Civic Intelligence
Filing

Ameri-Ti Inc. Retirement Savings Plan

Ameri-Ti Inc. • EIN 75-3165589 • Plan year 2007

Filing Insights

Participants

Down

17 → 16

-1 • -5.88%

Assets

Down

$1,042,690 → $1,011,382

-$31,308 • -3.00%

Investment Management Fee

-

Admin expenses - • Total expenses $127,007

Filing Details

Context
Net investment result
$-31,308
Pension payor EIN
93-0242990

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
201110$0$4,930-
Ameri-Ti Inc. Retirement Savings Plan-0$0$4,930-
201014$256,320$38,062$9,516iApproximate average salary by contribution assumption: employee only about $237,888 at 4% or $158,592 at 6%; with 50% employer match about $158,592 at 4% or $105,728 at 6%; with 100% employer match about $118,944 at 4% or $79,296 at 6%.
Ameri-Ti Inc. Retirement Savings Plan-4$256,320$38,062$9,516iApproximate average salary by contribution assumption: employee only about $237,888 at 4% or $158,592 at 6%; with 50% employer match about $158,592 at 4% or $105,728 at 6%; with 100% employer match about $118,944 at 4% or $79,296 at 6%.
200918$1,097,106$42,322$5,290iApproximate average salary by contribution assumption: employee only about $132,256 at 4% or $88,171 at 6%; with 50% employer match about $88,171 at 4% or $58,781 at 6%; with 100% employer match about $66,128 at 4% or $44,085 at 6%.
Ameri-Ti Inc. Retirement Savings Plan-8$1,097,106$42,322$5,290iApproximate average salary by contribution assumption: employee only about $132,256 at 4% or $88,171 at 6%; with 50% employer match about $88,171 at 4% or $58,781 at 6%; with 100% employer match about $66,128 at 4% or $44,085 at 6%.
2008115$854,457$166,653$11,110iApproximate average salary by contribution assumption: employee only about $277,755 at 4% or $185,170 at 6%; with 50% employer match about $185,170 at 4% or $123,447 at 6%; with 100% employer match about $138,878 at 4% or $92,585 at 6%.
Ameri-Ti Inc. Retirement Savings Plan-15$854,457$166,653$11,110iApproximate average salary by contribution assumption: employee only about $277,755 at 4% or $185,170 at 6%; with 50% employer match about $185,170 at 4% or $123,447 at 6%; with 100% employer match about $138,878 at 4% or $92,585 at 6%.
2007116$1,011,382$49,084$3,068iApproximate average salary by contribution assumption: employee only about $76,694 at 4% or $51,129 at 6%; with 50% employer match about $51,129 at 4% or $34,086 at 6%; with 100% employer match about $38,347 at 4% or $25,565 at 6%.
Ameri-Ti Inc. Retirement Savings PlanCurrent16$1,011,382$49,084$3,068iApproximate average salary by contribution assumption: employee only about $76,694 at 4% or $51,129 at 6%; with 50% employer match about $51,129 at 4% or $34,086 at 6%; with 100% employer match about $38,347 at 4% or $25,565 at 6%.
200619$1,042,690$45,993$5,110iApproximate average salary by contribution assumption: employee only about $127,758 at 4% or $85,172 at 6%; with 50% employer match about $85,172 at 4% or $56,781 at 6%; with 100% employer match about $63,879 at 4% or $42,586 at 6%.
Ameri-Ti Inc. Retirement Savings Plan-9$1,042,690$45,993$5,110iApproximate average salary by contribution assumption: employee only about $127,758 at 4% or $85,172 at 6%; with 50% employer match about $85,172 at 4% or $56,781 at 6%; with 100% employer match about $63,879 at 4% or $42,586 at 6%.
200516$1,153,160$140,857$23,476iApproximate average salary by contribution assumption: employee only about $586,904 at 4% or $391,269 at 6%; with 50% employer match about $391,269 at 4% or $260,846 at 6%; with 100% employer match about $293,452 at 4% or $195,635 at 6%.
Ameri-Ti Inc. Retirement Savings Plan-6$1,153,160$140,857$23,476iApproximate average salary by contribution assumption: employee only about $586,904 at 4% or $391,269 at 6%; with 50% employer match about $391,269 at 4% or $260,846 at 6%; with 100% employer match about $293,452 at 4% or $195,635 at 6%.
200417$980,910$969,166$138,452iApproximate average salary by contribution assumption: employee only about $3,461,307 at 4% or $2,307,538 at 6%; with 50% employer match about $2,307,538 at 4% or $1,538,359 at 6%; with 100% employer match about $1,730,654 at 4% or $1,153,769 at 6%.
Ameri-Ti Inc. Retirement Savings Plan-7$980,910$969,166$138,452iApproximate average salary by contribution assumption: employee only about $3,461,307 at 4% or $2,307,538 at 6%; with 50% employer match about $2,307,538 at 4% or $1,538,359 at 6%; with 100% employer match about $1,730,654 at 4% or $1,153,769 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037214299308
Form Id
88751524
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020378214299050002
Ins Broker 01 Name
WSS INSURANCE AGENCY OF OHIO
Ins Broker 01 Street Addr
485E US HIGHWAY 1 S FL4
Ins Broker 01 City
ISELIN
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
088303005
Ins Broker Comm Pd 01 Amount
$2,578
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037214299308
Form Id
88751524
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7020378214299050002
Ins Broker 01 Name
WALNUT STREET SECURITIES, INC.
Ins Broker 01 Street Addr
485E US HIGHWAY 1 S FL4
Ins Broker 01 City
ISELIN
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
088303005
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$521
Ins Broker Fees Pd 01 Text
BONUS
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: STANDARD INSURANCE COMPANY
Filing Id
84037214299308
Form Id
88751524
Schedule A EIN
75-3165589
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
STANDARD INSURANCE COMPANY
Ins Carrier EIN
93-0242990
Ins Carrier Naic Code
69019
Ins Contract Num
801735
Ins Prsn Covered End of year Count
16
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$2,578
Ins Broker Fees Total Amount
$521
Pension End of year Gen Account Amount
$269,614
Pension End of year Sep Account Amount
$741,768
Pension Basis Rates Text
N/A
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$234,373
Pension Contribution Dep Amount
$9,634
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$4,989
Pension Transfer From Amount
$20,618
Pension Other Amount
$0
Pension Total Additions Amount
$35,241
Pension Total Bal Addn Amount
$269,614
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
$269,614
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
84037214299308
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020378214299050003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT A
DFE P1 Spons 01 Name
STANDARD INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
930242990005
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$741,768
Row 2
Filing Id
84037214299308
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020378214299050003
Row 3
Filing Id
84037214299308
Schedule D EIN
75-3165589
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2007-01-01
Schedule D Tax Period
20071231

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$1,011,382-$31,308 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,042,690$1,011,382Decrease -$31,308 (-3.00%)
Total liabilities$0$0No change $0
Net assets$1,042,690$1,011,382Decrease -$31,308 (-3.00%)

Contributions

Employer contributions$12,002
Participant contributions$37,082
Other contributions$0

Income & Expenses

Total income$95,699
Total expenses$127,007
Net income$-31,308
Source fields
Schedule I source fields
Filing Id
84037214299308
Schedule I EIN
75-3165589
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$1,042,690
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,042,690
Small plan total assets at end of year
$1,011,382
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,011,382
Small plan employer contributions
$12,002
Small plan participant contributions
$37,082
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$46,615
Small plan total income
$95,699
Small plan total benefit distributions
$126,907
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$100
Small plan total expenses
$127,007
Small plan net income or loss
$-31,308
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
$250,000
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
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 EIN93-0242990

Transfers

Distributed property value$0
Schedule R source fields
Payor 93-0242990
Filing Id
84037214299308
Schedule R EIN
75-3165589
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
93-0242990
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
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
3
Pension Satisfy Cover Basis Code
1