Civic Intelligence
Filing

Fmg Enterprises 401K Plan

Fmg Enterprises • EIN 77-0083708 • Santa Clara, CA • Plan year 2006

Company ProfileSource Archive
1125 Memorex DriveSanta Clara, CA 95050
Filing Insights

Participants

Down

34 → 28

-6 • -17.65%

Assets

Up

$269,268 → $345,122

$75,854 • 28.17%

Investment Management Fee

-

Admin expenses - • Total expenses $7,567

Filing Details

Context
Net investment result
$75,854
Pension payor EIN
35-0145825

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
2024121$1,070,975$67,878$3,232iApproximate average salary by contribution assumption: employee only about $80,807 at 4% or $53,871 at 6%; with 50% employer match about $53,871 at 4% or $35,914 at 6%; with 100% employer match about $40,404 at 4% or $26,936 at 6%.
Fmg Enterprises 401K Plan-21$1,070,975$67,878$3,232iApproximate average salary by contribution assumption: employee only about $80,807 at 4% or $53,871 at 6%; with 50% employer match about $53,871 at 4% or $35,914 at 6%; with 100% employer match about $40,404 at 4% or $26,936 at 6%.
2023120$1,037,979$54,363$2,718iApproximate average salary by contribution assumption: employee only about $67,954 at 4% or $45,303 at 6%; with 50% employer match about $45,303 at 4% or $30,202 at 6%; with 100% employer match about $33,977 at 4% or $22,651 at 6%.
Fmg Enterprises 401K Plan-20$1,037,979$54,363$2,718iApproximate average salary by contribution assumption: employee only about $67,954 at 4% or $45,303 at 6%; with 50% employer match about $45,303 at 4% or $30,202 at 6%; with 100% employer match about $33,977 at 4% or $22,651 at 6%.
2022120$1,168,265$47,330$2,367iApproximate average salary by contribution assumption: employee only about $59,163 at 4% or $39,442 at 6%; with 50% employer match about $39,442 at 4% or $26,294 at 6%; with 100% employer match about $29,581 at 4% or $19,721 at 6%.
Fmg Enterprises 401K Plan-20$1,168,265$47,330$2,367iApproximate average salary by contribution assumption: employee only about $59,163 at 4% or $39,442 at 6%; with 50% employer match about $39,442 at 4% or $26,294 at 6%; with 100% employer match about $29,581 at 4% or $19,721 at 6%.
2021121$1,327,846$41,547$1,978iApproximate average salary by contribution assumption: employee only about $49,461 at 4% or $32,974 at 6%; with 50% employer match about $32,974 at 4% or $21,983 at 6%; with 100% employer match about $24,730 at 4% or $16,487 at 6%.
Fmg Enterprises 401K Plan-21$1,327,846$41,547$1,978iApproximate average salary by contribution assumption: employee only about $49,461 at 4% or $32,974 at 6%; with 50% employer match about $32,974 at 4% or $21,983 at 6%; with 100% employer match about $24,730 at 4% or $16,487 at 6%.
2020121$1,191,612$38,322$1,825iApproximate average salary by contribution assumption: employee only about $45,621 at 4% or $30,414 at 6%; with 50% employer match about $30,414 at 4% or $20,276 at 6%; with 100% employer match about $22,811 at 4% or $15,207 at 6%.
Fmg Enterprises 401K Plan-21$1,191,612$38,322$1,825iApproximate average salary by contribution assumption: employee only about $45,621 at 4% or $30,414 at 6%; with 50% employer match about $30,414 at 4% or $20,276 at 6%; with 100% employer match about $22,811 at 4% or $15,207 at 6%.
2019121$1,041,461$34,337$1,635iApproximate average salary by contribution assumption: employee only about $40,877 at 4% or $27,252 at 6%; with 50% employer match about $27,252 at 4% or $18,168 at 6%; with 100% employer match about $20,439 at 4% or $13,626 at 6%.
Fmg Enterprises 401K Plan-21$1,041,461$34,337$1,635iApproximate average salary by contribution assumption: employee only about $40,877 at 4% or $27,252 at 6%; with 50% employer match about $27,252 at 4% or $18,168 at 6%; with 100% employer match about $20,439 at 4% or $13,626 at 6%.
2018122$905,197$50,218$2,283iApproximate average salary by contribution assumption: employee only about $57,066 at 4% or $38,044 at 6%; with 50% employer match about $38,044 at 4% or $25,363 at 6%; with 100% employer match about $28,533 at 4% or $19,022 at 6%.
Fmg Enterprises 401K Plan-22$905,197$50,218$2,283iApproximate average salary by contribution assumption: employee only about $57,066 at 4% or $38,044 at 6%; with 50% employer match about $38,044 at 4% or $25,363 at 6%; with 100% employer match about $28,533 at 4% or $19,022 at 6%.
2017123$1,261,932$64,142$2,789iApproximate average salary by contribution assumption: employee only about $69,720 at 4% or $46,480 at 6%; with 50% employer match about $46,480 at 4% or $30,986 at 6%; with 100% employer match about $34,860 at 4% or $23,240 at 6%.
Fmg Enterprises 401K Plan-23$1,261,932$64,142$2,789iApproximate average salary by contribution assumption: employee only about $69,720 at 4% or $46,480 at 6%; with 50% employer match about $46,480 at 4% or $30,986 at 6%; with 100% employer match about $34,860 at 4% or $23,240 at 6%.
2016123$1,058,868$50,913$2,214iApproximate average salary by contribution assumption: employee only about $55,340 at 4% or $36,893 at 6%; with 50% employer match about $36,893 at 4% or $24,596 at 6%; with 100% employer match about $27,670 at 4% or $18,447 at 6%.
Fmg Enterprises 401K Plan-23$1,058,868$50,913$2,214iApproximate average salary by contribution assumption: employee only about $55,340 at 4% or $36,893 at 6%; with 50% employer match about $36,893 at 4% or $24,596 at 6%; with 100% employer match about $27,670 at 4% or $18,447 at 6%.
2015123$929,841$48,868$2,125iApproximate average salary by contribution assumption: employee only about $53,117 at 4% or $35,412 at 6%; with 50% employer match about $35,412 at 4% or $23,608 at 6%; with 100% employer match about $26,559 at 4% or $17,706 at 6%.
Fmg Enterprises 401K Plan-23$929,841$48,868$2,125iApproximate average salary by contribution assumption: employee only about $53,117 at 4% or $35,412 at 6%; with 50% employer match about $35,412 at 4% or $23,608 at 6%; with 100% employer match about $26,559 at 4% or $17,706 at 6%.
2014123$889,640$51,957$2,259iApproximate average salary by contribution assumption: employee only about $56,475 at 4% or $37,650 at 6%; with 50% employer match about $37,650 at 4% or $25,100 at 6%; with 100% employer match about $28,238 at 4% or $18,825 at 6%.
Fmg Enterprises 401K Plan-23$889,640$51,957$2,259iApproximate average salary by contribution assumption: employee only about $56,475 at 4% or $37,650 at 6%; with 50% employer match about $37,650 at 4% or $25,100 at 6%; with 100% employer match about $28,238 at 4% or $18,825 at 6%.
2013124$806,386$59,986$2,499iApproximate average salary by contribution assumption: employee only about $62,485 at 4% or $41,657 at 6%; with 50% employer match about $41,657 at 4% or $27,771 at 6%; with 100% employer match about $31,243 at 4% or $20,828 at 6%.
Fmg Enterprises 401K Plan-24$806,386$59,986$2,499iApproximate average salary by contribution assumption: employee only about $62,485 at 4% or $41,657 at 6%; with 50% employer match about $41,657 at 4% or $27,771 at 6%; with 100% employer match about $31,243 at 4% or $20,828 at 6%.
2012125$683,651$66,257$2,650iApproximate average salary by contribution assumption: employee only about $66,257 at 4% or $44,171 at 6%; with 50% employer match about $44,171 at 4% or $29,448 at 6%; with 100% employer match about $33,129 at 4% or $22,086 at 6%.
Fmg Enterprises 401K Plan-25$683,651$66,257$2,650iApproximate average salary by contribution assumption: employee only about $66,257 at 4% or $44,171 at 6%; with 50% employer match about $44,171 at 4% or $29,448 at 6%; with 100% employer match about $33,129 at 4% or $22,086 at 6%.
2011124$543,868$60,009$2,500iApproximate average salary by contribution assumption: employee only about $62,509 at 4% or $41,673 at 6%; with 50% employer match about $41,673 at 4% or $27,782 at 6%; with 100% employer match about $31,255 at 4% or $20,836 at 6%.
Fmg Enterprises 401K Plan-24$543,868$60,009$2,500iApproximate average salary by contribution assumption: employee only about $62,509 at 4% or $41,673 at 6%; with 50% employer match about $41,673 at 4% or $27,782 at 6%; with 100% employer match about $31,255 at 4% or $20,836 at 6%.
2010124$509,137$54,326$2,264iApproximate average salary by contribution assumption: employee only about $56,590 at 4% or $37,726 at 6%; with 50% employer match about $37,726 at 4% or $25,151 at 6%; with 100% employer match about $28,295 at 4% or $18,863 at 6%.
Fmg Enterprises 401K Plan-24$509,137$54,326$2,264iApproximate average salary by contribution assumption: employee only about $56,590 at 4% or $37,726 at 6%; with 50% employer match about $37,726 at 4% or $25,151 at 6%; with 100% employer match about $28,295 at 4% or $18,863 at 6%.
2009124$411,294$55,558$2,315iApproximate average salary by contribution assumption: employee only about $57,873 at 4% or $38,582 at 6%; with 50% employer match about $38,582 at 4% or $25,721 at 6%; with 100% employer match about $28,936 at 4% or $19,291 at 6%.
Fmg Enterprises 401K Plan-24$411,294$55,558$2,315iApproximate average salary by contribution assumption: employee only about $57,873 at 4% or $38,582 at 6%; with 50% employer match about $38,582 at 4% or $25,721 at 6%; with 100% employer match about $28,936 at 4% or $19,291 at 6%.
2008131$306,830$52,000$1,677iApproximate average salary by contribution assumption: employee only about $41,935 at 4% or $27,957 at 6%; with 50% employer match about $27,957 at 4% or $18,638 at 6%; with 100% employer match about $20,968 at 4% or $13,978 at 6%.
Fmg Enterprises 401K Plan-31$306,830$52,000$1,677iApproximate average salary by contribution assumption: employee only about $41,935 at 4% or $27,957 at 6%; with 50% employer match about $27,957 at 4% or $18,638 at 6%; with 100% employer match about $20,968 at 4% or $13,978 at 6%.
2007132$407,568$55,024$1,720iApproximate average salary by contribution assumption: employee only about $42,988 at 4% or $28,658 at 6%; with 50% employer match about $28,658 at 4% or $19,106 at 6%; with 100% employer match about $21,494 at 4% or $14,329 at 6%.
Fmg Enterprises 401K Plan-32$407,568$55,024$1,720iApproximate average salary by contribution assumption: employee only about $42,988 at 4% or $28,658 at 6%; with 50% employer match about $28,658 at 4% or $19,106 at 6%; with 100% employer match about $21,494 at 4% or $14,329 at 6%.
2006128$345,122$50,313$1,797iApproximate average salary by contribution assumption: employee only about $44,922 at 4% or $29,948 at 6%; with 50% employer match about $29,948 at 4% or $19,965 at 6%; with 100% employer match about $22,461 at 4% or $14,974 at 6%.
Fmg Enterprises 401K PlanCurrent28$345,122$50,313$1,797iApproximate average salary by contribution assumption: employee only about $44,922 at 4% or $29,948 at 6%; with 50% employer match about $29,948 at 4% or $19,965 at 6%; with 100% employer match about $22,461 at 4% or $14,974 at 6%.
2005127$269,268$53,962$1,999iApproximate average salary by contribution assumption: employee only about $49,965 at 4% or $33,310 at 6%; with 50% employer match about $33,310 at 4% or $22,207 at 6%; with 100% employer match about $24,982 at 4% or $16,655 at 6%.
Fmg Enterprises 401K Plan-27$269,268$53,962$1,999iApproximate average salary by contribution assumption: employee only about $49,965 at 4% or $33,310 at 6%; with 50% employer match about $33,310 at 4% or $22,207 at 6%; with 100% employer match about $24,982 at 4% or $16,655 at 6%.
2004136$234,409$33,925$942iApproximate average salary by contribution assumption: employee only about $23,559 at 4% or $15,706 at 6%; with 50% employer match about $15,706 at 4% or $10,471 at 6%; with 100% employer match about $11,780 at 4% or $7,853 at 6%.
Fmg Enterprises 401K Plan-36$234,409$33,925$942iApproximate average salary by contribution assumption: employee only about $23,559 at 4% or $15,706 at 6%; with 50% employer match about $15,706 at 4% or $10,471 at 6%; with 100% employer match about $11,780 at 4% or $7,853 at 6%.
2003139$0$0-
Fmg Enterprises 401K Plan-39---
2002140$115,103$47,849$1,196iApproximate average salary by contribution assumption: employee only about $29,906 at 4% or $19,937 at 6%; with 50% employer match about $19,937 at 4% or $13,291 at 6%; with 100% employer match about $14,953 at 4% or $9,969 at 6%.
Fmg Enterprises 401K Plan-40$115,103$47,849$1,196iApproximate average salary by contribution assumption: employee only about $29,906 at 4% or $19,937 at 6%; with 50% employer match about $19,937 at 4% or $13,291 at 6%; with 100% employer match about $14,953 at 4% or $9,969 at 6%.
2001117$0$0-
Fmg Enterprises 401K Plan-17---
2000120$0$0-
Fmg Enterprises 401K Plan-20---
Schedule Details

Schedule A

Row 1
Filing Id
84037201304047
Form Id
79070175
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6010377201304040002
Ins Broker 01 Name
WILIAM D DOBBS
Ins Broker 01 Street Addr
1435 RIVER PARK DR., STE 410
Ins Broker 01 City
SACRAMENTO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
95815
Ins Broker Comm Pd 01 Amount
$1,079
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: AMERICAN UNITED LIFE INSURANCE COMPANY
Filing Id
84037201304047
Form Id
79070175
Schedule A EIN
77-0083708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
AMERICAN UNITED LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0145825
Ins Carrier Naic Code
60895
Ins Contract Num
G96178
Ins Prsn Covered End of year Count
32
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$1,079
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$13,996
Pension End of year Sep Account Amount
$309,065
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
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$11,023
Pension Contribution Dep Amount
$2,477
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$495
Pension Transfer From Amount
$46
Pension Other Amount
$0
Pension Total Additions Amount
$3,018
Pension Total Bal Addn Amount
$14,041
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$45
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$45
Pension End of year Bal Amount
$13,996
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
84037201304047
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6010377201304040003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT II
DFE P1 Spons 01 Name
AMERICAN UNITED LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350145825000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$309,065
Row 2
Filing Id
84037201304047
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6010377201304040003
Row 3
Filing Id
84037201304047
Schedule D EIN
77-0083708
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2006-01-01
Schedule D Tax Period
20061231

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$345,122$75,854 change

Balance Sheet

Beginning and end of plan year.

Total assets$269,268$345,122Increase +$75,854 (28.17%)
Total liabilities$0$0No change $0
Net assets$269,268$345,122Increase +$75,854 (28.17%)

Contributions

Employer contributions$0
Participant contributions$50,313
Other contributions$0

Income & Expenses

Total income$83,421
Total expenses$7,567
Net income$75,854
Source fields
Schedule I source fields
Filing Id
84037201304047
Schedule I EIN
77-0083708
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$269,268
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$269,268
Small plan total assets at end of year
$345,122
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$345,122
Small plan employer contributions
$0
Small plan participant contributions
$50,313
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$33,108
Small plan total income
$83,421
Small plan total benefit distributions
$7,522
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$45
Small plan total expenses
$7,567
Small plan net income or loss
$75,854
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
Yes
Small Mortg Participants End of year Amount
$17,952
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
$25,000
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 EIN35-0145825

Transfers

Distributed property value$0
Schedule R source fields
Payor 35-0145825
Filing Id
84037201304047
Schedule R EIN
77-0083708
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
35-0145825
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0