Fidelity bond in place
No
Filing
Mark Ensley Money Purchase Plan
Mark Ensley • EIN 57-0967863 • Plan year 2002
Filing Insights
Participants
Down4 → 0
-4 • -100.00%
Assets
Down$41,383 → $0
-$41,383 • -100.00%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $1,856
Status Flags
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
Yes
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Mark Ensley Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 5 | $160,526 | $4,300 | $860iApproximate average salary by contribution assumption: employee only about $21,500 at 4% or $14,333 at 6%; with 50% employer match about $14,333 at 4% or $9,556 at 6%; with 100% employer match about $10,750 at 4% or $7,167 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 5 | $160,526 | $4,300 | $860iApproximate average salary by contribution assumption: employee only about $21,500 at 4% or $14,333 at 6%; with 50% employer match about $14,333 at 4% or $9,556 at 6%; with 100% employer match about $10,750 at 4% or $7,167 at 6%. |
| 2008 | 1 | 4 | $129,549 | $13,240 | $3,310iApproximate average salary by contribution assumption: employee only about $82,750 at 4% or $55,167 at 6%; with 50% employer match about $55,167 at 4% or $36,778 at 6%; with 100% employer match about $41,375 at 4% or $27,583 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 4 | $129,549 | $13,240 | $3,310iApproximate average salary by contribution assumption: employee only about $82,750 at 4% or $55,167 at 6%; with 50% employer match about $55,167 at 4% or $36,778 at 6%; with 100% employer match about $41,375 at 4% or $27,583 at 6%. |
| 2007 | 1 | 4 | $164,802 | $8,744 | $2,186iApproximate average salary by contribution assumption: employee only about $54,650 at 4% or $36,433 at 6%; with 50% employer match about $36,433 at 4% or $24,289 at 6%; with 100% employer match about $27,325 at 4% or $18,217 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 4 | $164,802 | $8,744 | $2,186iApproximate average salary by contribution assumption: employee only about $54,650 at 4% or $36,433 at 6%; with 50% employer match about $36,433 at 4% or $24,289 at 6%; with 100% employer match about $27,325 at 4% or $18,217 at 6%. |
| 2006 | 1 | 2 | $137,874 | $0 | - |
| Mark Ensley Profit Sharing Plan | - | 2 | $137,874 | - | - |
| 2005 | 1 | 3 | $117,469 | $0 | - |
| Mark Ensley Profit Sharing Plan | - | 3 | $117,469 | - | - |
| 2004 | 1 | 2 | $112,299 | $0 | - |
| Mark Ensley Profit Sharing Plan | - | 2 | $112,299 | - | - |
| 2003 | 1 | 2 | $123,777 | $4,916 | $2,458iApproximate average salary by contribution assumption: employee only about $61,450 at 4% or $40,967 at 6%; with 50% employer match about $40,967 at 4% or $27,311 at 6%; with 100% employer match about $30,725 at 4% or $20,483 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 2 | $123,777 | $4,916 | $2,458iApproximate average salary by contribution assumption: employee only about $61,450 at 4% or $40,967 at 6%; with 50% employer match about $40,967 at 4% or $27,311 at 6%; with 100% employer match about $30,725 at 4% or $20,483 at 6%. |
| 2002 | 2 | 5 | $93,870 | $60,227 | $12,045iApproximate average salary by contribution assumption: employee only about $301,135 at 4% or $200,757 at 6%; with 50% employer match about $200,757 at 4% or $133,838 at 6%; with 100% employer match about $150,568 at 4% or $100,378 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 5 | $93,870 | $60,227 | $12,045iApproximate average salary by contribution assumption: employee only about $301,135 at 4% or $200,757 at 6%; with 50% employer match about $200,757 at 4% or $133,838 at 6%; with 100% employer match about $150,568 at 4% or $100,378 at 6%. |
| Mark Ensley Money Purchase Plan | Current | 0 | - | - | - |
| 2001 | 2 | 4 | $90,571 | $14,999 | $3,750iApproximate average salary by contribution assumption: employee only about $93,744 at 4% or $62,496 at 6%; with 50% employer match about $62,496 at 4% or $41,664 at 6%; with 100% employer match about $46,872 at 4% or $31,248 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 4 | $49,188 | $6,413 | $1,603iApproximate average salary by contribution assumption: employee only about $40,081 at 4% or $26,721 at 6%; with 50% employer match about $26,721 at 4% or $17,814 at 6%; with 100% employer match about $20,041 at 4% or $13,360 at 6%. |
| Mark Ensley Money Purchase Plan | - | 4 | $41,383 | $8,586 | $2,147iApproximate average salary by contribution assumption: employee only about $53,663 at 4% or $35,775 at 6%; with 50% employer match about $35,775 at 4% or $23,850 at 6%; with 100% employer match about $26,831 at 4% or $17,888 at 6%. |
| 2000 | 2 | 3 | $84,827 | $13,504 | $4,501iApproximate average salary by contribution assumption: employee only about $112,533 at 4% or $75,022 at 6%; with 50% employer match about $75,022 at 4% or $50,015 at 6%; with 100% employer match about $56,267 at 4% or $37,511 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 3 | $47,283 | $8,648 | $2,883iApproximate average salary by contribution assumption: employee only about $72,067 at 4% or $48,044 at 6%; with 50% employer match about $48,044 at 4% or $32,030 at 6%; with 100% employer match about $36,033 at 4% or $24,022 at 6%. |
| Mark Ensley Money Purchase Plan | - | 3 | $37,544 | $4,856 | $1,619iApproximate average salary by contribution assumption: employee only about $40,467 at 4% or $26,978 at 6%; with 50% employer match about $26,978 at 4% or $17,985 at 6%; with 100% employer match about $20,233 at 4% or $13,489 at 6%. |
| 1999 | 2 | 3 | $77,187 | $15,135 | $5,045iApproximate average salary by contribution assumption: employee only about $126,125 at 4% or $84,083 at 6%; with 50% employer match about $84,083 at 4% or $56,056 at 6%; with 100% employer match about $63,063 at 4% or $42,042 at 6%. |
| Mark Ensley Profit Sharing Plan | - | 3 | $41,832 | $5,125 | $1,708iApproximate average salary by contribution assumption: employee only about $42,708 at 4% or $28,472 at 6%; with 50% employer match about $28,472 at 4% or $18,981 at 6%; with 100% employer match about $21,354 at 4% or $14,236 at 6%. |
| Mark Ensley Money Purchase Plan | - | 3 | $35,355 | $10,010 | $3,337iApproximate average salary by contribution assumption: employee only about $83,417 at 4% or $55,611 at 6%; with 50% employer match about $55,611 at 4% or $37,074 at 6%; with 100% employer match about $41,708 at 4% or $27,806 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$0-$41,383 change
Balance Sheet
Beginning and end of plan year.
Total assets$41,383$0Decrease -$41,383 (-100.00%)
Total liabilities$0$0No change $0
Net assets$41,383$0Decrease -$41,383 (-100.00%)
Contributions
Employer contributions$0
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$1,856
Total expenses$0
Net income$1,856
Source fields
- Schedule I source fields
- Filing Id
- 84037188009813
- Schedule I EIN
- 57-0967863
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2002-01-01
- Schedule I Tax Period
- 20020401
- Small plan total assets at beginning of year
- $41,383
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $41,383
- Small plan total assets at end of year
- $0
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $0
- Small plan employer contributions
- $0
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $1,856
- Small plan total income
- $1,856
- 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
- $1,856
- Small Total Plan Transfers Amount
- $-43,239
- 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
- Yes
- Waiver Annual Iqpa Report
- 1
- Small Res Terminate Plan Adpt Amount
- $0
- Small Plan Transfer 01 Name
- MARK ENSLEY PROFIT SHARING PLAN
- Small Plan Transfer 01 EIN
- 57-0967863
- Small Plan Transfer 01 Plan number
- 001
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Transfers
Distributed property value$0
Schedule R source fields
- Row 1
- Filing Id
- 84037188009813
- Schedule R EIN
- 57-0967863
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2002-01-01
- Schedule R Tax Period
- 20020401
- Pension Value Dstrb Pd Property Amount
- $0
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0