Civic Intelligence
Filing

Contractors and Employees Retirement Plan and Trust

Insulation Technologies Inc • EIN 72-1006364 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

13 → 5

-8 • -61.54%

Assets

Down

$23,834 → $22,666

-$1,168 • -4.90%

Investment Management Fee

-

Admin expenses - • Total expenses $217

Filing Details

Context
Net investment result
$-1,168
Pension payor EIN
58-1428634

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
201410$0$0-
Contractors and Employees Retirement Plan and Trust-0$0$0-
201317$20,596$0-
Contractors and Employees Retirement Plan and Trust-7$20,596$0-
201219$21,368$0-
Contractors and Employees Retirement Plan and Trust-9$21,368$0-
200814$20,383$0-
Contractors and Employees Retirement Plan and Trust-4$20,383--
200714$22,818$0-
Contractors and Employees Retirement Plan and Trust-4$22,818--
200614$22,746$0-
Contractors and Employees Retirement Plan and Trust-4$22,746--
200514$22,243$0-
Contractors and Employees Retirement Plan and Trust-4$22,243--
200425$22,666$3,426$685iApproximate average salary by contribution assumption: employee only about $17,130 at 4% or $11,420 at 6%; with 50% employer match about $11,420 at 4% or $7,613 at 6%; with 100% employer match about $8,565 at 4% or $5,710 at 6%.
Contractors and Employees Retirement Plan and TrustCurrent5$22,666--
Insulation Technologies Inc Employee Stock Ownership Plan-0-$3,426-
2003238$989,868$26,988$710iApproximate average salary by contribution assumption: employee only about $17,755 at 4% or $11,837 at 6%; with 50% employer match about $11,837 at 4% or $7,891 at 6%; with 100% employer match about $8,878 at 4% or $5,918 at 6%.
Insulation Technologies Inc Employee Stock Ownership Plan-38$770,594--
Insulation Technologies Inc. 401K Plan-25$219,274$26,988$1,080iApproximate average salary by contribution assumption: employee only about $26,988 at 4% or $17,992 at 6%; with 50% employer match about $17,992 at 4% or $11,995 at 6%; with 100% employer match about $13,494 at 4% or $8,996 at 6%.
2002335$24,696$0-
Contractors and Employees Retirement Plan and Trust-5$24,696--
Insulation Technologies Inc Employee Stock Ownership Plan-35---
Insulation Technologies Inc. 401K Plan-33---
2001339$200,804$34,180$876iApproximate average salary by contribution assumption: employee only about $21,910 at 4% or $14,607 at 6%; with 50% employer match about $14,607 at 4% or $9,738 at 6%; with 100% employer match about $10,955 at 4% or $7,303 at 6%.
Insulation Technologies Inc. 401K Plan-30$200,804$34,180$1,139iApproximate average salary by contribution assumption: employee only about $28,483 at 4% or $18,989 at 6%; with 50% employer match about $18,989 at 4% or $12,659 at 6%; with 100% employer match about $14,242 at 4% or $9,494 at 6%.
Insulation Technologies Inc Employee Stock Ownership Plan-39---
Contractors and Employees Retirement Plan and Trust-5---
2000340$1,160,116$52,589$1,315iApproximate average salary by contribution assumption: employee only about $32,868 at 4% or $21,912 at 6%; with 50% employer match about $21,912 at 4% or $14,608 at 6%; with 100% employer match about $16,434 at 4% or $10,956 at 6%.
Insulation Technologies Inc Employee Stock Ownership Plan-40$959,530--
Insulation Technologies Inc. 401K Plan-30$200,586$52,589$1,753iApproximate average salary by contribution assumption: employee only about $43,824 at 4% or $29,216 at 6%; with 50% employer match about $29,216 at 4% or $19,477 at 6%; with 100% employer match about $21,912 at 4% or $14,608 at 6%.
Contractors and Employees Retirement Plan and Trust-7---
1999340$1,116,803$159,506$3,988iApproximate average salary by contribution assumption: employee only about $99,691 at 4% or $66,461 at 6%; with 50% employer match about $66,461 at 4% or $44,307 at 6%; with 100% employer match about $49,846 at 4% or $33,230 at 6%.
Insulation Technologies Inc Employee Stock Ownership Plan-40$902,610$100,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Insulation Technologies Inc. 401K Plan-29$181,546$59,506$2,052iApproximate average salary by contribution assumption: employee only about $51,298 at 4% or $34,199 at 6%; with 50% employer match about $34,199 at 4% or $22,799 at 6%; with 100% employer match about $25,649 at 4% or $17,099 at 6%.
Contractors and Employees Retirement Plan and Trust-6$32,647--
Schedule Details

Schedule D

Row 1
Filing Id
84037200043795
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4040375200043040002
DFE P1 Entity 01 Name
CONTRACTORS & EMPLOYEES RET. TRUST
DFE P1 Spons 01 Name
ASSOC. PREV. WAGE CONTRACTORS, INC.
DFE P1 Plan 01 EIN Plan number
742485507001
DFE P1 Entity 01 Code
E
DFE P1 Plan Interest End of year 01 Amount
$22,666
Row 2
Filing Id
84037200043795
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4040375200043040002

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$22,666-$1,168 change

Balance Sheet

Beginning and end of plan year.

Total assets$23,834$22,666Decrease -$1,168 (-4.90%)
Total liabilities$0$0No change $0
Net assets$23,834$22,666Decrease -$1,168 (-4.90%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-951
Total expenses$217
Net income$-1,168
Source fields
Schedule I source fields
Filing Id
84037200043795
Schedule I EIN
72-1006364
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$23,834
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$23,834
Small plan total assets at end of year
$22,666
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$22,666
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-951
Small plan total income
$-951
Small plan total benefit distributions
$217
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$217
Small plan net income or loss
$-1,168
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
$2,500
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN58-1428634

Transfers

Distributed property value$0
Schedule R source fields
Payor 58-1428634
Filing Id
84037200043795
Schedule R EIN
72-1006364
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
58-1428634
Pension Bnft Distribution Sngl Sum Count
1
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0