Civic Intelligence
Filing

Robert C. Powell Companies 401K Plan

Robert C. Powell Companies • EIN 94-1530208 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

15 → 12

-3 • -20.00%

Assets

Up

$210,393 → $280,423

$70,030 • 33.29%

Investment Management Fee

-

Admin expenses - • Total expenses $15

Filing Details

Context
Net investment result
$70,030

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$1,525-
Robert C. Powell Companies 401K Plan-0$0$1,525-
200817$165,543$25,737$3,677iApproximate average salary by contribution assumption: employee only about $91,918 at 4% or $61,279 at 6%; with 50% employer match about $61,279 at 4% or $40,852 at 6%; with 100% employer match about $45,959 at 4% or $30,639 at 6%.
Robert C. Powell Companies 401K Plan-7$165,543$25,737$3,677iApproximate average salary by contribution assumption: employee only about $91,918 at 4% or $61,279 at 6%; with 50% employer match about $61,279 at 4% or $40,852 at 6%; with 100% employer match about $45,959 at 4% or $30,639 at 6%.
200718$256,122$31,004$3,876iApproximate average salary by contribution assumption: employee only about $96,888 at 4% or $64,592 at 6%; with 50% employer match about $64,592 at 4% or $43,061 at 6%; with 100% employer match about $48,444 at 4% or $32,296 at 6%.
Robert C. Powell Companies 401K Plan-8$256,122$31,004$3,876iApproximate average salary by contribution assumption: employee only about $96,888 at 4% or $64,592 at 6%; with 50% employer match about $64,592 at 4% or $43,061 at 6%; with 100% employer match about $48,444 at 4% or $32,296 at 6%.
2006111$249,569$34,032$3,094iApproximate average salary by contribution assumption: employee only about $77,345 at 4% or $51,564 at 6%; with 50% employer match about $51,564 at 4% or $34,376 at 6%; with 100% employer match about $38,673 at 4% or $25,782 at 6%.
Robert C. Powell Companies 401K Plan-11$249,569$34,032$3,094iApproximate average salary by contribution assumption: employee only about $77,345 at 4% or $51,564 at 6%; with 50% employer match about $51,564 at 4% or $34,376 at 6%; with 100% employer match about $38,673 at 4% or $25,782 at 6%.
2005112$280,423$46,010$3,834iApproximate average salary by contribution assumption: employee only about $95,854 at 4% or $63,903 at 6%; with 50% employer match about $63,903 at 4% or $42,602 at 6%; with 100% employer match about $47,927 at 4% or $31,951 at 6%.
Robert C. Powell Companies 401K PlanCurrent12$280,423$46,010$3,834iApproximate average salary by contribution assumption: employee only about $95,854 at 4% or $63,903 at 6%; with 50% employer match about $63,903 at 4% or $42,602 at 6%; with 100% employer match about $47,927 at 4% or $31,951 at 6%.
2004114$210,393$52,227$3,731iApproximate average salary by contribution assumption: employee only about $93,263 at 4% or $62,175 at 6%; with 50% employer match about $62,175 at 4% or $41,450 at 6%; with 100% employer match about $46,631 at 4% or $31,088 at 6%.
Robert C. Powell Companies 401K Plan-14$210,393$52,227$3,731iApproximate average salary by contribution assumption: employee only about $93,263 at 4% or $62,175 at 6%; with 50% employer match about $62,175 at 4% or $41,450 at 6%; with 100% employer match about $46,631 at 4% or $31,088 at 6%.
2003113$233,478$37,513$2,886iApproximate average salary by contribution assumption: employee only about $72,140 at 4% or $48,094 at 6%; with 50% employer match about $48,094 at 4% or $32,062 at 6%; with 100% employer match about $36,070 at 4% or $24,047 at 6%.
Robert C. Powell Companies 401K Plan-13$233,478$37,513$2,886iApproximate average salary by contribution assumption: employee only about $72,140 at 4% or $48,094 at 6%; with 50% employer match about $48,094 at 4% or $32,062 at 6%; with 100% employer match about $36,070 at 4% or $24,047 at 6%.
2002114$149,173$35,912$2,565iApproximate average salary by contribution assumption: employee only about $64,129 at 4% or $42,752 at 6%; with 50% employer match about $42,752 at 4% or $28,502 at 6%; with 100% employer match about $32,064 at 4% or $21,376 at 6%.
Robert C. Powell Companies 401K Plan-14$149,173$35,912$2,565iApproximate average salary by contribution assumption: employee only about $64,129 at 4% or $42,752 at 6%; with 50% employer match about $42,752 at 4% or $28,502 at 6%; with 100% employer match about $32,064 at 4% or $21,376 at 6%.
2001114$154,616$46,785$3,342iApproximate average salary by contribution assumption: employee only about $83,545 at 4% or $55,696 at 6%; with 50% employer match about $55,696 at 4% or $37,131 at 6%; with 100% employer match about $41,772 at 4% or $27,848 at 6%.
Robert C. Powell Companies 401K Plan-14$154,616$46,785$3,342iApproximate average salary by contribution assumption: employee only about $83,545 at 4% or $55,696 at 6%; with 50% employer match about $55,696 at 4% or $37,131 at 6%; with 100% employer match about $41,772 at 4% or $27,848 at 6%.
2000148$157,003$71,026$1,480iApproximate average salary by contribution assumption: employee only about $36,993 at 4% or $24,662 at 6%; with 50% employer match about $24,662 at 4% or $16,441 at 6%; with 100% employer match about $18,496 at 4% or $12,331 at 6%.
Robert C. Powell Companies 401K Plan-48$157,003$71,026$1,480iApproximate average salary by contribution assumption: employee only about $36,993 at 4% or $24,662 at 6%; with 50% employer match about $24,662 at 4% or $16,441 at 6%; with 100% employer match about $18,496 at 4% or $12,331 at 6%.
1999147$112,902$67,310$1,432iApproximate average salary by contribution assumption: employee only about $35,803 at 4% or $23,869 at 6%; with 50% employer match about $23,869 at 4% or $15,913 at 6%; with 100% employer match about $17,902 at 4% or $11,934 at 6%.
Robert C. Powell Companies 401K Plan-47$112,902$67,310$1,432iApproximate average salary by contribution assumption: employee only about $35,803 at 4% or $23,869 at 6%; with 50% employer match about $23,869 at 4% or $15,913 at 6%; with 100% employer match about $17,902 at 4% or $11,934 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$280,423$70,030 change

Balance Sheet

Beginning and end of plan year.

Total assets$210,393$280,423Increase +$70,030 (33.29%)
Total liabilities$0$0No change $0
Net assets$210,393$280,423Increase +$70,030 (33.29%)

Contributions

Employer contributions$6,602
Participant contributions$39,408
Other contributions$0

Income & Expenses

Total income$70,045
Total expenses$15
Net income$70,030
Source fields
Schedule I source fields
Filing Id
84037228717536
Schedule I EIN
94-1530208
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$210,393
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$210,393
Small plan total assets at end of year
$280,423
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$280,423
Small plan employer contributions
$6,602
Small plan participant contributions
$39,408
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$24,035
Small plan total income
$70,045
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$15
Small plan total expenses
$15
Small plan net income or loss
$70,030
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
1
Small Fail Xmt Ctb A
2033
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
$250,000
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
Yes
Small 20 Percent Sngl Investment Amount
$207,752
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0