Civic Intelligence
Filing

Sharpco Inc. 401 K Profit Sharing Plan

Sharpco Inc. • EIN 72-0749877 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

22 → 22

0 • 0.00%

Assets

Up

$177,955 → $282,654

$104,699 • 58.83%

Investment Management Fee

-

Admin expenses - • Total expenses $2,500

Filing Details

Context
Net investment result
$104,699
Pension payor EIN
72-0749877

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
200210$0$57,365-
Sharpco Inc. 401 K Profit Sharing Plan-0-$57,365-
2001121$0$0-
Sharpco Inc. 401 K Profit Sharing Plan-21---
2000119$322,563$75,890$3,994iApproximate average salary by contribution assumption: employee only about $99,855 at 4% or $66,570 at 6%; with 50% employer match about $66,570 at 4% or $44,380 at 6%; with 100% employer match about $49,928 at 4% or $33,285 at 6%.
Sharpco Inc. 401 K Profit Sharing Plan-19$322,563$75,890$3,994iApproximate average salary by contribution assumption: employee only about $99,855 at 4% or $66,570 at 6%; with 50% employer match about $66,570 at 4% or $44,380 at 6%; with 100% employer match about $49,928 at 4% or $33,285 at 6%.
1999122$282,654$57,537$2,615iApproximate average salary by contribution assumption: employee only about $65,383 at 4% or $43,589 at 6%; with 50% employer match about $43,589 at 4% or $29,059 at 6%; with 100% employer match about $32,691 at 4% or $21,794 at 6%.
Sharpco Inc. 401 K Profit Sharing PlanCurrent22$282,654$57,537$2,615iApproximate average salary by contribution assumption: employee only about $65,383 at 4% or $43,589 at 6%; with 50% employer match about $43,589 at 4% or $29,059 at 6%; with 100% employer match about $32,691 at 4% or $21,794 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037101116311
Form Id
3783360
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371101116060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: NEW YORK LIFE INSURANCE COMPANY
Filing Id
56037101116311
Form Id
3783360
Schedule A EIN
72-0749877
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
NEW YORK LIFE INSURANCE COMPANY
Ins Carrier EIN
13-5582869
Ins Carrier Naic Code
66915
Ins Contract Num
GA06840005
Ins Prsn Covered End of year Count
25
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
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
Pension End Prev Bal Amount
$12,761
Pension Contribution Dep Amount
$2,642
Pension Divnd Cr Dep Amount
$723
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$3,365
Pension Total Bal Addn Amount
$16,126
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
$16,126
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$282,654$104,699 change

Balance Sheet

Beginning and end of plan year.

Total assets$177,955$282,654Increase +$104,699 (58.83%)
Total liabilities$0$0No change $0
Net assets$177,955$282,654Increase +$104,699 (58.83%)

Contributions

Employer contributions$14,734
Participant contributions$42,803
Other contributions$0

Income & Expenses

Total income$107,199
Total expenses$2,500
Net income$104,699
Source fields
Schedule I source fields
Filing Id
56037101116311
Schedule I EIN
72-0749877
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
$177,955
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$177,955
Small plan total assets at end of year
$282,654
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$282,654
Small plan employer contributions
$14,734
Small plan participant contributions
$42,803
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$49,662
Small plan total income
$107,199
Small plan total benefit distributions
$2,500
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$2,500
Small plan net income or loss
$104,699
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
$25,000
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
$215,213
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 EIN72-0749877

Transfers

Distributed property value$0
Schedule R source fields
Payor 72-0749877
Filing Id
56037101116311
Schedule R EIN
72-0749877
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
72-0749877
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0