Civic Intelligence
Filing

The Ssi Group Inc. Employees Retirement Savings Plan

The Ssi Group Inc. • EIN 59-2715634 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

389 → 358

-31 • -7.97%

Assets

Up

$10,612,033 → $12,426,490

$1,814,457 • 17.10%

Investment Management Fee

0.00%

$0

Admin expenses $17,214 • Total expenses $684,735

Filing Details

Context
Net investment result
$1,814,457
Pension payor EIN
94-3149038

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
ANDERSON & WELLS P.C.EIN 63-1035538Accountant---

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242330$69,116,930$5,623,344$17,040iApproximate average salary by contribution assumption: employee only about $426,011 at 4% or $284,007 at 6%; with 50% employer match about $284,007 at 4% or $189,338 at 6%; with 100% employer match about $213,005 at 4% or $142,004 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-327$69,116,930$5,623,344$17,197iApproximate average salary by contribution assumption: employee only about $429,919 at 4% or $286,613 at 6%; with 50% employer match about $286,613 at 4% or $191,075 at 6%; with 100% employer match about $214,960 at 4% or $143,306 at 6%.
The Ssi Group Inc. Employee Benefits Plan-330---
20232328$63,139,367$5,352,475$16,319iApproximate average salary by contribution assumption: employee only about $407,963 at 4% or $271,975 at 6%; with 50% employer match about $271,975 at 4% or $181,317 at 6%; with 100% employer match about $203,982 at 4% or $135,988 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-328$63,139,367$5,352,475$16,319iApproximate average salary by contribution assumption: employee only about $407,963 at 4% or $271,975 at 6%; with 50% employer match about $271,975 at 4% or $181,317 at 6%; with 100% employer match about $203,982 at 4% or $135,988 at 6%.
The Ssi Group Inc. Employee Benefits Plan-323---
20222339$51,843,796$4,772,977$14,080iApproximate average salary by contribution assumption: employee only about $351,989 at 4% or $234,660 at 6%; with 50% employer match about $234,660 at 4% or $156,440 at 6%; with 100% employer match about $175,995 at 4% or $117,330 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-339$51,843,796$4,772,977$14,080iApproximate average salary by contribution assumption: employee only about $351,989 at 4% or $234,660 at 6%; with 50% employer match about $234,660 at 4% or $156,440 at 6%; with 100% employer match about $175,995 at 4% or $117,330 at 6%.
The Ssi Group Inc. Employee Benefits Plan-334---
20212348$60,452,864$4,686,805$13,468iApproximate average salary by contribution assumption: employee only about $336,696 at 4% or $224,464 at 6%; with 50% employer match about $224,464 at 4% or $149,643 at 6%; with 100% employer match about $168,348 at 4% or $112,232 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-348$60,452,864$4,686,805$13,468iApproximate average salary by contribution assumption: employee only about $336,696 at 4% or $224,464 at 6%; with 50% employer match about $224,464 at 4% or $149,643 at 6%; with 100% employer match about $168,348 at 4% or $112,232 at 6%.
The Ssi Group Inc. Employee Benefits Plan-347---
20202373$52,795,299$4,402,883$11,804iApproximate average salary by contribution assumption: employee only about $295,099 at 4% or $196,733 at 6%; with 50% employer match about $196,733 at 4% or $131,155 at 6%; with 100% employer match about $147,550 at 4% or $98,366 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-371$52,795,299$4,402,883$11,868iApproximate average salary by contribution assumption: employee only about $296,690 at 4% or $197,793 at 6%; with 50% employer match about $197,793 at 4% or $131,862 at 6%; with 100% employer match about $148,345 at 4% or $98,897 at 6%.
The Ssi Group Inc. Employee Benefits Plan-373---
20192381$44,456,136$4,146,281$10,883iApproximate average salary by contribution assumption: employee only about $272,066 at 4% or $181,377 at 6%; with 50% employer match about $181,377 at 4% or $120,918 at 6%; with 100% employer match about $136,033 at 4% or $90,689 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-381$44,456,136$4,146,281$10,883iApproximate average salary by contribution assumption: employee only about $272,066 at 4% or $181,377 at 6%; with 50% employer match about $181,377 at 4% or $120,918 at 6%; with 100% employer match about $136,033 at 4% or $90,689 at 6%.
The Ssi Group Inc. Employee Benefits Plan-374---
20182376$35,565,114$4,060,672$10,800iApproximate average salary by contribution assumption: employee only about $269,991 at 4% or $179,994 at 6%; with 50% employer match about $179,994 at 4% or $119,996 at 6%; with 100% employer match about $134,996 at 4% or $89,997 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-376$35,565,114$4,060,672$10,800iApproximate average salary by contribution assumption: employee only about $269,991 at 4% or $179,994 at 6%; with 50% employer match about $179,994 at 4% or $119,996 at 6%; with 100% employer match about $134,996 at 4% or $89,997 at 6%.
The Ssi Group Inc. Employee Benefits Plan-373---
20172380$34,197,771$3,449,433$9,077iApproximate average salary by contribution assumption: employee only about $226,936 at 4% or $151,291 at 6%; with 50% employer match about $151,291 at 4% or $100,861 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-380$34,197,771$3,449,433$9,077iApproximate average salary by contribution assumption: employee only about $226,936 at 4% or $151,291 at 6%; with 50% employer match about $151,291 at 4% or $100,861 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
The Ssi Group Inc. Employee Benefits Plan-377---
20162372$29,505,355$3,613,150$9,713iApproximate average salary by contribution assumption: employee only about $242,819 at 4% or $161,879 at 6%; with 50% employer match about $161,879 at 4% or $107,920 at 6%; with 100% employer match about $121,410 at 4% or $80,940 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-372$29,505,355$3,613,150$9,713iApproximate average salary by contribution assumption: employee only about $242,819 at 4% or $161,879 at 6%; with 50% employer match about $161,879 at 4% or $107,920 at 6%; with 100% employer match about $121,410 at 4% or $80,940 at 6%.
The Ssi Group Inc. Employee Benefits Plan-370---
20152381$25,573,552$3,180,621$8,348iApproximate average salary by contribution assumption: employee only about $208,702 at 4% or $139,135 at 6%; with 50% employer match about $139,135 at 4% or $92,757 at 6%; with 100% employer match about $104,351 at 4% or $69,567 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-381$25,573,552$3,180,621$8,348iApproximate average salary by contribution assumption: employee only about $208,702 at 4% or $139,135 at 6%; with 50% employer match about $139,135 at 4% or $92,757 at 6%; with 100% employer match about $104,351 at 4% or $69,567 at 6%.
The Ssi Group Inc. Employee Benefits Plan-330---
20142383$26,689,982$2,767,760$7,227iApproximate average salary by contribution assumption: employee only about $180,663 at 4% or $120,442 at 6%; with 50% employer match about $120,442 at 4% or $80,295 at 6%; with 100% employer match about $90,332 at 4% or $60,221 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-383$26,689,982$2,767,760$7,227iApproximate average salary by contribution assumption: employee only about $180,663 at 4% or $120,442 at 6%; with 50% employer match about $120,442 at 4% or $80,295 at 6%; with 100% employer match about $90,332 at 4% or $60,221 at 6%.
The Ssi Group Inc. Employee Benefits Plan-374---
20135452$26,153,876$2,699,245$5,972iApproximate average salary by contribution assumption: employee only about $149,295 at 4% or $99,530 at 6%; with 50% employer match about $99,530 at 4% or $66,353 at 6%; with 100% employer match about $74,647 at 4% or $49,765 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-452$26,153,876$2,699,245$5,972iApproximate average salary by contribution assumption: employee only about $149,295 at 4% or $99,530 at 6%; with 50% employer match about $99,530 at 4% or $66,353 at 6%; with 100% employer match about $74,647 at 4% or $49,765 at 6%.
The Ssi Group Inc. Employee Benefits Plan-374---
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-0---
THE SSI GROUP, INC. VISION PLAN-0---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-0---
20125426$21,626,525$2,341,811$5,497iApproximate average salary by contribution assumption: employee only about $137,430 at 4% or $91,620 at 6%; with 50% employer match about $91,620 at 4% or $61,080 at 6%; with 100% employer match about $68,715 at 4% or $45,810 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-426$21,626,525$2,341,811$5,497iApproximate average salary by contribution assumption: employee only about $137,430 at 4% or $91,620 at 6%; with 50% employer match about $91,620 at 4% or $61,080 at 6%; with 100% employer match about $68,715 at 4% or $45,810 at 6%.
THE SSI GROUP, INC. VISION PLAN-314---
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-414---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-416---
The Ssi Group Inc. Employee Benefits Plan-356---
20115384$17,909,915$2,305,890$6,005iApproximate average salary by contribution assumption: employee only about $150,123 at 4% or $100,082 at 6%; with 50% employer match about $100,082 at 4% or $66,721 at 6%; with 100% employer match about $75,062 at 4% or $50,041 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-384$17,909,915$2,305,890$6,005iApproximate average salary by contribution assumption: employee only about $150,123 at 4% or $100,082 at 6%; with 50% employer match about $100,082 at 4% or $66,721 at 6%; with 100% employer match about $75,062 at 4% or $50,041 at 6%.
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-374---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-349---
The Ssi Group Inc. Employee Benefits Plan-320---
THE SSI GROUP, INC. VISION PLAN-265---
20104373$16,841,853$1,956,540$5,245iApproximate average salary by contribution assumption: employee only about $131,135 at 4% or $87,424 at 6%; with 50% employer match about $87,424 at 4% or $58,282 at 6%; with 100% employer match about $65,568 at 4% or $43,712 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-373$16,841,853$1,956,540$5,245iApproximate average salary by contribution assumption: employee only about $131,135 at 4% or $87,424 at 6%; with 50% employer match about $87,424 at 4% or $58,282 at 6%; with 100% employer match about $65,568 at 4% or $43,712 at 6%.
The Ssi Group Inc. Employee Benefits Plan-304---
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-358---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-359---
20094379$13,552,298$1,800,191$4,750iApproximate average salary by contribution assumption: employee only about $118,746 at 4% or $79,164 at 6%; with 50% employer match about $79,164 at 4% or $52,776 at 6%; with 100% employer match about $59,373 at 4% or $39,582 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-379$13,552,298$1,800,191$4,750iApproximate average salary by contribution assumption: employee only about $118,746 at 4% or $79,164 at 6%; with 50% employer match about $79,164 at 4% or $52,776 at 6%; with 100% employer match about $59,373 at 4% or $39,582 at 6%.
The Ssi Group Inc. Employee Benefits Plan-306---
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-370---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-378---
20084357$9,672,179$1,755,789$4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,970 at 6%; with 50% employer match about $81,970 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-357$9,672,179$1,755,789$4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,970 at 6%; with 50% employer match about $81,970 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%.
THE SSI GROUP, INC. LIFE INSURANCE PLAN-347---
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-349---
The Ssi Group Inc. Employee Benefits Plan-306---
20074358$12,426,490$1,653,109$4,618iApproximate average salary by contribution assumption: employee only about $115,441 at 4% or $76,960 at 6%; with 50% employer match about $76,960 at 4% or $51,307 at 6%; with 100% employer match about $57,720 at 4% or $38,480 at 6%.
The Ssi Group Inc. Employees Retirement Savings PlanCurrent358$12,426,490$1,653,109$4,618iApproximate average salary by contribution assumption: employee only about $115,441 at 4% or $76,960 at 6%; with 50% employer match about $76,960 at 4% or $51,307 at 6%; with 100% employer match about $57,720 at 4% or $38,480 at 6%.
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-338---
The Ssi Group Inc. Employee Benefits Plan-314---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-337---
20064345$10,612,033$1,464,711$4,246iApproximate average salary by contribution assumption: employee only about $106,138 at 4% or $70,759 at 6%; with 50% employer match about $70,759 at 4% or $47,173 at 6%; with 100% employer match about $53,069 at 4% or $35,379 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-345$10,612,033$1,464,711$4,246iApproximate average salary by contribution assumption: employee only about $106,138 at 4% or $70,759 at 6%; with 50% employer match about $70,759 at 4% or $47,173 at 6%; with 100% employer match about $53,069 at 4% or $35,379 at 6%.
THE SSI GROUP, INC. LIFE INSURANCE PLAN-343---
THE SSI GROUP, INC. LONG TERM DISABILITY PLAN-343---
The Ssi Group Inc. Employee Benefits Plan-305---
20053386$8,968,472$1,523,395$3,947iApproximate average salary by contribution assumption: employee only about $98,665 at 4% or $65,777 at 6%; with 50% employer match about $65,777 at 4% or $43,851 at 6%; with 100% employer match about $49,333 at 4% or $32,888 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-386$8,968,472$1,523,395$3,947iApproximate average salary by contribution assumption: employee only about $98,665 at 4% or $65,777 at 6%; with 50% employer match about $65,777 at 4% or $43,851 at 6%; with 100% employer match about $49,333 at 4% or $32,888 at 6%.
THE SSI GROUP, INC. LIFE INSURANCE PLAN-348---
THE SSI GROUP LONG TERM DISABILITY PLAN-348---
20044363$7,281,543$1,346,418$3,709iApproximate average salary by contribution assumption: employee only about $92,729 at 4% or $61,819 at 6%; with 50% employer match about $61,819 at 4% or $41,213 at 6%; with 100% employer match about $46,364 at 4% or $30,910 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-363$7,281,543$1,346,418$3,709iApproximate average salary by contribution assumption: employee only about $92,729 at 4% or $61,819 at 6%; with 50% employer match about $61,819 at 4% or $41,213 at 6%; with 100% employer match about $46,364 at 4% or $30,910 at 6%.
THE SSI GROUP INC LONG TERM DISABILITY PLAN-344---
THE SSI GROUP, INC. LIFE INSURANCE PLAN-180---
The Ssi Group Inc. Employee Benefits Plan-304---
20034333$5,546,902$1,099,676$3,302iApproximate average salary by contribution assumption: employee only about $82,558 at 4% or $55,039 at 6%; with 50% employer match about $55,039 at 4% or $36,693 at 6%; with 100% employer match about $41,279 at 4% or $27,519 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-329$5,546,902$1,099,676$3,342iApproximate average salary by contribution assumption: employee only about $83,562 at 4% or $55,708 at 6%; with 50% employer match about $55,708 at 4% or $37,139 at 6%; with 100% employer match about $41,781 at 4% or $27,854 at 6%.
The Ssi Group Inc. Employee Benefits Plan-293---
THE SSI GROUP INC LIFE INSURANCE PLAN-211---
THE SSI GROUP INC LONG TERM DIABILITY PLAN-333---
20023306$3,866,405$1,019,743$3,332iApproximate average salary by contribution assumption: employee only about $83,312 at 4% or $55,542 at 6%; with 50% employer match about $55,542 at 4% or $37,028 at 6%; with 100% employer match about $41,656 at 4% or $27,771 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-303$3,866,405$1,019,743$3,365iApproximate average salary by contribution assumption: employee only about $84,137 at 4% or $56,091 at 6%; with 50% employer match about $56,091 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
THE SSI GROUP INC LIFE INSURANCE PLAN-306---
The Ssi Group Inc. Employee Benefits Plan-283---
20013284$0$0-
THE SSI GROUP INC LIFE INSURANCE PLAN-284---
The Ssi Group Inc. Employee Benefits Plan-259---
The Ssi Group Inc. Employees Retirement Savings Plan-278---
20005252$3,536,683$797,046$3,163iApproximate average salary by contribution assumption: employee only about $79,072 at 4% or $52,715 at 6%; with 50% employer match about $52,715 at 4% or $35,143 at 6%; with 100% employer match about $39,536 at 4% or $26,357 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-249$3,536,683$797,046$3,201iApproximate average salary by contribution assumption: employee only about $80,025 at 4% or $53,350 at 6%; with 50% employer match about $53,350 at 4% or $35,567 at 6%; with 100% employer match about $40,012 at 4% or $26,675 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-252---
The Ssi Group Inc Health & Dental Plan-237---
The Ssi Group Inc. Employee Benefits Plan-237---
The Ssi Group Inc. Employee Benefits Plan-237---
19992271$3,294,543$797,098$2,941iApproximate average salary by contribution assumption: employee only about $73,533 at 4% or $49,022 at 6%; with 50% employer match about $49,022 at 4% or $32,681 at 6%; with 100% employer match about $36,767 at 4% or $24,511 at 6%.
The Ssi Group Inc. Employees Retirement Savings Plan-155$3,294,543$797,098$5,143iApproximate average salary by contribution assumption: employee only about $128,564 at 4% or $85,709 at 6%; with 50% employer match about $85,709 at 4% or $57,140 at 6%; with 100% employer match about $64,282 at 4% or $42,855 at 6%.
The Ssi Group Inc Health & Dental Plan-271---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037347345308
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020378347345050002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
84037347345308
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020378347345050002

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037347345308
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7020378347345050002
Provider 01 Name
SCHWAB RETIREMENT PLAN SERVICES
Provider 01 EIN
34-1479833
Provider 01 Position
TRUSTEE\RECORDKEEPER
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$17,214
Provider 01 Srvc Code
99

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037347345308
Schedule C EIN
59-2715634
Schedule C Plan number
003
Schedule C Plan Year Begin Date
2007-01-01
Schedule C Tax Period
20071231
Provider Total Comp Paid Amount
$0

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$12,426,490$1,814,457 change

Balance Sheet

Beginning and end of plan year.

Total assets$10,612,033$12,426,490Increase +$1,814,457 (17.10%)
Total liabilities$0$0No change $0
Net assets$10,612,033$12,426,490Increase +$1,814,457 (17.10%)

Contributions

Employer contributions$535,404
Participant contributions$1,057,382
Other contributions$60,323
Total contributions$1,653,109

Income & Investment Result

Total income$2,499,192
Interest$87,772
Dividends$0
Net income$1,814,457

Expenses & Fees

Benefits paid$667,521
Investment management$0
Administrative expenses$17,214
Total expenses$684,735

Accountant

FirmANDERSON & WELLS P.C.
Firm EIN63-1035538

Compliance

Fidelity bondYes
Fidelity bond amount$2,000,000
Participant loans$415,261
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $10,612,033Total assets at end of year: $12,426,490Total liabilities at end of year: $0Net income or loss: $1,814,457
Filing Id
84037347345308
Schedule H EIN
59-2715634
Schedule H Plan number
003
Schedule H Plan Year Begin Date
2007-01-01
Schedule H Tax Period
20071231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$518,760
Participants Contribution Beginning of year Amount
$29,359
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$1,028,651
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$362,179
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$8,673,084
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$10,612,033
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$10,612,033
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$560,770
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$1,005
Interest Bear Cash End of year Amount
$1,142,924
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$415,261
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$10,306,530
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$12,426,490
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$12,426,490
Employer contributions
$535,404
Participant contributions
$1,057,382
Oth Contribution Rcvd Amount
$60,323
Non Cash Contribution Bs Amount
$0
Total contributions
$1,653,109
Interest Bear Cash Amount
$53,763
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$34,009
Interest On Oth Investment Amount
$0
Total interest income
$87,772
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$758,311
Other Income Amount
$0
Total income
$2,499,192
Participant distributions
$667,521
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$667,521
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$17,214
Total administrative expenses
$17,214
Total expenses
$684,735
Net income or loss
$1,814,457
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
ANDERSON & WELLS P.C.
Accountant firm EIN
63-1035538
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$2,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN94-3149038

Transfers

Distributed property value$0
Schedule R source fields
Payor 94-3149038
Filing Id
84037347345308
Schedule R EIN
59-2715634
Schedule R Plan number
003
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
94-3149038
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Amdmt Incr Valuation Bnft Indicator
Yes
Pension Satisfy Cover Basis Code
2