about $212,292 at 4% or $141,528 at 6%; with 100% employer match about $159,219 at 4% or $106,146 at 6%.
200819$1,125,285$98,850$10,983iApproximate average salary by contribution assumption: employee only about $274,583 at 4% or $183,056 at 6%; with 50% employer match about $183,056 at 4% or $122,037 at 6%; with 100% employer match about $137,292 at 4% or $91,528 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-9$1,125,285$98,850$10,983iApproximate average salary by contribution assumption: employee only about $274,583 at 4% or $183,056 at 6%; with 50% employer match about $183,056 at 4% or $122,037 at 6%; with 100% employer match about $137,292 at 4% or $91,528 at 6%.
2007111$1,472,186$128,988$11,726iApproximate average salary by contribution assumption: employee only about $293,155 at 4% or $195,436 at 6%; with 50% employer match about $195,436 at 4% or $130,291 at 6%; with 100% employer match about $146,577 at 4% or $97,718 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-11$1,472,186$128,988$11,726iApproximate average salary by contribution assumption: employee only about $293,155 at 4% or $195,436 at 6%; with 50% employer match about $195,436 at 4% or $130,291 at 6%; with 100% employer match about $146,577 at 4% or $97,718 at 6%.
2006110$1,266,474$122,494$12,249iApproximate average salary by contribution assumption: employee only about $306,235 at 4% or $204,157 at 6%; with 50% employer match about $204,157 at 4% or $136,104 at 6%; with 100% employer match about $153,118 at 4% or $102,078 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-10$1,266,474$122,494$12,249iApproximate average salary by contribution assumption: employee only about $306,235 at 4% or $204,157 at 6%; with 50% employer match about $204,157 at 4% or $136,104 at 6%; with 100% employer match about $153,118 at 4% or $102,078 at 6%.
200519$1,057,121$106,965$11,885iApproximate average salary by contribution assumption: employee only about $297,125 at 4% or $198,083 at 6%; with 50% employer match about $198,083 at 4% or $132,056 at 6%; with 100% employer match about $148,563 at 4% or $99,042 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-9$1,057,121$106,965$11,885iApproximate average salary by contribution assumption: employee only about $297,125 at 4% or $198,083 at 6%; with 50% employer match about $198,083 at 4% or $132,056 at 6%; with 100% employer match about $148,563 at 4% or $99,042 at 6%.
200419$885,703$88,580$9,842iApproximate average salary by contribution assumption: employee only about $246,056 at 4% or $164,037 at 6%; with 50% employer match about $164,037 at 4% or $109,358 at 6%; with 100% employer match about $123,028 at 4% or $82,019 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-9$885,703$88,580$9,842iApproximate average salary by contribution assumption: employee only about $246,056 at 4% or $164,037 at 6%; with 50% employer match about $164,037 at 4% or $109,358 at 6%; with 100% employer match about $123,028 at 4% or $82,019 at 6%.
200318$714,921$77,455$9,682iApproximate average salary by contribution assumption: employee only about $242,047 at 4% or $161,365 at 6%; with 50% employer match about $161,365 at 4% or $107,576 at 6%; with 100% employer match about $121,023 at 4% or $80,682 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-8$714,921$77,455$9,682iApproximate average salary by contribution assumption: employee only about $242,047 at 4% or $161,365 at 6%; with 50% employer match about $161,365 at 4% or $107,576 at 6%; with 100% employer match about $121,023 at 4% or $80,682 at 6%.
200215$627,951$73,531$14,706iApproximate average salary by contribution assumption: employee only about $367,655 at 4% or $245,103 at 6%; with 50% employer match about $245,103 at 4% or $163,402 at 6%; with 100% employer match about $183,828 at 4% or $122,552 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-5$627,951$73,531$14,706iApproximate average salary by contribution assumption: employee only about $367,655 at 4% or $245,103 at 6%; with 50% employer match about $245,103 at 4% or $163,402 at 6%; with 100% employer match about $183,828 at 4% or $122,552 at 6%.
200116$642,492$37,300$6,217iApproximate average salary by contribution assumption: employee only about $155,417 at 4% or $103,611 at 6%; with 50% employer match about $103,611 at 4% or $69,074 at 6%; with 100% employer match about $77,708 at 4% or $51,806 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-6$642,492$37,300$6,217iApproximate average salary by contribution assumption: employee only about $155,417 at 4% or $103,611 at 6%; with 50% employer match about $103,611 at 4% or $69,074 at 6%; with 100% employer match about $77,708 at 4% or $51,806 at 6%.
200016$624,023$40,133$6,689iApproximate average salary by contribution assumption: employee only about $167,221 at 4% or $111,481 at 6%; with 50% employer match about $111,481 at 4% or $74,320 at 6%; with 100% employer match about $83,610 at 4% or $55,740 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing PlanCurrent6$624,023$40,133$6,689iApproximate average salary by contribution assumption: employee only about $167,221 at 4% or $111,481 at 6%; with 50% employer match about $111,481 at 4% or $74,320 at 6%; with 100% employer match about $83,610 at 4% or $55,740 at 6%.
199917$612,533$38,206$5,458iApproximate average salary by contribution assumption: employee only about $136,450 at 4% or $90,967 at 6%; with 50% employer match about $90,967 at 4% or $60,644 at 6%; with 100% employer match about $68,225 at 4% or $45,483 at 6%.
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan-7$612,533$38,206$5,458iApproximate average salary by contribution assumption: employee only about $136,450 at 4% or $90,967 at 6%; with 50% employer match about $90,967 at 4% or $60,644 at 6%; with 100% employer match about $68,225 at 4% or $45,483 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$624,023$11,490 change

Balance Sheet

Beginning and end of plan year.

Total assets$612,533$624,023Increase +$11,490 (1.88%)
Total liabilities$0$0No change $0
Net assets$612,533$624,023Increase +$11,490 (1.88%)

Contributions

Employer contributions$0
Participant contributions$40,133
Other contributions$0

Income & Expenses

Total income$11,857
Total expenses$367
Net income$11,490
Source fields
Schedule I source fields
Filing Id
84037355073781
Schedule I EIN
52-1899894
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
$612,533
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$612,533
Small plan total assets at end of year
$624,023
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$624,023
Small plan employer contributions
$0
Small plan participant contributions
$40,133
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-28,276
Small plan total income
$11,857
Small plan total benefit distributions
$367
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$367
Small plan net income or loss
$11,490
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
$63,000
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
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 EIN52-1935682

Transfers

Distributed property value$0
Schedule R source fields
Payor 52-1935682
Filing Id
84037355073781
Schedule R EIN
52-1899894
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
52-1935682
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Blumenthal, Delavan & Williams, P.A. 401K Profit Sharing Plan | Blumenthal, Delavan & Williams, P. | Plan 001 | 2000 Form 5500 Filing