Civic Intelligence
Filing

CC&D 401K & Profit Sharing Plan

Cusick Construction & Development Inc. • EIN 91-1547811 • Plan year 2000

Filing Insights

Participants

Flat

15 → 15

0 • 0.00%

Assets

Up

$28,010 → $43,049

$15,039 • 53.69%

Investment Management Fee

-

Admin expenses - • Total expenses $5,622

Filing Details

Context
Net investment result
$15,039
Pension payor EIN
22-3473431

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
200910$0$860-
CC&D 401K & Profit Sharing Plan-0-$860-
2008111$30,604$3,822$347iApproximate average salary by contribution assumption: employee only about $8,686 at 4% or $5,791 at 6%; with 50% employer match about $5,791 at 4% or $3,861 at 6%; with 100% employer match about $4,343 at 4% or $2,895 at 6%.
CC&D 401K & Profit Sharing Plan-11$30,604$3,822$347iApproximate average salary by contribution assumption: employee only about $8,686 at 4% or $5,791 at 6%; with 50% employer match about $5,791 at 4% or $3,861 at 6%; with 100% employer match about $4,343 at 4% or $2,895 at 6%.
2007111$43,609$5,804$528iApproximate average salary by contribution assumption: employee only about $13,191 at 4% or $8,794 at 6%; with 50% employer match about $8,794 at 4% or $5,863 at 6%; with 100% employer match about $6,595 at 4% or $4,397 at 6%.
CC&D 401K & Profit Sharing Plan-11$43,609$5,804$528iApproximate average salary by contribution assumption: employee only about $13,191 at 4% or $8,794 at 6%; with 50% employer match about $8,794 at 4% or $5,863 at 6%; with 100% employer match about $6,595 at 4% or $4,397 at 6%.
2006113$70,508$7,159$551iApproximate average salary by contribution assumption: employee only about $13,767 at 4% or $9,178 at 6%; with 50% employer match about $9,178 at 4% or $6,119 at 6%; with 100% employer match about $6,884 at 4% or $4,589 at 6%.
CC&D 401K & Profit Sharing Plan-13$70,508$7,159$551iApproximate average salary by contribution assumption: employee only about $13,767 at 4% or $9,178 at 6%; with 50% employer match about $9,178 at 4% or $6,119 at 6%; with 100% employer match about $6,884 at 4% or $4,589 at 6%.
2005113$58,229$7,692$592iApproximate average salary by contribution assumption: employee only about $14,792 at 4% or $9,862 at 6%; with 50% employer match about $9,862 at 4% or $6,574 at 6%; with 100% employer match about $7,396 at 4% or $4,931 at 6%.
CC&D 401K & Profit Sharing Plan-13$58,229$7,692$592iApproximate average salary by contribution assumption: employee only about $14,792 at 4% or $9,862 at 6%; with 50% employer match about $9,862 at 4% or $6,574 at 6%; with 100% employer match about $7,396 at 4% or $4,931 at 6%.
2003111$73,786$8,557$778iApproximate average salary by contribution assumption: employee only about $19,448 at 4% or $12,965 at 6%; with 50% employer match about $12,965 at 4% or $8,643 at 6%; with 100% employer match about $9,724 at 4% or $6,483 at 6%.
CC&D 401K & Profit Sharing Plan-11$73,786$8,557$778iApproximate average salary by contribution assumption: employee only about $19,448 at 4% or $12,965 at 6%; with 50% employer match about $12,965 at 4% or $8,643 at 6%; with 100% employer match about $9,724 at 4% or $6,483 at 6%.
2002115$55,052$16,526$1,102iApproximate average salary by contribution assumption: employee only about $27,543 at 4% or $18,362 at 6%; with 50% employer match about $18,362 at 4% or $12,241 at 6%; with 100% employer match about $13,772 at 4% or $9,181 at 6%.
CC&D 401K & Profit Sharing Plan-15$55,052$16,526$1,102iApproximate average salary by contribution assumption: employee only about $27,543 at 4% or $18,362 at 6%; with 50% employer match about $18,362 at 4% or $12,241 at 6%; with 100% employer match about $13,772 at 4% or $9,181 at 6%.
2001113$0$0-
CC&D 401K & Profit Sharing Plan-13---
2000115$43,049$27,452$1,830iApproximate average salary by contribution assumption: employee only about $45,753 at 4% or $30,502 at 6%; with 50% employer match about $30,502 at 4% or $20,335 at 6%; with 100% employer match about $22,877 at 4% or $15,251 at 6%.
CC&D 401K & Profit Sharing PlanCurrent15$43,049$27,452$1,830iApproximate average salary by contribution assumption: employee only about $45,753 at 4% or $30,502 at 6%; with 50% employer match about $30,502 at 4% or $20,335 at 6%; with 100% employer match about $22,877 at 4% or $15,251 at 6%.
1999113$28,010$23,800$1,831iApproximate average salary by contribution assumption: employee only about $45,769 at 4% or $30,513 at 6%; with 50% employer match about $30,513 at 4% or $20,342 at 6%; with 100% employer match about $22,885 at 4% or $15,256 at 6%.
CC&D 401K & Profit Sharing Plan-13$28,010$23,800$1,831iApproximate average salary by contribution assumption: employee only about $45,769 at 4% or $30,513 at 6%; with 50% employer match about $30,513 at 4% or $20,342 at 6%; with 100% employer match about $22,885 at 4% or $15,256 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037023102522
Form Id
11825686
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30372023102020002
Ins Broker 01 Name
SBHU LIFE AGENCY, INC.
Ins Broker 01 Street Addr
388 GREENWICH ST.
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
10013
Ins Broker Comm Pd 01 Amount
$769
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 2
Ins Carrier Name: THE TRAVELERS INSURANCE COMPANY
Filing Id
84037023102522
Form Id
11825686
Schedule A EIN
91-1547811
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
THE TRAVELERS INSURANCE COMPANY
Ins Carrier EIN
06-0566090
Ins Carrier Naic Code
87726
Ins Contract Num
927316
Ins Prsn Covered End of year Count
12
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$769
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$43,049
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
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 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$43,049$15,039 change

Balance Sheet

Beginning and end of plan year.

Total assets$28,010$43,049Increase +$15,039 (53.69%)
Total liabilities$0$0No change $0
Net assets$28,010$43,049Increase +$15,039 (53.69%)

Contributions

Employer contributions$0
Participant contributions$27,452
Other contributions$0

Income & Expenses

Total income$20,661
Total expenses$5,622
Net income$15,039
Source fields
Schedule I source fields
Filing Id
84037023102522
Schedule I EIN
91-1547811
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
$28,010
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$28,010
Small plan total assets at end of year
$43,049
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$43,049
Small plan employer contributions
$0
Small plan participant contributions
$27,452
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-6,791
Small plan total income
$20,661
Small plan total benefit distributions
$5,622
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$5,622
Small plan net income or loss
$15,039
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
$35,000
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

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

Pension & Payor

Payor EIN22-3473431

Transfers

Distributed property value$0
Schedule R source fields
Payor 22-3473431
Filing Id
84037023102522
Schedule R EIN
91-1547811
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
22-3473431
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0