Civic Intelligence
Filing

Ameriplan Inc Profit Sharing Plan and Trust

P. R. & Rebecca Trujillo Ttees • EIN 84-1135124 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

2 → 0

-2 • -100.00%

Assets

Up

$10,467 → $24,924

$14,457 • 138.12%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$17,715
Pension payor EIN
13-3315506

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

Yes

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
200611$129,437$0-
Ameriplan Inc Profit Sharing Plan and Trust-1$129,437--
200512$131,424$0-
Ameriplan Inc Profit Sharing Plan and Trust-2$131,424--
200012$83,235$31,698$15,849iApproximate average salary by contribution assumption: employee only about $396,225 at 4% or $264,150 at 6%; with 50% employer match about $264,150 at 4% or $176,100 at 6%; with 100% employer match about $198,113 at 4% or $132,075 at 6%.
Ameriplan Inc Profit Sharing Plan and Trust-2$83,235$31,698$15,849iApproximate average salary by contribution assumption: employee only about $396,225 at 4% or $264,150 at 6%; with 50% employer match about $264,150 at 4% or $176,100 at 6%; with 100% employer match about $198,113 at 4% or $132,075 at 6%.
199940$95,708$57,334-
Ameriplan Inc Profit Sharing Plan and TrustCurrent0$24,924$17,200-
Ameriplan Inc Profit Sharing Plan and Trust-0$24,924$17,200-
Ameriplan Inc Money Purchase Plan and Trust-0$22,930$11,467-
Ameriplan Inc Money Purchase Plan and Trust-0$22,930$11,467-
Schedule Details

Schedule A

Row 1
Filing Id
56037180251551
Form Id
6472624
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371180251050002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
56037180251551
Form Id
6472624
Schedule A EIN
84-1135124
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
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 G

Row 1
Filing Id
56037180251551
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371180251050003
Leases Default Cost 01 Amount
$0
Leases Dft Curr Value 01 A
0
Leases Dft Rentl Rcpt 01 A
0
Leases Dft Expense Pd 01 A
0
Leases Default Net Rcpt 01 Amount
$0
Leases Default Arrears 01 Amount
$0
Row 2
Filing Id
56037180251551
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371180251050003
Lns Default Original 01 Amount
$0
Lns Default Prncpl Rcvd 01 Amount
$0
Lns Default Interest Rcvd 01 Amount
$0
Lns Default Unpaid Bal 01 Amount
$0
Lns Dft Prcpl Overdue 01 A
0
Lns Default Interest Overdue 01 Amount
$0
Row 3
Filing Id
56037180251551
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371180251050003
Non Exempt Pur Price 01 Amount
$0
Non Exempt Sell Price 01 Amount
$0
Non Exempt Ls Rntl 01 Amount
$0
Non Exempt Expense Incr 01 Amount
$0
Non Exempt Cost Asset 01 Amount
$0
Non Xmp Curr Value Asset 01 A
0
Non Exempt Gain Loss 01 Amount
$0
Row 4
Filing Id
56037180251551
Schedule G EIN
84-1135124
Schedule G Plan number
001
Schedule G Plan Year Begin Date
1999-01-01
Schedule G 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$24,924$14,457 change

Balance Sheet

Beginning and end of plan year.

Total assets$10,467$24,924Increase +$14,457 (138.12%)
Total liabilities$0$0No change $0
Net assets$10,467$24,924Increase +$14,457 (138.12%)

Contributions

Employer contributions$17,200
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$17,715
Total expenses$0
Net income$17,715
Source fields
Schedule I source fields
Filing Id
56037180251551
Schedule I EIN
84-1135124
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
$10,467
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$10,467
Small plan total assets at end of year
$24,924
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$24,924
Small plan employer contributions
$17,200
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$515
Small plan total income
$17,715
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$17,715
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 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 Amount
$0
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 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
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
Yes
Small Asset Undeterm Valuation Amount
$21,443
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 EIN13-3315506

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-3315506
Filing Id
56037180251551
Schedule R EIN
84-1135124
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
13-3315506
Pension Bnft Distribution Sngl Sum Count
1
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0