Civic Intelligence
Filing

Performance Printing 401 K Plan

Performance Printing • EIN 58-1475415 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

29 → 29

0 • 0.00%

Assets

Up

$292,500 → $392,634

$100,134 • 34.23%

Investment Management Fee

-

Admin expenses - • Total expenses $65,476

Filing Details

Context
Net investment result
$100,134
Pension payor EIN
41-0417830

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
200211$23,667$9,286$9,286iApproximate average salary by contribution assumption: employee only about $232,150 at 4% or $154,767 at 6%; with 50% employer match about $154,767 at 4% or $103,178 at 6%; with 100% employer match about $116,075 at 4% or $77,383 at 6%.
Performance Printing 401 K Plan-1$23,667$9,286$9,286iApproximate average salary by contribution assumption: employee only about $232,150 at 4% or $154,767 at 6%; with 50% employer match about $154,767 at 4% or $103,178 at 6%; with 100% employer match about $116,075 at 4% or $77,383 at 6%.
2001111$0$0-
Performance Printing 401 K Plan-11---
2000117$291,605$50,882$2,993iApproximate average salary by contribution assumption: employee only about $74,826 at 4% or $49,884 at 6%; with 50% employer match about $49,884 at 4% or $33,256 at 6%; with 100% employer match about $37,413 at 4% or $24,942 at 6%.
Performance Printing 401 K Plan-17$291,605$50,882$2,993iApproximate average salary by contribution assumption: employee only about $74,826 at 4% or $49,884 at 6%; with 50% employer match about $49,884 at 4% or $33,256 at 6%; with 100% employer match about $37,413 at 4% or $24,942 at 6%.
1999129$392,634$57,939$1,998iApproximate average salary by contribution assumption: employee only about $49,947 at 4% or $33,298 at 6%; with 50% employer match about $33,298 at 4% or $22,199 at 6%; with 100% employer match about $24,974 at 4% or $16,649 at 6%.
Performance Printing 401 K PlanCurrent29$392,634$57,939$1,998iApproximate average salary by contribution assumption: employee only about $49,947 at 4% or $33,298 at 6%; with 50% employer match about $33,298 at 4% or $22,199 at 6%; with 100% employer match about $24,974 at 4% or $16,649 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037101100801
Form Id
3703269
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371101100050002
Ins Broker 01 Name
SUZANNE R. DURBIN
Ins Broker 01 Street Addr
1777 NE EXPRESSWAY STE 100
Ins Broker 01 City
ATLANTA
Ins Broker 01 State
GA
Ins Broker 01 ZIP Code
30329
Ins Broker Comm Pd 01 Amount
$1,173
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MINNESOTA LIFE INSURANCE COMPANY
Filing Id
56037101100801
Form Id
3703269
Schedule A EIN
58-1475415
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
MINNESOTA LIFE INSURANCE COMPANY
Ins Carrier EIN
41-0417830
Ins Carrier Naic Code
66168
Ins Contract Num
62143
Ins Prsn Covered End of year Count
34
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,173
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$372,677
Pension Basis Rates Text
N/A
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Cost Text
N/A
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
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
$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
56037101100801
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
MONEY MARKET
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,870
Row 2
Filing Id
56037101100801
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40371101100050003
Row 3
Filing Id
56037101100801
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
SMALL GROWTH EQUITY II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,749
Row 4
Filing Id
56037101100801
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
SMALL GROWTH EQUITY III
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$58,846
Row 5
Filing Id
56037101100801
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
LARGE GROWTH EQUITY II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$81,724
Row 6
Filing Id
56037101100801
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
LARGE EQUITY I
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$63,688
Row 7
Filing Id
56037101100801
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
LARGE EQUITY II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$46,174
Row 8
Filing Id
56037101100801
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
LONG TERM CORPORATE BOND
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,564
Row 9
Filing Id
56037101100801
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
MANAGED II
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,713
Row 10
Filing Id
56037101100801
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
LARGE VALUE EQUITY IV
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,014
Row 11
Filing Id
56037101100801
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
INTERNATIONAL VALUE
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,716
Row 12
Filing Id
56037101100801
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
40371101100050003
DFE P1 Entity 01 Name
INTERNATIONAL GROWTH
DFE P1 Spons 01 Name
MINNESOTA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
410417830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$50,619

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$392,634$100,134 change

Balance Sheet

Beginning and end of plan year.

Total assets$292,500$392,634Increase +$100,134 (34.23%)
Total liabilities$0$0No change $0
Net assets$292,500$392,634Increase +$100,134 (34.23%)

Contributions

Employer contributions$0
Participant contributions$56,111
Other contributions$1,828

Income & Expenses

Total income$165,610
Total expenses$65,476
Net income$100,134
Source fields
Schedule I source fields
Filing Id
56037101100801
Schedule I EIN
58-1475415
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$292,500
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$292,500
Small plan total assets at end of year
$392,634
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$392,634
Small plan employer contributions
$0
Small plan participant contributions
$56,111
Small Oth Contribution Rcvd Amount
$1,828
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$107,671
Small plan total income
$165,610
Small plan total benefit distributions
$61,176
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$4,300
Small plan total expenses
$65,476
Small plan net income or loss
$100,134
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
$19,957
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 EIN41-0417830

Transfers

Distributed property value$0
Schedule R source fields
Payor 41-0417830
Filing Id
56037101100801
Schedule R EIN
58-1475415
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
41-0417830
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0