Civic Intelligence
Filing

Goetz Gallik Baldwin & Dolan, Pension Plan

GOETZ, GALLIK, BALDWIN, & DOLAN, PC • EIN 81-0396839 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

13 → 8

-5 • -38.46%

Assets

Down

$1,381,683 → $1,270,688

-$110,995 • -8.03%

Investment Management Fee

-

Admin expenses - • Total expenses $111,226

Filing Details

Context
Net investment result
$-110,995

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
200216$1,150,121$63,766$10,628iApproximate average salary by contribution assumption: employee only about $265,692 at 4% or $177,128 at 6%; with 50% employer match about $177,128 at 4% or $118,085 at 6%; with 100% employer match about $132,846 at 4% or $88,564 at 6%.
Goetz Gallik Baldwin & Dolan, Pension Plan-6$1,150,121$63,766$10,628iApproximate average salary by contribution assumption: employee only about $265,692 at 4% or $177,128 at 6%; with 50% employer match about $177,128 at 4% or $118,085 at 6%; with 100% employer match about $132,846 at 4% or $88,564 at 6%.
200118$1,217,860$0-
Goetz Gallik Baldwin & Dolan, Pension Plan-8$1,217,860--
200029$1,765,217$115,540$12,838iApproximate average salary by contribution assumption: employee only about $320,944 at 4% or $213,963 at 6%; with 50% employer match about $213,963 at 4% or $142,642 at 6%; with 100% employer match about $160,472 at 4% or $106,981 at 6%.
Goetz Gallik Baldwin & Dolan, Pension PlanCurrent8$1,270,688$70,718$8,840iApproximate average salary by contribution assumption: employee only about $220,994 at 4% or $147,329 at 6%; with 50% employer match about $147,329 at 4% or $98,219 at 6%; with 100% employer match about $110,497 at 4% or $73,665 at 6%.
GOETZ GALLIK BALDWIN & DOLAN, PROFIT SHARING PLAN-9$494,529$44,822$4,980iApproximate average salary by contribution assumption: employee only about $124,506 at 4% or $83,004 at 6%; with 50% employer match about $83,004 at 4% or $55,336 at 6%; with 100% employer match about $62,253 at 4% or $41,502 at 6%.
1999110$1,381,683$64,290$6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%.
Goetz Gallik Baldwin & Dolan, Pension Plan-10$1,381,683$64,290$6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037079110312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372079110060002
DFE P1 Entity 01 Name
AMERICAN BAR ASSOCIATION MEMBERS RE
DFE P1 Spons 01 Name
STATE STREET BANK AND TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
046691601001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$1,199,969
Row 2
Filing Id
84037079110312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20372079110060002

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$1,270,688-$110,995 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,381,683$1,270,688Decrease -$110,995 (-8.03%)
Total liabilities$0$0No change $0
Net assets$1,381,683$1,270,688Decrease -$110,995 (-8.03%)

Contributions

Employer contributions$70,718
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$231
Total expenses$111,226
Net income$-110,995
Source fields
Schedule I source fields
Filing Id
84037079110312
Schedule I EIN
81-0396839
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,381,683
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,381,683
Small plan total assets at end of year
$1,270,688
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,270,688
Small plan employer contributions
$70,718
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-70,487
Small plan total income
$231
Small plan total benefit distributions
$35,448
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$75,778
Small plan total expenses
$111,226
Small plan net income or loss
$-110,995
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
$250,000
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037079110312
Schedule R EIN
81-0396839
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0