Civic Intelligence
Filing

Bob Barnett, P.E. Profit Sharing Plan

Bob Barnett, P.E. • EIN 63-0968802 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$335,597 → $387,189

$51,592 • 15.37%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$51,592

Status Flags

Fidelity bond in place

No

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
200415$1,044,414$72,152$14,430iApproximate average salary by contribution assumption: employee only about $360,760 at 4% or $240,507 at 6%; with 50% employer match about $240,507 at 4% or $160,338 at 6%; with 100% employer match about $180,380 at 4% or $120,253 at 6%.
Bob Barnett, P.E. Profit Sharing Plan-5$1,044,414$72,152$14,430iApproximate average salary by contribution assumption: employee only about $360,760 at 4% or $240,507 at 6%; with 50% employer match about $240,507 at 4% or $160,338 at 6%; with 100% employer match about $180,380 at 4% or $120,253 at 6%.
200214$828,722$61,212$15,303iApproximate average salary by contribution assumption: employee only about $382,575 at 4% or $255,050 at 6%; with 50% employer match about $255,050 at 4% or $170,033 at 6%; with 100% employer match about $191,288 at 4% or $127,525 at 6%.
Bob Barnett, P.E. Profit Sharing Plan-4$828,722$61,212$15,303iApproximate average salary by contribution assumption: employee only about $382,575 at 4% or $255,050 at 6%; with 50% employer match about $255,050 at 4% or $170,033 at 6%; with 100% employer match about $191,288 at 4% or $127,525 at 6%.
200123$758,382$98,128$32,709iApproximate average salary by contribution assumption: employee only about $817,733 at 4% or $545,156 at 6%; with 50% employer match about $545,156 at 4% or $363,437 at 6%; with 100% employer match about $408,867 at 4% or $272,578 at 6%.
Bob Barnett, P.E. Profit Sharing Plan-3$758,382$48,195$16,065iApproximate average salary by contribution assumption: employee only about $401,625 at 4% or $267,750 at 6%; with 50% employer match about $267,750 at 4% or $178,500 at 6%; with 100% employer match about $200,813 at 4% or $133,875 at 6%.
Bob Barnett, P.E., Money Purchase Plan-0-$49,933-
200034$1,030,225$91,874$22,969iApproximate average salary by contribution assumption: employee only about $574,213 at 4% or $382,808 at 6%; with 50% employer match about $382,808 at 4% or $255,206 at 6%; with 100% employer match about $287,106 at 4% or $191,404 at 6%.
Bob Barnett, P.E., Money Purchase Plan-4$387,189$45,937$11,484iApproximate average salary by contribution assumption: employee only about $287,106 at 4% or $191,404 at 6%; with 50% employer match about $191,404 at 4% or $127,603 at 6%; with 100% employer match about $143,553 at 4% or $95,702 at 6%.
Bob Barnett, P.E. Profit Sharing PlanCurrent4$387,189$45,937$11,484iApproximate average salary by contribution assumption: employee only about $287,106 at 4% or $191,404 at 6%; with 50% employer match about $191,404 at 4% or $127,603 at 6%; with 100% employer match about $143,553 at 4% or $95,702 at 6%.
Bob Barnett, P.E., Money Purchase Plan-4$255,847--
199924$585,583$44,460$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
Bob Barnett, P.E. Profit Sharing Plan-4$335,597$20,748$5,187iApproximate average salary by contribution assumption: employee only about $129,675 at 4% or $86,450 at 6%; with 50% employer match about $86,450 at 4% or $57,633 at 6%; with 100% employer match about $64,838 at 4% or $43,225 at 6%.
Bob Barnett, P.E., Money Purchase Plan-4$249,986$23,712$5,928iApproximate average salary by contribution assumption: employee only about $148,200 at 4% or $98,800 at 6%; with 50% employer match about $98,800 at 4% or $65,867 at 6%; with 100% employer match about $74,100 at 4% or $49,400 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
91037138009892
Form Id
15714311
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
40372101338040002
Ins Broker 01 Name
PRUDENTIAL / NANCY BARRETTE
Ins Broker 01 Street Addr
255 E BROWN STREET, STE 400
Ins Broker 01 City
BIRMINGHAM
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
48009
Ins Broker Comm Pd 01 Amount
$125
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Filing Id
91037138009892
Form Id
15714311
Schedule A EIN
63-0968802
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Ins Carrier EIN
22-1211670
Ins Carrier Naic Code
68241
Ins Contract Num
GA-6126
Ins Prsn Covered End of year Count
1
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$125
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$6,645
Pension Transfer From Amount
$0
Pension Other Amount
$149,118
Pension Other Text
EXCHANGE IN
Pension Total Additions Amount
$155,763
Pension Total Bal Addn Amount
$155,763
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$155,763
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

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$387,189$51,592 change

Balance Sheet

Beginning and end of plan year.

Total assets$335,597$387,189Increase +$51,592 (15.37%)
Total liabilities$0$0No change $0
Net assets$335,597$387,189Increase +$51,592 (15.37%)

Contributions

Employer contributions$45,937
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$51,592
Total expenses$0
Net income$51,592
Source fields
Schedule I source fields
Filing Id
91037138009892
Schedule I EIN
63-0968802
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$335,597
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$335,597
Small plan total assets at end of year
$387,189
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$387,189
Small plan employer contributions
$45,937
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$5,655
Small plan total income
$51,592
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$51,592
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Amount
$0
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 Amount
$0
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
No
Small plan fidelity bond amount
$0
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
Yes
Small 20 Percent Sngl Investment Amount
$295,594
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0