Civic Intelligence
Filing

Tect-Cleveland Bargained 401(K) Plan

Turbine Engine Components Technologies • EIN 58-2642076 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Down

91 → 71

-20 • -21.98%

Assets

Down

$2,388,210 → $2,054,095

-$334,115 • -13.99%

Investment Management Fee

-

Admin expenses - • Total expenses $88,652

Filing Details

Context
Net investment result
$-334,115
Pension payor EIN
22-3513863

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
2024160$3,939,721$344,203$5,737iApproximate average salary by contribution assumption: employee only about $143,418 at 4% or $95,612 at 6%; with 50% employer match about $95,612 at 4% or $63,741 at 6%; with 100% employer match about $71,709 at 4% or $47,806 at 6%.
Tect-Cleveland Bargained 401(K) Plan-60$3,939,721$344,203$5,737iApproximate average salary by contribution assumption: employee only about $143,418 at 4% or $95,612 at 6%; with 50% employer match about $95,612 at 4% or $63,741 at 6%; with 100% employer match about $71,709 at 4% or $47,806 at 6%.
2023167$3,923,978$324,065$4,837iApproximate average salary by contribution assumption: employee only about $120,920 at 4% or $80,613 at 6%; with 50% employer match about $80,613 at 4% or $53,742 at 6%; with 100% employer match about $60,460 at 4% or $40,307 at 6%.
Tect-Cleveland Bargained 401(K) Plan-67$3,923,978$324,065$4,837iApproximate average salary by contribution assumption: employee only about $120,920 at 4% or $80,613 at 6%; with 50% employer match about $80,613 at 4% or $53,742 at 6%; with 100% employer match about $60,460 at 4% or $40,307 at 6%.
2022167$3,649,178$327,240$4,884iApproximate average salary by contribution assumption: employee only about $122,104 at 4% or $81,403 at 6%; with 50% employer match about $81,403 at 4% or $54,269 at 6%; with 100% employer match about $61,052 at 4% or $40,701 at 6%.
Tect-Cleveland Bargained 401(K) Plan-67$3,649,178$327,240$4,884iApproximate average salary by contribution assumption: employee only about $122,104 at 4% or $81,403 at 6%; with 50% employer match about $81,403 at 4% or $54,269 at 6%; with 100% employer match about $61,052 at 4% or $40,701 at 6%.
2021176$4,235,450$349,605$4,600iApproximate average salary by contribution assumption: employee only about $115,002 at 4% or $76,668 at 6%; with 50% employer match about $76,668 at 4% or $51,112 at 6%; with 100% employer match about $57,501 at 4% or $38,334 at 6%.
Tect-Cleveland Bargained 401(K) Plan-76$4,235,450$349,605$4,600iApproximate average salary by contribution assumption: employee only about $115,002 at 4% or $76,668 at 6%; with 50% employer match about $76,668 at 4% or $51,112 at 6%; with 100% employer match about $57,501 at 4% or $38,334 at 6%.
2020184$4,150,461$326,601$3,888iApproximate average salary by contribution assumption: employee only about $97,203 at 4% or $64,802 at 6%; with 50% employer match about $64,802 at 4% or $43,201 at 6%; with 100% employer match about $48,601 at 4% or $32,401 at 6%.
Tect-Cleveland Bargained 401(K) Plan-84$4,150,461$326,601$3,888iApproximate average salary by contribution assumption: employee only about $97,203 at 4% or $64,802 at 6%; with 50% employer match about $64,802 at 4% or $43,201 at 6%; with 100% employer match about $48,601 at 4% or $32,401 at 6%.
201941,511$93,161,489$8,670,406$5,738iApproximate average salary by contribution assumption: employee only about $143,455 at 4% or $95,637 at 6%; with 50% employer match about $95,637 at 4% or $63,758 at 6%; with 100% employer match about $71,727 at 4% or $47,818 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,301$89,659,127$8,379,464$6,441iApproximate average salary by contribution assumption: employee only about $161,020 at 4% or $107,346 at 6%; with 50% employer match about $107,346 at 4% or $71,564 at 6%; with 100% employer match about $80,510 at 4% or $53,673 at 6%.
Tect-Cleveland Bargained 401(K) Plan-73$3,502,362$290,942$3,986iApproximate average salary by contribution assumption: employee only about $99,638 at 4% or $66,425 at 6%; with 50% employer match about $66,425 at 4% or $44,283 at 6%; with 100% employer match about $49,819 at 4% or $33,213 at 6%.
Tect Employee Benefits Plan-1,511---
Tect Severance Pay Plan-311---
201841,307$77,270,417$7,021,927$5,373iApproximate average salary by contribution assumption: employee only about $134,314 at 4% or $89,543 at 6%; with 50% employer match about $89,543 at 4% or $59,695 at 6%; with 100% employer match about $67,157 at 4% or $44,771 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,063$74,176,152$6,743,875$6,344iApproximate average salary by contribution assumption: employee only about $158,605 at 4% or $105,737 at 6%; with 50% employer match about $105,737 at 4% or $70,491 at 6%; with 100% employer match about $79,302 at 4% or $52,868 at 6%.
Tect-Cleveland Bargained 401(K) Plan-70$3,094,265$278,052$3,972iApproximate average salary by contribution assumption: employee only about $99,304 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,135 at 6%; with 100% employer match about $49,652 at 4% or $33,101 at 6%.
Tect Employee Benefits Plan-1,307---
Tect Severance Pay Plan-273---
201741,272$82,897,478$6,430,143$5,055iApproximate average salary by contribution assumption: employee only about $126,379 at 4% or $84,252 at 6%; with 50% employer match about $84,252 at 4% or $56,168 at 6%; with 100% employer match about $63,189 at 4% or $42,126 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,036$79,827,759$6,159,086$5,945iApproximate average salary by contribution assumption: employee only about $148,627 at 4% or $99,084 at 6%; with 50% employer match about $99,084 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%.
Tect-Cleveland Bargained 401(K) Plan-69$3,069,719$271,057$3,928iApproximate average salary by contribution assumption: employee only about $98,209 at 4% or $65,473 at 6%; with 50% employer match about $65,473 at 4% or $43,648 at 6%; with 100% employer match about $49,105 at 4% or $32,736 at 6%.
Tect Severance Pay Plan-277---
Tect Employee Benefits Plan-1,272---
201641,250$72,354,813$6,473,783$5,179iApproximate average salary by contribution assumption: employee only about $129,476 at 4% or $86,317 at 6%; with 50% employer match about $86,317 at 4% or $57,545 at 6%; with 100% employer match about $64,738 at 4% or $43,159 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,047$69,508,965$6,208,646$5,930iApproximate average salary by contribution assumption: employee only about $148,248 at 4% or $98,832 at 6%; with 50% employer match about $98,832 at 4% or $65,888 at 6%; with 100% employer match about $74,124 at 4% or $49,416 at 6%.
Tect-Cleveland Bargained 401(K) Plan-71$2,845,848$265,137$3,734iApproximate average salary by contribution assumption: employee only about $93,358 at 4% or $62,239 at 6%; with 50% employer match about $62,239 at 4% or $41,492 at 6%; with 100% employer match about $46,679 at 4% or $31,119 at 6%.
Tect Employee Benefits Plan-1,250---
Tect Severance Pay Plan-250---
201541,211$68,793,712$6,445,491$5,322iApproximate average salary by contribution assumption: employee only about $133,061 at 4% or $88,708 at 6%; with 50% employer match about $88,708 at 4% or $59,138 at 6%; with 100% employer match about $66,531 at 4% or $44,354 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-987$66,015,491$6,177,556$6,259iApproximate average salary by contribution assumption: employee only about $156,473 at 4% or $104,315 at 6%; with 50% employer match about $104,315 at 4% or $69,544 at 6%; with 100% employer match about $78,237 at 4% or $52,158 at 6%.
Tect-Cleveland Bargained 401(K) Plan-76$2,778,221$267,935$3,525iApproximate average salary by contribution assumption: employee only about $88,137 at 4% or $58,758 at 6%; with 50% employer match about $58,758 at 4% or $39,172 at 6%; with 100% employer match about $44,068 at 4% or $29,379 at 6%.
Tect Employee Benefits Plan-1,211---
Tect Severance Pay Plan-264---
201441,138$68,515,074$5,856,651$5,146iApproximate average salary by contribution assumption: employee only about $128,661 at 4% or $85,774 at 6%; with 50% employer match about $85,774 at 4% or $57,183 at 6%; with 100% employer match about $64,331 at 4% or $42,887 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-908$65,840,999$5,573,893$6,139iApproximate average salary by contribution assumption: employee only about $153,466 at 4% or $102,311 at 6%; with 50% employer match about $102,311 at 4% or $68,207 at 6%; with 100% employer match about $76,733 at 4% or $51,155 at 6%.
Tect-Cleveland Bargained 401(K) Plan-79$2,674,075$282,758$3,579iApproximate average salary by contribution assumption: employee only about $89,480 at 4% or $59,654 at 6%; with 50% employer match about $59,654 at 4% or $39,769 at 6%; with 100% employer match about $44,740 at 4% or $29,827 at 6%.
Tect Employee Benefits Plan-1,138---
Tect Severance Pay Plan-268---
201341,201$66,651,853$6,034,403$5,024iApproximate average salary by contribution assumption: employee only about $125,612 at 4% or $83,741 at 6%; with 50% employer match about $83,741 at 4% or $55,828 at 6%; with 100% employer match about $62,806 at 4% or $41,871 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-981$63,813,964$5,787,362$5,899iApproximate average salary by contribution assumption: employee only about $147,486 at 4% or $98,324 at 6%; with 50% employer match about $98,324 at 4% or $65,549 at 6%; with 100% employer match about $73,743 at 4% or $49,162 at 6%.
Tect-Cleveland Bargained 401(K) Plan-78$2,837,889$247,041$3,167iApproximate average salary by contribution assumption: employee only about $79,180 at 4% or $52,787 at 6%; with 50% employer match about $52,787 at 4% or $35,191 at 6%; with 100% employer match about $39,590 at 4% or $26,393 at 6%.
Tect Severance Pay Plan-275---
Tect Employee Benefits Plan-1,201---
201241,198$55,728,167$5,340,252$4,458iApproximate average salary by contribution assumption: employee only about $111,441 at 4% or $74,294 at 6%; with 50% employer match about $74,294 at 4% or $49,529 at 6%; with 100% employer match about $55,720 at 4% or $37,147 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-993$53,269,495$5,126,347$5,162iApproximate average salary by contribution assumption: employee only about $129,062 at 4% or $86,041 at 6%; with 50% employer match about $86,041 at 4% or $57,361 at 6%; with 100% employer match about $64,531 at 4% or $43,021 at 6%.
Tect-Cleveland Bargained 401(K) Plan-71$2,458,672$213,905$3,013iApproximate average salary by contribution assumption: employee only about $75,319 at 4% or $50,212 at 6%; with 50% employer match about $50,212 at 4% or $33,475 at 6%; with 100% employer match about $37,659 at 4% or $25,106 at 6%.
Tect Severance Pay Plan-263---
Tect Employee Benefits Plan-1,198---
201141,111$51,178,808$4,675,221$4,208iApproximate average salary by contribution assumption: employee only about $105,203 at 4% or $70,135 at 6%; with 50% employer match about $70,135 at 4% or $46,757 at 6%; with 100% employer match about $52,601 at 4% or $35,068 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-940$48,562,259$4,452,798$4,737iApproximate average salary by contribution assumption: employee only about $118,425 at 4% or $78,950 at 6%; with 50% employer match about $78,950 at 4% or $52,634 at 6%; with 100% employer match about $59,213 at 4% or $39,475 at 6%.
Tect-Cleveland Bargained 401(K) Plan-68$2,616,549$222,423$3,271iApproximate average salary by contribution assumption: employee only about $81,773 at 4% or $54,515 at 6%; with 50% employer match about $54,515 at 4% or $36,344 at 6%; with 100% employer match about $40,887 at 4% or $27,258 at 6%.
Tect Severance Pay Plan-263---
Tect Employee Benefits Plan-1,111---
201041,081$52,328,253$3,509,686$3,247iApproximate average salary by contribution assumption: employee only about $81,168 at 4% or $54,112 at 6%; with 50% employer match about $54,112 at 4% or $36,074 at 6%; with 100% employer match about $40,584 at 4% or $27,056 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-921$49,773,891$3,289,816$3,572iApproximate average salary by contribution assumption: employee only about $89,300 at 4% or $59,533 at 6%; with 50% employer match about $59,533 at 4% or $39,689 at 6%; with 100% employer match about $44,650 at 4% or $29,767 at 6%.
Tect-Cleveland Bargained 401(K) Plan-66$2,554,362$219,870$3,331iApproximate average salary by contribution assumption: employee only about $83,284 at 4% or $55,523 at 6%; with 50% employer match about $55,523 at 4% or $37,015 at 6%; with 100% employer match about $41,642 at 4% or $27,761 at 6%.
Tect Severance Pay Plan-275---
Tect Employee Benefits Plan-1,081---
200941,245$49,064,192$4,660,103$3,743iApproximate average salary by contribution assumption: employee only about $93,576 at 4% or $62,384 at 6%; with 50% employer match about $62,384 at 4% or $41,589 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,069$46,637,925$4,422,015$4,137iApproximate average salary by contribution assumption: employee only about $103,415 at 4% or $68,943 at 6%; with 50% employer match about $68,943 at 4% or $45,962 at 6%; with 100% employer match about $51,707 at 4% or $34,472 at 6%.
Tect-Cleveland Bargained 401(K) Plan-76$2,426,267$238,088$3,133iApproximate average salary by contribution assumption: employee only about $78,318 at 4% or $52,212 at 6%; with 50% employer match about $52,212 at 4% or $34,808 at 6%; with 100% employer match about $39,159 at 4% or $26,106 at 6%.
Tect Severance Pay Plan-314---
Tect Employee Benefits Plan-1,245---
200841,758$41,232,155$8,098,221$4,606iApproximate average salary by contribution assumption: employee only about $115,162 at 4% or $76,775 at 6%; with 50% employer match about $76,775 at 4% or $51,183 at 6%; with 100% employer match about $57,581 at 4% or $38,387 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,467$39,178,060$7,824,650$5,334iApproximate average salary by contribution assumption: employee only about $133,344 at 4% or $88,896 at 6%; with 50% employer match about $88,896 at 4% or $59,264 at 6%; with 100% employer match about $66,672 at 4% or $44,448 at 6%.
Tect-Cleveland Bargained 401(K) PlanCurrent71$2,054,095$273,571$3,853iApproximate average salary by contribution assumption: employee only about $96,328 at 4% or $64,219 at 6%; with 50% employer match about $64,219 at 4% or $42,812 at 6%; with 100% employer match about $48,164 at 4% or $32,109 at 6%.
Tect Severance Pay Plan-407---
Tect Employee Benefits Plan-1,758---
200741,924$51,346,961$6,964,623$3,620iApproximate average salary by contribution assumption: employee only about $90,497 at 4% or $60,331 at 6%; with 50% employer match about $60,331 at 4% or $40,221 at 6%; with 100% employer match about $45,248 at 4% or $30,166 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,673$51,346,961$6,964,623$4,163iApproximate average salary by contribution assumption: employee only about $104,074 at 4% or $69,383 at 6%; with 50% employer match about $69,383 at 4% or $46,255 at 6%; with 100% employer match about $52,037 at 4% or $34,691 at 6%.
Tect-Cleveland Bargained 401(K) Plan-84---
Tect Employee Benefits Plan-1,924---
Tect Severance Pay Plan-405---
200641,685$46,308,616$6,494,304$3,854iApproximate average salary by contribution assumption: employee only about $96,355 at 4% or $64,236 at 6%; with 50% employer match about $64,236 at 4% or $42,824 at 6%; with 100% employer match about $48,177 at 4% or $32,118 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,664$44,271,376$6,235,840$3,748iApproximate average salary by contribution assumption: employee only about $93,688 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%.
Tect-Cleveland Bargained 401(K) Plan-78$2,037,240$258,464$3,314iApproximate average salary by contribution assumption: employee only about $82,841 at 4% or $55,227 at 6%; with 50% employer match about $55,227 at 4% or $36,818 at 6%; with 100% employer match about $41,421 at 4% or $27,614 at 6%.
Tect Employee Benefits Plan-1,685---
Tect Severance Pay Plan-369---
200541,551$38,544,624$21,538,150$13,887iApproximate average salary by contribution assumption: employee only about $347,166 at 4% or $231,444 at 6%; with 50% employer match about $231,444 at 4% or $154,296 at 6%; with 100% employer match about $173,583 at 4% or $115,722 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-1,449$36,780,006$21,271,593$14,680iApproximate average salary by contribution assumption: employee only about $367,005 at 4% or $244,670 at 6%; with 50% employer match about $244,670 at 4% or $163,113 at 6%; with 100% employer match about $183,502 at 4% or $122,335 at 6%.
Tect-Cleveland Bargained 401(K) Plan-79$1,764,618$266,557$3,374iApproximate average salary by contribution assumption: employee only about $84,353 at 4% or $56,236 at 6%; with 50% employer match about $56,236 at 4% or $37,490 at 6%; with 100% employer match about $42,177 at 4% or $28,118 at 6%.
Tect Employee Benefits Plan-1,551---
Tect Severance Pay Plan-296---
200441,362$14,901,199$2,890,254$2,122iApproximate average salary by contribution assumption: employee only about $53,052 at 4% or $35,368 at 6%; with 50% employer match about $35,368 at 4% or $23,579 at 6%; with 100% employer match about $26,526 at 4% or $17,684 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-843$13,481,156$2,648,679$3,142iApproximate average salary by contribution assumption: employee only about $78,549 at 4% or $52,366 at 6%; with 50% employer match about $52,366 at 4% or $34,911 at 6%; with 100% employer match about $39,275 at 4% or $26,183 at 6%.
Tect-Cleveland Bargained 401(K) Plan-85$1,420,043$241,575$2,842iApproximate average salary by contribution assumption: employee only about $71,051 at 4% or $47,368 at 6%; with 50% employer match about $47,368 at 4% or $31,578 at 6%; with 100% employer match about $35,526 at 4% or $23,684 at 6%.
Tect Employee Benefits Plan-1,362---
Tect Severance Pay Plan-191---
20035694$11,648,257$2,773,528$3,996iApproximate average salary by contribution assumption: employee only about $99,911 at 4% or $66,607 at 6%; with 50% employer match about $66,607 at 4% or $44,405 at 6%; with 100% employer match about $49,955 at 4% or $33,304 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-613$10,520,345$2,485,708$4,055iApproximate average salary by contribution assumption: employee only about $101,375 at 4% or $67,583 at 6%; with 50% employer match about $67,583 at 4% or $45,055 at 6%; with 100% employer match about $50,687 at 4% or $33,792 at 6%.
Tect-Cleveland Bargained 401(K) Plan-76$1,127,912$212,973$2,802iApproximate average salary by contribution assumption: employee only about $70,057 at 4% or $46,705 at 6%; with 50% employer match about $46,705 at 4% or $31,136 at 6%; with 100% employer match about $35,028 at 4% or $23,352 at 6%.
Tect Employee Benefits Plan-694---
Turbine Engine Components Technologies Corporation Pension Plan-0-$74,847-
Tect Severance Pay Plan-230---
20025694$7,229,066$3,014,138$4,343iApproximate average salary by contribution assumption: employee only about $108,578 at 4% or $72,386 at 6%; with 50% employer match about $72,386 at 4% or $48,257 at 6%; with 100% employer match about $54,289 at 4% or $36,193 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-686$7,229,066$2,949,550$4,300iApproximate average salary by contribution assumption: employee only about $107,491 at 4% or $71,661 at 6%; with 50% employer match about $71,661 at 4% or $47,774 at 6%; with 100% employer match about $53,745 at 4% or $35,830 at 6%.
Tect-Cleveland Bargained 401(K) Plan-81---
Tect Severance Pay Plan-164---
TURBINE ENGINE COMPONENTS TEXTRON BARGAINING HOURLY 401K PLAN-0-$64,588-
Tect Employee Benefits Plan-694---
20014785$9,910,357$2,174,255$2,770iApproximate average salary by contribution assumption: employee only about $69,244 at 4% or $46,163 at 6%; with 50% employer match about $46,163 at 4% or $30,775 at 6%; with 100% employer match about $34,622 at 4% or $23,081 at 6%.
Turbine Engine Components Technologies Retirement Savings and Investment Plan-785$5,982,000$1,562,023$1,990iApproximate average salary by contribution assumption: employee only about $49,746 at 4% or $33,164 at 6%; with 50% employer match about $33,164 at 4% or $22,109 at 6%; with 100% employer match about $24,873 at 4% or $16,582 at 6%.
UTICA CORPORATION SAVINGS PLAN FOR HOURLY EMPLOYEES-272$3,372,277$464,402$1,707iApproximate average salary by contribution assumption: employee only about $42,684 at 4% or $28,456 at 6%; with 50% employer match about $28,456 at 4% or $18,971 at 6%; with 100% employer match about $21,342 at 4% or $14,228 at 6%.
TURBINE ENGINE COMPONENTS TEXTRON BARGAINING HOURLY 401K PLAN-97$556,080$147,830$1,524iApproximate average salary by contribution assumption: employee only about $38,101 at 4% or $25,400 at 6%; with 50% employer match about $25,400 at 4% or $16,934 at 6%; with 100% employer match about $19,050 at 4% or $12,700 at 6%.
Turbine Engine Components Technologies Corporation Pension Plan-97---
Schedule Details

Schedule D

Row 1
Filing Id
84037281091069
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8010379281091060002
DFE P1 Entity 01 Name
ML RETIREMENT PRESERVATION TRUST
DFE P1 Spons 01 Name
MERRILL LYNCH BANK & TRUST CO., FSB
DFE P1 Plan 01 EIN Plan number
226484011001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$297,688
Row 2
Filing Id
84037281091069
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8010379281091060002

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$2,054,095-$334,115 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,388,210$2,054,095Decrease -$334,115 (-13.99%)
Total liabilities$0$0No change $0
Net assets$2,388,210$2,054,095Decrease -$334,115 (-13.99%)

Contributions

Employer contributions$94,597
Participant contributions$178,974
Other contributions$0

Income & Expenses

Total income$-245,463
Total expenses$88,652
Net income$-334,115
Source fields
Schedule I source fields
Filing Id
84037281091069
Schedule I EIN
58-2642076
Schedule I Plan Num
004
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$2,388,210
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,388,210
Small plan total assets at end of year
$2,054,095
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,054,095
Small plan employer contributions
$94,597
Small plan participant contributions
$178,974
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-519,034
Small plan total income
$-245,463
Small plan total benefit distributions
$84,307
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
2720
Small Oth Expenses Amount
$1,625
Small plan total expenses
$88,652
Small plan net income or loss
$-334,115
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
$138,799
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
$10,000,000
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN22-3513863

Transfers

Distributed property value$0
Schedule R source fields
Payor 22-3513863
Filing Id
84037281091069
Schedule R EIN
58-2642076
Schedule R Plan number
004
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
22-3513863
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0