Civic Intelligence
Filing

Applied Computing Technologies 401K Profit Sharing Plan && Trust

Applied Computing Technologies Inc • EIN 54-1690488 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

70 → 57

-13 • -18.57%

Assets

Up

$1,768,055 → $2,727,736

$959,681 • 54.28%

Investment Management Fee

-

Admin expenses - • Total expenses $67,008

Filing Details

Context
Net investment result
$959,681
Pension payor EIN
04-2708937

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
2024162$21,602,139$1,180,691$19,043iApproximate average salary by contribution assumption: employee only about $476,085 at 4% or $317,390 at 6%; with 50% employer match about $317,390 at 4% or $211,593 at 6%; with 100% employer match about $238,043 at 4% or $158,695 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-62$21,602,139$1,180,691$19,043iApproximate average salary by contribution assumption: employee only about $476,085 at 4% or $317,390 at 6%; with 50% employer match about $317,390 at 4% or $211,593 at 6%; with 100% employer match about $238,043 at 4% or $158,695 at 6%.
2023170$19,745,784$1,140,920$16,299iApproximate average salary by contribution assumption: employee only about $407,471 at 4% or $271,648 at 6%; with 50% employer match about $271,648 at 4% or $181,098 at 6%; with 100% employer match about $203,736 at 4% or $135,824 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-70$19,745,784$1,140,920$16,299iApproximate average salary by contribution assumption: employee only about $407,471 at 4% or $271,648 at 6%; with 50% employer match about $271,648 at 4% or $181,098 at 6%; with 100% employer match about $203,736 at 4% or $135,824 at 6%.
2022161$16,182,179$973,816$15,964iApproximate average salary by contribution assumption: employee only about $399,105 at 4% or $266,070 at 6%; with 50% employer match about $266,070 at 4% or $177,380 at 6%; with 100% employer match about $199,552 at 4% or $133,035 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-61$16,182,179$973,816$15,964iApproximate average salary by contribution assumption: employee only about $399,105 at 4% or $266,070 at 6%; with 50% employer match about $266,070 at 4% or $177,380 at 6%; with 100% employer match about $199,552 at 4% or $133,035 at 6%.
2021164$19,637,846$1,560,249$24,379iApproximate average salary by contribution assumption: employee only about $609,472 at 4% or $406,315 at 6%; with 50% employer match about $406,315 at 4% or $270,877 at 6%; with 100% employer match about $304,736 at 4% or $203,157 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-64$19,637,846$1,560,249$24,379iApproximate average salary by contribution assumption: employee only about $609,472 at 4% or $406,315 at 6%; with 50% employer match about $406,315 at 4% or $270,877 at 6%; with 100% employer match about $304,736 at 4% or $203,157 at 6%.
2020177$17,013,243$1,126,980$14,636iApproximate average salary by contribution assumption: employee only about $365,903 at 4% or $243,935 at 6%; with 50% employer match about $243,935 at 4% or $162,623 at 6%; with 100% employer match about $182,951 at 4% or $121,968 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-77$17,013,243$1,126,980$14,636iApproximate average salary by contribution assumption: employee only about $365,903 at 4% or $243,935 at 6%; with 50% employer match about $243,935 at 4% or $162,623 at 6%; with 100% employer match about $182,951 at 4% or $121,968 at 6%.
2019174$14,250,885$1,109,612$14,995iApproximate average salary by contribution assumption: employee only about $374,869 at 4% or $249,913 at 6%; with 50% employer match about $249,913 at 4% or $166,608 at 6%; with 100% employer match about $187,434 at 4% or $124,956 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-74$14,250,885$1,109,612$14,995iApproximate average salary by contribution assumption: employee only about $374,869 at 4% or $249,913 at 6%; with 50% employer match about $249,913 at 4% or $166,608 at 6%; with 100% employer match about $187,434 at 4% or $124,956 at 6%.
2018182$11,090,817$900,490$10,982iApproximate average salary by contribution assumption: employee only about $274,540 at 4% or $183,026 at 6%; with 50% employer match about $183,026 at 4% or $122,018 at 6%; with 100% employer match about $137,270 at 4% or $91,513 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-82$11,090,817$900,490$10,982iApproximate average salary by contribution assumption: employee only about $274,540 at 4% or $183,026 at 6%; with 50% employer match about $183,026 at 4% or $122,018 at 6%; with 100% employer match about $137,270 at 4% or $91,513 at 6%.
2017181$11,607,274$1,394,118$17,211iApproximate average salary by contribution assumption: employee only about $430,283 at 4% or $286,856 at 6%; with 50% employer match about $286,856 at 4% or $191,237 at 6%; with 100% employer match about $215,142 at 4% or $143,428 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-81$11,607,274$1,394,118$17,211iApproximate average salary by contribution assumption: employee only about $430,283 at 4% or $286,856 at 6%; with 50% employer match about $286,856 at 4% or $191,237 at 6%; with 100% employer match about $215,142 at 4% or $143,428 at 6%.
2016185$11,615,850$1,281,017$15,071iApproximate average salary by contribution assumption: employee only about $376,770 at 4% or $251,180 at 6%; with 50% employer match about $251,180 at 4% or $167,453 at 6%; with 100% employer match about $188,385 at 4% or $125,590 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-85$11,615,850$1,281,017$15,071iApproximate average salary by contribution assumption: employee only about $376,770 at 4% or $251,180 at 6%; with 50% employer match about $251,180 at 4% or $167,453 at 6%; with 100% employer match about $188,385 at 4% or $125,590 at 6%.
2015186$10,155,807$1,513,049$17,594iApproximate average salary by contribution assumption: employee only about $439,840 at 4% or $293,227 at 6%; with 50% employer match about $293,227 at 4% or $195,484 at 6%; with 100% employer match about $219,920 at 4% or $146,613 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-86$10,155,807$1,513,049$17,594iApproximate average salary by contribution assumption: employee only about $439,840 at 4% or $293,227 at 6%; with 50% employer match about $293,227 at 4% or $195,484 at 6%; with 100% employer match about $219,920 at 4% or $146,613 at 6%.
20141108$10,143,406$1,517,488$14,051iApproximate average salary by contribution assumption: employee only about $351,270 at 4% or $234,180 at 6%; with 50% employer match about $234,180 at 4% or $156,120 at 6%; with 100% employer match about $175,635 at 4% or $117,090 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-108$10,143,406$1,517,488$14,051iApproximate average salary by contribution assumption: employee only about $351,270 at 4% or $234,180 at 6%; with 50% employer match about $234,180 at 4% or $156,120 at 6%; with 100% employer match about $175,635 at 4% or $117,090 at 6%.
2013184$9,804,672$1,339,660$15,948iApproximate average salary by contribution assumption: employee only about $398,708 at 4% or $265,806 at 6%; with 50% employer match about $265,806 at 4% or $177,204 at 6%; with 100% employer match about $199,354 at 4% or $132,903 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-84$9,804,672$1,339,660$15,948iApproximate average salary by contribution assumption: employee only about $398,708 at 4% or $265,806 at 6%; with 50% employer match about $265,806 at 4% or $177,204 at 6%; with 100% employer match about $199,354 at 4% or $132,903 at 6%.
2012178$7,628,028$1,192,285$15,286iApproximate average salary by contribution assumption: employee only about $382,143 at 4% or $254,762 at 6%; with 50% employer match about $254,762 at 4% or $169,841 at 6%; with 100% employer match about $191,071 at 4% or $127,381 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-78$7,628,028$1,192,285$15,286iApproximate average salary by contribution assumption: employee only about $382,143 at 4% or $254,762 at 6%; with 50% employer match about $254,762 at 4% or $169,841 at 6%; with 100% employer match about $191,071 at 4% or $127,381 at 6%.
2011165$6,940,571$1,385,467$21,315iApproximate average salary by contribution assumption: employee only about $532,872 at 4% or $355,248 at 6%; with 50% employer match about $355,248 at 4% or $236,832 at 6%; with 100% employer match about $266,436 at 4% or $177,624 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-65$6,940,571$1,385,467$21,315iApproximate average salary by contribution assumption: employee only about $532,872 at 4% or $355,248 at 6%; with 50% employer match about $355,248 at 4% or $236,832 at 6%; with 100% employer match about $266,436 at 4% or $177,624 at 6%.
20102110$6,454,251$1,311,598$11,924iApproximate average salary by contribution assumption: employee only about $298,090 at 4% or $198,727 at 6%; with 50% employer match about $198,727 at 4% or $132,485 at 6%; with 100% employer match about $149,045 at 4% or $99,363 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-110$6,454,251$1,311,598$11,924iApproximate average salary by contribution assumption: employee only about $298,090 at 4% or $198,727 at 6%; with 50% employer match about $198,727 at 4% or $132,485 at 6%; with 100% employer match about $149,045 at 4% or $99,363 at 6%.
APPLIED COMPUTING TECHNOLOGIES WELFARE PLAN-110---
2009193$4,885,796$851,248$9,153iApproximate average salary by contribution assumption: employee only about $228,830 at 4% or $152,553 at 6%; with 50% employer match about $152,553 at 4% or $101,702 at 6%; with 100% employer match about $114,415 at 4% or $76,277 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-93$4,885,796$851,248$9,153iApproximate average salary by contribution assumption: employee only about $228,830 at 4% or $152,553 at 6%; with 50% employer match about $152,553 at 4% or $101,702 at 6%; with 100% employer match about $114,415 at 4% or $76,277 at 6%.
2008181$3,388,823$863,161$10,656iApproximate average salary by contribution assumption: employee only about $266,408 at 4% or $177,605 at 6%; with 50% employer match about $177,605 at 4% or $118,403 at 6%; with 100% employer match about $133,204 at 4% or $88,803 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-81$3,388,823$863,161$10,656iApproximate average salary by contribution assumption: employee only about $266,408 at 4% or $177,605 at 6%; with 50% employer match about $177,605 at 4% or $118,403 at 6%; with 100% employer match about $133,204 at 4% or $88,803 at 6%.
2007167$4,876,006$931,057$13,896iApproximate average salary by contribution assumption: employee only about $347,409 at 4% or $231,606 at 6%; with 50% employer match about $231,606 at 4% or $154,404 at 6%; with 100% employer match about $173,705 at 4% or $115,803 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-67$4,876,006$931,057$13,896iApproximate average salary by contribution assumption: employee only about $347,409 at 4% or $231,606 at 6%; with 50% employer match about $231,606 at 4% or $154,404 at 6%; with 100% employer match about $173,705 at 4% or $115,803 at 6%.
2006181$4,606,901$809,546$9,994iApproximate average salary by contribution assumption: employee only about $249,860 at 4% or $166,573 at 6%; with 50% employer match about $166,573 at 4% or $111,049 at 6%; with 100% employer match about $124,930 at 4% or $83,287 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-81$4,606,901$809,546$9,994iApproximate average salary by contribution assumption: employee only about $249,860 at 4% or $166,573 at 6%; with 50% employer match about $166,573 at 4% or $111,049 at 6%; with 100% employer match about $124,930 at 4% or $83,287 at 6%.
2005162$3,508,313$718,649$11,591iApproximate average salary by contribution assumption: employee only about $289,778 at 4% or $193,185 at 6%; with 50% employer match about $193,185 at 4% or $128,790 at 6%; with 100% employer match about $144,889 at 4% or $96,593 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-62$3,508,313$718,649$11,591iApproximate average salary by contribution assumption: employee only about $289,778 at 4% or $193,185 at 6%; with 50% employer match about $193,185 at 4% or $128,790 at 6%; with 100% employer match about $144,889 at 4% or $96,593 at 6%.
2004157$2,727,736$759,528$13,325iApproximate average salary by contribution assumption: employee only about $333,126 at 4% or $222,084 at 6%; with 50% employer match about $222,084 at 4% or $148,056 at 6%; with 100% employer match about $166,563 at 4% or $111,042 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && TrustCurrent57$2,727,736$759,528$13,325iApproximate average salary by contribution assumption: employee only about $333,126 at 4% or $222,084 at 6%; with 50% employer match about $222,084 at 4% or $148,056 at 6%; with 100% employer match about $166,563 at 4% or $111,042 at 6%.
2003155$1,768,055$493,116$8,966iApproximate average salary by contribution assumption: employee only about $224,144 at 4% or $149,429 at 6%; with 50% employer match about $149,429 at 4% or $99,619 at 6%; with 100% employer match about $112,072 at 4% or $74,715 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-55$1,768,055$493,116$8,966iApproximate average salary by contribution assumption: employee only about $224,144 at 4% or $149,429 at 6%; with 50% employer match about $149,429 at 4% or $99,619 at 6%; with 100% employer match about $112,072 at 4% or $74,715 at 6%.
2002131$955,492$442,556$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-31$955,492$442,556$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
2001120$0$0-
Applied Computing Technologies 401K Profit Sharing Plan && Trust-20---
2000121$511,637$157,178$7,485iApproximate average salary by contribution assumption: employee only about $187,117 at 4% or $124,744 at 6%; with 50% employer match about $124,744 at 4% or $83,163 at 6%; with 100% employer match about $93,558 at 4% or $62,372 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-21$511,637$157,178$7,485iApproximate average salary by contribution assumption: employee only about $187,117 at 4% or $124,744 at 6%; with 50% employer match about $124,744 at 4% or $83,163 at 6%; with 100% employer match about $93,558 at 4% or $62,372 at 6%.
1999112$437,336$110,416$9,201iApproximate average salary by contribution assumption: employee only about $230,033 at 4% or $153,356 at 6%; with 50% employer match about $153,356 at 4% or $102,237 at 6%; with 100% employer match about $115,017 at 4% or $76,678 at 6%.
Applied Computing Technologies 401K Profit Sharing Plan && Trust-12$437,336$110,416$9,201iApproximate average salary by contribution assumption: employee only about $230,033 at 4% or $153,356 at 6%; with 50% employer match about $153,356 at 4% or $102,237 at 6%; with 100% employer match about $115,017 at 4% or $76,678 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037202138565
Form Id
59050364
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4030375202138060002
Ins Broker 01 Name
DONALD SWABY
Ins Broker Comm Pd 01 Amount
$8,787
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: NEW ENGLAND FINANCIAL
Filing Id
84037202138565
Form Id
59050364
Schedule A EIN
54-1690488
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
NEW ENGLAND FINANCIAL
Ins Carrier EIN
04-2708937
Ins Carrier Naic Code
91626
Ins Contract Num
513626-01
Ins Prsn Covered End of year Count
88
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$8,787
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$729
Pension End of year Sep Account Amount
$2,606,936
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
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$59
Pension Contribution Dep Amount
$664
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$6
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$670
Pension Total Bal Addn Amount
$729
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
$729
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 D

Row 1
Filing Id
84037202138565
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4030375202138060003
DFE P1 Entity 01 Name
NELICO SERIES (K) ACCT OF NEW ENGLA
DFE P1 Spons 01 Name
THE NEW ENGLAND LIFE INSURANCE COMP
DFE P1 Plan 01 EIN Plan number
042708937003
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,606,936
Row 2
Filing Id
84037202138565
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4030375202138060003

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$2,727,736$959,681 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,768,055$2,727,736Increase +$959,681 (54.28%)
Total liabilities$0$0No change $0
Net assets$1,768,055$2,727,736Increase +$959,681 (54.28%)

Contributions

Employer contributions$500,130
Participant contributions$232,601
Other contributions$26,797

Income & Expenses

Total income$1,026,689
Total expenses$67,008
Net income$959,681
Source fields
Schedule I source fields
Filing Id
84037202138565
Schedule I EIN
54-1690488
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$1,768,055
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,768,055
Small plan total assets at end of year
$2,727,736
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,727,736
Small plan employer contributions
$500,130
Small plan participant contributions
$232,601
Small Oth Contribution Rcvd Amount
$26,797
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$267,161
Small plan total income
$1,026,689
Small plan total benefit distributions
$62,850
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
3620
Small Oth Expenses Amount
$538
Small plan total expenses
$67,008
Small plan net income or loss
$959,681
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
Yes
Small Mortg Participants End of year Amount
$120,071
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
$250,000
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 EIN04-2708937

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-2708937
Filing Id
84037202138565
Schedule R EIN
54-1690488
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-2708937
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0