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Filing

Executive Development Systems Defined Benefit Plan

Executive Development Systems • EIN 58-1340471 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

8 → 5

-3 • -37.50%

Assets

Up

$278,486 → $432,450

$153,964 • 55.29%

Investment Management Fee

-

Admin expenses - • Total expenses $86

Filing Details

Context
Net investment result
$153,964
Pension payor EIN
58-1340471

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$36,772-
EXECUTIVE DEVELOPMENT SYSTEMS 401(K) PLAN-0$0$36,772-
2010210$685,608$481,302$48,130iApproximate average salary by contribution assumption: employee only about $1,203,255 at 4% or $802,170 at 6%; with 50% employer match about $802,170 at 4% or $534,780 at 6%; with 100% employer match about $601,628 at 4% or $401,085 at 6%.
EXECUTIVE DEVELOPMENT SYSTEMS 401(K) PLAN-10$685,608$81,302$8,130iApproximate average salary by contribution assumption: employee only about $203,255 at 4% or $135,503 at 6%; with 50% employer match about $135,503 at 4% or $90,336 at 6%; with 100% employer match about $101,628 at 4% or $67,752 at 6%.
Executive Development Systems Defined Benefit Plan-0$0$400,000-
2009210$1,733,137$86,554$8,655iApproximate average salary by contribution assumption: employee only about $216,385 at 4% or $144,257 at 6%; with 50% employer match about $144,257 at 4% or $96,171 at 6%; with 100% employer match about $108,193 at 4% or $72,128 at 6%.
Executive Development Systems Defined Benefit Plan-9$1,198,463$34,116$3,791iApproximate average salary by contribution assumption: employee only about $94,767 at 4% or $63,178 at 6%; with 50% employer match about $63,178 at 4% or $42,119 at 6%; with 100% employer match about $47,383 at 4% or $31,589 at 6%.
EXECUTIVE DEVELOPMENT SYSTEMS 401(K) PLAN-10$534,674$52,438$5,244iApproximate average salary by contribution assumption: employee only about $131,095 at 4% or $87,397 at 6%; with 50% employer match about $87,397 at 4% or $58,264 at 6%; with 100% employer match about $65,548 at 4% or $43,698 at 6%.
200829$0$0-
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-9---
Executive Development Systems Defined Benefit Plan-9---
2007210$0$0-
Executive Development Systems Defined Benefit Plan-9---
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-10---
2006210$502,314$98,386$9,839iApproximate average salary by contribution assumption: employee only about $245,965 at 4% or $163,977 at 6%; with 50% employer match about $163,977 at 4% or $109,318 at 6%; with 100% employer match about $122,983 at 4% or $81,988 at 6%.
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-10$502,314$98,386$9,839iApproximate average salary by contribution assumption: employee only about $245,965 at 4% or $163,977 at 6%; with 50% employer match about $163,977 at 4% or $109,318 at 6%; with 100% employer match about $122,983 at 4% or $81,988 at 6%.
Executive Development Systems Defined Benefit Plan-9---
2005210$1,793,325$177,386$17,739iApproximate average salary by contribution assumption: employee only about $443,465 at 4% or $295,643 at 6%; with 50% employer match about $295,643 at 4% or $197,096 at 6%; with 100% employer match about $221,732 at 4% or $147,822 at 6%.
Executive Development Systems Defined Benefit Plan-10$1,447,496$85,350$8,535iApproximate average salary by contribution assumption: employee only about $213,375 at 4% or $142,250 at 6%; with 50% employer match about $142,250 at 4% or $94,833 at 6%; with 100% employer match about $106,688 at 4% or $71,125 at 6%.
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-10$345,829$92,036$9,204iApproximate average salary by contribution assumption: employee only about $230,090 at 4% or $153,393 at 6%; with 50% employer match about $153,393 at 4% or $102,262 at 6%; with 100% employer match about $115,045 at 4% or $76,697 at 6%.
2004210$1,513,012$247,976$24,798iApproximate average salary by contribution assumption: employee only about $619,940 at 4% or $413,293 at 6%; with 50% employer match about $413,293 at 4% or $275,529 at 6%; with 100% employer match about $309,970 at 4% or $206,647 at 6%.
Executive Development Systems Defined Benefit Plan-10$1,221,931$149,060$14,906iApproximate average salary by contribution assumption: employee only about $372,650 at 4% or $248,433 at 6%; with 50% employer match about $248,433 at 4% or $165,622 at 6%; with 100% employer match about $186,325 at 4% or $124,217 at 6%.
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-10$291,081$98,916$9,892iApproximate average salary by contribution assumption: employee only about $247,290 at 4% or $164,860 at 6%; with 50% employer match about $164,860 at 4% or $109,907 at 6%; with 100% employer match about $123,645 at 4% or $82,430 at 6%.
2003211$0$0-
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-11---
Executive Development Systems Defined Benefit Plan-11---
2002210$0$0-
EXECUTIVE DEVELOPMENT SYSTEMS 401K PLAN-10---
Executive Development Systems Defined Benefit Plan-10---
2001112$0$0-
Executive Development Systems Defined Benefit Plan-12---
2000112$0$0-
Executive Development Systems Defined Benefit Plan-12---
199915$432,450$77,990$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 at 6%.
Executive Development Systems Defined Benefit Plan-5$432,450$77,990$15,598iApproximate average salary by contribution assumption: employee only about $389,950 at 4% or $259,967 at 6%; with 50% employer match about $259,967 at 4% or $173,311 at 6%; with 100% employer match about $194,975 at 4% or $129,983 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$432,450$153,964 change

Balance Sheet

Beginning and end of plan year.

Total assets$278,486$432,450Increase +$153,964 (55.29%)
Total liabilities$0$0No change $0
Net assets$278,486$432,450Increase +$153,964 (55.29%)

Contributions

Employer contributions$77,990
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$154,050
Total expenses$86
Net income$153,964
Source fields
Schedule I source fields
Filing Id
84037132216286
Schedule I EIN
58-1340471
Schedule I Plan Num
003
Schedule I Plan Year Begin Date
1999-09-01
Schedule I Tax Period
20000831
Small plan total assets at beginning of year
$278,486
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$278,486
Small plan total assets at end of year
$432,450
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$432,450
Small plan employer contributions
$77,990
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$76,060
Small plan total income
$154,050
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$86
Small plan total expenses
$86
Small plan net income or loss
$153,964
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
$35,000
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
Yes
Small 20 Percent Sngl Investment Amount
$213,791
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 EIN58-1340471

Transfers

Distributed property value$0
Schedule R source fields
Payor 58-1340471
Filing Id
84037132216286
Schedule R EIN
58-1340471
Schedule R Plan number
003
Schedule R Plan Year Begin Date
1999-09-01
Schedule R Tax Period
20000831
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
58-1340471
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$77,990
Pension Employer Contribution Paid Amount
$77,990
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
No
Executive Development Systems Defined Benefit Plan | Executive Development Systems | Plan 003 | 1999 Form 5500 Filing