Fidelity bond in place
Yes
Filing163 Everett Ave.Palo Alto, CA 94301
Function Engineering Inc. 401(K) Profit Sharing Plan & Trust
Function Engineering Inc. • EIN 77-0434708 • Palo Alto, CA • Plan year 2012
Filing Insights
Participants
Down48 → 43
-5 • -10.42%
Assets
Up$5,449,586 → $6,875,406
$1,425,820 • 26.16%
Investment Management Fee
-
Admin expenses - • Total expenses $11,977
Filing Details
Context- Net investment result
- $1,425,820
- Pension payor EIN
- 06-0974148
Status Flags
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
No
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
No
Plan blackout period
No
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 48 | $23,396,598 | $877,536 | $18,282iApproximate average salary by contribution assumption: employee only about $457,050 at 4% or $304,700 at 6%; with 50% employer match about $304,700 at 4% or $203,133 at 6%; with 100% employer match about $228,525 at 4% or $152,350 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 48 | $23,396,598 | $877,536 | $18,282iApproximate average salary by contribution assumption: employee only about $457,050 at 4% or $304,700 at 6%; with 50% employer match about $304,700 at 4% or $203,133 at 6%; with 100% employer match about $228,525 at 4% or $152,350 at 6%. |
| 2023 | 1 | 48 | $22,585,717 | $929,405 | $19,363iApproximate average salary by contribution assumption: employee only about $484,065 at 4% or $322,710 at 6%; with 50% employer match about $322,710 at 4% or $215,140 at 6%; with 100% employer match about $242,033 at 4% or $161,355 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 48 | $22,585,717 | $929,405 | $19,363iApproximate average salary by contribution assumption: employee only about $484,065 at 4% or $322,710 at 6%; with 50% employer match about $322,710 at 4% or $215,140 at 6%; with 100% employer match about $242,033 at 4% or $161,355 at 6%. |
| 2022 | 1 | 48 | $18,695,828 | $828,262 | $17,255iApproximate average salary by contribution assumption: employee only about $431,386 at 4% or $287,591 at 6%; with 50% employer match about $287,591 at 4% or $191,727 at 6%; with 100% employer match about $215,693 at 4% or $143,795 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 48 | $18,695,828 | $828,262 | $17,255iApproximate average salary by contribution assumption: employee only about $431,386 at 4% or $287,591 at 6%; with 50% employer match about $287,591 at 4% or $191,727 at 6%; with 100% employer match about $215,693 at 4% or $143,795 at 6%. |
| 2021 | 1 | 46 | $21,881,949 | $798,938 | $17,368iApproximate average salary by contribution assumption: employee only about $434,205 at 4% or $289,470 at 6%; with 50% employer match about $289,470 at 4% or $192,980 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 46 | $21,881,949 | $798,938 | $17,368iApproximate average salary by contribution assumption: employee only about $434,205 at 4% or $289,470 at 6%; with 50% employer match about $289,470 at 4% or $192,980 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%. |
| 2020 | 1 | 47 | $19,211,091 | $792,361 | $16,859iApproximate average salary by contribution assumption: employee only about $421,469 at 4% or $280,979 at 6%; with 50% employer match about $280,979 at 4% or $187,319 at 6%; with 100% employer match about $210,734 at 4% or $140,490 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 47 | $19,211,091 | $792,361 | $16,859iApproximate average salary by contribution assumption: employee only about $421,469 at 4% or $280,979 at 6%; with 50% employer match about $280,979 at 4% or $187,319 at 6%; with 100% employer match about $210,734 at 4% or $140,490 at 6%. |
| 2019 | 1 | 47 | $15,981,145 | $891,023 | $18,958iApproximate average salary by contribution assumption: employee only about $473,948 at 4% or $315,966 at 6%; with 50% employer match about $315,966 at 4% or $210,644 at 6%; with 100% employer match about $236,974 at 4% or $157,983 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 47 | $15,981,145 | $891,023 | $18,958iApproximate average salary by contribution assumption: employee only about $473,948 at 4% or $315,966 at 6%; with 50% employer match about $315,966 at 4% or $210,644 at 6%; with 100% employer match about $236,974 at 4% or $157,983 at 6%. |
| 2018 | 1 | 50 | $13,142,884 | $951,855 | $19,037iApproximate average salary by contribution assumption: employee only about $475,927 at 4% or $317,285 at 6%; with 50% employer match about $317,285 at 4% or $211,523 at 6%; with 100% employer match about $237,964 at 4% or $158,643 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 50 | $13,142,884 | $951,855 | $19,037iApproximate average salary by contribution assumption: employee only about $475,927 at 4% or $317,285 at 6%; with 50% employer match about $317,285 at 4% or $211,523 at 6%; with 100% employer match about $237,964 at 4% or $158,643 at 6%. |
| 2017 | 1 | 51 | $13,209,925 | $857,804 | $16,820iApproximate average salary by contribution assumption: employee only about $420,492 at 4% or $280,328 at 6%; with 50% employer match about $280,328 at 4% or $186,885 at 6%; with 100% employer match about $210,246 at 4% or $140,164 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 51 | $13,209,925 | $857,804 | $16,820iApproximate average salary by contribution assumption: employee only about $420,492 at 4% or $280,328 at 6%; with 50% employer match about $280,328 at 4% or $186,885 at 6%; with 100% employer match about $210,246 at 4% or $140,164 at 6%. |
| 2016 | 1 | 48 | $10,839,005 | $899,108 | $18,731iApproximate average salary by contribution assumption: employee only about $468,285 at 4% or $312,190 at 6%; with 50% employer match about $312,190 at 4% or $208,127 at 6%; with 100% employer match about $234,143 at 4% or $156,095 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 48 | $10,839,005 | $899,108 | $18,731iApproximate average salary by contribution assumption: employee only about $468,285 at 4% or $312,190 at 6%; with 50% employer match about $312,190 at 4% or $208,127 at 6%; with 100% employer match about $234,143 at 4% or $156,095 at 6%. |
| 2015 | 1 | 44 | $9,745,818 | $745,780 | $16,950iApproximate average salary by contribution assumption: employee only about $423,739 at 4% or $282,492 at 6%; with 50% employer match about $282,492 at 4% or $188,328 at 6%; with 100% employer match about $211,869 at 4% or $141,246 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 44 | $9,745,818 | $745,780 | $16,950iApproximate average salary by contribution assumption: employee only about $423,739 at 4% or $282,492 at 6%; with 50% employer match about $282,492 at 4% or $188,328 at 6%; with 100% employer match about $211,869 at 4% or $141,246 at 6%. |
| 2014 | 1 | 42 | $9,681,355 | $809,563 | $19,275iApproximate average salary by contribution assumption: employee only about $481,883 at 4% or $321,255 at 6%; with 50% employer match about $321,255 at 4% or $214,170 at 6%; with 100% employer match about $240,941 at 4% or $160,628 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 42 | $9,681,355 | $809,563 | $19,275iApproximate average salary by contribution assumption: employee only about $481,883 at 4% or $321,255 at 6%; with 50% employer match about $321,255 at 4% or $214,170 at 6%; with 100% employer match about $240,941 at 4% or $160,628 at 6%. |
| 2013 | 1 | 43 | $8,638,161 | $643,224 | $14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,312 at 6%; with 50% employer match about $249,312 at 4% or $166,208 at 6%; with 100% employer match about $186,984 at 4% or $124,656 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 43 | $8,638,161 | $643,224 | $14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,312 at 6%; with 50% employer match about $249,312 at 4% or $166,208 at 6%; with 100% employer match about $186,984 at 4% or $124,656 at 6%. |
| 2012 | 1 | 43 | $6,875,406 | $655,901 | $15,254iApproximate average salary by contribution assumption: employee only about $381,338 at 4% or $254,225 at 6%; with 50% employer match about $254,225 at 4% or $169,483 at 6%; with 100% employer match about $190,669 at 4% or $127,113 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | Current | 43 | $6,875,406 | $655,901 | $15,254iApproximate average salary by contribution assumption: employee only about $381,338 at 4% or $254,225 at 6%; with 50% employer match about $254,225 at 4% or $169,483 at 6%; with 100% employer match about $190,669 at 4% or $127,113 at 6%. |
| 2011 | 1 | 41 | $5,449,586 | $818,808 | $19,971iApproximate average salary by contribution assumption: employee only about $499,273 at 4% or $332,849 at 6%; with 50% employer match about $332,849 at 4% or $221,899 at 6%; with 100% employer match about $249,637 at 4% or $166,424 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 41 | $5,449,586 | $818,808 | $19,971iApproximate average salary by contribution assumption: employee only about $499,273 at 4% or $332,849 at 6%; with 50% employer match about $332,849 at 4% or $221,899 at 6%; with 100% employer match about $249,637 at 4% or $166,424 at 6%. |
| 2010 | 1 | 42 | $5,173,740 | $550,255 | $13,101iApproximate average salary by contribution assumption: employee only about $327,533 at 4% or $218,355 at 6%; with 50% employer match about $218,355 at 4% or $145,570 at 6%; with 100% employer match about $163,766 at 4% or $109,178 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 42 | $5,173,740 | $550,255 | $13,101iApproximate average salary by contribution assumption: employee only about $327,533 at 4% or $218,355 at 6%; with 50% employer match about $218,355 at 4% or $145,570 at 6%; with 100% employer match about $163,766 at 4% or $109,178 at 6%. |
| 2009 | 1 | 41 | $4,072,936 | $592,315 | $14,447iApproximate average salary by contribution assumption: employee only about $361,168 at 4% or $240,778 at 6%; with 50% employer match about $240,778 at 4% or $160,519 at 6%; with 100% employer match about $180,584 at 4% or $120,389 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 41 | $4,072,936 | $592,315 | $14,447iApproximate average salary by contribution assumption: employee only about $361,168 at 4% or $240,778 at 6%; with 50% employer match about $240,778 at 4% or $160,519 at 6%; with 100% employer match about $180,584 at 4% or $120,389 at 6%. |
| 2008 | 1 | 45 | $2,851,100 | $636,404 | $14,142iApproximate average salary by contribution assumption: employee only about $353,558 at 4% or $235,705 at 6%; with 50% employer match about $235,705 at 4% or $157,137 at 6%; with 100% employer match about $176,779 at 4% or $117,853 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 45 | $2,851,100 | $636,404 | $14,142iApproximate average salary by contribution assumption: employee only about $353,558 at 4% or $235,705 at 6%; with 50% employer match about $235,705 at 4% or $157,137 at 6%; with 100% employer match about $176,779 at 4% or $117,853 at 6%. |
| 2007 | 1 | 44 | $3,403,237 | $565,435 | $12,851iApproximate average salary by contribution assumption: employee only about $321,270 at 4% or $214,180 at 6%; with 50% employer match about $214,180 at 4% or $142,787 at 6%; with 100% employer match about $160,635 at 4% or $107,090 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 44 | $3,403,237 | $565,435 | $12,851iApproximate average salary by contribution assumption: employee only about $321,270 at 4% or $214,180 at 6%; with 50% employer match about $214,180 at 4% or $142,787 at 6%; with 100% employer match about $160,635 at 4% or $107,090 at 6%. |
| 2006 | 1 | 35 | $2,531,316 | $432,876 | $12,368iApproximate average salary by contribution assumption: employee only about $309,197 at 4% or $206,131 at 6%; with 50% employer match about $206,131 at 4% or $137,421 at 6%; with 100% employer match about $154,599 at 4% or $103,066 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 35 | $2,531,316 | $432,876 | $12,368iApproximate average salary by contribution assumption: employee only about $309,197 at 4% or $206,131 at 6%; with 50% employer match about $206,131 at 4% or $137,421 at 6%; with 100% employer match about $154,599 at 4% or $103,066 at 6%. |
| 2005 | 1 | 32 | $1,935,178 | $375,797 | $11,744iApproximate average salary by contribution assumption: employee only about $293,591 at 4% or $195,728 at 6%; with 50% employer match about $195,728 at 4% or $130,485 at 6%; with 100% employer match about $146,796 at 4% or $97,864 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 32 | $1,935,178 | $375,797 | $11,744iApproximate average salary by contribution assumption: employee only about $293,591 at 4% or $195,728 at 6%; with 50% employer match about $195,728 at 4% or $130,485 at 6%; with 100% employer match about $146,796 at 4% or $97,864 at 6%. |
| 2004 | 1 | 30 | $1,422,866 | $343,787 | $11,460iApproximate average salary by contribution assumption: employee only about $286,489 at 4% or $190,993 at 6%; with 50% employer match about $190,993 at 4% or $127,329 at 6%; with 100% employer match about $143,245 at 4% or $95,496 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 30 | $1,422,866 | $343,787 | $11,460iApproximate average salary by contribution assumption: employee only about $286,489 at 4% or $190,993 at 6%; with 50% employer match about $190,993 at 4% or $127,329 at 6%; with 100% employer match about $143,245 at 4% or $95,496 at 6%. |
| 2003 | 1 | 30 | $1,057,392 | $352,929 | $11,764iApproximate average salary by contribution assumption: employee only about $294,108 at 4% or $196,072 at 6%; with 50% employer match about $196,072 at 4% or $130,714 at 6%; with 100% employer match about $147,054 at 4% or $98,036 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 30 | $1,057,392 | $352,929 | $11,764iApproximate average salary by contribution assumption: employee only about $294,108 at 4% or $196,072 at 6%; with 50% employer match about $196,072 at 4% or $130,714 at 6%; with 100% employer match about $147,054 at 4% or $98,036 at 6%. |
| 2002 | 1 | 31 | $600,634 | $279,404 | $9,013iApproximate average salary by contribution assumption: employee only about $225,326 at 4% or $150,217 at 6%; with 50% employer match about $150,217 at 4% or $100,145 at 6%; with 100% employer match about $112,663 at 4% or $75,109 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 31 | $600,634 | $279,404 | $9,013iApproximate average salary by contribution assumption: employee only about $225,326 at 4% or $150,217 at 6%; with 50% employer match about $150,217 at 4% or $100,145 at 6%; with 100% employer match about $112,663 at 4% or $75,109 at 6%. |
| 2001 | 1 | 22 | $457,963 | $219,159 | $9,962iApproximate average salary by contribution assumption: employee only about $249,044 at 4% or $166,030 at 6%; with 50% employer match about $166,030 at 4% or $110,686 at 6%; with 100% employer match about $124,522 at 4% or $83,015 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 22 | $457,963 | $219,159 | $9,962iApproximate average salary by contribution assumption: employee only about $249,044 at 4% or $166,030 at 6%; with 50% employer match about $166,030 at 4% or $110,686 at 6%; with 100% employer match about $124,522 at 4% or $83,015 at 6%. |
| 2000 | 1 | 19 | $294,616 | $210,984 | $11,104iApproximate average salary by contribution assumption: employee only about $277,611 at 4% or $185,074 at 6%; with 50% employer match about $185,074 at 4% or $123,382 at 6%; with 100% employer match about $138,805 at 4% or $92,537 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 19 | $294,616 | $210,984 | $11,104iApproximate average salary by contribution assumption: employee only about $277,611 at 4% or $185,074 at 6%; with 50% employer match about $185,074 at 4% or $123,382 at 6%; with 100% employer match about $138,805 at 4% or $92,537 at 6%. |
| 1999 | 1 | 20 | $168,327 | $164,363 | $8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%. |
| Function Engineering Inc. 401(K) Profit Sharing Plan & Trust | - | 20 | $168,327 | $164,363 | $8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%. |
Schedule Details
Schedule A
- Row 1
- Form Id
- 1
- Ins Broker Name
- MERRILL LYNCH LIFE AGENCY
- Ins Broker US Address1
- MERRILL LYNCH 1215 4TH AVENUE 26TH
- Ins Broker US City
- SEATTLE
- Ins Broker US State
- WA
- Ins Broker US ZIP
- 98161
- Ins Broker Comm Pd Amount
- $17,852
- Ins Broker Code
- 3
- Row 2
- Form Id
- 1
- Ins Broker Name
- MERRILL LYNCH PIERCE FENNER SMITH I
- Ins Broker US Address1
- 4800 DEER LAKE DRIVE EAST
- Ins Broker US City
- JACKSONVILLE
- Ins Broker US State
- FL
- Ins Broker US ZIP
- 32246
- Ins Broker Fees Pd Amount
- $2,332
- Ins Broker Fees Pd Text
- SALES/MARKETING
- Ins Broker Code
- 3
- Row 3
- Ins Carrier Name: HARTFORD LIFE INSURANCE COMPANY
- Form Id
- 1
- Schedule A Plan Year Begin Date
- 2012-01-01
- Schedule A Plan Year End Date
- 2012-12-31
- Schedule A Plan Num
- 001
- Schedule A EIN
- 77-0434708
- Ins Carrier Name
- HARTFORD LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 06-0974148
- Ins Carrier Naic Code
- 88072
- Ins Contract Num
- GA-823746
- Ins Prsn Covered End of year Count
- 43
- Ins Policy From Date
- 2012-01-01
- Ins Policy To Date
- 2012-12-31
- Ins Broker Comm Total Amount
- $17,852
- Ins Broker Fees Total Amount
- $2,332
- Pension End of year Gen Account Amount
- $958,694
- Pension End of year Sep Account Amount
- $5,828,248
- Alloc Contracts Indiv Indicator
- No
- Alloc Contracts Group Indicator
- No
- Alloc Contracts Other Indicator
- No
- Pens Distr Bnft Terminate Pln Indicator
- No
- Unalloc Contracts Dep Adm Indicator
- No
- Unal Contrac Imm Part Guar Indicator
- No
- Unal Contracts Guar Invest Indicator
- No
- Unalloc Contracts Other Indicator
- Yes
- Unalloc Contracts Other Text
- GROUP FUNDING
- Pension End Prev Bal Amount
- $825,468
- Pension Contribution Dep Amount
- $76,503
- Pension Interest Cr Dur Yr Amount
- $25,845
- Pension Transfer From Amount
- $34,528
- Pension Other Amount
- $6,935
- Pension Other Text
- LOAN PYMT
- Pension Total Additions Amount
- $143,811
- Pension Total Bal Addn Amount
- $969,279
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $14
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $10,571
- Pension Oth Ded Text
- LOAN W/D
- Pension Total Ded Amount
- $10,585
- Pension End of year Bal Amount
- $958,694
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- No
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Stop Loss Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- No
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
Schedule D
- Row 1
- DFE P1 Entity Name
- SEPARATE ACCOUNT 401
- DFE P1 Spons Name
- HARTFORD LIFE INSURANCE COMPANY
- DFE P1 Plan EIN
- 06-0974148
- DFE P1 Plan Plan number
- 000
- DFE P1 Entity Code
- P
- DFE P1 Plan Interest End of year Amount
- $5,828,248
- Row 2
- Schedule D Plan Year Begin Date
- 2012-01-01
- Schedule D Tax Period
- 2012-12-31
- Schedule D Plan number
- 001
- Schedule D EIN
- 77-0434708
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$6,875,406$1,425,820 change
Balance Sheet
Beginning and end of plan year.
Total assets$5,449,586$6,875,406Increase +$1,425,820 (26.16%)
Net assets$5,449,586$6,875,406Increase +$1,425,820 (26.16%)
Contributions
Employer contributions$224,987
Participant contributions$430,914
Income & Expenses
Total income$1,437,797
Total expenses$11,977
Net income$1,425,820
Source fields
- Schedule I source fields
- Schedule I Plan Year Begin Date
- 2012-01-01
- Schedule I Tax Period
- 2012-12-31
- Schedule I Plan Num
- 001
- Schedule I EIN
- 77-0434708
- Small plan total assets at beginning of year
- $5,449,586
- Small plan net assets at beginning of year
- $5,449,586
- Small plan total assets at end of year
- $6,875,406
- Small plan net assets at end of year
- $6,875,406
- Small plan employer contributions
- $224,987
- Small plan participant contributions
- $430,914
- Small Other Income Amount
- $781,896
- Small plan total income
- $1,437,797
- Small plan total benefit distributions
- $11,816
- Small Oth Expenses Amount
- $161
- Small plan total expenses
- $11,977
- Small plan net income or loss
- $1,425,820
- Small Joint Venture End of year Indicator
- No
- Small Employer Prop End of year Indicator
- No
- Small Inv Real Estate End of year Indicator
- No
- Small Employer Sec End of year Indicator
- No
- Small Mortg Participants End of year Indicator
- Yes
- Small Mortg Participants End of year Amount
- $88,464
- Small Oth Lns Participants End of year Indicator
- No
- Small Personal Prop End of year Indicator
- No
- Small Fail Transm Contribution Indicator
- No
- Small plan participant loans in default
- No
- Small plan leases in default
- No
- Small plan nonexempt transactions with parties in interest
- No
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $500,000
- Small plan loss discovered during year
- No
- Small plan assets with undetermined value
- No
- Small plan non-cash contributions reported
- No
- Small 20 Percent Sngl Investment Indicator
- No
- Small plan all plan assets distributed
- No
- Small plan waived annual IQPA report
- Yes
- Small plan failed to provide benefits when due
- No
- Small plan blackout period occurred
- No
- Small plan resolution to terminate plan adopted
- No
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN06-0974148
Transfers
Asset/liability transferNo
Liabilities in multiple plansNo
Distributed property value$0
Schedule R source fields
- Payor 06-0974148
- Schedule R Plan Year Begin Date
- 2012-01-01
- Schedule R Tax Period
- 2012-12-31
- Schedule R Plan number
- 001
- Schedule R EIN
- 77-0434708
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 06-0974148
- Asset or liability transfer
- No
- Liability shared by multiple plans
- No
Filing received by DOL Jul 03, 2013