Fidelity bond in place
Yes
Filing402 West Broadway, Suite 1800San Diego, CA 92101
Wright & Lestrange Profit Sharing/401K Plan
Wright & Lestrange • EIN 95-3843080 • San Diego, CA • Plan year 2003
Filing Insights
Participants
Up14 → 15
1 • 7.14%
Assets
Up$1,876,314 → $2,363,646
$487,332 • 25.97%
Investment Management Fee
-
Admin expenses - • Total expenses $3,634
Filing Details
Context- Net investment result
- $487,332
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $4,175,496 | $48,366 | $4,397iApproximate average salary by contribution assumption: employee only about $109,923 at 4% or $73,282 at 6%; with 50% employer match about $73,282 at 4% or $48,855 at 6%; with 100% employer match about $54,961 at 4% or $36,641 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 11 | $4,175,496 | $48,366 | $4,397iApproximate average salary by contribution assumption: employee only about $109,923 at 4% or $73,282 at 6%; with 50% employer match about $73,282 at 4% or $48,855 at 6%; with 100% employer match about $54,961 at 4% or $36,641 at 6%. |
| 2024 | 1 | 9 | $3,814,870 | $107,259 | $11,918iApproximate average salary by contribution assumption: employee only about $297,942 at 4% or $198,628 at 6%; with 50% employer match about $198,628 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 9 | $3,814,870 | $107,259 | $11,918iApproximate average salary by contribution assumption: employee only about $297,942 at 4% or $198,628 at 6%; with 50% employer match about $198,628 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%. |
| 2023 | 1 | 9 | $3,500,315 | $32,533 | $3,615iApproximate average salary by contribution assumption: employee only about $90,369 at 4% or $60,246 at 6%; with 50% employer match about $60,246 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 9 | $3,500,315 | $32,533 | $3,615iApproximate average salary by contribution assumption: employee only about $90,369 at 4% or $60,246 at 6%; with 50% employer match about $60,246 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%. |
| 2022 | 1 | 9 | $3,371,705 | $53,692 | $5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,430 at 6%; with 50% employer match about $99,430 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 9 | $3,371,705 | $53,692 | $5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,430 at 6%; with 50% employer match about $99,430 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%. |
| 2021 | 1 | 9 | $3,955,973 | $81,178 | $9,020iApproximate average salary by contribution assumption: employee only about $225,494 at 4% or $150,330 at 6%; with 50% employer match about $150,330 at 4% or $100,220 at 6%; with 100% employer match about $112,747 at 4% or $75,165 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 9 | $3,955,973 | $81,178 | $9,020iApproximate average salary by contribution assumption: employee only about $225,494 at 4% or $150,330 at 6%; with 50% employer match about $150,330 at 4% or $100,220 at 6%; with 100% employer match about $112,747 at 4% or $75,165 at 6%. |
| 2020 | 1 | 9 | $3,649,182 | $43,232 | $4,804iApproximate average salary by contribution assumption: employee only about $120,089 at 4% or $80,059 at 6%; with 50% employer match about $80,059 at 4% or $53,373 at 6%; with 100% employer match about $60,044 at 4% or $40,030 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 9 | $3,649,182 | $43,232 | $4,804iApproximate average salary by contribution assumption: employee only about $120,089 at 4% or $80,059 at 6%; with 50% employer match about $80,059 at 4% or $53,373 at 6%; with 100% employer match about $60,044 at 4% or $40,030 at 6%. |
| 2019 | 1 | 9 | $3,437,027 | $48,042 | $5,338iApproximate average salary by contribution assumption: employee only about $133,450 at 4% or $88,967 at 6%; with 50% employer match about $88,967 at 4% or $59,311 at 6%; with 100% employer match about $66,725 at 4% or $44,483 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 9 | $3,437,027 | $48,042 | $5,338iApproximate average salary by contribution assumption: employee only about $133,450 at 4% or $88,967 at 6%; with 50% employer match about $88,967 at 4% or $59,311 at 6%; with 100% employer match about $66,725 at 4% or $44,483 at 6%. |
| 2018 | 1 | 8 | $3,072,500 | $41,413 | $5,177iApproximate average salary by contribution assumption: employee only about $129,416 at 4% or $86,277 at 6%; with 50% employer match about $86,277 at 4% or $57,518 at 6%; with 100% employer match about $64,708 at 4% or $43,139 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 8 | $3,072,500 | $41,413 | $5,177iApproximate average salary by contribution assumption: employee only about $129,416 at 4% or $86,277 at 6%; with 50% employer match about $86,277 at 4% or $57,518 at 6%; with 100% employer match about $64,708 at 4% or $43,139 at 6%. |
| 2017 | 1 | 10 | $3,184,505 | $26,838 | $2,684iApproximate average salary by contribution assumption: employee only about $67,095 at 4% or $44,730 at 6%; with 50% employer match about $44,730 at 4% or $29,820 at 6%; with 100% employer match about $33,548 at 4% or $22,365 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $3,184,505 | $26,838 | $2,684iApproximate average salary by contribution assumption: employee only about $67,095 at 4% or $44,730 at 6%; with 50% employer match about $44,730 at 4% or $29,820 at 6%; with 100% employer match about $33,548 at 4% or $22,365 at 6%. |
| 2016 | 1 | 10 | $3,106,442 | $22,370 | $2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $3,106,442 | $22,370 | $2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%. |
| 2015 | 1 | 10 | $2,911,477 | $21,642 | $2,164iApproximate average salary by contribution assumption: employee only about $54,105 at 4% or $36,070 at 6%; with 50% employer match about $36,070 at 4% or $24,047 at 6%; with 100% employer match about $27,052 at 4% or $18,035 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $2,911,477 | $21,642 | $2,164iApproximate average salary by contribution assumption: employee only about $54,105 at 4% or $36,070 at 6%; with 50% employer match about $36,070 at 4% or $24,047 at 6%; with 100% employer match about $27,052 at 4% or $18,035 at 6%. |
| 2014 | 1 | 13 | $3,143,241 | $33,467 | $2,574iApproximate average salary by contribution assumption: employee only about $64,360 at 4% or $42,906 at 6%; with 50% employer match about $42,906 at 4% or $28,604 at 6%; with 100% employer match about $32,180 at 4% or $21,453 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 13 | $3,143,241 | $33,467 | $2,574iApproximate average salary by contribution assumption: employee only about $64,360 at 4% or $42,906 at 6%; with 50% employer match about $42,906 at 4% or $28,604 at 6%; with 100% employer match about $32,180 at 4% or $21,453 at 6%. |
| 2013 | 1 | 15 | $5,206,786 | $57,598 | $3,840iApproximate average salary by contribution assumption: employee only about $95,997 at 4% or $63,998 at 6%; with 50% employer match about $63,998 at 4% or $42,665 at 6%; with 100% employer match about $47,998 at 4% or $31,999 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 15 | $5,206,786 | $57,598 | $3,840iApproximate average salary by contribution assumption: employee only about $95,997 at 4% or $63,998 at 6%; with 50% employer match about $63,998 at 4% or $42,665 at 6%; with 100% employer match about $47,998 at 4% or $31,999 at 6%. |
| 2012 | 1 | 16 | $4,732,221 | $143,890 | $8,993iApproximate average salary by contribution assumption: employee only about $224,828 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,924 at 6%; with 100% employer match about $112,414 at 4% or $74,943 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 16 | $4,732,221 | $143,890 | $8,993iApproximate average salary by contribution assumption: employee only about $224,828 at 4% or $149,885 at 6%; with 50% employer match about $149,885 at 4% or $99,924 at 6%; with 100% employer match about $112,414 at 4% or $74,943 at 6%. |
| 2011 | 1 | 16 | $4,117,818 | $158,693 | $9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,305 at 6%; with 50% employer match about $165,305 at 4% or $110,203 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 16 | $4,117,818 | $158,693 | $9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,305 at 6%; with 50% employer match about $165,305 at 4% or $110,203 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%. |
| 2010 | 1 | 15 | $4,006,741 | $143,816 | $9,588iApproximate average salary by contribution assumption: employee only about $239,693 at 4% or $159,796 at 6%; with 50% employer match about $159,796 at 4% or $106,530 at 6%; with 100% employer match about $119,847 at 4% or $79,898 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 15 | $4,006,741 | $143,816 | $9,588iApproximate average salary by contribution assumption: employee only about $239,693 at 4% or $159,796 at 6%; with 50% employer match about $159,796 at 4% or $106,530 at 6%; with 100% employer match about $119,847 at 4% or $79,898 at 6%. |
| 2009 | 1 | 12 | $3,520,682 | $178,260 | $14,855iApproximate average salary by contribution assumption: employee only about $371,375 at 4% or $247,583 at 6%; with 50% employer match about $247,583 at 4% or $165,056 at 6%; with 100% employer match about $185,688 at 4% or $123,792 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 12 | $3,520,682 | $178,260 | $14,855iApproximate average salary by contribution assumption: employee only about $371,375 at 4% or $247,583 at 6%; with 50% employer match about $247,583 at 4% or $165,056 at 6%; with 100% employer match about $185,688 at 4% or $123,792 at 6%. |
| 2008 | 1 | 10 | $2,814,823 | $170,519 | $17,052iApproximate average salary by contribution assumption: employee only about $426,298 at 4% or $284,198 at 6%; with 50% employer match about $284,198 at 4% or $189,466 at 6%; with 100% employer match about $213,149 at 4% or $142,099 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $2,814,823 | $170,519 | $17,052iApproximate average salary by contribution assumption: employee only about $426,298 at 4% or $284,198 at 6%; with 50% employer match about $284,198 at 4% or $189,466 at 6%; with 100% employer match about $213,149 at 4% or $142,099 at 6%. |
| 2007 | 1 | 10 | $3,557,003 | $173,770 | $17,377iApproximate average salary by contribution assumption: employee only about $434,425 at 4% or $289,617 at 6%; with 50% employer match about $289,617 at 4% or $193,078 at 6%; with 100% employer match about $217,213 at 4% or $144,808 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $3,557,003 | $173,770 | $17,377iApproximate average salary by contribution assumption: employee only about $434,425 at 4% or $289,617 at 6%; with 50% employer match about $289,617 at 4% or $193,078 at 6%; with 100% employer match about $217,213 at 4% or $144,808 at 6%. |
| 2006 | 1 | 8 | $3,167,957 | $142,723 | $17,840iApproximate average salary by contribution assumption: employee only about $446,009 at 4% or $297,340 at 6%; with 50% employer match about $297,340 at 4% or $198,226 at 6%; with 100% employer match about $223,005 at 4% or $148,670 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 8 | $3,167,957 | $142,723 | $17,840iApproximate average salary by contribution assumption: employee only about $446,009 at 4% or $297,340 at 6%; with 50% employer match about $297,340 at 4% or $198,226 at 6%; with 100% employer match about $223,005 at 4% or $148,670 at 6%. |
| 2005 | 1 | 10 | $2,795,976 | $132,834 | $13,283iApproximate average salary by contribution assumption: employee only about $332,085 at 4% or $221,390 at 6%; with 50% employer match about $221,390 at 4% or $147,593 at 6%; with 100% employer match about $166,043 at 4% or $110,695 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $2,795,976 | $132,834 | $13,283iApproximate average salary by contribution assumption: employee only about $332,085 at 4% or $221,390 at 6%; with 50% employer match about $221,390 at 4% or $147,593 at 6%; with 100% employer match about $166,043 at 4% or $110,695 at 6%. |
| 2004 | 1 | 14 | $2,648,657 | $132,972 | $9,498iApproximate average salary by contribution assumption: employee only about $237,450 at 4% or $158,300 at 6%; with 50% employer match about $158,300 at 4% or $105,533 at 6%; with 100% employer match about $118,725 at 4% or $79,150 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 14 | $2,648,657 | $132,972 | $9,498iApproximate average salary by contribution assumption: employee only about $237,450 at 4% or $158,300 at 6%; with 50% employer match about $158,300 at 4% or $105,533 at 6%; with 100% employer match about $118,725 at 4% or $79,150 at 6%. |
| 2003 | 1 | 15 | $2,363,646 | $151,734 | $10,116iApproximate average salary by contribution assumption: employee only about $252,890 at 4% or $168,593 at 6%; with 50% employer match about $168,593 at 4% or $112,396 at 6%; with 100% employer match about $126,445 at 4% or $84,297 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | Current | 15 | $2,363,646 | $151,734 | $10,116iApproximate average salary by contribution assumption: employee only about $252,890 at 4% or $168,593 at 6%; with 50% employer match about $168,593 at 4% or $112,396 at 6%; with 100% employer match about $126,445 at 4% or $84,297 at 6%. |
| 2002 | 1 | 13 | $1,876,314 | $140,008 | $10,770iApproximate average salary by contribution assumption: employee only about $269,246 at 4% or $179,497 at 6%; with 50% employer match about $179,497 at 4% or $119,665 at 6%; with 100% employer match about $134,623 at 4% or $89,749 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 13 | $1,876,314 | $140,008 | $10,770iApproximate average salary by contribution assumption: employee only about $269,246 at 4% or $179,497 at 6%; with 50% employer match about $179,497 at 4% or $119,665 at 6%; with 100% employer match about $134,623 at 4% or $89,749 at 6%. |
| 2001 | 1 | 13 | $1,916,897 | $140,864 | $10,836iApproximate average salary by contribution assumption: employee only about $270,892 at 4% or $180,595 at 6%; with 50% employer match about $180,595 at 4% or $120,397 at 6%; with 100% employer match about $135,446 at 4% or $90,297 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 13 | $1,916,897 | $140,864 | $10,836iApproximate average salary by contribution assumption: employee only about $270,892 at 4% or $180,595 at 6%; with 50% employer match about $180,595 at 4% or $120,397 at 6%; with 100% employer match about $135,446 at 4% or $90,297 at 6%. |
| 2000 | 1 | 12 | $1,890,580 | $111,128 | $9,261iApproximate average salary by contribution assumption: employee only about $231,517 at 4% or $154,344 at 6%; with 50% employer match about $154,344 at 4% or $102,896 at 6%; with 100% employer match about $115,758 at 4% or $77,172 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 12 | $1,890,580 | $111,128 | $9,261iApproximate average salary by contribution assumption: employee only about $231,517 at 4% or $154,344 at 6%; with 50% employer match about $154,344 at 4% or $102,896 at 6%; with 100% employer match about $115,758 at 4% or $77,172 at 6%. |
| 1999 | 1 | 10 | $1,759,066 | $79,777 | $7,978iApproximate average salary by contribution assumption: employee only about $199,443 at 4% or $132,962 at 6%; with 50% employer match about $132,962 at 4% or $88,641 at 6%; with 100% employer match about $99,721 at 4% or $66,481 at 6%. |
| Wright & Lestrange Profit Sharing/401K Plan | - | 10 | $1,759,066 | $79,777 | $7,978iApproximate average salary by contribution assumption: employee only about $199,443 at 4% or $132,962 at 6%; with 50% employer match about $132,962 at 4% or $88,641 at 6%; with 100% employer match about $99,721 at 4% or $66,481 at 6%. |
Schedule Details
Schedule D
- Row 1
- Filing Id
- 84037189149044
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- AMCAP FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $61,687
- Row 2
- Filing Id
- 84037189149044
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3010374189149040002
- Row 3
- Filing Id
- 84037189149044
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- THE GROWTH FUND OF AMERICA
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $114,715
- Row 4
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- FUNDAMENTAL INVESTORS
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,493
- Row 5
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- US GOVERNMENT SECURITIES FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,966
- Row 6
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- SMALLCAP WORLD FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,540
- Row 7
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- THE BOND FUND OF AMERICA
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $750
- Row 8
- Filing Id
- 84037189149044
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- NEW PERSPECTIVE FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $77,278
- Row 9
- Filing Id
- 84037189149044
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- THE INVESTMENT COMPANY OF AMERICA
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $59,904
- Row 10
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- EUROPACIFIC GROWTH FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $8,722
- Row 11
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- AMERICAN HIGH INCOME TRUST
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,159
- Row 12
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- THE NEW ECONOMY FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,944
- Row 13
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- WASHINGTON MUTUAL INVESTORS FUND
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $41,292
- Row 14
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- THE INCOME FUND OF AMERICA
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,903
- Row 15
- Filing Id
- 84037189149044
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 3010374189149040002
- DFE P1 Entity 01 Name
- THE CASH MANAGEMNT TRUST OF AMERICA
- DFE P1 Spons 01 Name
- CAPITAL GUARDIAN TRUST COMPANY
- DFE P1 Plan 01 EIN Plan number
- 956817943000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $57,032
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$2,363,646$487,332 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,876,314$2,363,646Increase +$487,332 (25.97%)
Total liabilities$0$0No change $0
Net assets$1,876,314$2,363,646Increase +$487,332 (25.97%)
Contributions
Employer contributions$56,350
Participant contributions$95,384
Other contributions$0
Income & Expenses
Total income$490,966
Total expenses$3,634
Net income$487,332
Source fields
- Schedule I source fields
- Filing Id
- 84037189149044
- Schedule I EIN
- 95-3843080
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $1,876,314
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,876,314
- Small plan total assets at end of year
- $2,363,646
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $2,363,646
- Small plan employer contributions
- $56,350
- Small plan participant contributions
- $95,384
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $339,232
- Small plan total income
- $490,966
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $3,634
- Small plan total expenses
- $3,634
- Small plan net income or loss
- $487,332
- 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
- $1,272
- 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
- $250,000
- 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