Fidelity bond in place
No
Filing5201 El Paso DriveEl Paso, TX 79905
Ameri-Tech Dist. Inc. 401(K) Retirement Plan
Ameri-Tech Dist. Inc. • EIN 74-2521058 • El Paso, TX • Plan year 2003
Filing Insights
Participants
Down98 → 77
-21 • -21.43%
Assets
Up$68,501 → $208,374
$139,873 • 204.19%
Investment Management Fee
-
Admin expenses - • Total expenses $113
Filing Details
Context- Net investment result
- $139,873
- Pension payor EIN
- 41-0417830
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 | 9 | $2,065,948 | $149,417 | $16,602iApproximate average salary by contribution assumption: employee only about $415,047 at 4% or $276,698 at 6%; with 50% employer match about $276,698 at 4% or $184,465 at 6%; with 100% employer match about $207,524 at 4% or $138,349 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 9 | $2,065,948 | $149,417 | $16,602iApproximate average salary by contribution assumption: employee only about $415,047 at 4% or $276,698 at 6%; with 50% employer match about $276,698 at 4% or $184,465 at 6%; with 100% employer match about $207,524 at 4% or $138,349 at 6%. |
| 2023 | 1 | 9 | $1,660,610 | $125,343 | $13,927iApproximate average salary by contribution assumption: employee only about $348,175 at 4% or $232,117 at 6%; with 50% employer match about $232,117 at 4% or $154,744 at 6%; with 100% employer match about $174,088 at 4% or $116,058 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 9 | $1,660,610 | $125,343 | $13,927iApproximate average salary by contribution assumption: employee only about $348,175 at 4% or $232,117 at 6%; with 50% employer match about $232,117 at 4% or $154,744 at 6%; with 100% employer match about $174,088 at 4% or $116,058 at 6%. |
| 2022 | 1 | 4 | $1,322,410 | $19,041 | $4,760iApproximate average salary by contribution assumption: employee only about $119,006 at 4% or $79,338 at 6%; with 50% employer match about $79,338 at 4% or $52,892 at 6%; with 100% employer match about $59,503 at 4% or $39,669 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 4 | $1,322,410 | $19,041 | $4,760iApproximate average salary by contribution assumption: employee only about $119,006 at 4% or $79,338 at 6%; with 50% employer match about $79,338 at 4% or $52,892 at 6%; with 100% employer match about $59,503 at 4% or $39,669 at 6%. |
| 2021 | 1 | 6 | $1,569,892 | $11,725 | $1,954iApproximate average salary by contribution assumption: employee only about $48,854 at 4% or $32,569 at 6%; with 50% employer match about $32,569 at 4% or $21,713 at 6%; with 100% employer match about $24,427 at 4% or $16,285 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 6 | $1,569,892 | $11,725 | $1,954iApproximate average salary by contribution assumption: employee only about $48,854 at 4% or $32,569 at 6%; with 50% employer match about $32,569 at 4% or $21,713 at 6%; with 100% employer match about $24,427 at 4% or $16,285 at 6%. |
| 2020 | 1 | 6 | $1,456,637 | $1,150 | $192iApproximate average salary by contribution assumption: employee only about $4,792 at 4% or $3,194 at 6%; with 50% employer match about $3,194 at 4% or $2,130 at 6%; with 100% employer match about $2,396 at 4% or $1,597 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 6 | $1,456,637 | $1,150 | $192iApproximate average salary by contribution assumption: employee only about $4,792 at 4% or $3,194 at 6%; with 50% employer match about $3,194 at 4% or $2,130 at 6%; with 100% employer match about $2,396 at 4% or $1,597 at 6%. |
| 2019 | 1 | 8 | $1,548,762 | $0 | - |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 8 | $1,548,762 | - | - |
| 2018 | 1 | 9 | $1,290,542 | $0 | - |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 9 | $1,290,542 | $0 | - |
| 2017 | 1 | 12 | $1,509,889 | $0 | - |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 12 | $1,509,889 | - | - |
| 2016 | 1 | 10 | $2,143,967 | $16,397 | $1,640iApproximate average salary by contribution assumption: employee only about $40,993 at 4% or $27,328 at 6%; with 50% employer match about $27,328 at 4% or $18,219 at 6%; with 100% employer match about $20,496 at 4% or $13,664 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 10 | $2,143,967 | $16,397 | $1,640iApproximate average salary by contribution assumption: employee only about $40,993 at 4% or $27,328 at 6%; with 50% employer match about $27,328 at 4% or $18,219 at 6%; with 100% employer match about $20,496 at 4% or $13,664 at 6%. |
| 2015 | 1 | 19 | $2,447,678 | $193,633 | $10,191iApproximate average salary by contribution assumption: employee only about $254,780 at 4% or $169,854 at 6%; with 50% employer match about $169,854 at 4% or $113,236 at 6%; with 100% employer match about $127,390 at 4% or $84,927 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 19 | $2,447,678 | $193,633 | $10,191iApproximate average salary by contribution assumption: employee only about $254,780 at 4% or $169,854 at 6%; with 50% employer match about $169,854 at 4% or $113,236 at 6%; with 100% employer match about $127,390 at 4% or $84,927 at 6%. |
| 2014 | 1 | 35 | $2,497,116 | $193,886 | $5,540iApproximate average salary by contribution assumption: employee only about $138,490 at 4% or $92,327 at 6%; with 50% employer match about $92,327 at 4% or $61,551 at 6%; with 100% employer match about $69,245 at 4% or $46,163 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 35 | $2,497,116 | $193,886 | $5,540iApproximate average salary by contribution assumption: employee only about $138,490 at 4% or $92,327 at 6%; with 50% employer match about $92,327 at 4% or $61,551 at 6%; with 100% employer match about $69,245 at 4% or $46,163 at 6%. |
| 2013 | 1 | 36 | $2,183,073 | $173,406 | $4,817iApproximate average salary by contribution assumption: employee only about $120,421 at 4% or $80,281 at 6%; with 50% employer match about $80,281 at 4% or $53,520 at 6%; with 100% employer match about $60,210 at 4% or $40,140 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 36 | $2,183,073 | $173,406 | $4,817iApproximate average salary by contribution assumption: employee only about $120,421 at 4% or $80,281 at 6%; with 50% employer match about $80,281 at 4% or $53,520 at 6%; with 100% employer match about $60,210 at 4% or $40,140 at 6%. |
| 2012 | 1 | 36 | $1,678,046 | $153,745 | $4,271iApproximate average salary by contribution assumption: employee only about $106,767 at 4% or $71,178 at 6%; with 50% employer match about $71,178 at 4% or $47,452 at 6%; with 100% employer match about $53,384 at 4% or $35,589 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 36 | $1,678,046 | $153,745 | $4,271iApproximate average salary by contribution assumption: employee only about $106,767 at 4% or $71,178 at 6%; with 50% employer match about $71,178 at 4% or $47,452 at 6%; with 100% employer match about $53,384 at 4% or $35,589 at 6%. |
| 2011 | 1 | 37 | $1,333,466 | $153,522 | $4,149iApproximate average salary by contribution assumption: employee only about $103,731 at 4% or $69,154 at 6%; with 50% employer match about $69,154 at 4% or $46,103 at 6%; with 100% employer match about $51,866 at 4% or $34,577 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 37 | $1,333,466 | $153,522 | $4,149iApproximate average salary by contribution assumption: employee only about $103,731 at 4% or $69,154 at 6%; with 50% employer match about $69,154 at 4% or $46,103 at 6%; with 100% employer match about $51,866 at 4% or $34,577 at 6%. |
| 2010 | 1 | 40 | $1,320,362 | $157,049 | $3,926iApproximate average salary by contribution assumption: employee only about $98,156 at 4% or $65,437 at 6%; with 50% employer match about $65,437 at 4% or $43,625 at 6%; with 100% employer match about $49,078 at 4% or $32,719 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 40 | $1,320,362 | $157,049 | $3,926iApproximate average salary by contribution assumption: employee only about $98,156 at 4% or $65,437 at 6%; with 50% employer match about $65,437 at 4% or $43,625 at 6%; with 100% employer match about $49,078 at 4% or $32,719 at 6%. |
| 2009 | 1 | 45 | $1,083,922 | $157,043 | $3,490iApproximate average salary by contribution assumption: employee only about $87,246 at 4% or $58,164 at 6%; with 50% employer match about $58,164 at 4% or $38,776 at 6%; with 100% employer match about $43,623 at 4% or $29,082 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 45 | $1,083,922 | $157,043 | $3,490iApproximate average salary by contribution assumption: employee only about $87,246 at 4% or $58,164 at 6%; with 50% employer match about $58,164 at 4% or $38,776 at 6%; with 100% employer match about $43,623 at 4% or $29,082 at 6%. |
| 2007 | 1 | 54 | $0 | $0 | - |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 54 | - | - | - |
| 2006 | 1 | 60 | $1,165,685 | $375,627 | $6,260iApproximate average salary by contribution assumption: employee only about $156,511 at 4% or $104,341 at 6%; with 50% employer match about $104,341 at 4% or $69,561 at 6%; with 100% employer match about $78,256 at 4% or $52,170 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 60 | $1,165,685 | $375,627 | $6,260iApproximate average salary by contribution assumption: employee only about $156,511 at 4% or $104,341 at 6%; with 50% employer match about $104,341 at 4% or $69,561 at 6%; with 100% employer match about $78,256 at 4% or $52,170 at 6%. |
| 2005 | 1 | 62 | $710,310 | $331,060 | $5,340iApproximate average salary by contribution assumption: employee only about $133,492 at 4% or $88,995 at 6%; with 50% employer match about $88,995 at 4% or $59,330 at 6%; with 100% employer match about $66,746 at 4% or $44,497 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 62 | $710,310 | $331,060 | $5,340iApproximate average salary by contribution assumption: employee only about $133,492 at 4% or $88,995 at 6%; with 50% employer match about $88,995 at 4% or $59,330 at 6%; with 100% employer match about $66,746 at 4% or $44,497 at 6%. |
| 2004 | 1 | 72 | $370,484 | $129,071 | $1,793iApproximate average salary by contribution assumption: employee only about $44,816 at 4% or $29,878 at 6%; with 50% employer match about $29,878 at 4% or $19,918 at 6%; with 100% employer match about $22,408 at 4% or $14,939 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 72 | $370,484 | $129,071 | $1,793iApproximate average salary by contribution assumption: employee only about $44,816 at 4% or $29,878 at 6%; with 50% employer match about $29,878 at 4% or $19,918 at 6%; with 100% employer match about $22,408 at 4% or $14,939 at 6%. |
| 2003 | 1 | 77 | $208,374 | $115,215 | $1,496iApproximate average salary by contribution assumption: employee only about $37,407 at 4% or $24,938 at 6%; with 50% employer match about $24,938 at 4% or $16,626 at 6%; with 100% employer match about $18,704 at 4% or $12,469 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | Current | 77 | $208,374 | $115,215 | $1,496iApproximate average salary by contribution assumption: employee only about $37,407 at 4% or $24,938 at 6%; with 50% employer match about $24,938 at 4% or $16,626 at 6%; with 100% employer match about $18,704 at 4% or $12,469 at 6%. |
| 2002 | 1 | 91 | $68,501 | $67,951 | $747iApproximate average salary by contribution assumption: employee only about $18,668 at 4% or $12,445 at 6%; with 50% employer match about $12,445 at 4% or $8,297 at 6%; with 100% employer match about $9,334 at 4% or $6,223 at 6%. |
| Ameri-Tech Dist. Inc. 401(K) Retirement Plan | - | 91 | $68,501 | $67,951 | $747iApproximate average salary by contribution assumption: employee only about $18,668 at 4% or $12,445 at 6%; with 50% employer match about $12,445 at 4% or $8,297 at 6%; with 100% employer match about $9,334 at 4% or $6,223 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037201347064
- Form Id
- 48386492
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374201347060002
- Ins Broker 01 Name
- CRAIG M HOSS
- Ins Broker 01 Street Addr
- 6070 GATEWAY EAST, SUITE 506
- Ins Broker 01 City
- EL PASO
- Ins Broker 01 State
- TX
- Ins Broker 01 ZIP Code
- 79905
- Ins Broker Comm Pd 01 Amount
- $1,363
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037201347064
- Form Id
- 48386492
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3010374201347060002
- Ins Broker 01 Name
- OSCAR A FRISBEY
- Ins Broker 01 Street Addr
- 6070 GATEWAY EAST, SUITE 506
- Ins Broker 01 City
- EL PASO
- Ins Broker 01 State
- TX
- Ins Broker 01 ZIP Code
- 79905
- Ins Broker Comm Pd 01 Amount
- $1,363
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Ins Carrier Name: MINNESOTA LIFE INSURANCE COMPANY
- Filing Id
- 84037201347064
- Form Id
- 48386492
- Schedule A EIN
- 74-2521058
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- MINNESOTA LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 41-0417830
- Ins Carrier Naic Code
- 66168
- Ins Contract Num
- 64081
- Ins Prsn Covered End of year Count
- 79
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $2,726
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $208,374
- 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
- VARIABLE GROUP ANNUITY
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- 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
- $0
- 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 D
- Row 1
- Filing Id
- 84037201347064
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- AGGREGATE BOND
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $52,546
- Row 2
- Filing Id
- 84037201347064
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374201347060003
- Row 3
- Filing Id
- 84037201347064
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- MONEY MARKET
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $18,822
- Row 4
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- LIFE STRATEGY I
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,716
- Row 5
- Filing Id
- 84037201347064
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- LARGE EQUITY INDEX I
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,785
- Row 6
- Filing Id
- 84037201347064
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- LARGE GROWTH EQUITY III
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,334
- Row 7
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- LIFE STRATEGY II
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $23,538
- Row 8
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- LIFE STRATEGY III
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,424
- Row 9
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- LARGE VALUE EQUITY III
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,068
- Row 10
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- SMALL EQUITY I
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,579
- Row 11
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- REAL ESTATE
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $75,553
- Row 12
- Filing Id
- 84037201347064
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 3010374201347060003
- DFE P1 Entity 01 Name
- DOMESTIC BIOTECHNOLOGY
- DFE P1 Spons 01 Name
- MINNESOTA LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 410417830007
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,009
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$208,374$139,873 change
Balance Sheet
Beginning and end of plan year.
Total assets$68,501$208,374Increase +$139,873 (204.19%)
Total liabilities$0$0No change $0
Net assets$68,501$208,374Increase +$139,873 (204.19%)
Contributions
Employer contributions$38,649
Participant contributions$76,682
Other contributions$-116
Income & Expenses
Total income$139,986
Total expenses$113
Net income$139,873
Source fields
- Schedule I source fields
- Filing Id
- 84037201347064
- Schedule I EIN
- 74-2521058
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $68,501
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $68,501
- Small plan total assets at end of year
- $208,374
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $208,374
- Small plan employer contributions
- $38,649
- Small plan participant contributions
- $76,682
- Small Oth Contribution Rcvd Amount
- $-116
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $24,771
- Small plan total income
- $139,986
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $113
- Small plan total expenses
- $113
- Small plan net income or loss
- $139,873
- 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
- No
- Small plan fidelity bond amount
- $0
- 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 EIN41-0417830
Transfers
Distributed property value$0
Schedule R source fields
- Payor 41-0417830
- Filing Id
- 84037201347064
- Schedule R EIN
- 74-2521058
- 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
- 41-0417830
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- 3
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0