Fidelity bond in place
Yes
Filing
Eagle Distributing Company 401K Profit Sharing Plan
Thomas Group L.L.C • EIN 68-0401953 • Plan year 1999
Filing Insights
Participants
Down64 → 62
-2 • -3.13%
Assets
Up$776,427 → $1,020,216
$243,789 • 31.40%
Investment Management Fee
-
Admin expenses - • Total expenses $105,077
Filing Details
Context- Net investment result
- $243,789
- Pension payor EIN
- 68-0401953
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 | 1 | 113 | $7,742,561 | $322,383 | $2,853iApproximate average salary by contribution assumption: employee only about $71,324 at 4% or $47,549 at 6%; with 50% employer match about $47,549 at 4% or $31,699 at 6%; with 100% employer match about $35,662 at 4% or $23,775 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 113 | $7,742,561 | $322,383 | $2,853iApproximate average salary by contribution assumption: employee only about $71,324 at 4% or $47,549 at 6%; with 50% employer match about $47,549 at 4% or $31,699 at 6%; with 100% employer match about $35,662 at 4% or $23,775 at 6%. |
| 2023 | 1 | 79 | $6,898,979 | $320,842 | $4,061iApproximate average salary by contribution assumption: employee only about $101,532 at 4% or $67,688 at 6%; with 50% employer match about $67,688 at 4% or $45,125 at 6%; with 100% employer match about $50,766 at 4% or $33,844 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 79 | $6,898,979 | $320,842 | $4,061iApproximate average salary by contribution assumption: employee only about $101,532 at 4% or $67,688 at 6%; with 50% employer match about $67,688 at 4% or $45,125 at 6%; with 100% employer match about $50,766 at 4% or $33,844 at 6%. |
| 2022 | 1 | 77 | $6,629,688 | $333,573 | $4,332iApproximate average salary by contribution assumption: employee only about $108,303 at 4% or $72,202 at 6%; with 50% employer match about $72,202 at 4% or $48,135 at 6%; with 100% employer match about $54,151 at 4% or $36,101 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 77 | $6,629,688 | $333,573 | $4,332iApproximate average salary by contribution assumption: employee only about $108,303 at 4% or $72,202 at 6%; with 50% employer match about $72,202 at 4% or $48,135 at 6%; with 100% employer match about $54,151 at 4% or $36,101 at 6%. |
| 2021 | 1 | 75 | $8,085,573 | $318,116 | $4,242iApproximate average salary by contribution assumption: employee only about $106,039 at 4% or $70,692 at 6%; with 50% employer match about $70,692 at 4% or $47,128 at 6%; with 100% employer match about $53,019 at 4% or $35,346 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 75 | $8,085,573 | $318,116 | $4,242iApproximate average salary by contribution assumption: employee only about $106,039 at 4% or $70,692 at 6%; with 50% employer match about $70,692 at 4% or $47,128 at 6%; with 100% employer match about $53,019 at 4% or $35,346 at 6%. |
| 2020 | 1 | 75 | $7,032,220 | $284,984 | $3,800iApproximate average salary by contribution assumption: employee only about $94,995 at 4% or $63,330 at 6%; with 50% employer match about $63,330 at 4% or $42,220 at 6%; with 100% employer match about $47,497 at 4% or $31,665 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 75 | $7,032,220 | $284,984 | $3,800iApproximate average salary by contribution assumption: employee only about $94,995 at 4% or $63,330 at 6%; with 50% employer match about $63,330 at 4% or $42,220 at 6%; with 100% employer match about $47,497 at 4% or $31,665 at 6%. |
| 2019 | 1 | 79 | $5,734,442 | $256,659 | $3,249iApproximate average salary by contribution assumption: employee only about $81,221 at 4% or $54,147 at 6%; with 50% employer match about $54,147 at 4% or $36,098 at 6%; with 100% employer match about $40,611 at 4% or $27,074 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 79 | $5,734,442 | $256,659 | $3,249iApproximate average salary by contribution assumption: employee only about $81,221 at 4% or $54,147 at 6%; with 50% employer match about $54,147 at 4% or $36,098 at 6%; with 100% employer match about $40,611 at 4% or $27,074 at 6%. |
| 2018 | 1 | 82 | $4,607,449 | $286,088 | $3,489iApproximate average salary by contribution assumption: employee only about $87,222 at 4% or $58,148 at 6%; with 50% employer match about $58,148 at 4% or $38,765 at 6%; with 100% employer match about $43,611 at 4% or $29,074 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 82 | $4,607,449 | $286,088 | $3,489iApproximate average salary by contribution assumption: employee only about $87,222 at 4% or $58,148 at 6%; with 50% employer match about $58,148 at 4% or $38,765 at 6%; with 100% employer match about $43,611 at 4% or $29,074 at 6%. |
| 2017 | 1 | 80 | $5,401,167 | $276,671 | $3,458iApproximate average salary by contribution assumption: employee only about $86,460 at 4% or $57,640 at 6%; with 50% employer match about $57,640 at 4% or $38,427 at 6%; with 100% employer match about $43,230 at 4% or $28,820 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 80 | $5,401,167 | $276,671 | $3,458iApproximate average salary by contribution assumption: employee only about $86,460 at 4% or $57,640 at 6%; with 50% employer match about $57,640 at 4% or $38,427 at 6%; with 100% employer match about $43,230 at 4% or $28,820 at 6%. |
| 2016 | 1 | 66 | $4,646,486 | $263,863 | $3,998iApproximate average salary by contribution assumption: employee only about $99,948 at 4% or $66,632 at 6%; with 50% employer match about $66,632 at 4% or $44,421 at 6%; with 100% employer match about $49,974 at 4% or $33,316 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 66 | $4,646,486 | $263,863 | $3,998iApproximate average salary by contribution assumption: employee only about $99,948 at 4% or $66,632 at 6%; with 50% employer match about $66,632 at 4% or $44,421 at 6%; with 100% employer match about $49,974 at 4% or $33,316 at 6%. |
| 2015 | 1 | 79 | $4,577,795 | $275,851 | $3,492iApproximate average salary by contribution assumption: employee only about $87,295 at 4% or $58,196 at 6%; with 50% employer match about $58,196 at 4% or $38,798 at 6%; with 100% employer match about $43,647 at 4% or $29,098 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 79 | $4,577,795 | $275,851 | $3,492iApproximate average salary by contribution assumption: employee only about $87,295 at 4% or $58,196 at 6%; with 50% employer match about $58,196 at 4% or $38,798 at 6%; with 100% employer match about $43,647 at 4% or $29,098 at 6%. |
| 2014 | 1 | 92 | $4,559,867 | $237,826 | $2,585iApproximate average salary by contribution assumption: employee only about $64,627 at 4% or $43,084 at 6%; with 50% employer match about $43,084 at 4% or $28,723 at 6%; with 100% employer match about $32,313 at 4% or $21,542 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 92 | $4,559,867 | $237,826 | $2,585iApproximate average salary by contribution assumption: employee only about $64,627 at 4% or $43,084 at 6%; with 50% employer match about $43,084 at 4% or $28,723 at 6%; with 100% employer match about $32,313 at 4% or $21,542 at 6%. |
| 2013 | 1 | 92 | $4,228,443 | $227,221 | $2,470iApproximate average salary by contribution assumption: employee only about $61,745 at 4% or $41,163 at 6%; with 50% employer match about $41,163 at 4% or $27,442 at 6%; with 100% employer match about $30,872 at 4% or $20,582 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 92 | $4,228,443 | $227,221 | $2,470iApproximate average salary by contribution assumption: employee only about $61,745 at 4% or $41,163 at 6%; with 50% employer match about $41,163 at 4% or $27,442 at 6%; with 100% employer match about $30,872 at 4% or $20,582 at 6%. |
| 2012 | 1 | 87 | $3,672,776 | $221,788 | $2,549iApproximate average salary by contribution assumption: employee only about $63,732 at 4% or $42,488 at 6%; with 50% employer match about $42,488 at 4% or $28,325 at 6%; with 100% employer match about $31,866 at 4% or $21,244 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 87 | $3,672,776 | $221,788 | $2,549iApproximate average salary by contribution assumption: employee only about $63,732 at 4% or $42,488 at 6%; with 50% employer match about $42,488 at 4% or $28,325 at 6%; with 100% employer match about $31,866 at 4% or $21,244 at 6%. |
| 2011 | 1 | 85 | $3,143,956 | $209,379 | $2,463iApproximate average salary by contribution assumption: employee only about $61,582 at 4% or $41,055 at 6%; with 50% employer match about $41,055 at 4% or $27,370 at 6%; with 100% employer match about $30,791 at 4% or $20,527 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 85 | $3,143,956 | $209,379 | $2,463iApproximate average salary by contribution assumption: employee only about $61,582 at 4% or $41,055 at 6%; with 50% employer match about $41,055 at 4% or $27,370 at 6%; with 100% employer match about $30,791 at 4% or $20,527 at 6%. |
| 2010 | 1 | 92 | $3,091,938 | $197,863 | $2,151iApproximate average salary by contribution assumption: employee only about $53,767 at 4% or $35,845 at 6%; with 50% employer match about $35,845 at 4% or $23,896 at 6%; with 100% employer match about $26,884 at 4% or $17,922 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 92 | $3,091,938 | $197,863 | $2,151iApproximate average salary by contribution assumption: employee only about $53,767 at 4% or $35,845 at 6%; with 50% employer match about $35,845 at 4% or $23,896 at 6%; with 100% employer match about $26,884 at 4% or $17,922 at 6%. |
| 2009 | 1 | 111 | $2,618,241 | $207,073 | $1,866iApproximate average salary by contribution assumption: employee only about $46,638 at 4% or $31,092 at 6%; with 50% employer match about $31,092 at 4% or $20,728 at 6%; with 100% employer match about $23,319 at 4% or $15,546 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 111 | $2,618,241 | $207,073 | $1,866iApproximate average salary by contribution assumption: employee only about $46,638 at 4% or $31,092 at 6%; with 50% employer match about $31,092 at 4% or $20,728 at 6%; with 100% employer match about $23,319 at 4% or $15,546 at 6%. |
| 2008 | 1 | 111 | $1,888,978 | $232,050 | $2,091iApproximate average salary by contribution assumption: employee only about $52,264 at 4% or $34,842 at 6%; with 50% employer match about $34,842 at 4% or $23,228 at 6%; with 100% employer match about $26,132 at 4% or $17,421 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 111 | $1,888,978 | $232,050 | $2,091iApproximate average salary by contribution assumption: employee only about $52,264 at 4% or $34,842 at 6%; with 50% employer match about $34,842 at 4% or $23,228 at 6%; with 100% employer match about $26,132 at 4% or $17,421 at 6%. |
| 2007 | 1 | 114 | $0 | $0 | - |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 114 | - | - | - |
| 2006 | 1 | 75 | $2,482,511 | $231,022 | $3,080iApproximate average salary by contribution assumption: employee only about $77,007 at 4% or $51,338 at 6%; with 50% employer match about $51,338 at 4% or $34,225 at 6%; with 100% employer match about $38,504 at 4% or $25,669 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 75 | $2,482,511 | $231,022 | $3,080iApproximate average salary by contribution assumption: employee only about $77,007 at 4% or $51,338 at 6%; with 50% employer match about $51,338 at 4% or $34,225 at 6%; with 100% employer match about $38,504 at 4% or $25,669 at 6%. |
| 2005 | 1 | 67 | $2,158,687 | $246,202 | $3,675iApproximate average salary by contribution assumption: employee only about $91,866 at 4% or $61,244 at 6%; with 50% employer match about $61,244 at 4% or $40,830 at 6%; with 100% employer match about $45,933 at 4% or $30,622 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 67 | $2,158,687 | $246,202 | $3,675iApproximate average salary by contribution assumption: employee only about $91,866 at 4% or $61,244 at 6%; with 50% employer match about $61,244 at 4% or $40,830 at 6%; with 100% employer match about $45,933 at 4% or $30,622 at 6%. |
| 2004 | 1 | 67 | $1,969,089 | $309,729 | $4,623iApproximate average salary by contribution assumption: employee only about $115,571 at 4% or $77,047 at 6%; with 50% employer match about $77,047 at 4% or $51,365 at 6%; with 100% employer match about $57,785 at 4% or $38,524 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 67 | $1,969,089 | $309,729 | $4,623iApproximate average salary by contribution assumption: employee only about $115,571 at 4% or $77,047 at 6%; with 50% employer match about $77,047 at 4% or $51,365 at 6%; with 100% employer match about $57,785 at 4% or $38,524 at 6%. |
| 2003 | 1 | 58 | $1,706,385 | $183,446 | $3,163iApproximate average salary by contribution assumption: employee only about $79,072 at 4% or $52,714 at 6%; with 50% employer match about $52,714 at 4% or $35,143 at 6%; with 100% employer match about $39,536 at 4% or $26,357 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 58 | $1,706,385 | $183,446 | $3,163iApproximate average salary by contribution assumption: employee only about $79,072 at 4% or $52,714 at 6%; with 50% employer match about $52,714 at 4% or $35,143 at 6%; with 100% employer match about $39,536 at 4% or $26,357 at 6%. |
| 2002 | 1 | 71 | $1,428,948 | $187,306 | $2,638iApproximate average salary by contribution assumption: employee only about $65,953 at 4% or $43,969 at 6%; with 50% employer match about $43,969 at 4% or $29,312 at 6%; with 100% employer match about $32,976 at 4% or $21,984 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 71 | $1,428,948 | $187,306 | $2,638iApproximate average salary by contribution assumption: employee only about $65,953 at 4% or $43,969 at 6%; with 50% employer match about $43,969 at 4% or $29,312 at 6%; with 100% employer match about $32,976 at 4% or $21,984 at 6%. |
| 2001 | 1 | 65 | $0 | $0 | - |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 65 | - | - | - |
| 2000 | 1 | 57 | $0 | $0 | - |
| Eagle Distributing Company 401K Profit Sharing Plan | - | 57 | - | - | - |
| 1999 | 1 | 62 | $1,020,216 | $187,278 | $3,021iApproximate average salary by contribution assumption: employee only about $75,515 at 4% or $50,344 at 6%; with 50% employer match about $50,344 at 4% or $33,562 at 6%; with 100% employer match about $37,758 at 4% or $25,172 at 6%. |
| Eagle Distributing Company 401K Profit Sharing Plan | Current | 62 | $1,020,216 | $187,278 | $3,021iApproximate average salary by contribution assumption: employee only about $75,515 at 4% or $50,344 at 6%; with 50% employer match about $50,344 at 4% or $33,562 at 6%; with 100% employer match about $37,758 at 4% or $25,172 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$1,020,216$243,789 change
Balance Sheet
Beginning and end of plan year.
Total assets$776,427$1,020,216Increase +$243,789 (31.40%)
Total liabilities$0$0No change $0
Net assets$776,427$1,020,216Increase +$243,789 (31.40%)
Contributions
Employer contributions$51,815
Participant contributions$111,531
Other contributions$23,932
Income & Expenses
Total income$348,866
Total expenses$105,077
Net income$243,789
Source fields
- Schedule I source fields
- Filing Id
- 56037083054551
- Schedule I EIN
- 68-0401953
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 1999-01-01
- Schedule I Tax Period
- 19991231
- Small plan total assets at beginning of year
- $776,427
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $776,427
- Small plan total assets at end of year
- $1,020,216
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,020,216
- Small plan employer contributions
- $51,815
- Small plan participant contributions
- $111,531
- Small Oth Contribution Rcvd Amount
- $23,932
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $161,588
- Small plan total income
- $348,866
- Small plan total benefit distributions
- $105,077
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $105,077
- Small plan net income or loss
- $243,789
- 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
- Yes
- Small Employer Sec End of year Amount
- $385,027
- 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
- $100,000
- 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
- Yes
- Small 20 Percent Sngl Investment Amount
- $648,460
- 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 EIN68-0401953
Transfers
Distributed property value$0
Schedule R source fields
- Payor 68-0401953
- Filing Id
- 56037083054551
- Schedule R EIN
- 68-0401953
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 1999-01-01
- Schedule R Tax Period
- 19991231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 68-0401953
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0