Civic Intelligence
Filing

Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.

Phelps Program Management, L.L.C. • EIN 84-1304708 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Down

127 → 108

-19 • -14.96%

Assets

No comparison

- → -

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

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$1,808,220$34,481$605iApproximate average salary by contribution assumption: employee only about $15,123 at 4% or $10,082 at 6%; with 50% employer match about $10,082 at 4% or $6,721 at 6%; with 100% employer match about $7,562 at 4% or $5,041 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---
20052122$2,066,673$315,719$2,588iApproximate average salary by contribution assumption: employee only about $64,697 at 4% or $43,131 at 6%; with 50% employer match about $43,131 at 4% or $28,754 at 6%; with 100% employer match about $32,348 at 4% or $21,566 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%.
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-122---
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.Current108---
2001293$0$0-
Csa Master 401K Proft Sharing Plan & Trust as Adopted by Phelps Program Management LLC-64---
Csa Master Money Purchase Pension Plan & Trust as Adopted by Phelps Program Management, L.L.C.-93---
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
91037174069374
Form Id
47191174
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2030374007275060002
Ins Broker 01 Name
THE BOON INSURANCE AGENCY, INC.
Ins Broker 01 Street Addr
6300 BRIDGEPOINT PKY,BLDG 3,STE 500
Ins Broker 01 City
AUSTIN
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
78730
Ins Broker Comm Pd 01 Amount
$20,411
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: CONNECTICUT GENERAL LIFE INSURANCE COMPANY
Filing Id
91037174069374
Form Id
47191174
Schedule A EIN
84-1304708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
CONNECTICUT GENERAL LIFE INSURANCE COMPANY
Ins Carrier EIN
06-0303370
Ins Carrier Naic Code
62308
Ins Contract Num
36844/114
Ins Prsn Covered End of year Count
139
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$20,411
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$720,334
Pension End of year Sep Account Amount
$538,324
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
$428,039
Pension Contribution Dep Amount
$159,952
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$12,850
Pension Transfer From Amount
$49,625
Pension Other Amount
$84,057
Pension Other Text
PARTICIPANT TRANSFERS IN
Pension Total Additions Amount
$306,484
Pension Total Bal Addn Amount
$734,523
Pension Bnfts Dsbrsd Amount
$9,881
Pension Admin Chrg Amount
$3,723
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$585
Pension Oth Ded Text
PPT TRANSFER OUT, PPT ACCT TRUE-UP
Pension Total Ded Amount
$14,189
Pension End of year Bal Amount
$720,334
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 C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
91037174069374
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2030374007275060003
Provider 01 Name
CIGNA
Provider 01 EIN
06-0303370
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$6,374
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 2
Filing Id
91037174069374
Schedule C EIN
84-1304708
Schedule C Plan number
001
Schedule C Plan Year Begin Date
2002-01-01
Schedule C Tax Period
20021231
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
91037174069374
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2030374007275060004
Row 2
Filing Id
91037174069374
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2030374007275060004
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
$30,939
Row 3
Filing Id
91037174069374
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2030374007275060004
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
$161,422
Row 4
Filing Id
91037174069374
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2030374007275060004
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
$31,185
Row 5
Filing Id
91037174069374
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
2030374007275060004
DFE P1 Entity 01 Name
SMALL CAP GROWTH/TIMESSQUARE
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
$39,526
Row 6
Filing Id
91037174069374
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
2030374007275060004
DFE P1 Entity 01 Name
INVESCO CORE EQUITY-INV SH
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
$74,796
Row 7
Filing Id
91037174069374
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
2030374007275060004
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
$162,627
Row 8
Filing Id
91037174069374
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
2030374007275060004
DFE P1 Entity 01 Name
LARGE CAP GROWTH/GOLDMAN SACHS
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
$10,239
Row 9
Filing Id
91037174069374
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
2030374007275060004
DFE P1 Entity 01 Name
CIGNA LIFETIME 30
DFE P1 Spons 01 Name
CONNECTICUT GENERAL LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
060303370167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,675
Row 10
Filing Id
91037174069374
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
2030374007275060004
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
$14,915