Civic Intelligence
Filing

John G. Wright Retirement Plan

John G. Wright • EIN 75-2004239 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$411,759 → $453,970

$42,211 • 10.25%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$42,211

Status Flags

Fidelity bond in place

No

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
200810$0$0-
John G. Wright Retirement Plan-0---
200714$0$0-
John G. Wright Retirement Plan-4---
200614$742,933$34,583$8,646iApproximate average salary by contribution assumption: employee only about $216,144 at 4% or $144,096 at 6%; with 50% employer match about $144,096 at 4% or $96,064 at 6%; with 100% employer match about $108,072 at 4% or $72,048 at 6%.
John G. Wright Retirement Plan-4$742,933$34,583$8,646iApproximate average salary by contribution assumption: employee only about $216,144 at 4% or $144,096 at 6%; with 50% employer match about $144,096 at 4% or $96,064 at 6%; with 100% employer match about $108,072 at 4% or $72,048 at 6%.
200514$650,779$30,489$7,622iApproximate average salary by contribution assumption: employee only about $190,556 at 4% or $127,038 at 6%; with 50% employer match about $127,038 at 4% or $84,692 at 6%; with 100% employer match about $95,278 at 4% or $63,519 at 6%.
John G. Wright Retirement Plan-4$650,779$30,489$7,622iApproximate average salary by contribution assumption: employee only about $190,556 at 4% or $127,038 at 6%; with 50% employer match about $127,038 at 4% or $84,692 at 6%; with 100% employer match about $95,278 at 4% or $63,519 at 6%.
200414$588,199$21,711$5,428iApproximate average salary by contribution assumption: employee only about $135,694 at 4% or $90,463 at 6%; with 50% employer match about $90,463 at 4% or $60,308 at 6%; with 100% employer match about $67,847 at 4% or $45,231 at 6%.
John G. Wright Retirement Plan-4$588,199$21,711$5,428iApproximate average salary by contribution assumption: employee only about $135,694 at 4% or $90,463 at 6%; with 50% employer match about $90,463 at 4% or $60,308 at 6%; with 100% employer match about $67,847 at 4% or $45,231 at 6%.
200314$515,595$18,666$4,667iApproximate average salary by contribution assumption: employee only about $116,663 at 4% or $77,775 at 6%; with 50% employer match about $77,775 at 4% or $51,850 at 6%; with 100% employer match about $58,331 at 4% or $38,888 at 6%.
John G. Wright Retirement Plan-4$515,595$18,666$4,667iApproximate average salary by contribution assumption: employee only about $116,663 at 4% or $77,775 at 6%; with 50% employer match about $77,775 at 4% or $51,850 at 6%; with 100% employer match about $58,331 at 4% or $38,888 at 6%.
200214$451,598$15,825$3,956iApproximate average salary by contribution assumption: employee only about $98,906 at 4% or $65,938 at 6%; with 50% employer match about $65,938 at 4% or $43,958 at 6%; with 100% employer match about $49,453 at 4% or $32,969 at 6%.
John G. Wright Retirement Plan-4$451,598$15,825$3,956iApproximate average salary by contribution assumption: employee only about $98,906 at 4% or $65,938 at 6%; with 50% employer match about $65,938 at 4% or $43,958 at 6%; with 100% employer match about $49,453 at 4% or $32,969 at 6%.
200114$0$0-
John G. Wright Retirement Plan-4---
200013$457,029$12,700$4,233iApproximate average salary by contribution assumption: employee only about $105,833 at 4% or $70,556 at 6%; with 50% employer match about $70,556 at 4% or $47,037 at 6%; with 100% employer match about $52,917 at 4% or $35,278 at 6%.
John G. Wright Retirement Plan-3$457,029$12,700$4,233iApproximate average salary by contribution assumption: employee only about $105,833 at 4% or $70,556 at 6%; with 50% employer match about $70,556 at 4% or $47,037 at 6%; with 100% employer match about $52,917 at 4% or $35,278 at 6%.
199914$453,970$10,108$2,527iApproximate average salary by contribution assumption: employee only about $63,175 at 4% or $42,117 at 6%; with 50% employer match about $42,117 at 4% or $28,078 at 6%; with 100% employer match about $31,588 at 4% or $21,058 at 6%.
John G. Wright Retirement PlanCurrent4$453,970$10,108$2,527iApproximate average salary by contribution assumption: employee only about $63,175 at 4% or $42,117 at 6%; with 50% employer match about $42,117 at 4% or $28,078 at 6%; with 100% employer match about $31,588 at 4% or $21,058 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$453,970$42,211 change

Balance Sheet

Beginning and end of plan year.

Total assets$411,759$453,970Increase +$42,211 (10.25%)
Total liabilities$0$0No change $0
Net assets$411,759$453,970Increase +$42,211 (10.25%)

Contributions

Employer contributions$10,108
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$42,211
Total expenses$0
Net income$42,211
Source fields
Schedule I source fields
Filing Id
56037191281021
Schedule I EIN
75-2004239
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
$411,759
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$411,759
Small plan total assets at end of year
$453,970
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$453,970
Small plan employer contributions
$10,108
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$32,103
Small plan total income
$42,211
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$42,211
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
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
56037191281021
Schedule R EIN
75-2004239
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 Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0