Civic Intelligence
Filing

Elkins Chrysler Nadart Salary Def 401K Plan

Elkins Chrysler • EIN 56-2110719 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Down

62 → 38

-24 • -38.71%

Assets

Down

$4,155,097 → $3,727,000

-$428,097 • -10.30%

Investment Management Fee

-

Admin expenses - • Total expenses $370,791

Filing Details

Context
Net investment result
$-428,059

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
200810$0$0-
Elkins Chrysler Nadart Salary Def 401K Plan-0---
2007111$0$0-
Elkins Chrysler Nadart Salary Def 401K Plan-11---
2006149$5,066,688$147,352$3,007iApproximate average salary by contribution assumption: employee only about $75,180 at 4% or $50,120 at 6%; with 50% employer match about $50,120 at 4% or $33,413 at 6%; with 100% employer match about $37,590 at 4% or $25,060 at 6%.
Elkins Chrysler Nadart Salary Def 401K Plan-49$5,066,688$147,352$3,007iApproximate average salary by contribution assumption: employee only about $75,180 at 4% or $50,120 at 6%; with 50% employer match about $50,120 at 4% or $33,413 at 6%; with 100% employer match about $37,590 at 4% or $25,060 at 6%.
2005151$5,045,295$154,719$3,034iApproximate average salary by contribution assumption: employee only about $75,843 at 4% or $50,562 at 6%; with 50% employer match about $50,562 at 4% or $33,708 at 6%; with 100% employer match about $37,921 at 4% or $25,281 at 6%.
Elkins Chrysler Nadart Salary Def 401K Plan-51$5,045,295$154,719$3,034iApproximate average salary by contribution assumption: employee only about $75,843 at 4% or $50,562 at 6%; with 50% employer match about $50,562 at 4% or $33,708 at 6%; with 100% employer match about $37,921 at 4% or $25,281 at 6%.
2004160$4,786,441$174,307$2,905iApproximate average salary by contribution assumption: employee only about $72,628 at 4% or $48,419 at 6%; with 50% employer match about $48,419 at 4% or $32,279 at 6%; with 100% employer match about $36,314 at 4% or $24,209 at 6%.
Elkins Chrysler Nadart Salary Def 401K Plan-60$4,786,441$174,307$2,905iApproximate average salary by contribution assumption: employee only about $72,628 at 4% or $48,419 at 6%; with 50% employer match about $48,419 at 4% or $32,279 at 6%; with 100% employer match about $36,314 at 4% or $24,209 at 6%.
2003155$4,330,075$274,439$4,990iApproximate average salary by contribution assumption: employee only about $124,745 at 4% or $83,163 at 6%; with 50% employer match about $83,163 at 4% or $55,442 at 6%; with 100% employer match about $62,373 at 4% or $41,582 at 6%.
Elkins Chrysler Nadart Salary Def 401K Plan-55$4,330,075$274,439$4,990iApproximate average salary by contribution assumption: employee only about $124,745 at 4% or $83,163 at 6%; with 50% employer match about $83,163 at 4% or $55,442 at 6%; with 100% employer match about $62,373 at 4% or $41,582 at 6%.
2002138$3,727,000$167,820$4,416iApproximate average salary by contribution assumption: employee only about $110,408 at 4% or $73,605 at 6%; with 50% employer match about $73,605 at 4% or $49,070 at 6%; with 100% employer match about $55,204 at 4% or $36,803 at 6%.
Elkins Chrysler Nadart Salary Def 401K PlanCurrent38$3,727,000$167,820$4,416iApproximate average salary by contribution assumption: employee only about $110,408 at 4% or $73,605 at 6%; with 50% employer match about $73,605 at 4% or $49,070 at 6%; with 100% employer match about $55,204 at 4% or $36,803 at 6%.
2001145$3,071,870$204,021$4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%.
Elkins Chrysler Nadart Salary Def 401K Plan-45$3,071,870$204,021$4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%.
2000159$4,426,695$207,840$3,523iApproximate average salary by contribution assumption: employee only about $88,068 at 4% or $58,712 at 6%; with 50% employer match about $58,712 at 4% or $39,141 at 6%; with 100% employer match about $44,034 at 4% or $29,356 at 6%.
E & L Automotive Inc DBA Elkins Chrysler Plymouth Nadart Salary Deferral 401K Profit Shari-59$4,426,695$207,840$3,523iApproximate average salary by contribution assumption: employee only about $88,068 at 4% or $58,712 at 6%; with 50% employer match about $58,712 at 4% or $39,141 at 6%; with 100% employer match about $44,034 at 4% or $29,356 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
86037210003473
Form Id
35754788
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470004
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
86037210003473
Form Id
35754786
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
86037210003473
Form Id
35754781
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470001
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Filing Id
86037210003473
Form Id
35754787
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 5
Filing Id
86037210003473
Form Id
35754789
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470005
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 6
Ins Carrier Name: ALLSTATE LIFE INSURANCE
Filing Id
86037210003473
Form Id
35754781
Schedule A EIN
56-2110719
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
ALLSTATE LIFE INSURANCE
Ins Carrier EIN
36-2554642
Ins Carrier Naic Code
60186
Ins Contract Num
5646
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$111,326,464
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,138,303
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$9,138,303
Pension Total Bal Addn Amount
$120,464,767
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
$120,464,767
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
Row 7
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE
Filing Id
86037210003473
Form Id
35754786
Schedule A EIN
56-2110719
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
7575
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$86,939,662
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$6,632,552
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$6,632,552
Pension Total Bal Addn Amount
$93,572,214
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
$93,572,214
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
Row 8
Ins Carrier Name: PRINCIPAL LIFE INSURANCE
Filing Id
86037210003473
Form Id
35754787
Schedule A EIN
56-2110719
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
4-13866-1
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$191,717,552
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$13,634,149
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$13,634,149
Pension Total Bal Addn Amount
$205,351,701
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$37,607,906
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$37,607,906
Pension End of year Bal Amount
$167,743,795
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
Row 9
Ins Carrier Name: PACIFIC MUTUAL LIFE INSURANCE
Filing Id
86037210003473
Form Id
35754788
Schedule A EIN
56-2110719
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
PACIFIC MUTUAL LIFE INSURANCE
Ins Carrier EIN
95-1079000
Ins Carrier Naic Code
67466
Ins Contract Num
25730-03
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$145,616,674
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$7,284,318
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$7,284,318
Pension Total Bal Addn Amount
$152,900,992
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$55,130,249
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$55,130,249
Pension End of year Bal Amount
$97,770,743
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
Row 10
Ins Carrier Name: NEW YORK LIFE INSURANCE
Filing Id
86037210003473
Form Id
35754789
Schedule A EIN
56-2110719
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
NEW YORK LIFE INSURANCE
Ins Carrier EIN
13-5582869
Ins Carrier Naic Code
66915
Ins Contract Num
6572-002
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$136,912,142
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,420,801
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$9,420,801
Pension Total Bal Addn Amount
$146,332,943
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$146,332,943
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$146,332,943
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 D

Row 1
Filing Id
86037210003473
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
EAFE FUND
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081130
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$5,985,982
Row 2
Filing Id
86037210003473
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550373210003470006
Row 3
Filing Id
86037210003473
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
LIFE SOLUTIONS BALANCED FUND
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081055
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$154,583,328
Row 4
Filing Id
86037210003473
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
LIFE SOLUTIONS GROWTH FUND
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081056
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$14,996,156
Row 5
Filing Id
86037210003473
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
LIFE SOLUTIONS INCOME AND GROWTH
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081053
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$7,601,948
Row 6
Filing Id
86037210003473
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
MIDCAP INDEX FUND
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081079
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$45,611,038
Row 7
Filing Id
86037210003473
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
RUSSELL 2000 INDEX FUND
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081086
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$18,935,925
Row 8
Filing Id
86037210003473
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
S AND P INDEX FUND
DFE P1 Spons 01 Name
STATE STREET GLOBAL ADVISORS
DFE P1 Plan 01 EIN Plan number
040025081085
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$64,586,315
Row 9
Filing Id
86037210003473
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
99550373210003470006
DFE P1 Entity 01 Name
SEI STABLE ASSET FUND
DFE P1 Spons 01 Name
SEI INVESTMENTS
DFE P1 Plan 01 EIN Plan number
237654996001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$245,939,680
Row 10
Filing Id
86037210003473
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
99550373210003470006
DFE P1 Plan Interest End of year 01 Amount
$0
Row 11
Filing Id
86037210003473
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
99550373210003470006
DFE P1 Plan Interest End of year 01 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$3,727,000-$428,097 change

Balance Sheet

Beginning and end of plan year.

Total assets$4,155,097$3,727,000Decrease -$428,097 (-10.30%)
Total liabilities$0$0No change $0
Net assets$4,155,097$3,727,000Decrease -$428,097 (-10.30%)

Contributions

Employer contributions$36,577
Participant contributions$131,243
Other contributions$0

Income & Expenses

Total income$-57,268
Total expenses$370,791
Net income$-428,059
Source fields
Schedule I source fields
Filing Id
86037210003473
Schedule I EIN
56-2110719
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$4,155,097
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$4,155,097
Small plan total assets at end of year
$3,727,000
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$3,727,000
Small plan employer contributions
$36,577
Small plan participant contributions
$131,243
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-225,088
Small plan total income
$-57,268
Small plan total benefit distributions
$351,559
Small Corrective Distribution Amount
$7,987
Small Dm Dstrb Ptcp Ln A
9576
Small Oth Expenses Amount
$1,669
Small plan total expenses
$370,791
Small plan net income or loss
$-428,059
Small Total Plan Transfers Amount
$-38
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
$21,456
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
$500,000
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