Civic Intelligence
Filing

BRIAN KAVANAGH PROFIT SHARING PLAN

Brian Kavanagh • EIN 94-1724022 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

1 → 1

0 • 0.00%

Assets

Up

$268,925 → $302,550

$33,625 • 12.50%

Investment Management Fee

-

Admin expenses - • Total expenses $12,224

Filing Details

Context
Net investment result
$33,625
Pension payor EIN
94-6677142

Status Flags

Fidelity bond in place

No

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
200811$298,665$19,574$19,574iApproximate average salary by contribution assumption: employee only about $489,350 at 4% or $326,233 at 6%; with 50% employer match about $326,233 at 4% or $217,489 at 6%; with 100% employer match about $244,675 at 4% or $163,117 at 6%.
BRIAN KAVANAGH PROFIT SHARING PLAN-1$298,665$19,574$19,574iApproximate average salary by contribution assumption: employee only about $489,350 at 4% or $326,233 at 6%; with 50% employer match about $326,233 at 4% or $217,489 at 6%; with 100% employer match about $244,675 at 4% or $163,117 at 6%.
200711$0$0-
BRIAN KAVANAGH PROFIT SHARING PLAN-1---
200611$361,750$0-
BRIAN KAVANAGH PROFIT SHARING PLAN-1$361,750--
200511$358,105$0-
BRIAN KAVANAGH PROFIT SHARING PLAN-1$358,105--
200411$344,419$0-
BRIAN KAVANAGH PROFIT SHARING PLAN-1$344,419--
200311$302,550$1,239$1,239iApproximate average salary by contribution assumption: employee only about $30,975 at 4% or $20,650 at 6%; with 50% employer match about $20,650 at 4% or $13,767 at 6%; with 100% employer match about $15,488 at 4% or $10,325 at 6%.
BRIAN KAVANAGH PROFIT SHARING PLANCurrent1$302,550$1,239$1,239iApproximate average salary by contribution assumption: employee only about $30,975 at 4% or $20,650 at 6%; with 50% employer match about $20,650 at 4% or $13,767 at 6%; with 100% employer match about $15,488 at 4% or $10,325 at 6%.
200221$268,925$7,931$7,931iApproximate average salary by contribution assumption: employee only about $198,275 at 4% or $132,183 at 6%; with 50% employer match about $132,183 at 4% or $88,122 at 6%; with 100% employer match about $99,138 at 4% or $66,092 at 6%.
BRIAN KAVANAGH PROFIT SHARING PLAN-1$268,925$7,931$7,931iApproximate average salary by contribution assumption: employee only about $198,275 at 4% or $132,183 at 6%; with 50% employer match about $132,183 at 4% or $88,122 at 6%; with 100% employer match about $99,138 at 4% or $66,092 at 6%.
Brian Kavanagh Money Purchase Pension Plan-0---
200121$0$0-
BRIAN KAVANAGH PROFIT SHARING PLAN-1---
Brian Kavanagh Money Purchase Pension Plan-1---
200021$0$0-
Brian Kavanagh Money Purchase Pension Plan-1---
BRIAN KAVANAGH PROFIT SHARING PLAN-1---
199911$77,597$2,723$2,723iApproximate average salary by contribution assumption: employee only about $68,075 at 4% or $45,383 at 6%; with 50% employer match about $45,383 at 4% or $30,256 at 6%; with 100% employer match about $34,038 at 4% or $22,692 at 6%.
Brian Kavanagh Money Purchase Pension Plan-1$77,597$2,723$2,723iApproximate average salary by contribution assumption: employee only about $68,075 at 4% or $45,383 at 6%; with 50% employer match about $45,383 at 4% or $30,256 at 6%; with 100% employer match about $34,038 at 4% or $22,692 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$302,550$33,625 change

Balance Sheet

Beginning and end of plan year.

Total assets$268,925$302,550Increase +$33,625 (12.50%)
Total liabilities$0$0No change $0
Net assets$268,925$302,550Increase +$33,625 (12.50%)

Contributions

Employer contributions$1,239
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$45,849
Total expenses$12,224
Net income$33,625
Source fields
Schedule I source fields
Filing Id
84037308168564
Schedule I EIN
94-1724022
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$268,925
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$268,925
Small plan total assets at end of year
$302,550
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$302,550
Small plan employer contributions
$1,239
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$44,610
Small plan total income
$45,849
Small plan total benefit distributions
$12,224
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$12,224
Small plan net income or loss
$33,625
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
No
Small plan fidelity bond amount
$0
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
Waiver Annual Iqpa Report
1
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 EIN94-6677142

Transfers

Distributed property value$0
Schedule R source fields
Payor 94-6677142
Filing Id
84037308168564
Schedule R EIN
94-1724022
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
94-6677142
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0