Civic Intelligence
Filing

Applied Analysis Corp. 401K Plan

Applied Analysis Corp. • EIN 59-2995281 • Plan year 2003

Filing Insights

Participants

Down

5 → 4

-1 • -20.00%

Assets

Up

$94,399 → $168,822

$74,423 • 78.84%

Investment Management Fee

-

Admin expenses - • Total expenses $438

Filing Details

Context
Net investment result
$74,423

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
201810$0$52,250-
Applied Analysis Corp. 401K Plan-0$0$52,250-
201717$1,546,672$62,035$8,862iApproximate average salary by contribution assumption: employee only about $221,554 at 4% or $147,702 at 6%; with 50% employer match about $147,702 at 4% or $98,468 at 6%; with 100% employer match about $110,777 at 4% or $73,851 at 6%.
Applied Analysis Corp. 401K Plan-7$1,546,672$62,035$8,862iApproximate average salary by contribution assumption: employee only about $221,554 at 4% or $147,702 at 6%; with 50% employer match about $147,702 at 4% or $98,468 at 6%; with 100% employer match about $110,777 at 4% or $73,851 at 6%.
2016110$2,055,821$90,337$9,034iApproximate average salary by contribution assumption: employee only about $225,843 at 4% or $150,562 at 6%; with 50% employer match about $150,562 at 4% or $100,374 at 6%; with 100% employer match about $112,921 at 4% or $75,281 at 6%.
Applied Analysis Corp. 401K Plan-10$2,055,821$90,337$9,034iApproximate average salary by contribution assumption: employee only about $225,843 at 4% or $150,562 at 6%; with 50% employer match about $150,562 at 4% or $100,374 at 6%; with 100% employer match about $112,921 at 4% or $75,281 at 6%.
2015110$1,857,919$148,863$14,886iApproximate average salary by contribution assumption: employee only about $372,158 at 4% or $248,105 at 6%; with 50% employer match about $248,105 at 4% or $165,403 at 6%; with 100% employer match about $186,079 at 4% or $124,053 at 6%.
Applied Analysis Corp. 401K Plan-10$1,857,919$148,863$14,886iApproximate average salary by contribution assumption: employee only about $372,158 at 4% or $248,105 at 6%; with 50% employer match about $248,105 at 4% or $165,403 at 6%; with 100% employer match about $186,079 at 4% or $124,053 at 6%.
2014110$1,727,366$158,905$15,891iApproximate average salary by contribution assumption: employee only about $397,263 at 4% or $264,842 at 6%; with 50% employer match about $264,842 at 4% or $176,561 at 6%; with 100% employer match about $198,631 at 4% or $132,421 at 6%.
Applied Analysis Corp. 401K Plan-10$1,727,366$158,905$15,891iApproximate average salary by contribution assumption: employee only about $397,263 at 4% or $264,842 at 6%; with 50% employer match about $264,842 at 4% or $176,561 at 6%; with 100% employer match about $198,631 at 4% or $132,421 at 6%.
201318$1,484,435$194,851$24,356iApproximate average salary by contribution assumption: employee only about $608,909 at 4% or $405,940 at 6%; with 50% employer match about $405,940 at 4% or $270,626 at 6%; with 100% employer match about $304,455 at 4% or $202,970 at 6%.
Applied Analysis Corp. 401K Plan-8$1,484,435$194,851$24,356iApproximate average salary by contribution assumption: employee only about $608,909 at 4% or $405,940 at 6%; with 50% employer match about $405,940 at 4% or $270,626 at 6%; with 100% employer match about $304,455 at 4% or $202,970 at 6%.
201217$1,048,846$139,030$19,861iApproximate average salary by contribution assumption: employee only about $496,536 at 4% or $331,024 at 6%; with 50% employer match about $331,024 at 4% or $220,683 at 6%; with 100% employer match about $248,268 at 4% or $165,512 at 6%.
Applied Analysis Corp. 401K Plan-7$1,048,846$139,030$19,861iApproximate average salary by contribution assumption: employee only about $496,536 at 4% or $331,024 at 6%; with 50% employer match about $331,024 at 4% or $220,683 at 6%; with 100% employer match about $248,268 at 4% or $165,512 at 6%.
201118$787,059$117,514$14,689iApproximate average salary by contribution assumption: employee only about $367,231 at 4% or $244,821 at 6%; with 50% employer match about $244,821 at 4% or $163,214 at 6%; with 100% employer match about $183,616 at 4% or $122,410 at 6%.
Applied Analysis Corp. 401K Plan-8$787,059$117,514$14,689iApproximate average salary by contribution assumption: employee only about $367,231 at 4% or $244,821 at 6%; with 50% employer match about $244,821 at 4% or $163,214 at 6%; with 100% employer match about $183,616 at 4% or $122,410 at 6%.
201018$742,444$97,189$12,149iApproximate average salary by contribution assumption: employee only about $303,716 at 4% or $202,477 at 6%; with 50% employer match about $202,477 at 4% or $134,985 at 6%; with 100% employer match about $151,858 at 4% or $101,239 at 6%.
Applied Analysis Corp. 401K Plan-8$742,444$97,189$12,149iApproximate average salary by contribution assumption: employee only about $303,716 at 4% or $202,477 at 6%; with 50% employer match about $202,477 at 4% or $134,985 at 6%; with 100% employer match about $151,858 at 4% or $101,239 at 6%.
200917$538,597$90,463$12,923iApproximate average salary by contribution assumption: employee only about $323,082 at 4% or $215,388 at 6%; with 50% employer match about $215,388 at 4% or $143,592 at 6%; with 100% employer match about $161,541 at 4% or $107,694 at 6%.
Applied Analysis Corp. 401K Plan-7$538,597$90,463$12,923iApproximate average salary by contribution assumption: employee only about $323,082 at 4% or $215,388 at 6%; with 50% employer match about $215,388 at 4% or $143,592 at 6%; with 100% employer match about $161,541 at 4% or $107,694 at 6%.
200819$288,759$117,031$13,003iApproximate average salary by contribution assumption: employee only about $325,086 at 4% or $216,724 at 6%; with 50% employer match about $216,724 at 4% or $144,483 at 6%; with 100% employer match about $162,543 at 4% or $108,362 at 6%.
Applied Analysis Corp. 401K Plan-9$288,759$117,031$13,003iApproximate average salary by contribution assumption: employee only about $325,086 at 4% or $216,724 at 6%; with 50% employer match about $216,724 at 4% or $144,483 at 6%; with 100% employer match about $162,543 at 4% or $108,362 at 6%.
200719$0$0-
Applied Analysis Corp. 401K Plan-9---
200618$407,934$89,400$11,175iApproximate average salary by contribution assumption: employee only about $279,375 at 4% or $186,250 at 6%; with 50% employer match about $186,250 at 4% or $124,167 at 6%; with 100% employer match about $139,688 at 4% or $93,125 at 6%.
Applied Analysis Corp. 401K Plan-8$407,934$89,400$11,175iApproximate average salary by contribution assumption: employee only about $279,375 at 4% or $186,250 at 6%; with 50% employer match about $186,250 at 4% or $124,167 at 6%; with 100% employer match about $139,688 at 4% or $93,125 at 6%.
200515$280,290$41,545$8,309iApproximate average salary by contribution assumption: employee only about $207,725 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,863 at 4% or $69,242 at 6%.
Applied Analysis Corp. 401K Plan-5$280,290$41,545$8,309iApproximate average salary by contribution assumption: employee only about $207,725 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,863 at 4% or $69,242 at 6%.
200414$218,951$40,663$10,166iApproximate average salary by contribution assumption: employee only about $254,144 at 4% or $169,429 at 6%; with 50% employer match about $169,429 at 4% or $112,953 at 6%; with 100% employer match about $127,072 at 4% or $84,715 at 6%.
Applied Analysis Corp. 401K Plan-4$218,951$40,663$10,166iApproximate average salary by contribution assumption: employee only about $254,144 at 4% or $169,429 at 6%; with 50% employer match about $169,429 at 4% or $112,953 at 6%; with 100% employer match about $127,072 at 4% or $84,715 at 6%.
200314$168,822$36,594$9,149iApproximate average salary by contribution assumption: employee only about $228,713 at 4% or $152,475 at 6%; with 50% employer match about $152,475 at 4% or $101,650 at 6%; with 100% employer match about $114,356 at 4% or $76,238 at 6%.
Applied Analysis Corp. 401K PlanCurrent4$168,822$36,594$9,149iApproximate average salary by contribution assumption: employee only about $228,713 at 4% or $152,475 at 6%; with 50% employer match about $152,475 at 4% or $101,650 at 6%; with 100% employer match about $114,356 at 4% or $76,238 at 6%.
200214$94,399$37,188$9,297iApproximate average salary by contribution assumption: employee only about $232,425 at 4% or $154,950 at 6%; with 50% employer match about $154,950 at 4% or $103,300 at 6%; with 100% employer match about $116,213 at 4% or $77,475 at 6%.
Applied Analysis Corp. 401K Plan-4$94,399$37,188$9,297iApproximate average salary by contribution assumption: employee only about $232,425 at 4% or $154,950 at 6%; with 50% employer match about $154,950 at 4% or $103,300 at 6%; with 100% employer match about $116,213 at 4% or $77,475 at 6%.
200115$103,668$35,374$7,075iApproximate average salary by contribution assumption: employee only about $176,870 at 4% or $117,913 at 6%; with 50% employer match about $117,913 at 4% or $78,609 at 6%; with 100% employer match about $88,435 at 4% or $58,957 at 6%.
Applied Analysis Corp. 401K Plan-5$103,668$35,374$7,075iApproximate average salary by contribution assumption: employee only about $176,870 at 4% or $117,913 at 6%; with 50% employer match about $117,913 at 4% or $78,609 at 6%; with 100% employer match about $88,435 at 4% or $58,957 at 6%.
200015$88,039$39,721$7,944iApproximate average salary by contribution assumption: employee only about $198,605 at 4% or $132,403 at 6%; with 50% employer match about $132,403 at 4% or $88,269 at 6%; with 100% employer match about $99,303 at 4% or $66,202 at 6%.
Applied Analysis Corp. 401K Plan-5$88,039$39,721$7,944iApproximate average salary by contribution assumption: employee only about $198,605 at 4% or $132,403 at 6%; with 50% employer match about $132,403 at 4% or $88,269 at 6%; with 100% employer match about $99,303 at 4% or $66,202 at 6%.
199915$53,161$48,006$9,601iApproximate average salary by contribution assumption: employee only about $240,030 at 4% or $160,020 at 6%; with 50% employer match about $160,020 at 4% or $106,680 at 6%; with 100% employer match about $120,015 at 4% or $80,010 at 6%.
Applied Analysis Corp. 401K Plan-5$53,161$48,006$9,601iApproximate average salary by contribution assumption: employee only about $240,030 at 4% or $160,020 at 6%; with 50% employer match about $160,020 at 4% or $106,680 at 6%; with 100% employer match about $120,015 at 4% or $80,010 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$168,822$74,423 change

Balance Sheet

Beginning and end of plan year.

Total assets$94,399$168,822Increase +$74,423 (78.84%)
Total liabilities$0$0No change $0
Net assets$94,399$168,822Increase +$74,423 (78.84%)

Contributions

Employer contributions$778
Participant contributions$35,816
Other contributions$0

Income & Expenses

Total income$74,861
Total expenses$438
Net income$74,423
Source fields
Schedule I source fields
Filing Id
84037237257274
Schedule I EIN
59-2995281
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$94,399
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$94,399
Small plan total assets at end of year
$168,822
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$168,822
Small plan employer contributions
$778
Small plan participant contributions
$35,816
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$38,267
Small plan total income
$74,861
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$438
Small plan total expenses
$438
Small plan net income or loss
$74,423
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
$250,000
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