Civic Intelligence
Filing

Cpu 401(K) Plan

Cpu Medical Management Systems • EIN 95-3757466 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

47 → 44

-3 • -6.38%

Assets

Up

$2,515,002 → $3,024,618

$509,616 • 20.26%

Investment Management Fee

-

Admin expenses - • Total expenses $76,020

Filing Details

Context
Net investment result
$509,616
Pension payor EIN
04-6568107

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
201110$0$0-
Cpu 401(K) Plan-0---
2010110$10,239$0-
Cpu 401(K) Plan-10$10,239--
2009110$371,723$126,163$12,616iApproximate average salary by contribution assumption: employee only about $315,408 at 4% or $210,272 at 6%; with 50% employer match about $210,272 at 4% or $140,181 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%.
Cpu 401(K) Plan-10$371,723$126,163$12,616iApproximate average salary by contribution assumption: employee only about $315,408 at 4% or $210,272 at 6%; with 50% employer match about $210,272 at 4% or $140,181 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%.
2008149$2,400,946$340,524$6,949iApproximate average salary by contribution assumption: employee only about $173,737 at 4% or $115,824 at 6%; with 50% employer match about $115,824 at 4% or $77,216 at 6%; with 100% employer match about $86,868 at 4% or $57,912 at 6%.
Cpu 401(K) Plan-49$2,400,946$340,524$6,949iApproximate average salary by contribution assumption: employee only about $173,737 at 4% or $115,824 at 6%; with 50% employer match about $115,824 at 4% or $77,216 at 6%; with 100% employer match about $86,868 at 4% or $57,912 at 6%.
2007149$0$0-
Cpu 401(K) Plan-49---
2006144$3,024,618$249,603$5,673iApproximate average salary by contribution assumption: employee only about $141,820 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,273 at 6%.
Cpu 401(K) PlanCurrent44$3,024,618$249,603$5,673iApproximate average salary by contribution assumption: employee only about $141,820 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,273 at 6%.
2004152$2,263,295$216,546$4,164iApproximate average salary by contribution assumption: employee only about $104,109 at 4% or $69,406 at 6%; with 50% employer match about $69,406 at 4% or $46,271 at 6%; with 100% employer match about $52,054 at 4% or $34,703 at 6%.
Cpu 401(K) Plan-52$2,263,295$216,546$4,164iApproximate average salary by contribution assumption: employee only about $104,109 at 4% or $69,406 at 6%; with 50% employer match about $69,406 at 4% or $46,271 at 6%; with 100% employer match about $52,054 at 4% or $34,703 at 6%.
2003143$1,990,099$159,950$3,720iApproximate average salary by contribution assumption: employee only about $92,994 at 4% or $61,996 at 6%; with 50% employer match about $61,996 at 4% or $41,331 at 6%; with 100% employer match about $46,497 at 4% or $30,998 at 6%.
Cpu 401(K) Plan-43$1,990,099$159,950$3,720iApproximate average salary by contribution assumption: employee only about $92,994 at 4% or $61,996 at 6%; with 50% employer match about $61,996 at 4% or $41,331 at 6%; with 100% employer match about $46,497 at 4% or $30,998 at 6%.
2002153$1,541,592$248,270$4,684iApproximate average salary by contribution assumption: employee only about $117,108 at 4% or $78,072 at 6%; with 50% employer match about $78,072 at 4% or $52,048 at 6%; with 100% employer match about $58,554 at 4% or $39,036 at 6%.
Cpu 401(K) Plan-53$1,541,592$248,270$4,684iApproximate average salary by contribution assumption: employee only about $117,108 at 4% or $78,072 at 6%; with 50% employer match about $78,072 at 4% or $52,048 at 6%; with 100% employer match about $58,554 at 4% or $39,036 at 6%.
200010$0$0-
Computer Processing Unlimited Inc. 401K Savings Plan-0---
1999154$1,390,162$365,854$6,775iApproximate average salary by contribution assumption: employee only about $169,377 at 4% or $112,918 at 6%; with 50% employer match about $112,918 at 4% or $75,279 at 6%; with 100% employer match about $84,688 at 4% or $56,459 at 6%.
Computer Processing Unlimited Inc. 401K Savings Plan-54$1,390,162$365,854$6,775iApproximate average salary by contribution assumption: employee only about $169,377 at 4% or $112,918 at 6%; with 50% employer match about $112,918 at 4% or $75,279 at 6%; with 100% employer match about $84,688 at 4% or $56,459 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$3,024,618$509,616 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,515,002$3,024,618Increase +$509,616 (20.26%)
Total liabilities$0$0No change $0
Net assets$2,515,002$3,024,618Increase +$509,616 (20.26%)

Contributions

Employer contributions$13,418
Participant contributions$221,148
Other contributions$15,037

Income & Expenses

Total income$585,636
Total expenses$76,020
Net income$509,616
Source fields
Schedule I source fields
Filing Id
84037365373317
Schedule I EIN
95-3757466
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$2,515,002
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,515,002
Small plan total assets at end of year
$3,024,618
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$3,024,618
Small plan employer contributions
$13,418
Small plan participant contributions
$221,148
Small Oth Contribution Rcvd Amount
$15,037
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$336,033
Small plan total income
$585,636
Small plan total benefit distributions
$75,817
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$203
Small plan total expenses
$76,020
Small plan net income or loss
$509,616
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
$36,497
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
$500,000
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 EIN04-6568107

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6568107
Filing Id
84037365373317
Schedule R EIN
95-3757466
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6568107
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0