Civic Intelligence
Filing

The Donaldson Group 401K Plan

THE DONALDSON GROUP, LLC • EIN 52-2135284 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Up

0 → 22

22

Assets

Up

$0 → $26,889

$26,889

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$26,889

Status Flags

Fidelity bond in place

No

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
20242205$4,961,917$580,727$2,833iApproximate average salary by contribution assumption: employee only about $70,820 at 4% or $47,214 at 6%; with 50% employer match about $47,214 at 4% or $31,476 at 6%; with 100% employer match about $35,410 at 4% or $23,607 at 6%.
The Donaldson Group 401K Plan-164$4,961,917$580,727$3,541iApproximate average salary by contribution assumption: employee only about $88,525 at 4% or $59,017 at 6%; with 50% employer match about $59,017 at 4% or $39,345 at 6%; with 100% employer match about $44,263 at 4% or $29,508 at 6%.
The Donaldson Group Welfare Benefit Plan-205---
20232227$4,781,661$656,238$2,891iApproximate average salary by contribution assumption: employee only about $72,273 at 4% or $48,182 at 6%; with 50% employer match about $48,182 at 4% or $32,121 at 6%; with 100% employer match about $36,136 at 4% or $24,091 at 6%.
The Donaldson Group 401K Plan-227$4,781,661$656,238$2,891iApproximate average salary by contribution assumption: employee only about $72,273 at 4% or $48,182 at 6%; with 50% employer match about $48,182 at 4% or $32,121 at 6%; with 100% employer match about $36,136 at 4% or $24,091 at 6%.
The Donaldson Group Welfare Benefit Plan-177---
20222204$4,192,949$543,803$2,666iApproximate average salary by contribution assumption: employee only about $66,643 at 4% or $44,428 at 6%; with 50% employer match about $44,428 at 4% or $29,619 at 6%; with 100% employer match about $33,321 at 4% or $22,214 at 6%.
The Donaldson Group 401K Plan-204$4,192,949$543,803$2,666iApproximate average salary by contribution assumption: employee only about $66,643 at 4% or $44,428 at 6%; with 50% employer match about $44,428 at 4% or $29,619 at 6%; with 100% employer match about $33,321 at 4% or $22,214 at 6%.
The Donaldson Group Welfare Benefit Plan-184---
20212194$4,918,710$685,599$3,534iApproximate average salary by contribution assumption: employee only about $88,350 at 4% or $58,900 at 6%; with 50% employer match about $58,900 at 4% or $39,267 at 6%; with 100% employer match about $44,175 at 4% or $29,450 at 6%.
The Donaldson Group 401K Plan-194$4,918,710$685,599$3,534iApproximate average salary by contribution assumption: employee only about $88,350 at 4% or $58,900 at 6%; with 50% employer match about $58,900 at 4% or $39,267 at 6%; with 100% employer match about $44,175 at 4% or $29,450 at 6%.
The Donaldson Group Welfare Benefit Plan-178---
20202236$4,454,705$644,313$2,730iApproximate average salary by contribution assumption: employee only about $68,253 at 4% or $45,502 at 6%; with 50% employer match about $45,502 at 4% or $30,335 at 6%; with 100% employer match about $34,127 at 4% or $22,751 at 6%.
The Donaldson Group 401K Plan-236$4,454,705$644,313$2,730iApproximate average salary by contribution assumption: employee only about $68,253 at 4% or $45,502 at 6%; with 50% employer match about $45,502 at 4% or $30,335 at 6%; with 100% employer match about $34,127 at 4% or $22,751 at 6%.
The Donaldson Group Welfare Benefit Plan-184---
20192262$3,732,129$590,082$2,252iApproximate average salary by contribution assumption: employee only about $56,306 at 4% or $37,537 at 6%; with 50% employer match about $37,537 at 4% or $25,025 at 6%; with 100% employer match about $28,153 at 4% or $18,769 at 6%.
The Donaldson Group 401K Plan-262$3,732,129$590,082$2,252iApproximate average salary by contribution assumption: employee only about $56,306 at 4% or $37,537 at 6%; with 50% employer match about $37,537 at 4% or $25,025 at 6%; with 100% employer match about $28,153 at 4% or $18,769 at 6%.
The Donaldson Group Welfare Benefit Plan-242---
20182300$3,042,095$529,121$1,764iApproximate average salary by contribution assumption: employee only about $44,093 at 4% or $29,396 at 6%; with 50% employer match about $29,396 at 4% or $19,597 at 6%; with 100% employer match about $22,047 at 4% or $14,698 at 6%.
The Donaldson Group 401K Plan-300$3,042,095$529,121$1,764iApproximate average salary by contribution assumption: employee only about $44,093 at 4% or $29,396 at 6%; with 50% employer match about $29,396 at 4% or $19,597 at 6%; with 100% employer match about $22,047 at 4% or $14,698 at 6%.
The Donaldson Group Welfare Benefit Plan-228---
20172248$2,980,982$552,731$2,229iApproximate average salary by contribution assumption: employee only about $55,719 at 4% or $37,146 at 6%; with 50% employer match about $37,146 at 4% or $24,764 at 6%; with 100% employer match about $27,859 at 4% or $18,573 at 6%.
The Donaldson Group 401K Plan-243$2,980,982$552,731$2,275iApproximate average salary by contribution assumption: employee only about $56,865 at 4% or $37,910 at 6%; with 50% employer match about $37,910 at 4% or $25,273 at 6%; with 100% employer match about $28,433 at 4% or $18,955 at 6%.
The Donaldson Group Welfare Benefit Plan-248---
20162265$2,181,402$308,843$1,165iApproximate average salary by contribution assumption: employee only about $29,136 at 4% or $19,424 at 6%; with 50% employer match about $19,424 at 4% or $12,949 at 6%; with 100% employer match about $14,568 at 4% or $9,712 at 6%.
The Donaldson Group 401K Plan-265$2,181,402$308,843$1,165iApproximate average salary by contribution assumption: employee only about $29,136 at 4% or $19,424 at 6%; with 50% employer match about $19,424 at 4% or $12,949 at 6%; with 100% employer match about $14,568 at 4% or $9,712 at 6%.
The Donaldson Group Welfare Benefit Plan-242---
20152280$1,969,778$413,648$1,477iApproximate average salary by contribution assumption: employee only about $36,933 at 4% or $24,622 at 6%; with 50% employer match about $24,622 at 4% or $16,415 at 6%; with 100% employer match about $18,466 at 4% or $12,311 at 6%.
The Donaldson Group 401K Plan-280$1,969,778$413,648$1,477iApproximate average salary by contribution assumption: employee only about $36,933 at 4% or $24,622 at 6%; with 50% employer match about $24,622 at 4% or $16,415 at 6%; with 100% employer match about $18,466 at 4% or $12,311 at 6%.
The Donaldson Group Welfare Benefit Plan-242---
20142288$1,775,247$332,831$1,156iApproximate average salary by contribution assumption: employee only about $28,892 at 4% or $19,261 at 6%; with 50% employer match about $19,261 at 4% or $12,841 at 6%; with 100% employer match about $14,446 at 4% or $9,631 at 6%.
The Donaldson Group 401K Plan-288$1,775,247$332,831$1,156iApproximate average salary by contribution assumption: employee only about $28,892 at 4% or $19,261 at 6%; with 50% employer match about $19,261 at 4% or $12,841 at 6%; with 100% employer match about $14,446 at 4% or $9,631 at 6%.
The Donaldson Group Welfare Benefit Plan-201---
20132370$1,829,384$343,459$928iApproximate average salary by contribution assumption: employee only about $23,207 at 4% or $15,471 at 6%; with 50% employer match about $15,471 at 4% or $10,314 at 6%; with 100% employer match about $11,603 at 4% or $7,736 at 6%.
The Donaldson Group 401K Plan-370$1,829,384$343,459$928iApproximate average salary by contribution assumption: employee only about $23,207 at 4% or $15,471 at 6%; with 50% employer match about $15,471 at 4% or $10,314 at 6%; with 100% employer match about $11,603 at 4% or $7,736 at 6%.
The Donaldson Group Welfare Benefit Plan-332---
20122279$1,334,123$336,810$1,207iApproximate average salary by contribution assumption: employee only about $30,180 at 4% or $20,120 at 6%; with 50% employer match about $20,120 at 4% or $13,413 at 6%; with 100% employer match about $15,090 at 4% or $10,060 at 6%.
The Donaldson Group 401K Plan-279$1,334,123$336,810$1,207iApproximate average salary by contribution assumption: employee only about $30,180 at 4% or $20,120 at 6%; with 50% employer match about $20,120 at 4% or $13,413 at 6%; with 100% employer match about $15,090 at 4% or $10,060 at 6%.
The Donaldson Group Welfare Benefit Plan-275---
20111220$1,006,295$195,947$891iApproximate average salary by contribution assumption: employee only about $22,267 at 4% or $14,844 at 6%; with 50% employer match about $14,844 at 4% or $9,896 at 6%; with 100% employer match about $11,133 at 4% or $7,422 at 6%.
The Donaldson Group 401K Plan-220$1,006,295$195,947$891iApproximate average salary by contribution assumption: employee only about $22,267 at 4% or $14,844 at 6%; with 50% employer match about $14,844 at 4% or $9,896 at 6%; with 100% employer match about $11,133 at 4% or $7,422 at 6%.
20101329$1,014,627$261,627$795iApproximate average salary by contribution assumption: employee only about $19,880 at 4% or $13,254 at 6%; with 50% employer match about $13,254 at 4% or $8,836 at 6%; with 100% employer match about $9,940 at 4% or $6,627 at 6%.
The Donaldson Group 401K Plan-329$1,014,627$261,627$795iApproximate average salary by contribution assumption: employee only about $19,880 at 4% or $13,254 at 6%; with 50% employer match about $13,254 at 4% or $8,836 at 6%; with 100% employer match about $9,940 at 4% or $6,627 at 6%.
20091340$740,262$223,520$657iApproximate average salary by contribution assumption: employee only about $16,435 at 4% or $10,957 at 6%; with 50% employer match about $10,957 at 4% or $7,305 at 6%; with 100% employer match about $8,218 at 4% or $5,478 at 6%.
The Donaldson Group 401K Plan-340$740,262$223,520$657iApproximate average salary by contribution assumption: employee only about $16,435 at 4% or $10,957 at 6%; with 50% employer match about $10,957 at 4% or $7,305 at 6%; with 100% employer match about $8,218 at 4% or $5,478 at 6%.
20081203$419,934$144,372$711iApproximate average salary by contribution assumption: employee only about $17,780 at 4% or $11,853 at 6%; with 50% employer match about $11,853 at 4% or $7,902 at 6%; with 100% employer match about $8,890 at 4% or $5,927 at 6%.
The Donaldson Group 401K Plan-203$419,934$144,372$711iApproximate average salary by contribution assumption: employee only about $17,780 at 4% or $11,853 at 6%; with 50% employer match about $11,853 at 4% or $7,902 at 6%; with 100% employer match about $8,890 at 4% or $5,927 at 6%.
2007136$0$0-
The Donaldson Group 401K Plan-36---
2006162$223,779$64,484$1,040iApproximate average salary by contribution assumption: employee only about $26,002 at 4% or $17,334 at 6%; with 50% employer match about $17,334 at 4% or $11,556 at 6%; with 100% employer match about $13,001 at 4% or $8,667 at 6%.
The Donaldson Group 401K Plan-62$223,779$64,484$1,040iApproximate average salary by contribution assumption: employee only about $26,002 at 4% or $17,334 at 6%; with 50% employer match about $17,334 at 4% or $11,556 at 6%; with 100% employer match about $13,001 at 4% or $8,667 at 6%.
2004142$83,422$12,006$286iApproximate average salary by contribution assumption: employee only about $7,146 at 4% or $4,764 at 6%; with 50% employer match about $4,764 at 4% or $3,176 at 6%; with 100% employer match about $3,573 at 4% or $2,382 at 6%.
The Donaldson Group 401K Plan-42$83,422$12,006$286iApproximate average salary by contribution assumption: employee only about $7,146 at 4% or $4,764 at 6%; with 50% employer match about $4,764 at 4% or $3,176 at 6%; with 100% employer match about $3,573 at 4% or $2,382 at 6%.
2003141$124,900$68,168$1,663iApproximate average salary by contribution assumption: employee only about $41,566 at 4% or $27,711 at 6%; with 50% employer match about $27,711 at 4% or $18,474 at 6%; with 100% employer match about $20,783 at 4% or $13,855 at 6%.
The Donaldson Group 401K Plan-41$124,900$68,168$1,663iApproximate average salary by contribution assumption: employee only about $41,566 at 4% or $27,711 at 6%; with 50% employer match about $27,711 at 4% or $18,474 at 6%; with 100% employer match about $20,783 at 4% or $13,855 at 6%.
2002147$0$0-
The Donaldson Group 401K Plan-47---
2001130$0$0-
The Donaldson Group 401K Plan-30---
2000114$34,134$20,820$1,487iApproximate average salary by contribution assumption: employee only about $37,179 at 4% or $24,786 at 6%; with 50% employer match about $24,786 at 4% or $16,524 at 6%; with 100% employer match about $18,589 at 4% or $12,393 at 6%.
The Donaldson Group 401K Plan-14$34,134$20,820$1,487iApproximate average salary by contribution assumption: employee only about $37,179 at 4% or $24,786 at 6%; with 50% employer match about $24,786 at 4% or $16,524 at 6%; with 100% employer match about $18,589 at 4% or $12,393 at 6%.
1999122$26,889$22,895$1,041iApproximate average salary by contribution assumption: employee only about $26,017 at 4% or $17,345 at 6%; with 50% employer match about $17,345 at 4% or $11,563 at 6%; with 100% employer match about $13,009 at 4% or $8,672 at 6%.
The Donaldson Group 401K PlanCurrent22$26,889$22,895$1,041iApproximate average salary by contribution assumption: employee only about $26,017 at 4% or $17,345 at 6%; with 50% employer match about $17,345 at 4% or $11,563 at 6%; with 100% employer match about $13,009 at 4% or $8,672 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037080098561
Form Id
2959612
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371080098060002
Ins Broker 01 Name
RICHARD DIPIPPO
Ins Broker Comm Pd 01 Amount
$216
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: THE GUARDIAN INSURANCE AND ANNUITY COMPANY, INC.
Filing Id
56037080098561
Form Id
2959612
Schedule A EIN
52-2135284
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
THE GUARDIAN INSURANCE AND ANNUITY COMPANY, INC.
Ins Carrier EIN
13-2656036
Ins Carrier Naic Code
78778
Ins Contract Num
602378
Ins Prsn Covered End of year Count
20
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$216
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$25,954
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
VARIABLE ANNUITIES
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

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$26,889$26,889 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$26,889Increase +$26,889
Total liabilities$0$0No change $0
Net assets$0$26,889Increase +$26,889

Contributions

Employer contributions$0
Participant contributions$22,395
Other contributions$500

Income & Expenses

Total income$26,889
Total expenses$0
Net income$26,889
Source fields
Schedule I source fields
Filing Id
56037080098561
Schedule I EIN
52-2135284
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$26,889
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$26,889
Small plan employer contributions
$0
Small plan participant contributions
$22,395
Small Oth Contribution Rcvd Amount
$500
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$3,994
Small plan total income
$26,889
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$26,889
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
No
Small plan fidelity bond amount
$0
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