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Filing

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

Phelps Program Management, L.L.C. • EIN 84-1304708 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Up

57 → 64

7 • 12.28%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Pension payor EIN
76-0655610

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

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 LLC-13$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 LLCCurrent64---
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

Schedule A

Row 1
Filing Id
84037122130523
Form Id
31158142
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1030373122130020002
Ins Broker 01 Name
THE BOON INSURANCE AGENCY, INC.
Ins Broker 01 Street Addr
16766 BERNARDO CNT.DR,STE 214A
Ins Broker 01 City
SAN DIEGO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
92128
Ins Broker Comm Pd 01 Amount
$21,677
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: CONNECTICUT GENERAL LIFE INSURANCE COMPANY
Filing Id
84037122130523
Form Id
31158142
Schedule A EIN
84-1304708
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
CONNECTICUT GENERAL LIFE INSURANCE COMPANY
Ins Carrier EIN
06-0303370
Ins Carrier Naic Code
62308
Ins Contract Num
38010/027
Ins Prsn Covered End of year Count
85
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$21,677
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$379,182
Pension End of year Sep Account Amount
$737,936
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GUARANTEED GENERAL ACCOUNT CONTRACT
Pension End Prev Bal Amount
$266,968
Pension Contribution Dep Amount
$96,417
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$12,670
Pension Transfer From Amount
$123,113
Pension Other Amount
$0
Pension Total Additions Amount
$232,200
Pension Total Bal Addn Amount
$499,168
Pension Bnfts Dsbrsd Amount
$48,945
Pension Admin Chrg Amount
$2,518
Pension Transfer To Amount
$68,523
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$119,986
Pension End of year Bal Amount
$379,182
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 D

Row 1
Filing Id
84037122130523
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
DREYFUS FOUNDERS BALANCED ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370086
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$60,975
Row 2
Filing Id
84037122130523
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1030373122130020003
Row 3
Filing Id
84037122130523
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
FIDELITY ADV GROWTH OPPORTUNITIES
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370044
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$224,893
Row 4
Filing Id
84037122130523
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
LAZARD INTERNATIONAL EQUITY
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370067
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$24,115
Row 5
Filing Id
84037122130523
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
SMALL CAP GROWTH/TIMESAUARE
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370132
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$50,636
Row 6
Filing Id
84037122130523
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
INVESCO EQUITY INCOME ACCOUNT
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370082
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$88,506
Row 7
Filing Id
84037122130523
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
LARGE CAP GROWTH/PUTNAM
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370128
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,270
Row 8
Filing Id
84037122130523
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
S & P 500 INDEX
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370123
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$253,199
Row 9
Filing Id
84037122130523
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
CIGNA LIFETIME 20
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370166
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,814
Row 10
Filing Id
84037122130523
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
CIGNA LIFETIME 40
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$24,884
Row 11
Filing Id
84037122130523
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
1030373122130020003
DFE P1 Entity 01 Name
CIGNA LIFETIME 50
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370169
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$644
Row 12
Filing Id
84037122130523
Schedule D EIN
84-1304708
Schedule D Plan number
002
Schedule D Plan Year Begin Date
2001-01-01
Schedule D Tax Period
20011231

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN76-0655610

Transfers

Distributed property value$0
Schedule R source fields
Payor 76-0655610
Filing Id
84037122130523
Schedule R EIN
84-1304708
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
76-0655610
Pension Bnft Distribution Sngl Sum Count
12
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0