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Filing

Bauerware LLC 401K Profit Sharing Plan && Trust

Bauerware LLC • EIN 94-3317521 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

2 → 1

-1 • -50.00%

Assets

Up

$3,494 → $7,596

$4,102 • 117.40%

Investment Management Fee

-

Admin expenses - • Total expenses $1,782

Filing Details

Context
Net investment result
$4,103
Pension payor EIN
16-1124166

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
201410$0$0-
Bauerware LLC 401K Profit Sharing Plan && Trust-0$0$0-
201312$11,133$0-
Bauerware LLC 401K Profit Sharing Plan && Trust-2$11,133$0-
201212$0$0-
Bauerware LLC 401K Profit Sharing Plan && Trust-2---
201112$10,213$0-
Bauerware LLC 401K Profit Sharing Plan && Trust-2$10,213$0-
200917$87,875$3,223$460iApproximate average salary by contribution assumption: employee only about $11,511 at 4% or $7,674 at 6%; with 50% employer match about $7,674 at 4% or $5,116 at 6%; with 100% employer match about $5,755 at 4% or $3,837 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-7$87,875$3,223$460iApproximate average salary by contribution assumption: employee only about $11,511 at 4% or $7,674 at 6%; with 50% employer match about $7,674 at 4% or $5,116 at 6%; with 100% employer match about $5,755 at 4% or $3,837 at 6%.
200817$69,288$8,266$1,181iApproximate average salary by contribution assumption: employee only about $29,521 at 4% or $19,681 at 6%; with 50% employer match about $19,681 at 4% or $13,121 at 6%; with 100% employer match about $14,761 at 4% or $9,840 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-7$69,288$8,266$1,181iApproximate average salary by contribution assumption: employee only about $29,521 at 4% or $19,681 at 6%; with 50% employer match about $19,681 at 4% or $13,121 at 6%; with 100% employer match about $14,761 at 4% or $9,840 at 6%.
200616$85,081$13,393$2,232iApproximate average salary by contribution assumption: employee only about $55,804 at 4% or $37,203 at 6%; with 50% employer match about $37,203 at 4% or $24,802 at 6%; with 100% employer match about $27,902 at 4% or $18,601 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-6$85,081$13,393$2,232iApproximate average salary by contribution assumption: employee only about $55,804 at 4% or $37,203 at 6%; with 50% employer match about $37,203 at 4% or $24,802 at 6%; with 100% employer match about $27,902 at 4% or $18,601 at 6%.
200516$63,127$17,986$2,998iApproximate average salary by contribution assumption: employee only about $74,942 at 4% or $49,961 at 6%; with 50% employer match about $49,961 at 4% or $33,307 at 6%; with 100% employer match about $37,471 at 4% or $24,981 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-6$63,127$17,986$2,998iApproximate average salary by contribution assumption: employee only about $74,942 at 4% or $49,961 at 6%; with 50% employer match about $49,961 at 4% or $33,307 at 6%; with 100% employer match about $37,471 at 4% or $24,981 at 6%.
200415$42,435$14,091$2,818iApproximate average salary by contribution assumption: employee only about $70,455 at 4% or $46,970 at 6%; with 50% employer match about $46,970 at 4% or $31,313 at 6%; with 100% employer match about $35,228 at 4% or $23,485 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-5$42,435$14,091$2,818iApproximate average salary by contribution assumption: employee only about $70,455 at 4% or $46,970 at 6%; with 50% employer match about $46,970 at 4% or $31,313 at 6%; with 100% employer match about $35,228 at 4% or $23,485 at 6%.
200213$11,516$0-
Bauerware LLC 401K Profit Sharing Plan && Trust-3$11,516--
200112$14,006$6,552$3,276iApproximate average salary by contribution assumption: employee only about $81,900 at 4% or $54,600 at 6%; with 50% employer match about $54,600 at 4% or $36,400 at 6%; with 100% employer match about $40,950 at 4% or $27,300 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-2$14,006$6,552$3,276iApproximate average salary by contribution assumption: employee only about $81,900 at 4% or $54,600 at 6%; with 50% employer match about $54,600 at 4% or $36,400 at 6%; with 100% employer match about $40,950 at 4% or $27,300 at 6%.
200011$7,596$6,039$6,039iApproximate average salary by contribution assumption: employee only about $150,975 at 4% or $100,650 at 6%; with 50% employer match about $100,650 at 4% or $67,100 at 6%; with 100% employer match about $75,488 at 4% or $50,325 at 6%.
Bauerware LLC 401K Profit Sharing Plan && TrustCurrent1$7,596$6,039$6,039iApproximate average salary by contribution assumption: employee only about $150,975 at 4% or $100,650 at 6%; with 50% employer match about $100,650 at 4% or $67,100 at 6%; with 100% employer match about $75,488 at 4% or $50,325 at 6%.
199911$3,494$3,141$3,141iApproximate average salary by contribution assumption: employee only about $78,525 at 4% or $52,350 at 6%; with 50% employer match about $52,350 at 4% or $34,900 at 6%; with 100% employer match about $39,263 at 4% or $26,175 at 6%.
Bauerware LLC 401K Profit Sharing Plan && Trust-1$3,494$3,141$3,141iApproximate average salary by contribution assumption: employee only about $78,525 at 4% or $52,350 at 6%; with 50% employer match about $52,350 at 4% or $34,900 at 6%; with 100% employer match about $39,263 at 4% or $26,175 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$7,596$4,102 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,494$7,596Increase +$4,102 (117.40%)
Total liabilities$0$0No change $0
Net assets$3,494$7,596Increase +$4,102 (117.40%)

Contributions

Employer contributions$465
Participant contributions$5,574
Other contributions$0

Income & Expenses

Total income$5,885
Total expenses$1,782
Net income$4,103
Source fields
Schedule I source fields
Filing Id
91037141199072
Schedule I EIN
94-3317521
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
$3,494
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,494
Small plan total assets at end of year
$7,596
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$7,596
Small plan employer contributions
$465
Small plan participant contributions
$5,574
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-154
Small plan total income
$5,885
Small plan total benefit distributions
$1,782
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$1,782
Small plan net income or loss
$4,103
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
$20,000
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 EIN16-1124166

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1124166
Filing Id
91037141199072
Schedule R EIN
94-3317521
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
16-1124166
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Bauerware LLC 401K Profit Sharing Plan && Trust | Bauerware LLC | Plan 001 | 2000 Form 5500 Filing