Fidelity bond in place
Yes
Filing
F. S. Vanhoose & Co. Inc. Profit Sharing Plan
F. S. Van Hoose & Co. Inc. • EIN 61-0474655 • Plan year 2000
Filing Insights
Participants
Down46 → 41
-5 • -10.87%
Assets
Up$1,475,137 → $1,640,821
$165,684 • 11.23%
Investment Management Fee
-
Admin expenses - • Total expenses $14,171
Filing Details
Context- Net investment result
- $165,684
- Pension payor EIN
- 61-0935791
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 33 | $1,100,868 | $85,783 | $2,599iApproximate average salary by contribution assumption: employee only about $64,987 at 4% or $43,325 at 6%; with 50% employer match about $43,325 at 4% or $28,883 at 6%; with 100% employer match about $32,494 at 4% or $21,662 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 33 | $1,009,397 | $35,000 | $1,061iApproximate average salary by contribution assumption: employee only about $26,515 at 4% or $17,677 at 6%; with 50% employer match about $17,677 at 4% or $11,785 at 6%; with 100% employer match about $13,258 at 4% or $8,838 at 6%. |
| F.S. VANHOOSE & COMPANY INC CBS BENEFIT PLAN | - | 13 | $91,471 | $50,783 | $3,906iApproximate average salary by contribution assumption: employee only about $97,660 at 4% or $65,106 at 6%; with 50% employer match about $65,106 at 4% or $43,404 at 6%; with 100% employer match about $48,830 at 4% or $32,553 at 6%. |
| 2023 | 2 | 32 | $1,026,580 | $208,666 | $6,521iApproximate average salary by contribution assumption: employee only about $163,020 at 4% or $108,680 at 6%; with 50% employer match about $108,680 at 4% or $72,453 at 6%; with 100% employer match about $81,510 at 4% or $54,340 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 32 | $958,503 | $60,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| F.S. VANHOOSE & COMPANY INC CBS BENEFIT PLAN | - | 12 | $68,077 | $148,666 | $12,389iApproximate average salary by contribution assumption: employee only about $309,721 at 4% or $206,481 at 6%; with 50% employer match about $206,481 at 4% or $137,654 at 6%; with 100% employer match about $154,860 at 4% or $103,240 at 6%. |
| 2022 | 2 | 44 | $1,110,803 | $217,001 | $4,932iApproximate average salary by contribution assumption: employee only about $123,296 at 4% or $82,197 at 6%; with 50% employer match about $82,197 at 4% or $54,798 at 6%; with 100% employer match about $61,648 at 4% or $41,099 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 44 | $1,049,136 | $45,000 | $1,023iApproximate average salary by contribution assumption: employee only about $25,568 at 4% or $17,045 at 6%; with 50% employer match about $17,045 at 4% or $11,364 at 6%; with 100% employer match about $12,784 at 4% or $8,523 at 6%. |
| F.S. VANHOOSE & COMPANY INC CBS BENEFIT PLAN | - | 16 | $61,667 | $172,001 | $10,750iApproximate average salary by contribution assumption: employee only about $268,752 at 4% or $179,168 at 6%; with 50% employer match about $179,168 at 4% or $119,445 at 6%; with 100% employer match about $134,376 at 4% or $89,584 at 6%. |
| 2021 | 2 | 41 | $1,226,814 | $185,313 | $4,520iApproximate average salary by contribution assumption: employee only about $112,996 at 4% or $75,330 at 6%; with 50% employer match about $75,330 at 4% or $50,220 at 6%; with 100% employer match about $56,498 at 4% or $37,665 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 41 | $1,176,138 | $12,000 | $293iApproximate average salary by contribution assumption: employee only about $7,317 at 4% or $4,878 at 6%; with 50% employer match about $4,878 at 4% or $3,252 at 6%; with 100% employer match about $3,659 at 4% or $2,439 at 6%. |
| F.S. VANHOOSE & COMPANY INC CBS BENEFIT PLAN | - | 14 | $50,676 | $173,313 | $12,380iApproximate average salary by contribution assumption: employee only about $309,488 at 4% or $206,325 at 6%; with 50% employer match about $206,325 at 4% or $137,550 at 6%; with 100% employer match about $154,744 at 4% or $103,163 at 6%. |
| 2020 | 2 | 38 | $1,205,746 | $259,119 | $6,819iApproximate average salary by contribution assumption: employee only about $170,473 at 4% or $113,649 at 6%; with 50% employer match about $113,649 at 4% or $75,766 at 6%; with 100% employer match about $85,237 at 4% or $56,824 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 38 | $1,163,103 | $75,000 | $1,974iApproximate average salary by contribution assumption: employee only about $49,342 at 4% or $32,895 at 6%; with 50% employer match about $32,895 at 4% or $21,930 at 6%; with 100% employer match about $24,671 at 4% or $16,447 at 6%. |
| F.S. VANHOOSE & COMPANY INC CBS BENEFIT PLAN | - | 18 | $42,643 | $184,119 | $10,229iApproximate average salary by contribution assumption: employee only about $255,721 at 4% or $170,481 at 6%; with 50% employer match about $170,481 at 4% or $113,654 at 6%; with 100% employer match about $127,860 at 4% or $85,240 at 6%. |
| 2019 | 2 | 34 | $1,136,742 | $71,775 | $2,111iApproximate average salary by contribution assumption: employee only about $52,776 at 4% or $35,184 at 6%; with 50% employer match about $35,184 at 4% or $23,456 at 6%; with 100% employer match about $26,388 at 4% or $17,592 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 34 | $1,104,604 | - | - |
| F.S. VANHOOSE & COMPANY INC CBS BENEFIT PLAN | - | 16 | $32,138 | $71,775 | $4,486iApproximate average salary by contribution assumption: employee only about $112,148 at 4% or $74,766 at 6%; with 50% employer match about $74,766 at 4% or $49,844 at 6%; with 100% employer match about $56,074 at 4% or $37,383 at 6%. |
| 2018 | 1 | 34 | $1,331,932 | $0 | - |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 34 | $1,331,932 | - | - |
| 2017 | 1 | 35 | $1,407,404 | $0 | - |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 35 | $1,407,404 | - | - |
| 2016 | 1 | 39 | $1,578,635 | $0 | - |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 39 | $1,578,635 | - | - |
| 2015 | 1 | 34 | $1,604,769 | $15,000 | $441iApproximate average salary by contribution assumption: employee only about $11,029 at 4% or $7,353 at 6%; with 50% employer match about $7,353 at 4% or $4,902 at 6%; with 100% employer match about $5,515 at 4% or $3,676 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 34 | $1,604,769 | $15,000 | $441iApproximate average salary by contribution assumption: employee only about $11,029 at 4% or $7,353 at 6%; with 50% employer match about $7,353 at 4% or $4,902 at 6%; with 100% employer match about $5,515 at 4% or $3,676 at 6%. |
| 2014 | 1 | 38 | $1,666,907 | $15,000 | $395iApproximate average salary by contribution assumption: employee only about $9,868 at 4% or $6,579 at 6%; with 50% employer match about $6,579 at 4% or $4,386 at 6%; with 100% employer match about $4,934 at 4% or $3,289 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 38 | $1,666,907 | $15,000 | $395iApproximate average salary by contribution assumption: employee only about $9,868 at 4% or $6,579 at 6%; with 50% employer match about $6,579 at 4% or $4,386 at 6%; with 100% employer match about $4,934 at 4% or $3,289 at 6%. |
| 2013 | 1 | 39 | $1,741,143 | $20,000 | $513iApproximate average salary by contribution assumption: employee only about $12,821 at 4% or $8,547 at 6%; with 50% employer match about $8,547 at 4% or $5,698 at 6%; with 100% employer match about $6,410 at 4% or $4,274 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 39 | $1,741,143 | $20,000 | $513iApproximate average salary by contribution assumption: employee only about $12,821 at 4% or $8,547 at 6%; with 50% employer match about $8,547 at 4% or $5,698 at 6%; with 100% employer match about $6,410 at 4% or $4,274 at 6%. |
| 2012 | 1 | 38 | $1,720,553 | $75,000 | $1,974iApproximate average salary by contribution assumption: employee only about $49,342 at 4% or $32,895 at 6%; with 50% employer match about $32,895 at 4% or $21,930 at 6%; with 100% employer match about $24,671 at 4% or $16,447 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 38 | $1,720,553 | $75,000 | $1,974iApproximate average salary by contribution assumption: employee only about $49,342 at 4% or $32,895 at 6%; with 50% employer match about $32,895 at 4% or $21,930 at 6%; with 100% employer match about $24,671 at 4% or $16,447 at 6%. |
| 2011 | 1 | 28 | $1,904,898 | $25,000 | $893iApproximate average salary by contribution assumption: employee only about $22,321 at 4% or $14,881 at 6%; with 50% employer match about $14,881 at 4% or $9,921 at 6%; with 100% employer match about $11,161 at 4% or $7,440 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 28 | $1,904,898 | $25,000 | $893iApproximate average salary by contribution assumption: employee only about $22,321 at 4% or $14,881 at 6%; with 50% employer match about $14,881 at 4% or $9,921 at 6%; with 100% employer match about $11,161 at 4% or $7,440 at 6%. |
| 2010 | 1 | 38 | $2,123,978 | $21,000 | $553iApproximate average salary by contribution assumption: employee only about $13,816 at 4% or $9,211 at 6%; with 50% employer match about $9,211 at 4% or $6,140 at 6%; with 100% employer match about $6,908 at 4% or $4,605 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 38 | $2,123,978 | $21,000 | $553iApproximate average salary by contribution assumption: employee only about $13,816 at 4% or $9,211 at 6%; with 50% employer match about $9,211 at 4% or $6,140 at 6%; with 100% employer match about $6,908 at 4% or $4,605 at 6%. |
| 2009 | 1 | 39 | $2,209,245 | $43,500 | $1,115iApproximate average salary by contribution assumption: employee only about $27,885 at 4% or $18,590 at 6%; with 50% employer match about $18,590 at 4% or $12,393 at 6%; with 100% employer match about $13,942 at 4% or $9,295 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 39 | $2,209,245 | $43,500 | $1,115iApproximate average salary by contribution assumption: employee only about $27,885 at 4% or $18,590 at 6%; with 50% employer match about $18,590 at 4% or $12,393 at 6%; with 100% employer match about $13,942 at 4% or $9,295 at 6%. |
| 2008 | 1 | 29 | $2,111,831 | $35,000 | $1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 29 | $2,111,831 | $35,000 | $1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%. |
| 2007 | 1 | 34 | $2,089,992 | $95,000 | $2,794iApproximate average salary by contribution assumption: employee only about $69,853 at 4% or $46,569 at 6%; with 50% employer match about $46,569 at 4% or $31,046 at 6%; with 100% employer match about $34,926 at 4% or $23,284 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 34 | $2,089,992 | $95,000 | $2,794iApproximate average salary by contribution assumption: employee only about $69,853 at 4% or $46,569 at 6%; with 50% employer match about $46,569 at 4% or $31,046 at 6%; with 100% employer match about $34,926 at 4% or $23,284 at 6%. |
| 2006 | 1 | 37 | $1,965,072 | $95,000 | $2,568iApproximate average salary by contribution assumption: employee only about $64,189 at 4% or $42,793 at 6%; with 50% employer match about $42,793 at 4% or $28,529 at 6%; with 100% employer match about $32,095 at 4% or $21,396 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 37 | $1,965,072 | $95,000 | $2,568iApproximate average salary by contribution assumption: employee only about $64,189 at 4% or $42,793 at 6%; with 50% employer match about $42,793 at 4% or $28,529 at 6%; with 100% employer match about $32,095 at 4% or $21,396 at 6%. |
| 2005 | 1 | 36 | $1,827,689 | $94,700 | $2,631iApproximate average salary by contribution assumption: employee only about $65,764 at 4% or $43,843 at 6%; with 50% employer match about $43,843 at 4% or $29,228 at 6%; with 100% employer match about $32,882 at 4% or $21,921 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 36 | $1,827,689 | $94,700 | $2,631iApproximate average salary by contribution assumption: employee only about $65,764 at 4% or $43,843 at 6%; with 50% employer match about $43,843 at 4% or $29,228 at 6%; with 100% employer match about $32,882 at 4% or $21,921 at 6%. |
| 2004 | 1 | 33 | $1,832,385 | $105,880 | $3,208iApproximate average salary by contribution assumption: employee only about $80,212 at 4% or $53,475 at 6%; with 50% employer match about $53,475 at 4% or $35,650 at 6%; with 100% employer match about $40,106 at 4% or $26,737 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 33 | $1,832,385 | $105,880 | $3,208iApproximate average salary by contribution assumption: employee only about $80,212 at 4% or $53,475 at 6%; with 50% employer match about $53,475 at 4% or $35,650 at 6%; with 100% employer match about $40,106 at 4% or $26,737 at 6%. |
| 2003 | 1 | 38 | $1,973,034 | $100,500 | $2,645iApproximate average salary by contribution assumption: employee only about $66,118 at 4% or $44,079 at 6%; with 50% employer match about $44,079 at 4% or $29,386 at 6%; with 100% employer match about $33,059 at 4% or $22,039 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 38 | $1,973,034 | $100,500 | $2,645iApproximate average salary by contribution assumption: employee only about $66,118 at 4% or $44,079 at 6%; with 50% employer match about $44,079 at 4% or $29,386 at 6%; with 100% employer match about $33,059 at 4% or $22,039 at 6%. |
| 2002 | 1 | 40 | $1,854,417 | $98,468 | $2,462iApproximate average salary by contribution assumption: employee only about $61,542 at 4% or $41,028 at 6%; with 50% employer match about $41,028 at 4% or $27,352 at 6%; with 100% employer match about $30,771 at 4% or $20,514 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 40 | $1,854,417 | $98,468 | $2,462iApproximate average salary by contribution assumption: employee only about $61,542 at 4% or $41,028 at 6%; with 50% employer match about $41,028 at 4% or $27,352 at 6%; with 100% employer match about $30,771 at 4% or $20,514 at 6%. |
| 2001 | 1 | 40 | $0 | $0 | - |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | - | 40 | - | - | - |
| 2000 | 1 | 41 | $1,640,821 | $89,268 | $2,177iApproximate average salary by contribution assumption: employee only about $54,432 at 4% or $36,288 at 6%; with 50% employer match about $36,288 at 4% or $24,192 at 6%; with 100% employer match about $27,216 at 4% or $18,144 at 6%. |
| F. S. Vanhoose & Co. Inc. Profit Sharing Plan | Current | 41 | $1,640,821 | $89,268 | $2,177iApproximate average salary by contribution assumption: employee only about $54,432 at 4% or $36,288 at 6%; with 50% employer match about $36,288 at 4% or $24,192 at 6%; with 100% employer match about $27,216 at 4% or $18,144 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$1,640,821$165,684 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,475,137$1,640,821Increase +$165,684 (11.23%)
Total liabilities$0$0No change $0
Net assets$1,475,137$1,640,821Increase +$165,684 (11.23%)
Contributions
Employer contributions$89,268
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$179,855
Total expenses$14,171
Net income$165,684
Source fields
- Schedule I source fields
- Filing Id
- 84037078347312
- Schedule I EIN
- 61-0474655
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $1,475,137
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,475,137
- Small plan total assets at end of year
- $1,640,821
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,640,821
- Small plan employer contributions
- $89,268
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $90,587
- Small plan total income
- $179,855
- Small plan total benefit distributions
- $14,171
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $14,171
- Small plan net income or loss
- $165,684
- 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
- $75,000
- 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
- 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 EIN61-0935791
Transfers
Distributed property value$0
Schedule R source fields
- Payor 61-0935791
- Filing Id
- 84037078347312
- Schedule R EIN
- 61-0474655
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 61-0935791
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0