Civic Intelligence
Filing

Des 401K Plan

Solid Data Systems Inc. • EIN 77-0336723 • Plan year 1999

Filing Insights

Participants

Up

29 → 31

2 • 6.90%

Assets

Up

$367,717 → $493,850

$126,133 • 34.30%

Investment Management Fee

-

Admin expenses - • Total expenses $102,946

Filing Details

Context
Net investment result
$126,133
Pension payor EIN
84-0467907

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
201010$0$0-
Des 401K Plan-0$0$0-
2009123$567,800$23,043$1,002iApproximate average salary by contribution assumption: employee only about $25,047 at 4% or $16,698 at 6%; with 50% employer match about $16,698 at 4% or $11,132 at 6%; with 100% employer match about $12,523 at 4% or $8,349 at 6%.
Des 401K Plan-23$567,800$23,043$1,002iApproximate average salary by contribution assumption: employee only about $25,047 at 4% or $16,698 at 6%; with 50% employer match about $16,698 at 4% or $11,132 at 6%; with 100% employer match about $12,523 at 4% or $8,349 at 6%.
200819$0$0-
Des 401K Plan-9---
200719$0$0-
Des 401K Plan-9---
200419$607,801$87,669$9,741iApproximate average salary by contribution assumption: employee only about $243,525 at 4% or $162,350 at 6%; with 50% employer match about $162,350 at 4% or $108,233 at 6%; with 100% employer match about $121,763 at 4% or $81,175 at 6%.
Des 401K Plan-9$607,801$87,669$9,741iApproximate average salary by contribution assumption: employee only about $243,525 at 4% or $162,350 at 6%; with 50% employer match about $162,350 at 4% or $108,233 at 6%; with 100% employer match about $121,763 at 4% or $81,175 at 6%.
2003113$581,660$85,394$6,569iApproximate average salary by contribution assumption: employee only about $164,219 at 4% or $109,479 at 6%; with 50% employer match about $109,479 at 4% or $72,986 at 6%; with 100% employer match about $82,110 at 4% or $54,740 at 6%.
Des 401K Plan-13$581,660$85,394$6,569iApproximate average salary by contribution assumption: employee only about $164,219 at 4% or $109,479 at 6%; with 50% employer match about $109,479 at 4% or $72,986 at 6%; with 100% employer match about $82,110 at 4% or $54,740 at 6%.
2002138$838,425$229,273$6,034iApproximate average salary by contribution assumption: employee only about $150,838 at 4% or $100,558 at 6%; with 50% employer match about $100,558 at 4% or $67,039 at 6%; with 100% employer match about $75,419 at 4% or $50,279 at 6%.
Des 401K Plan-38$838,425$229,273$6,034iApproximate average salary by contribution assumption: employee only about $150,838 at 4% or $100,558 at 6%; with 50% employer match about $100,558 at 4% or $67,039 at 6%; with 100% employer match about $75,419 at 4% or $50,279 at 6%.
2001274$0$0-
SOLID DATA SYSTEMS, INC. HEALTH & WELFARE BENEFITS PLAN-74---
Des 401K Plan-71---
2000188$635,607$307,313$3,492iApproximate average salary by contribution assumption: employee only about $87,305 at 4% or $58,203 at 6%; with 50% employer match about $58,203 at 4% or $38,802 at 6%; with 100% employer match about $43,652 at 4% or $29,102 at 6%.
Des 401K Plan-88$635,607$307,313$3,492iApproximate average salary by contribution assumption: employee only about $87,305 at 4% or $58,203 at 6%; with 50% employer match about $58,203 at 4% or $38,802 at 6%; with 100% employer match about $43,652 at 4% or $29,102 at 6%.
1999231$493,850$146,994$4,742iApproximate average salary by contribution assumption: employee only about $118,544 at 4% or $79,029 at 6%; with 50% employer match about $79,029 at 4% or $52,686 at 6%; with 100% employer match about $59,272 at 4% or $39,515 at 6%.
Des 401K PlanCurrent31$493,850$146,994$4,742iApproximate average salary by contribution assumption: employee only about $118,544 at 4% or $79,029 at 6%; with 50% employer match about $79,029 at 4% or $52,686 at 6%; with 100% employer match about $59,272 at 4% or $39,515 at 6%.
Solid Data Systems Flexible Benefits Plan-0---
Schedule Details

Schedule A

Row 1
Filing Id
56037134368521
Form Id
4740589
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371134368020002
Ins Broker 01 Name
GRAMMAR & ASSOCIATES, INC.
Ins Broker 01 Street Addr
630 COWPER STREET
Ins Broker 01 City
PALO ALTO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
94301
Ins Broker Comm Pd 01 Amount
$646
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
56037134368521
Form Id
4740589
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371134368020002
Ins Broker 01 Name
DAVID ROBERT HOPE
Ins Broker 01 Street Addr
4966 EL CAMINO REAL STE 105
Ins Broker 01 City
LOS ALTOS
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
94022
Ins Broker Comm Pd 01 Amount
$547
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Filing Id
56037134368521
Form Id
4740589
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
30371134368020002
Ins Broker 01 Name
MICHAEL THOMAS HOPE
Ins Broker 01 Street Addr
579 OXFORD ST
Ins Broker 01 City
SAN FRANCISCO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
94134
Ins Broker Comm Pd 01 Amount
$547
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Ins Carrier Name: GREAT-WEST LIFE
Filing Id
56037134368521
Form Id
4740589
Schedule A EIN
77-0336723
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
GREAT-WEST LIFE
Ins Carrier EIN
84-0467907
Ins Carrier Naic Code
68322
Ins Contract Num
933705-01
Ins Prsn Covered End of year Count
23
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,740
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$492,507
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
INDIVIDUAL ACCOUNTS
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
56037134368521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371134368020003
Row 2
Filing Id
56037134368521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371134368020003
DFE P1 Entity 01 Name
FUTUREFUNDS SERIES ACCOUNT IIOF GWL
DFE P1 Spons 01 Name
GREAT-WEST LIFE & ANNUITY
DFE P1 Plan 01 EIN Plan number
840467907001
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$492,507
Row 3
Filing Id
56037134368521
Schedule D EIN
77-0336723
Schedule D Plan number
001
Schedule D Plan Year Begin Date
1999-01-01
Schedule D Tax Period
19991231

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$493,850$126,133 change

Balance Sheet

Beginning and end of plan year.

Total assets$367,717$493,850Increase +$126,133 (34.30%)
Total liabilities$0$0No change $0
Net assets$367,717$493,850Increase +$126,133 (34.30%)

Contributions

Employer contributions$0
Participant contributions$133,693
Other contributions$13,301

Income & Expenses

Total income$229,079
Total expenses$102,946
Net income$126,133
Source fields
Schedule I source fields
Filing Id
56037134368521
Schedule I EIN
77-0336723
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
$367,717
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$367,717
Small plan total assets at end of year
$493,850
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$493,850
Small plan employer contributions
$0
Small plan participant contributions
$133,693
Small Oth Contribution Rcvd Amount
$13,301
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$82,085
Small plan total income
$229,079
Small plan total benefit distributions
$99,548
Small Corrective Distribution Amount
$3,348
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$50
Small plan total expenses
$102,946
Small plan net income or loss
$126,133
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
$1,343
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
$75,000
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 EIN84-0467907

Transfers

Distributed property value$0
Schedule R source fields
Payor 84-0467907
Filing Id
56037134368521
Schedule R EIN
77-0336723
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
84-0467907
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0