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Filing

Access Document Systems Inc. 401K Plan

Access Document Systems Inc. • EIN 55-0684486 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

17 → 14

-3 • -17.65%

Assets

Up

$296,583 → $303,465

$6,882 • 2.32%

Investment Management Fee

-

Admin expenses - • Total expenses $2,141

Filing Details

Context
Net investment result
$6,882
Pension payor EIN
56-1368984

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
201110$0$0-
Access Document Systems Inc. 401K Plan-0$0--
201018$310,902$0-
Access Document Systems Inc. 401K Plan-8$310,902--
200918$294,722$1,587$198iApproximate average salary by contribution assumption: employee only about $4,959 at 4% or $3,306 at 6%; with 50% employer match about $3,306 at 4% or $2,204 at 6%; with 100% employer match about $2,480 at 4% or $1,653 at 6%.
Access Document Systems Inc. 401K Plan-8$294,722$1,587$198iApproximate average salary by contribution assumption: employee only about $4,959 at 4% or $3,306 at 6%; with 50% employer match about $3,306 at 4% or $2,204 at 6%; with 100% employer match about $2,480 at 4% or $1,653 at 6%.
200817$0$0-
Access Document Systems Inc. 401K Plan-7---
2007119$0$0-
Access Document Systems Inc. 401K Plan-19---
2005123$422,185$22,516$979iApproximate average salary by contribution assumption: employee only about $24,474 at 4% or $16,316 at 6%; with 50% employer match about $16,316 at 4% or $10,877 at 6%; with 100% employer match about $12,237 at 4% or $8,158 at 6%.
Access Document Systems Inc. 401K Plan-23$422,185$22,516$979iApproximate average salary by contribution assumption: employee only about $24,474 at 4% or $16,316 at 6%; with 50% employer match about $16,316 at 4% or $10,877 at 6%; with 100% employer match about $12,237 at 4% or $8,158 at 6%.
2004123$382,527$25,070$1,090iApproximate average salary by contribution assumption: employee only about $27,250 at 4% or $18,167 at 6%; with 50% employer match about $18,167 at 4% or $12,111 at 6%; with 100% employer match about $13,625 at 4% or $9,083 at 6%.
Access Document Systems Inc. 401K Plan-23$382,527$25,070$1,090iApproximate average salary by contribution assumption: employee only about $27,250 at 4% or $18,167 at 6%; with 50% employer match about $18,167 at 4% or $12,111 at 6%; with 100% employer match about $13,625 at 4% or $9,083 at 6%.
2003116$342,168$17,365$1,085iApproximate average salary by contribution assumption: employee only about $27,133 at 4% or $18,089 at 6%; with 50% employer match about $18,089 at 4% or $12,059 at 6%; with 100% employer match about $13,566 at 4% or $9,044 at 6%.
Access Document Systems Inc. 401K Plan-16$342,168$17,365$1,085iApproximate average salary by contribution assumption: employee only about $27,133 at 4% or $18,089 at 6%; with 50% employer match about $18,089 at 4% or $12,059 at 6%; with 100% employer match about $13,566 at 4% or $9,044 at 6%.
2002115$276,546$25,664$1,711iApproximate average salary by contribution assumption: employee only about $42,773 at 4% or $28,516 at 6%; with 50% employer match about $28,516 at 4% or $19,010 at 6%; with 100% employer match about $21,387 at 4% or $14,258 at 6%.
Access Document Systems Inc. 401K Plan-15$276,546$25,664$1,711iApproximate average salary by contribution assumption: employee only about $42,773 at 4% or $28,516 at 6%; with 50% employer match about $28,516 at 4% or $19,010 at 6%; with 100% employer match about $21,387 at 4% or $14,258 at 6%.
2001117$336,424$42,530$2,502iApproximate average salary by contribution assumption: employee only about $62,544 at 4% or $41,696 at 6%; with 50% employer match about $41,696 at 4% or $27,797 at 6%; with 100% employer match about $31,272 at 4% or $20,848 at 6%.
Access Document Systems Inc. 401K Plan-17$336,424$42,530$2,502iApproximate average salary by contribution assumption: employee only about $62,544 at 4% or $41,696 at 6%; with 50% employer match about $41,696 at 4% or $27,797 at 6%; with 100% employer match about $31,272 at 4% or $20,848 at 6%.
2000114$303,465$24,650$1,761iApproximate average salary by contribution assumption: employee only about $44,018 at 4% or $29,345 at 6%; with 50% employer match about $29,345 at 4% or $19,563 at 6%; with 100% employer match about $22,009 at 4% or $14,673 at 6%.
Access Document Systems Inc. 401K PlanCurrent14$303,465$24,650$1,761iApproximate average salary by contribution assumption: employee only about $44,018 at 4% or $29,345 at 6%; with 50% employer match about $29,345 at 4% or $19,563 at 6%; with 100% employer match about $22,009 at 4% or $14,673 at 6%.
1999117$296,583$25,121$1,478iApproximate average salary by contribution assumption: employee only about $36,943 at 4% or $24,628 at 6%; with 50% employer match about $24,628 at 4% or $16,419 at 6%; with 100% employer match about $18,471 at 4% or $12,314 at 6%.
Access Document Systems Inc. 401K Plan-17$296,583$25,121$1,478iApproximate average salary by contribution assumption: employee only about $36,943 at 4% or $24,628 at 6%; with 50% employer match about $24,628 at 4% or $16,419 at 6%; with 100% employer match about $18,471 at 4% or $12,314 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$303,465$6,882 change

Balance Sheet

Beginning and end of plan year.

Total assets$296,583$303,465Increase +$6,882 (2.32%)
Total liabilities$0$0No change $0
Net assets$296,583$303,465Increase +$6,882 (2.32%)

Contributions

Employer contributions$24,650
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$9,023
Total expenses$2,141
Net income$6,882
Source fields
Schedule I source fields
Filing Id
84037014063792
Schedule I EIN
55-0684486
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
$296,583
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$296,583
Small plan total assets at end of year
$303,465
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$303,465
Small plan employer contributions
$24,650
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-15,627
Small plan total income
$9,023
Small plan total benefit distributions
$789
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,352
Small plan total expenses
$2,141
Small plan net income or loss
$6,882
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
$25,000
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 EIN56-1368984

Transfers

Distributed property value$789
Schedule R source fields
Payor 56-1368984
Filing Id
84037014063792
Schedule R EIN
55-0684486
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
$789
Pension payor EIN
56-1368984
Pension Payor 02 EIN
55-0670604
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Amdmt Incr Valuation Bnft Indicator
Yes