Civic Intelligence
Filing

Computer Systems Technology Inc. 401K Plan

Computer Systems Technology Inc. • EIN 63-1004214 • Plan year 2001

Filing Insights

Participants

Down

989 → 855

-134 • -13.55%

Assets

Up

$6,653,601 → $7,917,022

$1,263,421 • 18.99%

Investment Management Fee

0.41%

$29,951

Admin expenses $29,951 • Total expenses $1,407,348

Filing Details

Context
Net investment result
$1,263,421
Pension payor EIN
04-6568107

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
BEASON & NALLEY, P.C.EIN 63-1159865Accountant--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200410$0$0-
Computer Systems Technology Inc. 401K Plan-0---
200320$0$0-
Computer Systems Technology Inc. 401K Plan-0---
C.S.T. Welfare Benefit Plan-0---
20022801$1,436,594$1,741,108$2,174iApproximate average salary by contribution assumption: employee only about $54,342 at 4% or $36,228 at 6%; with 50% employer match about $36,228 at 4% or $24,152 at 6%; with 100% employer match about $27,171 at 4% or $18,114 at 6%.
Computer Systems Technology Inc. 401K Plan-0$1,436,594$1,741,108-
C.S.T. Welfare Benefit Plan-801---
200121,075$7,917,022$3,467,928$3,226iApproximate average salary by contribution assumption: employee only about $80,649 at 4% or $53,766 at 6%; with 50% employer match about $53,766 at 4% or $35,844 at 6%; with 100% employer match about $40,325 at 4% or $26,883 at 6%.
Computer Systems Technology Inc. 401K PlanCurrent855$7,917,022$3,467,928$4,056iApproximate average salary by contribution assumption: employee only about $101,401 at 4% or $67,601 at 6%; with 50% employer match about $67,601 at 4% or $45,067 at 6%; with 100% employer match about $50,701 at 4% or $33,800 at 6%.
C.S.T. Welfare Benefit Plan-1,075---
20002835$0$0-
C.S.T. Flexible Benefits Plan-759---
Computer Systems Technology Inc. 401K Plan-835---
19992576$6,748,916$1,957,083$3,398iApproximate average salary by contribution assumption: employee only about $84,943 at 4% or $56,629 at 6%; with 50% employer match about $56,629 at 4% or $37,752 at 6%; with 100% employer match about $42,471 at 4% or $28,314 at 6%.
Computer Systems Technology Inc. 401K Plan-576$6,748,916$1,957,083$3,398iApproximate average salary by contribution assumption: employee only about $84,943 at 4% or $56,629 at 6%; with 50% employer match about $56,629 at 4% or $37,752 at 6%; with 100% employer match about $42,471 at 4% or $28,314 at 6%.
C.S.T. Flexible Benefits Plan-461---
Schedule Details

Schedule D

Row 1
Filing Id
84037164130783
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1040373164130030002
DFE P1 Entity 01 Name
FIDELITY INVESTMENT MGMT TRUST
DFE P1 Spons 01 Name
FIDELITY INVESTMENTS
DFE P1 Plan 01 EIN Plan number
046568107000
DFE P1 Entity 01 Code
M
DFE P1 Plan Interest End of year 01 Amount
$7,814,718
Row 2
Filing Id
84037164130783
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1040373164130030002

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$7,917,022$1,263,421 change

Balance Sheet

Beginning and end of plan year.

Total assets$6,653,601$7,917,022Increase +$1,263,421 (18.99%)
Total liabilities$0$0No change $0
Net assets$6,653,601$7,917,022Increase +$1,263,421 (18.99%)

Contributions

Employer contributions$810,373
Participant contributions$2,207,564
Other contributions$449,991
Total contributions$3,467,928

Income & Investment Result

Total income$2,670,769
Interest$31,183
Dividends$0
Net income$1,263,421

Expenses & Fees

Benefits paid$1,365,761
Investment management$29,951
Administrative expenses$29,951
Total expenses$1,407,348

Accountant

FirmBEASON & NALLEY, P.C.
Firm EIN63-1159865

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $6,653,601Total assets at end of year: $7,917,022Total liabilities at end of year: $0Net income or loss: $1,263,421
Filing Id
84037164130783
Schedule H EIN
63-1004214
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2001-09-01
Schedule H Tax Period
20020831
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$72,837
Participants Contribution Beginning of year Amount
$227,460
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$6,353,304
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$6,653,601
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$6,653,601
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$102,304
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$7,814,718
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$7,917,022
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$7,917,022
Employer contributions
$810,373
Participant contributions
$2,207,564
Oth Contribution Rcvd Amount
$449,991
Non Cash Contribution Bs Amount
$0
Total contributions
$3,467,928
Interest Bear Cash Amount
$15,306
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$15,877
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$31,183
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$-828,342
Other Income Amount
$0
Total income
$2,670,769
Participant distributions
$1,365,761
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$1,365,761
Total Corrective Distribution Amount
$3,792
Total Dm Distribution Ptcp Lns A
7844
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$29,951
Other Admin Fees Amount
$0
Total administrative expenses
$29,951
Total expenses
$1,407,348
Net income or loss
$1,263,421
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
No
Account Performed Limited Audit Indicator
Yes
Accountant firm name
BEASON & NALLEY, P.C.
Accountant firm EIN
63-1159865
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037164130783
Schedule R EIN
63-1004214
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-09-01
Schedule R Tax Period
20020831
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0