Civic Intelligence
Filing

Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan

Cutrow, White & Boroda, A.P.C. • EIN 95-2848059 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

15 → 10

-5 • -33.33%

Assets

Up

$146,677 → $190,283

$43,606 • 29.73%

Investment Management Fee

-

Admin expenses - • Total expenses $24,538

Filing Details

Context
Net investment result
$43,606
Pension payor EIN
95-2848059

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
200810$0$817-
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-0-$817-
2007111$0$0-
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-11---
2006112$256,473$19,617$1,635iApproximate average salary by contribution assumption: employee only about $40,869 at 4% or $27,246 at 6%; with 50% employer match about $27,246 at 4% or $18,164 at 6%; with 100% employer match about $20,434 at 4% or $13,623 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-12$256,473$19,617$1,635iApproximate average salary by contribution assumption: employee only about $40,869 at 4% or $27,246 at 6%; with 50% employer match about $27,246 at 4% or $18,164 at 6%; with 100% employer match about $20,434 at 4% or $13,623 at 6%.
200519$211,537$19,545$2,172iApproximate average salary by contribution assumption: employee only about $54,292 at 4% or $36,194 at 6%; with 50% employer match about $36,194 at 4% or $24,130 at 6%; with 100% employer match about $27,146 at 4% or $18,097 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-9$211,537$19,545$2,172iApproximate average salary by contribution assumption: employee only about $54,292 at 4% or $36,194 at 6%; with 50% employer match about $36,194 at 4% or $24,130 at 6%; with 100% employer match about $27,146 at 4% or $18,097 at 6%.
2004110$190,283$61,680$6,168iApproximate average salary by contribution assumption: employee only about $154,200 at 4% or $102,800 at 6%; with 50% employer match about $102,800 at 4% or $68,533 at 6%; with 100% employer match about $77,100 at 4% or $51,400 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing PlanCurrent10$190,283$61,680$6,168iApproximate average salary by contribution assumption: employee only about $154,200 at 4% or $102,800 at 6%; with 50% employer match about $102,800 at 4% or $68,533 at 6%; with 100% employer match about $77,100 at 4% or $51,400 at 6%.
2003111$146,677$22,845$2,077iApproximate average salary by contribution assumption: employee only about $51,920 at 4% or $34,614 at 6%; with 50% employer match about $34,614 at 4% or $23,076 at 6%; with 100% employer match about $25,960 at 4% or $17,307 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-11$146,677$22,845$2,077iApproximate average salary by contribution assumption: employee only about $51,920 at 4% or $34,614 at 6%; with 50% employer match about $34,614 at 4% or $23,076 at 6%; with 100% employer match about $25,960 at 4% or $17,307 at 6%.
2002111$104,239$23,048$2,095iApproximate average salary by contribution assumption: employee only about $52,382 at 4% or $34,921 at 6%; with 50% employer match about $34,921 at 4% or $23,281 at 6%; with 100% employer match about $26,191 at 4% or $17,461 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-11$104,239$23,048$2,095iApproximate average salary by contribution assumption: employee only about $52,382 at 4% or $34,921 at 6%; with 50% employer match about $34,921 at 4% or $23,281 at 6%; with 100% employer match about $26,191 at 4% or $17,461 at 6%.
2001110$0$0-
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-10---
2000111$125,372$2,058$187iApproximate average salary by contribution assumption: employee only about $4,677 at 4% or $3,118 at 6%; with 50% employer match about $3,118 at 4% or $2,079 at 6%; with 100% employer match about $2,339 at 4% or $1,559 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-11$125,372$2,058$187iApproximate average salary by contribution assumption: employee only about $4,677 at 4% or $3,118 at 6%; with 50% employer match about $3,118 at 4% or $2,079 at 6%; with 100% employer match about $2,339 at 4% or $1,559 at 6%.
1999111$133,748$13,262$1,206iApproximate average salary by contribution assumption: employee only about $30,141 at 4% or $20,094 at 6%; with 50% employer match about $20,094 at 4% or $13,396 at 6%; with 100% employer match about $15,070 at 4% or $10,047 at 6%.
Cutrow, White & Boroda, A.P.C. Cash or Deferred Profit Sharing Plan-11$133,748$13,262$1,206iApproximate average salary by contribution assumption: employee only about $30,141 at 4% or $20,094 at 6%; with 50% employer match about $20,094 at 4% or $13,396 at 6%; with 100% employer match about $15,070 at 4% or $10,047 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$190,283$43,606 change

Balance Sheet

Beginning and end of plan year.

Total assets$146,677$190,283Increase +$43,606 (29.73%)
Total liabilities$0$0No change $0
Net assets$146,677$190,283Increase +$43,606 (29.73%)

Contributions

Employer contributions$3,115
Participant contributions$31,148
Other contributions$27,417

Income & Expenses

Total income$68,144
Total expenses$24,538
Net income$43,606
Source fields
Schedule I source fields
Filing Id
84037347340305
Schedule I EIN
95-2848059
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$146,677
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$146,677
Small plan total assets at end of year
$190,283
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$190,283
Small plan employer contributions
$3,115
Small plan participant contributions
$31,148
Small Oth Contribution Rcvd Amount
$27,417
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$6,464
Small plan total income
$68,144
Small plan total benefit distributions
$24,205
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$333
Small plan total expenses
$24,538
Small plan net income or loss
$43,606
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
$200,000
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 EIN95-2848059

Transfers

Distributed property value$0
Schedule R source fields
Payor 95-2848059
Filing Id
84037347340305
Schedule R EIN
95-2848059
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
95-2848059
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0