Fidelity bond in place
Yes
Filing
Automatic Controls Engineering 401K Plan
Automatic Controls Engineering Corp • EIN 94-2357897 • Plan year 2006
Filing Insights
Participants
Down28 → 20
-8 • -28.57%
Assets
Up$2,049,535 → $2,592,522
$542,987 • 26.49%
Investment Management Fee
-
Admin expenses - • Total expenses $2,570
Filing Details
Context- Net investment result
- $542,987
- Pension payor EIN
- 71-0294708
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 47 | $5,640,231 | $360,926 | $7,679iApproximate average salary by contribution assumption: employee only about $191,982 at 4% or $127,988 at 6%; with 50% employer match about $127,988 at 4% or $85,325 at 6%; with 100% employer match about $95,991 at 4% or $63,994 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 47 | $5,640,231 | $360,926 | $7,679iApproximate average salary by contribution assumption: employee only about $191,982 at 4% or $127,988 at 6%; with 50% employer match about $127,988 at 4% or $85,325 at 6%; with 100% employer match about $95,991 at 4% or $63,994 at 6%. |
| 2021 | 1 | 49 | $6,648,569 | $109,992 | $2,245iApproximate average salary by contribution assumption: employee only about $56,118 at 4% or $37,412 at 6%; with 50% employer match about $37,412 at 4% or $24,941 at 6%; with 100% employer match about $28,059 at 4% or $18,706 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 49 | $6,648,569 | $109,992 | $2,245iApproximate average salary by contribution assumption: employee only about $56,118 at 4% or $37,412 at 6%; with 50% employer match about $37,412 at 4% or $24,941 at 6%; with 100% employer match about $28,059 at 4% or $18,706 at 6%. |
| 2020 | 1 | 52 | $6,433,681 | $334,349 | $6,430iApproximate average salary by contribution assumption: employee only about $160,745 at 4% or $107,163 at 6%; with 50% employer match about $107,163 at 4% or $71,442 at 6%; with 100% employer match about $80,372 at 4% or $53,582 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 52 | $6,433,681 | $334,349 | $6,430iApproximate average salary by contribution assumption: employee only about $160,745 at 4% or $107,163 at 6%; with 50% employer match about $107,163 at 4% or $71,442 at 6%; with 100% employer match about $80,372 at 4% or $53,582 at 6%. |
| 2019 | 1 | 47 | $5,003,418 | $280,884 | $5,976iApproximate average salary by contribution assumption: employee only about $149,406 at 4% or $99,604 at 6%; with 50% employer match about $99,604 at 4% or $66,403 at 6%; with 100% employer match about $74,703 at 4% or $49,802 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 47 | $5,003,418 | $280,884 | $5,976iApproximate average salary by contribution assumption: employee only about $149,406 at 4% or $99,604 at 6%; with 50% employer match about $99,604 at 4% or $66,403 at 6%; with 100% employer match about $74,703 at 4% or $49,802 at 6%. |
| 2018 | 1 | 39 | $5,434,156 | $262,370 | $6,727iApproximate average salary by contribution assumption: employee only about $168,186 at 4% or $112,124 at 6%; with 50% employer match about $112,124 at 4% or $74,749 at 6%; with 100% employer match about $84,093 at 4% or $56,062 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 39 | $5,434,156 | $262,370 | $6,727iApproximate average salary by contribution assumption: employee only about $168,186 at 4% or $112,124 at 6%; with 50% employer match about $112,124 at 4% or $74,749 at 6%; with 100% employer match about $84,093 at 4% or $56,062 at 6%. |
| 2017 | 1 | 37 | $5,176,292 | $184,988 | $5,000iApproximate average salary by contribution assumption: employee only about $124,992 at 4% or $83,328 at 6%; with 50% employer match about $83,328 at 4% or $55,552 at 6%; with 100% employer match about $62,496 at 4% or $41,664 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 37 | $5,176,292 | $184,988 | $5,000iApproximate average salary by contribution assumption: employee only about $124,992 at 4% or $83,328 at 6%; with 50% employer match about $83,328 at 4% or $55,552 at 6%; with 100% employer match about $62,496 at 4% or $41,664 at 6%. |
| 2016 | 1 | 33 | $4,611,790 | $183,465 | $5,560iApproximate average salary by contribution assumption: employee only about $138,989 at 4% or $92,659 at 6%; with 50% employer match about $92,659 at 4% or $61,773 at 6%; with 100% employer match about $69,494 at 4% or $46,330 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 33 | $4,611,790 | $183,465 | $5,560iApproximate average salary by contribution assumption: employee only about $138,989 at 4% or $92,659 at 6%; with 50% employer match about $92,659 at 4% or $61,773 at 6%; with 100% employer match about $69,494 at 4% or $46,330 at 6%. |
| 2015 | 1 | 22 | $3,957,403 | $129,343 | $5,879iApproximate average salary by contribution assumption: employee only about $146,981 at 4% or $97,987 at 6%; with 50% employer match about $97,987 at 4% or $65,325 at 6%; with 100% employer match about $73,490 at 4% or $48,994 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 22 | $3,957,403 | $129,343 | $5,879iApproximate average salary by contribution assumption: employee only about $146,981 at 4% or $97,987 at 6%; with 50% employer match about $97,987 at 4% or $65,325 at 6%; with 100% employer match about $73,490 at 4% or $48,994 at 6%. |
| 2014 | 1 | 25 | $3,938,909 | $121,543 | $4,862iApproximate average salary by contribution assumption: employee only about $121,543 at 4% or $81,029 at 6%; with 50% employer match about $81,029 at 4% or $54,019 at 6%; with 100% employer match about $60,772 at 4% or $40,514 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 25 | $3,938,909 | $121,543 | $4,862iApproximate average salary by contribution assumption: employee only about $121,543 at 4% or $81,029 at 6%; with 50% employer match about $81,029 at 4% or $54,019 at 6%; with 100% employer match about $60,772 at 4% or $40,514 at 6%. |
| 2013 | 1 | 28 | $3,673,911 | $123,380 | $4,406iApproximate average salary by contribution assumption: employee only about $110,161 at 4% or $73,440 at 6%; with 50% employer match about $73,440 at 4% or $48,960 at 6%; with 100% employer match about $55,080 at 4% or $36,720 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 28 | $3,673,911 | $123,380 | $4,406iApproximate average salary by contribution assumption: employee only about $110,161 at 4% or $73,440 at 6%; with 50% employer match about $73,440 at 4% or $48,960 at 6%; with 100% employer match about $55,080 at 4% or $36,720 at 6%. |
| 2012 | 1 | 29 | $3,108,206 | $222,236 | $7,663iApproximate average salary by contribution assumption: employee only about $191,583 at 4% or $127,722 at 6%; with 50% employer match about $127,722 at 4% or $85,148 at 6%; with 100% employer match about $95,791 at 4% or $63,861 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 29 | $3,108,206 | $222,236 | $7,663iApproximate average salary by contribution assumption: employee only about $191,583 at 4% or $127,722 at 6%; with 50% employer match about $127,722 at 4% or $85,148 at 6%; with 100% employer match about $95,791 at 4% or $63,861 at 6%. |
| 2011 | 1 | 24 | $3,204,677 | $139,591 | $5,816iApproximate average salary by contribution assumption: employee only about $145,407 at 4% or $96,938 at 6%; with 50% employer match about $96,938 at 4% or $64,625 at 6%; with 100% employer match about $72,704 at 4% or $48,469 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 24 | $3,204,677 | $139,591 | $5,816iApproximate average salary by contribution assumption: employee only about $145,407 at 4% or $96,938 at 6%; with 50% employer match about $96,938 at 4% or $64,625 at 6%; with 100% employer match about $72,704 at 4% or $48,469 at 6%. |
| 2010 | 1 | 22 | $3,156,675 | $112,562 | $5,116iApproximate average salary by contribution assumption: employee only about $127,911 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,956 at 4% or $42,637 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 22 | $3,156,675 | $112,562 | $5,116iApproximate average salary by contribution assumption: employee only about $127,911 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,956 at 4% or $42,637 at 6%. |
| 2009 | 1 | 23 | $2,704,579 | $177,543 | $7,719iApproximate average salary by contribution assumption: employee only about $192,982 at 4% or $128,654 at 6%; with 50% employer match about $128,654 at 4% or $85,770 at 6%; with 100% employer match about $96,491 at 4% or $64,327 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 23 | $2,704,579 | $177,543 | $7,719iApproximate average salary by contribution assumption: employee only about $192,982 at 4% or $128,654 at 6%; with 50% employer match about $128,654 at 4% or $85,770 at 6%; with 100% employer match about $96,491 at 4% or $64,327 at 6%. |
| 2008 | 1 | 24 | $0 | $0 | - |
| Automatic Controls Engineering 401K Plan | - | 24 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| Automatic Controls Engineering 401K Plan | - | 21 | - | - | - |
| 2006 | 1 | 20 | $2,592,522 | $162,895 | $8,145iApproximate average salary by contribution assumption: employee only about $203,619 at 4% or $135,746 at 6%; with 50% employer match about $135,746 at 4% or $90,497 at 6%; with 100% employer match about $101,809 at 4% or $67,873 at 6%. |
| Automatic Controls Engineering 401K Plan | Current | 20 | $2,592,522 | $162,895 | $8,145iApproximate average salary by contribution assumption: employee only about $203,619 at 4% or $135,746 at 6%; with 50% employer match about $135,746 at 4% or $90,497 at 6%; with 100% employer match about $101,809 at 4% or $67,873 at 6%. |
| 2005 | 1 | 24 | $2,049,535 | $144,397 | $6,017iApproximate average salary by contribution assumption: employee only about $150,414 at 4% or $100,276 at 6%; with 50% employer match about $100,276 at 4% or $66,850 at 6%; with 100% employer match about $75,207 at 4% or $50,138 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 24 | $2,049,535 | $144,397 | $6,017iApproximate average salary by contribution assumption: employee only about $150,414 at 4% or $100,276 at 6%; with 50% employer match about $100,276 at 4% or $66,850 at 6%; with 100% employer match about $75,207 at 4% or $50,138 at 6%. |
| 2004 | 1 | 21 | $1,722,918 | $119,733 | $5,702iApproximate average salary by contribution assumption: employee only about $142,539 at 4% or $95,026 at 6%; with 50% employer match about $95,026 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,513 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 21 | $1,722,918 | $119,733 | $5,702iApproximate average salary by contribution assumption: employee only about $142,539 at 4% or $95,026 at 6%; with 50% employer match about $95,026 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,513 at 6%. |
| 2002 | 1 | 23 | $0 | $0 | - |
| Automatic Controls Engineering 401K Plan | - | 23 | - | - | - |
| 2001 | 1 | 24 | $0 | $0 | - |
| Automatic Controls Engineering 401K Plan | - | 24 | - | - | - |
| 2000 | 1 | 17 | $0 | $0 | - |
| Automatic Controls Engineering 401K Plan | - | 17 | - | - | - |
| 1999 | 1 | 24 | $1,766,175 | $124,299 | $5,179iApproximate average salary by contribution assumption: employee only about $129,478 at 4% or $86,319 at 6%; with 50% employer match about $86,319 at 4% or $57,546 at 6%; with 100% employer match about $64,739 at 4% or $43,159 at 6%. |
| Automatic Controls Engineering 401K Plan | - | 24 | $1,766,175 | $124,299 | $5,179iApproximate average salary by contribution assumption: employee only about $129,478 at 4% or $86,319 at 6%; with 50% employer match about $86,319 at 4% or $57,546 at 6%; with 100% employer match about $64,739 at 4% or $43,159 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 91037133161069
- Form Id
- 95529254
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020379110024050002
- Ins Broker 01 Name
- PLANNING CORP OF AMERICA
- Ins Broker 01 Street Addr
- 880 CARILLON PKWY
- Ins Broker 01 City
- ST PETERSBURG
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 33716
- Ins Broker Comm Pd 01 Amount
- $5,352
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: ING LIFE INSURANCE & ANNUITY COMPANY
- Filing Id
- 91037133161069
- Form Id
- 95529254
- Schedule A EIN
- 94-2357897
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2006-07-01
- Schedule A Tax Period
- 20070630
- Ins Carrier Name
- ING LIFE INSURANCE & ANNUITY COMPANY
- Ins Carrier EIN
- 71-0294708
- Ins Carrier Naic Code
- 86509
- Ins Contract Num
- PHX078
- Ins Prsn Covered End of year Count
- 31
- Ins Policy From Date
- 2006-07-01
- Ins Policy To Date
- 2007-06-30
- Ins Broker Comm Total Amount
- $5,352
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $55,483
- Pension End of year Sep Account Amount
- $2,405,665
- 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
- UNALLOCATED ANNUITY CONTRACT
- Pension End Prev Bal Amount
- $50,303
- Pension Contribution Dep Amount
- $12,169
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $1,913
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $2,758
- Pension Other Text
- LOAN REPAYMENTS
- Pension Total Additions Amount
- $16,840
- Pension Total Bal Addn Amount
- $67,143
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $513
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $4,800
- Pension Oth Ded Text
- NEW LOANS ISSUED
- Pension Total Ded Amount
- $5,313
- Pension End of year Bal Amount
- $61,830
- 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 D
- Row 1
- Filing Id
- 91037133161069
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020379110024050003
- DFE P1 Entity 01 Name
- VARIABLE ANNUITY ACCOUNT D
- DFE P1 Spons 01 Name
- ING LIFE INSURANCE & ANNUITY CO
- DFE P1 Plan 01 EIN Plan number
- 710294708000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,405,665
- Row 2
- Filing Id
- 91037133161069
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020379110024050003
- Row 3
- Filing Id
- 91037133161069
- Schedule D EIN
- 94-2357897
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2006-07-01
- Schedule D Tax Period
- 20070630
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$2,592,522$542,987 change
Balance Sheet
Beginning and end of plan year.
Total assets$2,049,535$2,592,522Increase +$542,987 (26.49%)
Total liabilities$0$0No change $0
Net assets$2,049,535$2,592,522Increase +$542,987 (26.49%)
Contributions
Employer contributions$52,933
Participant contributions$109,962
Other contributions$0
Income & Expenses
Total income$545,557
Total expenses$2,570
Net income$542,987
Source fields
- Schedule I source fields
- Filing Id
- 91037133161069
- Schedule I EIN
- 94-2357897
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2006-07-01
- Schedule I Tax Period
- 20070630
- Small plan total assets at beginning of year
- $2,049,535
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $2,049,535
- Small plan total assets at end of year
- $2,592,522
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $2,592,522
- Small plan employer contributions
- $52,933
- Small plan participant contributions
- $109,962
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $382,662
- Small plan total income
- $545,557
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $2,570
- Small plan total expenses
- $2,570
- Small plan net income or loss
- $542,987
- 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
- Yes
- Small Mortg Participants End of year Amount
- $125,027
- 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
- $150,000
- 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
- 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 EIN71-0294708
Transfers
Distributed property value$0
Schedule R source fields
- Payor 71-0294708
- Filing Id
- 91037133161069
- Schedule R EIN
- 94-2357897
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2006-07-01
- Schedule R Tax Period
- 20070630
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 71-0294708
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0