Civic Intelligence
Filing

Ef Hutton Prototype Profit Sharing Plan

David Creal • EIN 95-3543607 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$128,551 → $146,516

$17,965 • 13.97%

Investment Management Fee

-

Admin expenses - • Total expenses $32

Filing Details

Context
Net investment result
$17,965

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202012$1,024,580$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$1,024,580$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201212$292,433$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$292,433$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201112$576,830$18,700$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$576,830$18,700$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
201012$614,599$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$614,599$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200912$452,683$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$452,683$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200512$376,454$17,300$8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$376,454$17,300$8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%.
200412$325,357$21,400$10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$325,357$21,400$10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%.
200322$279,484$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$279,484$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Smith Barney Inc Self Employed Money Purchase Pension Retirement Plan-0---
200222$140,672$13,130$6,565iApproximate average salary by contribution assumption: employee only about $164,125 at 4% or $109,417 at 6%; with 50% employer match about $109,417 at 4% or $72,944 at 6%; with 100% employer match about $82,063 at 4% or $54,708 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$140,672$13,130$6,565iApproximate average salary by contribution assumption: employee only about $164,125 at 4% or $109,417 at 6%; with 50% employer match about $109,417 at 4% or $72,944 at 6%; with 100% employer match about $82,063 at 4% or $54,708 at 6%.
Smith Barney Inc Self Employed Money Purchase Pension Retirement Plan-2---
200122$0$0-
Ef Hutton Prototype Profit Sharing Plan-2---
Smith Barney Inc Self Employed Money Purchase Pension Retirement Plan-2---
200022$142,956$9,490$4,745iApproximate average salary by contribution assumption: employee only about $118,625 at 4% or $79,083 at 6%; with 50% employer match about $79,083 at 4% or $52,722 at 6%; with 100% employer match about $59,313 at 4% or $39,542 at 6%.
Ef Hutton Prototype Profit Sharing Plan-2$142,956$9,490$4,745iApproximate average salary by contribution assumption: employee only about $118,625 at 4% or $79,083 at 6%; with 50% employer match about $79,083 at 4% or $52,722 at 6%; with 100% employer match about $59,313 at 4% or $39,542 at 6%.
Smith Barney Inc Self Employed Money Purchase Pension Retirement Plan-2---
199922$225,409$17,600$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Ef Hutton Prototype Profit Sharing PlanCurrent2$146,516$11,440$5,720iApproximate average salary by contribution assumption: employee only about $143,000 at 4% or $95,333 at 6%; with 50% employer match about $95,333 at 4% or $63,556 at 6%; with 100% employer match about $71,500 at 4% or $47,667 at 6%.
Smith Barney Inc Self Employed Money Purchase Pension Retirement Plan-2$78,893$6,160$3,080iApproximate average salary by contribution assumption: employee only about $77,000 at 4% or $51,333 at 6%; with 50% employer match about $51,333 at 4% or $34,222 at 6%; with 100% employer match about $38,500 at 4% or $25,667 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$146,516$17,965 change

Balance Sheet

Beginning and end of plan year.

Total assets$128,551$146,516Increase +$17,965 (13.97%)
Total liabilities$0$0No change $0
Net assets$128,551$146,516Increase +$17,965 (13.97%)

Contributions

Employer contributions$11,440
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$17,997
Total expenses$32
Net income$17,965
Source fields
Schedule I source fields
Filing Id
56037172053051
Schedule I EIN
95-3543607
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$128,551
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$128,551
Small plan total assets at end of year
$146,516
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$146,516
Small plan employer contributions
$11,440
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$6,557
Small plan total income
$17,997
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$32
Small plan total expenses
$32
Small plan net income or loss
$17,965
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
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0