Fidelity bond in place
Yes
Filing
Thomas D Blair Money Purchase Pension Plan
Thomas D Blair • EIN 61-1008607 • Plan year 2000
Filing Insights
Participants
Flat5 → 5
0 • 0.00%
Assets
Up$33,242 → $35,675
$2,433 • 7.32%
Investment Management Fee
-
Admin expenses - • Total expenses $316
Filing Details
Context- Net investment result
- $2,433
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 7 | $704,135 | $78,905 | $11,272iApproximate average salary by contribution assumption: employee only about $281,804 at 4% or $187,869 at 6%; with 50% employer match about $187,869 at 4% or $125,246 at 6%; with 100% employer match about $140,902 at 4% or $93,935 at 6%. |
| Thomas D Blair Profit Sharing Plan | - | 7 | $704,135 | $78,905 | $11,272iApproximate average salary by contribution assumption: employee only about $281,804 at 4% or $187,869 at 6%; with 50% employer match about $187,869 at 4% or $125,246 at 6%; with 100% employer match about $140,902 at 4% or $93,935 at 6%. |
| 2003 | 1 | 4 | $576,398 | $54,261 | $13,565iApproximate average salary by contribution assumption: employee only about $339,131 at 4% or $226,088 at 6%; with 50% employer match about $226,088 at 4% or $150,725 at 6%; with 100% employer match about $169,566 at 4% or $113,044 at 6%. |
| Thomas D Blair Profit Sharing Plan | - | 4 | $576,398 | $54,261 | $13,565iApproximate average salary by contribution assumption: employee only about $339,131 at 4% or $226,088 at 6%; with 50% employer match about $226,088 at 4% or $150,725 at 6%; with 100% employer match about $169,566 at 4% or $113,044 at 6%. |
| 2002 | 2 | 5 | $442,557 | $59,689 | $11,938iApproximate average salary by contribution assumption: employee only about $298,445 at 4% or $198,963 at 6%; with 50% employer match about $198,963 at 4% or $132,642 at 6%; with 100% employer match about $149,223 at 4% or $99,482 at 6%. |
| Thomas D Blair Profit Sharing Plan | - | 5 | $442,557 | $59,689 | $11,938iApproximate average salary by contribution assumption: employee only about $298,445 at 4% or $198,963 at 6%; with 50% employer match about $198,963 at 4% or $132,642 at 6%; with 100% employer match about $149,223 at 4% or $99,482 at 6%. |
| Thomas D Blair Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 6 | $458,346 | $56,586 | $9,431iApproximate average salary by contribution assumption: employee only about $235,775 at 4% or $157,183 at 6%; with 50% employer match about $157,183 at 4% or $104,789 at 6%; with 100% employer match about $117,888 at 4% or $78,592 at 6%. |
| Thomas D Blair Profit Sharing Plan | - | 6 | $416,008 | $44,673 | $7,446iApproximate average salary by contribution assumption: employee only about $186,138 at 4% or $124,092 at 6%; with 50% employer match about $124,092 at 4% or $82,728 at 6%; with 100% employer match about $93,069 at 4% or $62,046 at 6%. |
| Thomas D Blair Money Purchase Pension Plan | - | 6 | $42,338 | $11,913 | $1,986iApproximate average salary by contribution assumption: employee only about $49,638 at 4% or $33,092 at 6%; with 50% employer match about $33,092 at 4% or $22,061 at 6%; with 100% employer match about $24,819 at 4% or $16,546 at 6%. |
| 2000 | 2 | 6 | $437,952 | $46,605 | $7,768iApproximate average salary by contribution assumption: employee only about $194,188 at 4% or $129,458 at 6%; with 50% employer match about $129,458 at 4% or $86,306 at 6%; with 100% employer match about $97,094 at 4% or $64,729 at 6%. |
| Thomas D Blair Profit Sharing Plan | - | 6 | $402,277 | $36,012 | $6,002iApproximate average salary by contribution assumption: employee only about $150,050 at 4% or $100,033 at 6%; with 50% employer match about $100,033 at 4% or $66,689 at 6%; with 100% employer match about $75,025 at 4% or $50,017 at 6%. |
| Thomas D Blair Money Purchase Pension Plan | Current | 5 | $35,675 | $10,593 | $2,119iApproximate average salary by contribution assumption: employee only about $52,965 at 4% or $35,310 at 6%; with 50% employer match about $35,310 at 4% or $23,540 at 6%; with 100% employer match about $26,483 at 4% or $17,655 at 6%. |
| 1999 | 2 | 6 | $427,732 | $44,380 | $7,397iApproximate average salary by contribution assumption: employee only about $184,917 at 4% or $123,278 at 6%; with 50% employer match about $123,278 at 4% or $82,185 at 6%; with 100% employer match about $92,458 at 4% or $61,639 at 6%. |
| Thomas D Blair Profit Sharing Plan | - | 6 | $394,490 | $34,338 | $5,723iApproximate average salary by contribution assumption: employee only about $143,075 at 4% or $95,383 at 6%; with 50% employer match about $95,383 at 4% or $63,589 at 6%; with 100% employer match about $71,538 at 4% or $47,692 at 6%. |
| Thomas D Blair Money Purchase Pension Plan | - | 5 | $33,242 | $10,042 | $2,008iApproximate average salary by contribution assumption: employee only about $50,210 at 4% or $33,473 at 6%; with 50% employer match about $33,473 at 4% or $22,316 at 6%; with 100% employer match about $25,105 at 4% or $16,737 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$35,675$2,433 change
Balance Sheet
Beginning and end of plan year.
Total assets$33,242$35,675Increase +$2,433 (7.32%)
Total liabilities$0$0No change $0
Net assets$33,242$35,675Increase +$2,433 (7.32%)
Contributions
Employer contributions$10,593
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$2,749
Total expenses$316
Net income$2,433
Source fields
- Schedule I source fields
- Filing Id
- 84037324608061
- Schedule I EIN
- 61-1008607
- Schedule I Plan Num
- 004
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $33,242
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $33,242
- Small plan total assets at end of year
- $35,675
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $35,675
- Small plan employer contributions
- $10,593
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-7,844
- Small plan total income
- $2,749
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $316
- Small plan total expenses
- $316
- Small plan net income or loss
- $2,433
- 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
- $50,000
- 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.
Transfers
Distributed property value$0
Schedule R source fields
- Row 1
- Filing Id
- 84037324608061
- Schedule R EIN
- 61-1008607
- Schedule R Plan number
- 004
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $10,463
- Pension Employer Contribution Paid Amount
- $10,463
- Pension Funding Deficiency Amount
- $0