Civic Intelligence
Filing

Cbd Training Inc. 401K Plan

CBD Training Inc • EIN 59-3568942 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Up

15 → 21

6 • 40.00%

Assets

Up

$0 → $62,187

$62,187

Investment Management Fee

-

Admin expenses - • Total expenses $2,297

Filing Details

Context
Net investment result
$62,187
Pension payor EIN
04-3581074

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
201220$0$324,498-
Cbd Training Inc. 401K Plan-0$0$87,645-
Cbd Training Inc Union 401K Plan-0$0$236,853-
2011255$3,980,256$759,168$13,803iApproximate average salary by contribution assumption: employee only about $345,076 at 4% or $230,051 at 6%; with 50% employer match about $230,051 at 4% or $153,367 at 6%; with 100% employer match about $172,538 at 4% or $115,025 at 6%.
Cbd Training Inc Union 401K Plan-55$3,055,184$610,619$11,102iApproximate average salary by contribution assumption: employee only about $277,554 at 4% or $185,036 at 6%; with 50% employer match about $185,036 at 4% or $123,357 at 6%; with 100% employer match about $138,777 at 4% or $92,518 at 6%.
Cbd Training Inc. 401K Plan-11$925,072$148,549$13,504iApproximate average salary by contribution assumption: employee only about $337,611 at 4% or $225,074 at 6%; with 50% employer match about $225,074 at 4% or $150,049 at 6%; with 100% employer match about $168,806 at 4% or $112,537 at 6%.
2010253$3,437,431$660,289$12,458iApproximate average salary by contribution assumption: employee only about $311,457 at 4% or $207,638 at 6%; with 50% employer match about $207,638 at 4% or $138,425 at 6%; with 100% employer match about $155,729 at 4% or $103,819 at 6%.
Cbd Training Inc Union 401K Plan-53$2,648,981$513,251$9,684iApproximate average salary by contribution assumption: employee only about $242,100 at 4% or $161,400 at 6%; with 50% employer match about $161,400 at 4% or $107,600 at 6%; with 100% employer match about $121,050 at 4% or $80,700 at 6%.
Cbd Training Inc. 401K Plan-12$788,450$147,038$12,253iApproximate average salary by contribution assumption: employee only about $306,329 at 4% or $204,219 at 6%; with 50% employer match about $204,219 at 4% or $136,146 at 6%; with 100% employer match about $153,165 at 4% or $102,110 at 6%.
2009263$2,382,531$646,509$10,262iApproximate average salary by contribution assumption: employee only about $256,551 at 4% or $171,034 at 6%; with 50% employer match about $171,034 at 4% or $114,023 at 6%; with 100% employer match about $128,276 at 4% or $85,517 at 6%.
Cbd Training Inc Union 401K Plan-63$1,835,815$505,709$8,027iApproximate average salary by contribution assumption: employee only about $200,678 at 4% or $133,785 at 6%; with 50% employer match about $133,785 at 4% or $89,190 at 6%; with 100% employer match about $100,339 at 4% or $66,893 at 6%.
Cbd Training Inc. 401K Plan-13$546,716$140,800$10,831iApproximate average salary by contribution assumption: employee only about $270,769 at 4% or $180,513 at 6%; with 50% employer match about $180,513 at 4% or $120,342 at 6%; with 100% employer match about $135,385 at 4% or $90,256 at 6%.
2008261$1,249,629$637,881$10,457iApproximate average salary by contribution assumption: employee only about $261,427 at 4% or $174,284 at 6%; with 50% employer match about $174,284 at 4% or $116,190 at 6%; with 100% employer match about $130,713 at 4% or $87,142 at 6%.
Cbd Training Inc Union 401K Plan-61$970,736$504,314$8,267iApproximate average salary by contribution assumption: employee only about $206,686 at 4% or $137,791 at 6%; with 50% employer match about $137,791 at 4% or $91,860 at 6%; with 100% employer match about $103,343 at 4% or $68,895 at 6%.
Cbd Training Inc. 401K Plan-13$278,893$133,567$10,274iApproximate average salary by contribution assumption: employee only about $256,860 at 4% or $171,240 at 6%; with 50% employer match about $171,240 at 4% or $114,160 at 6%; with 100% employer match about $128,430 at 4% or $85,620 at 6%.
2007259$1,174,151$468,682$7,944iApproximate average salary by contribution assumption: employee only about $198,594 at 4% or $132,396 at 6%; with 50% employer match about $132,396 at 4% or $88,264 at 6%; with 100% employer match about $99,297 at 4% or $66,198 at 6%.
Cbd Training Inc Union 401K Plan-59$879,193$365,568$6,196iApproximate average salary by contribution assumption: employee only about $154,902 at 4% or $103,268 at 6%; with 50% employer match about $103,268 at 4% or $68,845 at 6%; with 100% employer match about $77,451 at 4% or $51,634 at 6%.
Cbd Training Inc. 401K Plan-12$294,958$103,114$8,593iApproximate average salary by contribution assumption: employee only about $214,821 at 4% or $143,214 at 6%; with 50% employer match about $143,214 at 4% or $95,476 at 6%; with 100% employer match about $107,410 at 4% or $71,607 at 6%.
2006248$652,282$250,201$5,213iApproximate average salary by contribution assumption: employee only about $130,313 at 4% or $86,875 at 6%; with 50% employer match about $86,875 at 4% or $57,917 at 6%; with 100% employer match about $65,157 at 4% or $43,438 at 6%.
Cbd Training Inc Union 401K Plan-48$468,619$179,982$3,750iApproximate average salary by contribution assumption: employee only about $93,741 at 4% or $62,494 at 6%; with 50% employer match about $62,494 at 4% or $41,663 at 6%; with 100% employer match about $46,870 at 4% or $31,247 at 6%.
Cbd Training Inc. 401K Plan-13$183,663$70,219$5,401iApproximate average salary by contribution assumption: employee only about $135,037 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%.
2005232$422,970$192,850$6,027iApproximate average salary by contribution assumption: employee only about $150,664 at 4% or $100,443 at 6%; with 50% employer match about $100,443 at 4% or $66,962 at 6%; with 100% employer match about $75,332 at 4% or $50,221 at 6%.
Cbd Training Inc Union 401K Plan-32$301,167$121,932$3,810iApproximate average salary by contribution assumption: employee only about $95,259 at 4% or $63,506 at 6%; with 50% employer match about $63,506 at 4% or $42,338 at 6%; with 100% employer match about $47,630 at 4% or $31,753 at 6%.
Cbd Training Inc. 401K Plan-9$121,803$70,918$7,880iApproximate average salary by contribution assumption: employee only about $196,994 at 4% or $131,330 at 6%; with 50% employer match about $131,330 at 4% or $87,553 at 6%; with 100% employer match about $98,497 at 4% or $65,665 at 6%.
2004222$254,525$145,713$6,623iApproximate average salary by contribution assumption: employee only about $165,583 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%.
Cbd Training Inc. 401K Plan-20$138,034$74,522$3,726iApproximate average salary by contribution assumption: employee only about $93,153 at 4% or $62,102 at 6%; with 50% employer match about $62,102 at 4% or $41,401 at 6%; with 100% employer match about $46,576 at 4% or $31,051 at 6%.
Cbd Training Inc Union 401K Plan-22$116,491$71,191$3,236iApproximate average salary by contribution assumption: employee only about $80,899 at 4% or $53,933 at 6%; with 50% employer match about $53,933 at 4% or $35,955 at 6%; with 100% employer match about $40,449 at 4% or $26,966 at 6%.
2003221$99,767$94,955$4,522iApproximate average salary by contribution assumption: employee only about $113,042 at 4% or $75,361 at 6%; with 50% employer match about $75,361 at 4% or $50,241 at 6%; with 100% employer match about $56,521 at 4% or $37,681 at 6%.
Cbd Training Inc. 401K PlanCurrent21$62,187$59,169$2,818iApproximate average salary by contribution assumption: employee only about $70,439 at 4% or $46,960 at 6%; with 50% employer match about $46,960 at 4% or $31,306 at 6%; with 100% employer match about $35,220 at 4% or $23,480 at 6%.
Cbd Training Inc Union 401K Plan-13$37,580$35,786$2,753iApproximate average salary by contribution assumption: employee only about $68,819 at 4% or $45,879 at 6%; with 50% employer match about $45,879 at 4% or $30,586 at 6%; with 100% employer match about $34,410 at 4% or $22,940 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037218199564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374218199060002
Row 2
Filing Id
84037218199564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374218199060002
DFE P1 Entity 01 Name
SSGA S&P 500 INDEX FUND
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO.
DFE P1 Plan 01 EIN Plan number
040025081065
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$7,664
Row 3
Filing Id
84037218199564
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374218199060002
DFE P1 Entity 01 Name
SSGA RUSSELL 2000 INDEX STRAT
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO.
DFE P1 Plan 01 EIN Plan number
040025081084
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$4,732
Row 4
Filing Id
84037218199564
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3030374218199060002
DFE P1 Entity 01 Name
SSGA LIFE SOLUTIONS INC & GR
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO.
DFE P1 Plan 01 EIN Plan number
040025081053
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$190
Row 5
Filing Id
84037218199564
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3030374218199060002
DFE P1 Entity 01 Name
SSGA LIFE SOLUTIONS BALANCE GR
DFE P1 Spons 01 Name
STATE STREET BANK & TRUST CO.
DFE P1 Plan 01 EIN Plan number
040025081055
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$258

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$62,187$62,187 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$62,187Increase +$62,187
Total liabilities$0$0No change $0
Net assets$0$62,187Increase +$62,187

Contributions

Employer contributions$23,068
Participant contributions$30,343
Other contributions$5,758

Income & Expenses

Total income$64,484
Total expenses$2,297
Net income$62,187
Source fields
Schedule I source fields
Filing Id
84037218199564
Schedule I EIN
59-3568942
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
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$62,187
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$62,187
Small plan employer contributions
$23,068
Small plan participant contributions
$30,343
Small Oth Contribution Rcvd Amount
$5,758
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$5,315
Small plan total income
$64,484
Small plan total benefit distributions
$2,297
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$2,297
Small plan net income or loss
$62,187
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
$1,000
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 EIN04-3581074

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-3581074
Filing Id
84037218199564
Schedule R EIN
59-3568942
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-3581074
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0