Civic Intelligence
Filing

Ameriplan Inc Profit Sharing Plan and Trust

P. R. & Rebecca Trujillo Ttees • EIN 84-1135124 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

4 → 2

-2 • -50.00%

Assets

Down

$159,139 → $131,424

-$27,715 • -17.42%

Investment Management Fee

-

Admin expenses - • Total expenses $32,146

Filing Details

Context
Net investment result
$-27,715
Pension payor EIN
20-3725083

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

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
200611$129,437$0-
Ameriplan Inc Profit Sharing Plan and Trust-1$129,437--
200512$131,424$0-
Ameriplan Inc Profit Sharing Plan and TrustCurrent2$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 Trust-0$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 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$131,424-$27,715 change

Balance Sheet

Beginning and end of plan year.

Total assets$159,139$131,424Decrease -$27,715 (-17.42%)
Total liabilities$0$0No change $0
Net assets$159,139$131,424Decrease -$27,715 (-17.42%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$4,431
Total expenses$32,146
Net income$-27,715
Source fields
Schedule I source fields
Filing Id
91037002150547
Schedule I EIN
84-1135124
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$159,139
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$159,139
Small plan total assets at end of year
$131,424
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$131,424
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$4,431
Small plan total income
$4,431
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
31228
Small Oth Expenses Amount
$918
Small plan total expenses
$32,146
Small plan net income or loss
$-27,715
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 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
$8,618
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
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
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 EIN20-3725083

Transfers

Distributed property value$31,228
Schedule R source fields
Payor 20-3725083
Filing Id
91037002150547
Schedule R EIN
84-1135124
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$31,228
Pension payor EIN
20-3725083
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1