Civic Intelligence
Filing

Advanced Machine Programming Profit Sharing & 401K Plan

Advanced Machine Programming • EIN 77-0044179 • Plan year 1999

Filing Insights

Participants

Down

136 → 69

-67 • -49.26%

Assets

Down

$950,711 → $947,928

-$2,783 • -0.29%

Investment Management Fee

0.00%

$0

Admin expenses $0 • Total expenses $372,885

Filing Details

Context
Net investment result
$-27,196
Pension payor EIN
31-4156830

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
MOLHER, NIXON & WILLIAMSAccountant--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
1999669$947,928$213,976$3,101iApproximate average salary by contribution assumption: employee only about $77,528 at 4% or $51,685 at 6%; with 50% employer match about $51,685 at 4% or $34,457 at 6%; with 100% employer match about $38,764 at 4% or $25,843 at 6%.
Advanced Machine Programming Profit Sharing & 401K PlanCurrent69$947,928$213,976$3,101iApproximate average salary by contribution assumption: employee only about $77,528 at 4% or $51,685 at 6%; with 50% employer match about $51,685 at 4% or $34,457 at 6%; with 100% employer match about $38,764 at 4% or $25,843 at 6%.
The Advance Machine Programming Group Vision Care Plan-0---
The Advance Machine Programming Group Dental Plan-0---
The Advanced Machine Programming, Kaiser Foundation Health Plan-0---
The Advance Machine Programming, Blue Cross Group Health Care Plan-0---
The Advance Machine Programming Group Life/Ad&D Plan-0---
Schedule Details

Schedule A

Row 1
Filing Id
84037295172771
Form Id
9133056
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99040371295172020003
Ins Broker 01 Name
CREATIVE CAPITAL INSURANCE
Ins Broker 01 Street Addr
101 METRO DR., SUITE 550
Ins Broker 01 City
SAN JOSE
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
95110
Ins Broker Comm Pd 01 Amount
$5,171
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037295172771
Form Id
9133055
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99040371295172020002
Ins Broker 01 Name
CREATIVE CAPITAL INSURANCE
Ins Broker 01 Street Addr
101 METRO DR., SUITE 550
Ins Broker 01 City
SAN JOSE
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
95110
Ins Broker Comm Pd 01 Amount
$821
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: NATIONWIDE INSURANCE COMPANY
Filing Id
84037295172771
Form Id
9133055
Schedule A EIN
77-0044179
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-10-01
Schedule A Tax Period
20000930
Ins Carrier Name
NATIONWIDE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
GAP529375
Ins Policy From Date
1999-10-01
Ins Policy To Date
2000-09-30
Ins Broker Comm Total Amount
$821
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$111,928
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$122,770
Pension Contribution Dep Amount
$27,648
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$6,444
Pension Transfer From Amount
$22,130
Pension Other Amount
$3,310
Pension Other Text
LOAN REPAYMENT
Pension Total Additions Amount
$59,532
Pension Total Bal Addn Amount
$182,302
Pension Bnfts Dsbrsd Amount
$46,705
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$22,340
Pension Oth Ded Amount
$1,328
Pension Oth Ded Text
FORFEITURE
Pension Total Ded Amount
$70,373
Pension End of year Bal Amount
$111,929
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
Row 4
Ins Carrier Name: NATIONWIDE INSURANCE COMPANY
Filing Id
84037295172771
Form Id
9133056
Schedule A EIN
77-0044179
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-10-01
Schedule A Tax Period
20000930
Ins Carrier Name
NATIONWIDE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
GAP549376
Ins Policy From Date
1999-10-01
Ins Policy To Date
2000-09-30
Ins Broker Comm Total Amount
$5,171
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$803,105
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
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
84037295172771
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99040371295172020004
Row 2
Filing Id
84037295172771
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99040371295172020004
DFE P1 Entity 01 Name
MONEY MARKET
DFE P1 Spons 01 Name
NATIONWIDE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
314156830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$49,452
Row 3
Filing Id
84037295172771
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99040371295172020004
DFE P1 Entity 01 Name
OPPENHEIMER BOND FUND
DFE P1 Spons 01 Name
NATIONWIDE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
314156830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$54,116
Row 4
Filing Id
84037295172771
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
99040371295172020004
DFE P1 Entity 01 Name
FIDELITY EQUITY INCOME
DFE P1 Spons 01 Name
NATIONWIDE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
314156830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$166,732
Row 5
Filing Id
84037295172771
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
99040371295172020004
DFE P1 Entity 01 Name
FIDELITY GROWTH
DFE P1 Spons 01 Name
NATIONWIDE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
314156830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$444,922
Row 6
Filing Id
84037295172771
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
99040371295172020004
DFE P1 Entity 01 Name
FIDELITY OVERSEAS
DFE P1 Spons 01 Name
NATIONWIDE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
314156830000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$87,882

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$947,928-$2,783 change

Balance Sheet

Beginning and end of plan year.

Total assets$950,711$947,928Decrease -$2,783 (-0.29%)
Total liabilities$0$24,413Increase +$24,413
Net assets$950,711$923,515Decrease -$27,196 (-2.86%)

Contributions

Employer contributions$34,995
Participant contributions$178,981
Other contributions$0
Total contributions$213,976

Income & Investment Result

Total income$345,689
Interest$11,477
Dividends$0
Net income$-27,196

Expenses & Fees

Benefits paid$372,885
Investment management$0
Administrative expenses$0
Total expenses$372,885

Accountant

FirmMOLHER, NIXON & WILLIAMS

Compliance

Fidelity bondYes
Fidelity bond amount$100,000
Participant loans$17,549
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $950,711Total assets at end of year: $947,928Total liabilities at end of year: $24,413Net income or loss: $-27,196
Filing Id
84037295172771
Schedule H EIN
77-0044179
Schedule H Plan number
001
Schedule H Plan Year Begin Date
1999-10-01
Schedule H Tax Period
20000930
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$2,747
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
$33,307
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$791,595
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
$0
Ins Co Gen Account Beginning of year Amount
$123,062
Oth Investment Beginning of year Amount
$0
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
$950,711
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
$950,711
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$5,738
Participants Contribution End of year Amount
$7,012
Other Receivables End of year Amount
$2,596
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
$17,549
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$803,104
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
$0
Ins Co Gen Account End of year Amount
$111,929
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
$947,928
Bnfts Payable End of year Amount
$24,413
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
$24,413
Net assets at end of year
$923,515
Employer contributions
$34,995
Participant contributions
$178,981
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$213,976
Interest Bear Cash Amount
$7,925
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$3,552
Interest On Oth Investment Amount
$0
Total interest income
$11,477
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
$0
Gain Loss Pool Sep Amount
$120,236
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$345,689
Participant distributions
$372,885
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$372,885
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
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
$372,885
Net income or loss
$-27,196
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
MOLHER, NIXON & WILLIAMS
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
$100,000
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 EIN31-4156830

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-4156830
Filing Id
84037295172771
Schedule R EIN
77-0044179
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-10-01
Schedule R Tax Period
20000930
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-4156830
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0