Fidelity bond in place
Yes
Filing
Wd Young & Sons Inc
Wd Young & Sons Inc • EIN 95-3640907 • Plan year 2003
Filing Insights
Participants
Up46 → 88
42 • 91.30%
Assets
Down$69,661 → $27,786
-$41,875 • -60.11%
Investment Management Fee
-
Admin expenses - • Total expenses $225,628
Filing Details
Context- Net investment result
- $-49,127
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 57 | $19,545 | $206,302 | $3,619iApproximate average salary by contribution assumption: employee only about $90,483 at 4% or $60,322 at 6%; with 50% employer match about $60,322 at 4% or $40,215 at 6%; with 100% employer match about $45,242 at 4% or $30,161 at 6%. |
| Wd Young & Sons Inc | - | 57 | $19,545 | $206,302 | $3,619iApproximate average salary by contribution assumption: employee only about $90,483 at 4% or $60,322 at 6%; with 50% employer match about $60,322 at 4% or $40,215 at 6%; with 100% employer match about $45,242 at 4% or $30,161 at 6%. |
| 2013 | 1 | 59 | $64,136 | $310,101 | $5,256iApproximate average salary by contribution assumption: employee only about $131,399 at 4% or $87,599 at 6%; with 50% employer match about $87,599 at 4% or $58,399 at 6%; with 100% employer match about $65,699 at 4% or $43,800 at 6%. |
| Wd Young & Sons Inc | - | 59 | $64,136 | $310,101 | $5,256iApproximate average salary by contribution assumption: employee only about $131,399 at 4% or $87,599 at 6%; with 50% employer match about $87,599 at 4% or $58,399 at 6%; with 100% employer match about $65,699 at 4% or $43,800 at 6%. |
| 2012 | 1 | 130 | $83,320 | $410,156 | $3,155iApproximate average salary by contribution assumption: employee only about $78,876 at 4% or $52,584 at 6%; with 50% employer match about $52,584 at 4% or $35,056 at 6%; with 100% employer match about $39,438 at 4% or $26,292 at 6%. |
| Wd Young & Sons Inc | - | 130 | $83,320 | $410,156 | $3,155iApproximate average salary by contribution assumption: employee only about $78,876 at 4% or $52,584 at 6%; with 50% employer match about $52,584 at 4% or $35,056 at 6%; with 100% employer match about $39,438 at 4% or $26,292 at 6%. |
| 2011 | 1 | 142 | $95,683 | $440,023 | $3,099iApproximate average salary by contribution assumption: employee only about $77,469 at 4% or $51,646 at 6%; with 50% employer match about $51,646 at 4% or $34,431 at 6%; with 100% employer match about $38,734 at 4% or $25,823 at 6%. |
| Wd Young & Sons Inc | - | 142 | $95,683 | $440,023 | $3,099iApproximate average salary by contribution assumption: employee only about $77,469 at 4% or $51,646 at 6%; with 50% employer match about $51,646 at 4% or $34,431 at 6%; with 100% employer match about $38,734 at 4% or $25,823 at 6%. |
| 2010 | 1 | 150 | $41,885 | $416,699 | $2,778iApproximate average salary by contribution assumption: employee only about $69,450 at 4% or $46,300 at 6%; with 50% employer match about $46,300 at 4% or $30,867 at 6%; with 100% employer match about $34,725 at 4% or $23,150 at 6%. |
| Wd Young & Sons Inc | - | 150 | $41,885 | $416,699 | $2,778iApproximate average salary by contribution assumption: employee only about $69,450 at 4% or $46,300 at 6%; with 50% employer match about $46,300 at 4% or $30,867 at 6%; with 100% employer match about $34,725 at 4% or $23,150 at 6%. |
| 2009 | 1 | 162 | $69,180 | $515,846 | $3,184iApproximate average salary by contribution assumption: employee only about $79,606 at 4% or $53,071 at 6%; with 50% employer match about $53,071 at 4% or $35,380 at 6%; with 100% employer match about $39,803 at 4% or $26,535 at 6%. |
| Wd Young & Sons Inc | - | 162 | $69,180 | $515,846 | $3,184iApproximate average salary by contribution assumption: employee only about $79,606 at 4% or $53,071 at 6%; with 50% employer match about $53,071 at 4% or $35,380 at 6%; with 100% employer match about $39,803 at 4% or $26,535 at 6%. |
| 2008 | 1 | 191 | $52,975 | $547,858 | $2,868iApproximate average salary by contribution assumption: employee only about $71,709 at 4% or $47,806 at 6%; with 50% employer match about $47,806 at 4% or $31,871 at 6%; with 100% employer match about $35,855 at 4% or $23,903 at 6%. |
| Wd Young & Sons Inc | - | 191 | $52,975 | $547,858 | $2,868iApproximate average salary by contribution assumption: employee only about $71,709 at 4% or $47,806 at 6%; with 50% employer match about $47,806 at 4% or $31,871 at 6%; with 100% employer match about $35,855 at 4% or $23,903 at 6%. |
| 2007 | 1 | 203 | $58,096 | $522,394 | $2,573iApproximate average salary by contribution assumption: employee only about $64,334 at 4% or $42,889 at 6%; with 50% employer match about $42,889 at 4% or $28,593 at 6%; with 100% employer match about $32,167 at 4% or $21,445 at 6%. |
| Wd Young & Sons Inc | - | 203 | $58,096 | $522,394 | $2,573iApproximate average salary by contribution assumption: employee only about $64,334 at 4% or $42,889 at 6%; with 50% employer match about $42,889 at 4% or $28,593 at 6%; with 100% employer match about $32,167 at 4% or $21,445 at 6%. |
| 2006 | 1 | 198 | $62,943 | $416,837 | $2,105iApproximate average salary by contribution assumption: employee only about $52,631 at 4% or $35,087 at 6%; with 50% employer match about $35,087 at 4% or $23,392 at 6%; with 100% employer match about $26,315 at 4% or $17,544 at 6%. |
| Wd Young & Sons Inc | - | 198 | $62,943 | $416,837 | $2,105iApproximate average salary by contribution assumption: employee only about $52,631 at 4% or $35,087 at 6%; with 50% employer match about $35,087 at 4% or $23,392 at 6%; with 100% employer match about $26,315 at 4% or $17,544 at 6%. |
| 2005 | 1 | 175 | $98,509 | $468,435 | $2,677iApproximate average salary by contribution assumption: employee only about $66,919 at 4% or $44,613 at 6%; with 50% employer match about $44,613 at 4% or $29,742 at 6%; with 100% employer match about $33,460 at 4% or $22,306 at 6%. |
| Wd Young & Sons Inc | - | 175 | $98,509 | $468,435 | $2,677iApproximate average salary by contribution assumption: employee only about $66,919 at 4% or $44,613 at 6%; with 50% employer match about $44,613 at 4% or $29,742 at 6%; with 100% employer match about $33,460 at 4% or $22,306 at 6%. |
| 2004 | 1 | 92 | $50,574 | $253,379 | $2,754iApproximate average salary by contribution assumption: employee only about $68,853 at 4% or $45,902 at 6%; with 50% employer match about $45,902 at 4% or $30,601 at 6%; with 100% employer match about $34,426 at 4% or $22,951 at 6%. |
| Wd Young & Sons Inc | - | 92 | $50,574 | $253,379 | $2,754iApproximate average salary by contribution assumption: employee only about $68,853 at 4% or $45,902 at 6%; with 50% employer match about $45,902 at 4% or $30,601 at 6%; with 100% employer match about $34,426 at 4% or $22,951 at 6%. |
| 2003 | 1 | 88 | $27,786 | $176,501 | $2,006iApproximate average salary by contribution assumption: employee only about $50,142 at 4% or $33,428 at 6%; with 50% employer match about $33,428 at 4% or $22,285 at 6%; with 100% employer match about $25,071 at 4% or $16,714 at 6%. |
| Wd Young & Sons Inc | Current | 88 | $27,786 | $176,501 | $2,006iApproximate average salary by contribution assumption: employee only about $50,142 at 4% or $33,428 at 6%; with 50% employer match about $33,428 at 4% or $22,285 at 6%; with 100% employer match about $25,071 at 4% or $16,714 at 6%. |
| 2002 | 1 | 46 | $69,661 | $226,907 | $4,933iApproximate average salary by contribution assumption: employee only about $123,319 at 4% or $82,213 at 6%; with 50% employer match about $82,213 at 4% or $54,808 at 6%; with 100% employer match about $61,660 at 4% or $41,106 at 6%. |
| Wd Young & Sons Inc | - | 46 | $69,661 | $226,907 | $4,933iApproximate average salary by contribution assumption: employee only about $123,319 at 4% or $82,213 at 6%; with 50% employer match about $82,213 at 4% or $54,808 at 6%; with 100% employer match about $61,660 at 4% or $41,106 at 6%. |
| 2001 | 1 | 41 | $0 | $0 | - |
| Wd Young & Sons Inc | - | 41 | - | - | - |
| 2000 | 1 | 36 | $0 | $0 | - |
| Wd Young & Sons Inc | - | 36 | - | - | - |
| 1999 | 1 | 35 | $15,438 | $83,031 | $2,372iApproximate average salary by contribution assumption: employee only about $59,308 at 4% or $39,539 at 6%; with 50% employer match about $39,539 at 4% or $26,359 at 6%; with 100% employer match about $29,654 at 4% or $19,769 at 6%. |
| Wd Young & Sons Inc | - | 35 | $15,438 | $83,031 | $2,372iApproximate average salary by contribution assumption: employee only about $59,308 at 4% or $39,539 at 6%; with 50% employer match about $39,539 at 4% or $26,359 at 6%; with 100% employer match about $29,654 at 4% or $19,769 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037335347314
- Form Id
- 54479775
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374335347060002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: UNITED OF OMAHA LIFE INSURANCE COMPANY
- Filing Id
- 84037335347314
- Form Id
- 54479775
- Schedule A EIN
- 95-3640907
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- UNITED OF OMAHA LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 47-0246511
- Ins Carrier Naic Code
- 69868
- Ins Contract Num
- GUG-75S5
- Ins Prsn Covered End of year Count
- 0
- Ins Broker Comm Total Amount
- $1,859
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $1,649
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $1,649
- 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 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$27,786-$41,875 change
Balance Sheet
Beginning and end of plan year.
Total assets$69,661$27,786Decrease -$41,875 (-60.11%)
Total liabilities$15,994$23,246Increase +$7,252 (45.34%)
Net assets$53,667$4,540Decrease -$49,127 (-91.54%)
Contributions
Employer contributions$176,501
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$176,501
Total expenses$225,628
Net income$-49,127
Source fields
- Schedule I source fields
- Filing Id
- 84037335347314
- Schedule I EIN
- 95-3640907
- Schedule I Plan Num
- 501
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $69,661
- Small plan total liabilities at beginning of year
- $15,994
- Small plan net assets at beginning of year
- $53,667
- Small plan total assets at end of year
- $27,786
- Small plan total liabilities at end of year
- $23,246
- Small plan net assets at end of year
- $4,540
- Small plan employer contributions
- $176,501
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $0
- Small plan total income
- $176,501
- Small plan total benefit distributions
- $170,611
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $55,017
- Small plan total expenses
- $225,628
- Small plan net income or loss
- $-49,127
- 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
- $10,000
- 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
- 2
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0