Civic Intelligence
Filing

Algra Construction Money Purchase Pension Plan

Algra Construction • EIN 77-0067231 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

4 → 2

-2 • -50.00%

Assets

Up

$196,059 → $210,650

$14,591 • 7.44%

Investment Management Fee

-

Admin expenses - • Total expenses $11,270

Filing Details

Context
Net investment result
$14,591
Pension payor EIN
77-0365601

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
200020$0$0-
Algra Construction Money Purchase Pension Plan-0---
Algra Construction Profit Sharing Plan-0---
199922$455,642$19,365$9,683iApproximate average salary by contribution assumption: employee only about $242,063 at 4% or $161,375 at 6%; with 50% employer match about $161,375 at 4% or $107,583 at 6%; with 100% employer match about $121,031 at 4% or $80,688 at 6%.
Algra Construction Profit Sharing Plan-2$244,992$11,619$5,810iApproximate average salary by contribution assumption: employee only about $145,238 at 4% or $96,825 at 6%; with 50% employer match about $96,825 at 4% or $64,550 at 6%; with 100% employer match about $72,619 at 4% or $48,413 at 6%.
Algra Construction Money Purchase Pension PlanCurrent2$210,650$7,746$3,873iApproximate average salary by contribution assumption: employee only about $96,825 at 4% or $64,550 at 6%; with 50% employer match about $64,550 at 4% or $43,033 at 6%; with 100% employer match about $48,413 at 4% or $32,275 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$210,650$14,591 change

Balance Sheet

Beginning and end of plan year.

Total assets$196,059$210,650Increase +$14,591 (7.44%)
Total liabilities$0$0No change $0
Net assets$196,059$210,650Increase +$14,591 (7.44%)

Contributions

Employer contributions$7,746
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$25,861
Total expenses$11,270
Net income$14,591
Source fields
Schedule I source fields
Filing Id
56037092100521
Schedule I EIN
77-0067231
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
$196,059
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$196,059
Small plan total assets at end of year
$210,650
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$210,650
Small plan employer contributions
$7,746
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$18,115
Small plan total income
$25,861
Small plan total benefit distributions
$11,270
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$11,270
Small plan net income or loss
$14,591
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
$50,000
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
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 EIN77-0365601

Transfers

Distributed property value$0
Schedule R source fields
Payor 77-0365601
Filing Id
56037092100521
Schedule R EIN
77-0067231
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 payor EIN
77-0365601
Pension Bnft Distribution Sngl Sum Count
2
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$7,746
Pension Employer Contribution Paid Amount
$7,746
Pension Funding Deficiency Amount
$0