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Filing

Operators & Consulting Services Inc Profit Sharing 401K Trust

Operators & Consulting Services • EIN 72-1141299 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

683 → 404

-279 • -40.85%

Assets

Up

$5,560,290 → $6,529,280

$968,990 • 17.43%

Investment Management Fee

0.00%

$0

Admin expenses $0 • Total expenses $1,348,865

Filing Details

Context
Net investment result
$967,305
Pension payor EIN
04-3253929

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
PHILLIPS,GOODSON & CO. L.L.C.EIN 72-0915781Accountant---

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200410$0$693,530-
Operators & Consulting Services Inc Profit Sharing 401K Trust-0-$693,530-
20031404$6,529,280$1,435,787$3,554iApproximate average salary by contribution assumption: employee only about $88,848 at 4% or $59,232 at 6%; with 50% employer match about $59,232 at 4% or $39,488 at 6%; with 100% employer match about $44,424 at 4% or $29,616 at 6%.
Operators & Consulting Services Inc Profit Sharing 401K TrustCurrent404$6,529,280$1,435,787$3,554iApproximate average salary by contribution assumption: employee only about $88,848 at 4% or $59,232 at 6%; with 50% employer match about $59,232 at 4% or $39,488 at 6%; with 100% employer match about $44,424 at 4% or $29,616 at 6%.
20022498$5,561,491$4,837,188$9,713iApproximate average salary by contribution assumption: employee only about $242,831 at 4% or $161,887 at 6%; with 50% employer match about $161,887 at 4% or $107,925 at 6%; with 100% employer match about $121,415 at 4% or $80,944 at 6%.
Operators & Consulting Services Inc Profit Sharing 401K Trust-498$5,560,290$1,545,277$3,103iApproximate average salary by contribution assumption: employee only about $77,574 at 4% or $51,716 at 6%; with 50% employer match about $51,716 at 4% or $34,477 at 6%; with 100% employer match about $38,787 at 4% or $25,858 at 6%.
OPERATORS & CONSULTING SERVICES INC EMPLOYEE BENEFIT PLAN-480$1,201$3,291,911$6,858iApproximate average salary by contribution assumption: employee only about $171,454 at 4% or $114,302 at 6%; with 50% employer match about $114,302 at 4% or $76,202 at 6%; with 100% employer match about $85,727 at 4% or $57,151 at 6%.
20013571$5,606,039$4,130,004$7,233iApproximate average salary by contribution assumption: employee only about $180,823 at 4% or $120,549 at 6%; with 50% employer match about $120,549 at 4% or $80,366 at 6%; with 100% employer match about $90,412 at 4% or $60,274 at 6%.
Operators & Consulting Services Inc Profit Sharing 401K Trust-524$5,595,720$1,499,634$2,862iApproximate average salary by contribution assumption: employee only about $71,547 at 4% or $47,698 at 6%; with 50% employer match about $47,698 at 4% or $31,799 at 6%; with 100% employer match about $35,774 at 4% or $23,849 at 6%.
OPERATORS & CONSULTING SERVICES INC EMPLOYEE BENEFIT PLAN-571$10,319$2,630,370$4,607iApproximate average salary by contribution assumption: employee only about $115,165 at 4% or $76,777 at 6%; with 50% employer match about $76,777 at 4% or $51,184 at 6%; with 100% employer match about $57,583 at 4% or $38,388 at 6%.
OPERATORS & CONSULTING SERVICES INC EMPLOYEE BENEFITS PLAN-571---
20001435$4,813,434$1,211,463$2,785iApproximate average salary by contribution assumption: employee only about $69,624 at 4% or $46,416 at 6%; with 50% employer match about $46,416 at 4% or $30,944 at 6%; with 100% employer match about $34,812 at 4% or $23,208 at 6%.
Operators & Consulting Services Inc Profit Sharing 401K Trust-435$4,813,434$1,211,463$2,785iApproximate average salary by contribution assumption: employee only about $69,624 at 4% or $46,416 at 6%; with 50% employer match about $46,416 at 4% or $30,944 at 6%; with 100% employer match about $34,812 at 4% or $23,208 at 6%.
19991443$3,887,033$1,259,176$2,842iApproximate average salary by contribution assumption: employee only about $71,060 at 4% or $47,373 at 6%; with 50% employer match about $47,373 at 4% or $31,582 at 6%; with 100% employer match about $35,530 at 4% or $23,687 at 6%.
Operators & Consulting Services Inc Profit Sharing 401K Trust-443$3,887,033$1,259,176$2,842iApproximate average salary by contribution assumption: employee only about $71,060 at 4% or $47,373 at 6%; with 50% employer match about $47,373 at 4% or $31,582 at 6%; with 100% employer match about $35,530 at 4% or $23,687 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037257018564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374257018060002
DFE P1 Entity 01 Name
MFS FIXED FUND
DFE P1 Spons 01 Name
SEI TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
232852249002
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$1,213,435
Row 2
Filing Id
84037257018564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374257018060002

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$6,529,280$968,990 change

Balance Sheet

Beginning and end of plan year.

Total assets$5,560,290$6,529,280Increase +$968,990 (17.43%)
Total liabilities$0$1,685Increase +$1,685
Net assets$5,560,290$6,527,595Increase +$967,305 (17.40%)

Contributions

Employer contributions$211,448
Participant contributions$1,104,109
Other contributions$120,230
Total contributions$1,435,787

Income & Investment Result

Total income$2,316,170
Interest$16,662
Dividends$0
Net income$967,305

Expenses & Fees

Benefits paid$1,305,992
Investment management$0
Administrative expenses$0
Total expenses$1,348,865

Accountant

FirmPHILLIPS,GOODSON & CO. L.L.C.
Firm EIN72-0915781

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$302,044
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $5,560,290Total assets at end of year: $6,529,280Total liabilities at end of year: $1,685Net income or loss: $967,305
Filing Id
84037257018564
Schedule H EIN
72-1141299
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2003-01-01
Schedule H Tax Period
20031231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$262,014
Participants Contribution Beginning of year Amount
$459
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
$214,027
Interest Common Tr Beginning of year Amount
$1,143,010
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$3,940,974
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$-194
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
$5,560,290
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
$5,560,290
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$211,448
Participants Contribution End of year Amount
$34
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
$302,044
Interest Common Tr End of year Amount
$1,213,435
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$4,802,319
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
$6,529,280
Bnfts Payable End of year Amount
$1,685
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
$1,685
Net assets at end of year
$6,527,595
Employer contributions
$211,448
Participant contributions
$1,104,109
Oth Contribution Rcvd Amount
$120,230
Non Cash Contribution Bs Amount
$0
Total contributions
$1,435,787
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$16,662
Interest On Oth Investment Amount
$0
Total interest income
$16,662
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
$50,187
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
$813,534
Other Income Amount
$0
Total income
$2,316,170
Participant distributions
$1,305,992
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$1,305,992
Total Corrective Distribution Amount
$1,686
Total Dm Distribution Ptcp Lns A
41187
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$0
Total expenses
$1,348,865
Net income or loss
$967,305
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
PHILLIPS,GOODSON & CO. L.L.C.
Accountant firm EIN
72-0915781
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 EIN04-3253929

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-3253929
Filing Id
84037257018564
Schedule R EIN
72-1141299
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-3253929
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0