Civic Intelligence
Filing

Info Use 401K Profit Sharing Plan and Trust

Info Use • EIN 68-0053526 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Down

7 → 5

-2 • -28.57%

Assets

Down

$1,200,946 → $897,976

-$302,970 • -25.23%

Investment Management Fee

-

Admin expenses - • Total expenses $8,531

Filing Details

Context
Net investment result
$-302,970

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
201510$0$3,792-
Info Use 401K Profit Sharing Plan and Trust-0$0$3,792-
201416$1,860,752$6,889$1,148iApproximate average salary by contribution assumption: employee only about $28,704 at 4% or $19,136 at 6%; with 50% employer match about $19,136 at 4% or $12,757 at 6%; with 100% employer match about $14,352 at 4% or $9,568 at 6%.
Info Use 401K Profit Sharing Plan and Trust-6$1,860,752$6,889$1,148iApproximate average salary by contribution assumption: employee only about $28,704 at 4% or $19,136 at 6%; with 50% employer match about $19,136 at 4% or $12,757 at 6%; with 100% employer match about $14,352 at 4% or $9,568 at 6%.
201315$1,752,902$29,215$5,843iApproximate average salary by contribution assumption: employee only about $146,075 at 4% or $97,383 at 6%; with 50% employer match about $97,383 at 4% or $64,922 at 6%; with 100% employer match about $73,038 at 4% or $48,692 at 6%.
Info Use 401K Profit Sharing Plan and Trust-5$1,752,902$29,215$5,843iApproximate average salary by contribution assumption: employee only about $146,075 at 4% or $97,383 at 6%; with 50% employer match about $97,383 at 4% or $64,922 at 6%; with 100% employer match about $73,038 at 4% or $48,692 at 6%.
201217$1,659,801$56,266$8,038iApproximate average salary by contribution assumption: employee only about $200,950 at 4% or $133,967 at 6%; with 50% employer match about $133,967 at 4% or $89,311 at 6%; with 100% employer match about $100,475 at 4% or $66,983 at 6%.
Info Use 401K Profit Sharing Plan and Trust-7$1,659,801$56,266$8,038iApproximate average salary by contribution assumption: employee only about $200,950 at 4% or $133,967 at 6%; with 50% employer match about $133,967 at 4% or $89,311 at 6%; with 100% employer match about $100,475 at 4% or $66,983 at 6%.
201117$1,442,539$30,832$4,405iApproximate average salary by contribution assumption: employee only about $110,114 at 4% or $73,410 at 6%; with 50% employer match about $73,410 at 4% or $48,940 at 6%; with 100% employer match about $55,057 at 4% or $36,705 at 6%.
Info Use 401K Profit Sharing Plan and Trust-7$1,442,539$30,832$4,405iApproximate average salary by contribution assumption: employee only about $110,114 at 4% or $73,410 at 6%; with 50% employer match about $73,410 at 4% or $48,940 at 6%; with 100% employer match about $55,057 at 4% or $36,705 at 6%.
201012$1,400,757$53,762$26,881iApproximate average salary by contribution assumption: employee only about $672,025 at 4% or $448,017 at 6%; with 50% employer match about $448,017 at 4% or $298,678 at 6%; with 100% employer match about $336,013 at 4% or $224,008 at 6%.
Info Use 401K Profit Sharing Plan and Trust-2$1,400,757$53,762$26,881iApproximate average salary by contribution assumption: employee only about $672,025 at 4% or $448,017 at 6%; with 50% employer match about $448,017 at 4% or $298,678 at 6%; with 100% employer match about $336,013 at 4% or $224,008 at 6%.
200913$1,204,264$66,823$22,274iApproximate average salary by contribution assumption: employee only about $556,858 at 4% or $371,239 at 6%; with 50% employer match about $371,239 at 4% or $247,493 at 6%; with 100% employer match about $278,429 at 4% or $185,619 at 6%.
Info Use 401K Profit Sharing Plan and Trust-3$1,204,264$66,823$22,274iApproximate average salary by contribution assumption: employee only about $556,858 at 4% or $371,239 at 6%; with 50% employer match about $371,239 at 4% or $247,493 at 6%; with 100% employer match about $278,429 at 4% or $185,619 at 6%.
200815$897,976$71,217$14,243iApproximate average salary by contribution assumption: employee only about $356,085 at 4% or $237,390 at 6%; with 50% employer match about $237,390 at 4% or $158,260 at 6%; with 100% employer match about $178,043 at 4% or $118,695 at 6%.
Info Use 401K Profit Sharing Plan and TrustCurrent5$897,976$71,217$14,243iApproximate average salary by contribution assumption: employee only about $356,085 at 4% or $237,390 at 6%; with 50% employer match about $237,390 at 4% or $158,260 at 6%; with 100% employer match about $178,043 at 4% or $118,695 at 6%.
200715$0$0-
Info Use 401K Profit Sharing Plan and Trust-5---
200615$1,082,753$63,001$12,600iApproximate average salary by contribution assumption: employee only about $315,005 at 4% or $210,003 at 6%; with 50% employer match about $210,003 at 4% or $140,002 at 6%; with 100% employer match about $157,503 at 4% or $105,002 at 6%.
Info Use 401K Profit Sharing Plan and Trust-5$1,082,753$63,001$12,600iApproximate average salary by contribution assumption: employee only about $315,005 at 4% or $210,003 at 6%; with 50% employer match about $210,003 at 4% or $140,002 at 6%; with 100% employer match about $157,503 at 4% or $105,002 at 6%.
200514$895,944$55,529$13,882iApproximate average salary by contribution assumption: employee only about $347,056 at 4% or $231,371 at 6%; with 50% employer match about $231,371 at 4% or $154,247 at 6%; with 100% employer match about $173,528 at 4% or $115,685 at 6%.
Info Use 401K Profit Sharing Plan and Trust-4$895,944$55,529$13,882iApproximate average salary by contribution assumption: employee only about $347,056 at 4% or $231,371 at 6%; with 50% employer match about $231,371 at 4% or $154,247 at 6%; with 100% employer match about $173,528 at 4% or $115,685 at 6%.
200413$813,110$44,109$14,703iApproximate average salary by contribution assumption: employee only about $367,575 at 4% or $245,050 at 6%; with 50% employer match about $245,050 at 4% or $163,367 at 6%; with 100% employer match about $183,788 at 4% or $122,525 at 6%.
Info Use 401K Profit Sharing Plan and Trust-3$813,110$44,109$14,703iApproximate average salary by contribution assumption: employee only about $367,575 at 4% or $245,050 at 6%; with 50% employer match about $245,050 at 4% or $163,367 at 6%; with 100% employer match about $183,788 at 4% or $122,525 at 6%.
200316$736,166$73,556$12,259iApproximate average salary by contribution assumption: employee only about $306,483 at 4% or $204,322 at 6%; with 50% employer match about $204,322 at 4% or $136,215 at 6%; with 100% employer match about $153,242 at 4% or $102,161 at 6%.
Info Use 401K Profit Sharing Plan and Trust-6$736,166$73,556$12,259iApproximate average salary by contribution assumption: employee only about $306,483 at 4% or $204,322 at 6%; with 50% employer match about $204,322 at 4% or $136,215 at 6%; with 100% employer match about $153,242 at 4% or $102,161 at 6%.
200216$0$0-
Info Use 401K Profit Sharing Plan and Trust-6---
200116$0$0-
Info Use 401K Profit Sharing Plan and Trust-6---
200015$0$0-
Info Use 401K Profit Sharing Plan and Trust-5---
199919$542,506$67,907$7,545iApproximate average salary by contribution assumption: employee only about $188,631 at 4% or $125,754 at 6%; with 50% employer match about $125,754 at 4% or $83,836 at 6%; with 100% employer match about $94,315 at 4% or $62,877 at 6%.
Info Use 401K Profit Sharing Plan and Trust-9$542,506$67,907$7,545iApproximate average salary by contribution assumption: employee only about $188,631 at 4% or $125,754 at 6%; with 50% employer match about $125,754 at 4% or $83,836 at 6%; with 100% employer match about $94,315 at 4% or $62,877 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037314342049
Form Id
99427794
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8010379314342040002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: COUNTY LIFE INSURANCE COMPANY
Filing Id
84037314342049
Form Id
99427794
Schedule A EIN
68-0053526
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2008-01-01
Schedule A Tax Period
20081231
Ins Carrier Name
COUNTY LIFE INSURANCE COMPANY
Ins Carrier EIN
02-0397066
Ins Carrier Naic Code
66419
Ins Contract Num
21002
Ins Prsn Covered End of year Count
7
Ins Policy From Date
2008-01-01
Ins Policy To Date
2008-12-31
Ins Broker Comm Total Amount
$0
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
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$26,927
Pension Contribution Dep Amount
$133
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,013
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$1,146
Pension Total Bal Addn Amount
$28,073
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$1
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$1
Pension End of year Bal Amount
$28,072
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$897,976-$302,970 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,200,946$897,976Decrease -$302,970 (-25.23%)
Total liabilities$0$0No change $0
Net assets$1,200,946$897,976Decrease -$302,970 (-25.23%)

Contributions

Employer contributions$27,175
Participant contributions$44,042
Other contributions$0

Income & Expenses

Total income$-294,439
Total expenses$8,531
Net income$-302,970
Source fields
Schedule I source fields
Filing Id
84037314342049
Schedule I EIN
68-0053526
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$1,200,946
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,200,946
Small plan total assets at end of year
$897,976
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$897,976
Small plan employer contributions
$27,175
Small plan participant contributions
$44,042
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-365,656
Small plan total income
$-294,439
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$8,531
Small plan total expenses
$8,531
Small plan net income or loss
$-302,970
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
$150,000
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