Fidelity bond in place
Yes
Applied Analysis Corp. • EIN 59-2995281 • Plan year 2003
Participants
Down5 → 4
-1 • -20.00%
Assets
Up$94,399 → $168,822
$74,423 • 78.84%
Investment Management Fee
-
Admin expenses - • Total expenses $438
Filing Details
ContextStatus 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
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $52,250 | - |
| Applied Analysis Corp. 401K Plan | - | 0 | $0 | $52,250 | - |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Applied Analysis Corp. 401K Plan | - | 9 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 4 | $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 Plan | Current | 4 | $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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 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%. |
| 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%. |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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 I Financial Statement
Balance sheet and activity values reported by the filer for this small-plan annual return.
Beginning and end of plan year.