Civic Intelligence
Filing

Samuelson/Hornaday Profit Sharing 401K Plan

Samuelson/Hornaday • EIN 86-0353822 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$45,876 → $47,832

$1,956 • 4.26%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$1,956

Status Flags

Fidelity bond in place

Yes

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
200410$0$0-
Samuelson/Hornaday Profit Sharing 401K Plan-0---
200312$74,062$10,298$5,149iApproximate average salary by contribution assumption: employee only about $128,725 at 4% or $85,817 at 6%; with 50% employer match about $85,817 at 4% or $57,211 at 6%; with 100% employer match about $64,363 at 4% or $42,908 at 6%.
Samuelson/Hornaday Profit Sharing 401K Plan-2$74,062$10,298$5,149iApproximate average salary by contribution assumption: employee only about $128,725 at 4% or $85,817 at 6%; with 50% employer match about $85,817 at 4% or $57,211 at 6%; with 100% employer match about $64,363 at 4% or $42,908 at 6%.
200212$51,261$10,080$5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%.
Samuelson/Hornaday Profit Sharing 401K Plan-2$51,261$10,080$5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%.
200110$0$0-
Samuelson/Hornaday Profit Sharing 401K Plan-0---
200012$47,832$8,450$4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%.
Samuelson/Hornaday Profit Sharing 401K PlanCurrent2$47,832$8,450$4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%.
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$47,832$1,956 change

Balance Sheet

Beginning and end of plan year.

Total assets$45,876$47,832Increase +$1,956 (4.26%)
Total liabilities$0$0No change $0
Net assets$45,876$47,832Increase +$1,956 (4.26%)

Contributions

Employer contributions$4,225
Participant contributions$4,225
Other contributions$0

Income & Expenses

Total income$1,956
Total expenses$0
Net income$1,956
Source fields
Schedule I source fields
Filing Id
91037141011782
Schedule I EIN
86-0353822
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$45,876
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$45,876
Small plan total assets at end of year
$47,832
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$47,832
Small plan employer contributions
$4,225
Small plan participant contributions
$4,225
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-6,494
Small plan total income
$1,956
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
$1,956
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
No
Small Mortg Participants End of year Amount
$0
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
Yes
Small plan fidelity bond amount
$10,000
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0