Civic Intelligence
Filing

Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC

Phelps Program Management, L.L.C. • EIN 84-1304708 • Greeley, CO • Plan year 2009

Company ProfileSource Archive
420 6th AveGreeley, CO 80631
Filing Insights

Participants

Down

14 → 13

-1 • -7.14%

Assets

No comparison

- → $319,641

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201520$0$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-0$0$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-0$0$0-
2014214$524,679$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-14$271,709$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-8$252,970$0-
2013214$520,074$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-14$269,638$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-8$250,436$0-
2012214$442,419$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-14$227,160$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-8$215,259$0-
2011216$543,204$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-10$284,566$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-16$258,638$0-
2010219$702,832$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-19$354,303$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-13$348,529$0-
2009219$644,088$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-19$324,447$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLCCurrent13$319,641$0-
200827$541,479$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-5$272,176--
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-7$269,303--
200728$0$0-
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-7---
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-8---
2006357$2,687,106$45,046$790iApproximate average salary by contribution assumption: employee only about $19,757 at 4% or $13,171 at 6%; with 50% employer match about $13,171 at 4% or $8,781 at 6%; with 100% employer match about $9,879 at 4% or $6,586 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-14$929,334$23,916$1,708iApproximate average salary by contribution assumption: employee only about $42,707 at 4% or $28,471 at 6%; with 50% employer match about $28,471 at 4% or $18,981 at 6%; with 100% employer match about $21,354 at 4% or $14,236 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-57$878,886$10,565$185iApproximate average salary by contribution assumption: employee only about $4,634 at 4% or $3,089 at 6%; with 50% employer match about $3,089 at 4% or $2,059 at 6%; with 100% employer match about $2,317 at 4% or $1,545 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-57$878,886$10,565$185iApproximate average salary by contribution assumption: employee only about $4,634 at 4% or $3,089 at 6%; with 50% employer match about $3,089 at 4% or $2,059 at 6%; with 100% employer match about $2,317 at 4% or $1,545 at 6%.
20052122$4,233,455$606,378$4,970iApproximate average salary by contribution assumption: employee only about $124,258 at 4% or $82,839 at 6%; with 50% employer match about $82,839 at 4% or $55,226 at 6%; with 100% employer match about $62,129 at 4% or $41,419 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-122$2,166,782$290,659$2,382iApproximate average salary by contribution assumption: employee only about $59,561 at 4% or $39,708 at 6%; with 50% employer match about $39,708 at 4% or $26,472 at 6%; with 100% employer match about $29,781 at 4% or $19,854 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-70$2,066,673$315,719$4,510iApproximate average salary by contribution assumption: employee only about $112,757 at 4% or $75,171 at 6%; with 50% employer match about $75,171 at 4% or $50,114 at 6%; with 100% employer match about $56,378 at 4% or $37,586 at 6%.
20042140$3,729,349$657,909$4,699iApproximate average salary by contribution assumption: employee only about $117,484 at 4% or $78,323 at 6%; with 50% employer match about $78,323 at 4% or $52,215 at 6%; with 100% employer match about $58,742 at 4% or $39,161 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-140$1,924,456$337,981$2,414iApproximate average salary by contribution assumption: employee only about $60,354 at 4% or $40,236 at 6%; with 50% employer match about $40,236 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-98$1,804,893$319,928$3,265iApproximate average salary by contribution assumption: employee only about $81,614 at 4% or $54,410 at 6%; with 50% employer match about $54,410 at 4% or $36,273 at 6%; with 100% employer match about $40,807 at 4% or $27,205 at 6%.
20032153$3,239,133$729,514$4,768iApproximate average salary by contribution assumption: employee only about $119,202 at 4% or $79,468 at 6%; with 50% employer match about $79,468 at 4% or $52,979 at 6%; with 100% employer match about $59,601 at 4% or $39,734 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-153$1,642,990$393,984$2,575iApproximate average salary by contribution assumption: employee only about $64,376 at 4% or $42,918 at 6%; with 50% employer match about $42,918 at 4% or $28,612 at 6%; with 100% employer match about $32,188 at 4% or $21,459 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-130$1,596,143$335,530$2,581iApproximate average salary by contribution assumption: employee only about $64,525 at 4% or $43,017 at 6%; with 50% employer match about $43,017 at 4% or $28,678 at 6%; with 100% employer match about $32,263 at 4% or $21,508 at 6%.
20022108$1,198,351$299,135$2,770iApproximate average salary by contribution assumption: employee only about $69,244 at 4% or $46,163 at 6%; with 50% employer match about $46,163 at 4% or $30,775 at 6%; with 100% employer match about $34,622 at 4% or $23,081 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-73$1,198,351$299,135$4,098iApproximate average salary by contribution assumption: employee only about $102,443 at 4% or $68,296 at 6%; with 50% employer match about $68,296 at 4% or $45,530 at 6%; with 100% employer match about $51,222 at 4% or $34,148 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-108---
2001293$973,262$67,520$726iApproximate average salary by contribution assumption: employee only about $18,151 at 4% or $12,100 at 6%; with 50% employer match about $12,100 at 4% or $8,067 at 6%; with 100% employer match about $9,075 at 4% or $6,050 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-93$973,262$67,520$726iApproximate average salary by contribution assumption: employee only about $18,151 at 4% or $12,100 at 6%; with 50% employer match about $12,100 at 4% or $8,067 at 6%; with 100% employer match about $9,075 at 4% or $6,050 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-64---
20002101$0$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-57---
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-101---
1999293$2,080,569$464,378$4,993iApproximate average salary by contribution assumption: employee only about $124,833 at 4% or $83,222 at 6%; with 50% employer match about $83,222 at 4% or $55,481 at 6%; with 100% employer match about $62,416 at 4% or $41,611 at 6%.
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-93$1,139,595$265,440$2,854iApproximate average salary by contribution assumption: employee only about $71,355 at 4% or $47,570 at 6%; with 50% employer match about $47,570 at 4% or $31,713 at 6%; with 100% employer match about $35,677 at 4% or $23,785 at 6%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-85$940,974$198,938$2,340iApproximate average salary by contribution assumption: employee only about $58,511 at 4% or $39,007 at 6%; with 50% employer match about $39,007 at 4% or $26,005 at 6%; with 100% employer match about $29,256 at 4% or $19,504 at 6%.
Schedule Details

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Filing received by DOL Jul 29, 2010