Civic Intelligence
Filing

One Lambda Inc. Profit Sharing Plan

One Lambda Inc • EIN 95-3897643 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

214 → 182

-32 • -14.95%

Assets

Up

$16,009,879 → $19,995,594

$3,985,715 • 24.90%

Investment Management Fee

0.36%

$64,280

Admin expenses $110,723 • Total expenses $235,213

Filing Details

Context
Net investment result
$3,985,715
Pension payor EIN
25-1888790

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
HUTCHINSON & BLOODGOOD, LLPEIN 95-0858589Accountant--Hutchinson & Bloodgood LLP

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201240$0$1,647,151-
Medical, Dental, Life Ad&D Ltd-0---
Vision Plan-0---
Travel Accident-0---
One Lambda Inc. Profit Sharing Plan-0-$1,647,151-
20114310$49,564,744$6,477,747$20,896iApproximate average salary by contribution assumption: employee only about $522,399 at 4% or $348,266 at 6%; with 50% employer match about $348,266 at 4% or $232,177 at 6%; with 100% employer match about $261,199 at 4% or $174,133 at 6%.
One Lambda Inc. Profit Sharing Plan-310$49,564,744$6,477,747$20,896iApproximate average salary by contribution assumption: employee only about $522,399 at 4% or $348,266 at 6%; with 50% employer match about $348,266 at 4% or $232,177 at 6%; with 100% employer match about $261,199 at 4% or $174,133 at 6%.
Medical, Dental, Life Ad&D Ltd-310---
Vision Plan-274---
Travel Accident-34---
20105295$47,902,650$5,860,794$19,867iApproximate average salary by contribution assumption: employee only about $496,677 at 4% or $331,118 at 6%; with 50% employer match about $331,118 at 4% or $220,746 at 6%; with 100% employer match about $248,339 at 4% or $165,559 at 6%.
One Lambda Inc. Profit Sharing Plan-277$47,902,650$4,210,619$15,201iApproximate average salary by contribution assumption: employee only about $380,020 at 4% or $253,347 at 6%; with 50% employer match about $253,347 at 4% or $168,898 at 6%; with 100% employer match about $190,010 at 4% or $126,673 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-0-$1,650,175-
Travel Accident-34---
Medical, Dental, Life Ad&D Ltd-295---
Vision Plan-261---
20095251$38,573,629$5,488,924$21,868iApproximate average salary by contribution assumption: employee only about $546,706 at 4% or $364,470 at 6%; with 50% employer match about $364,470 at 4% or $242,980 at 6%; with 100% employer match about $273,353 at 4% or $182,235 at 6%.
One Lambda Inc. Profit Sharing Plan-241$29,486,708$3,985,583$16,538iApproximate average salary by contribution assumption: employee only about $413,442 at 4% or $275,628 at 6%; with 50% employer match about $275,628 at 4% or $183,752 at 6%; with 100% employer match about $206,721 at 4% or $137,814 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-251$9,086,921$1,503,341$5,989iApproximate average salary by contribution assumption: employee only about $149,735 at 4% or $99,823 at 6%; with 50% employer match about $99,823 at 4% or $66,549 at 6%; with 100% employer match about $74,868 at 4% or $49,912 at 6%.
Travel Accident-22---
Vision Plan-219---
Medical, Dental, Life Ad&D Ltd-219---
20085230$27,466,271$4,953,305$21,536iApproximate average salary by contribution assumption: employee only about $538,403 at 4% or $358,935 at 6%; with 50% employer match about $358,935 at 4% or $239,290 at 6%; with 100% employer match about $269,201 at 4% or $179,468 at 6%.
One Lambda Inc. Profit Sharing Plan-219$21,610,554$3,491,085$15,941iApproximate average salary by contribution assumption: employee only about $398,526 at 4% or $265,684 at 6%; with 50% employer match about $265,684 at 4% or $177,123 at 6%; with 100% employer match about $199,263 at 4% or $132,842 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-219$5,855,717$1,462,220$6,677iApproximate average salary by contribution assumption: employee only about $166,920 at 4% or $111,280 at 6%; with 50% employer match about $111,280 at 4% or $74,187 at 6%; with 100% employer match about $83,460 at 4% or $55,640 at 6%.
Vision Plan-187---
Travel Accident-22---
Medical, Dental, Life Ad&D Ltd-230---
20075223$31,533,199$4,222,809$18,936iApproximate average salary by contribution assumption: employee only about $473,409 at 4% or $315,606 at 6%; with 50% employer match about $315,606 at 4% or $210,404 at 6%; with 100% employer match about $236,705 at 4% or $157,803 at 6%.
One Lambda Inc. Profit Sharing Plan-192$24,429,553$2,919,630$15,206iApproximate average salary by contribution assumption: employee only about $380,160 at 4% or $253,440 at 6%; with 50% employer match about $253,440 at 4% or $168,960 at 6%; with 100% employer match about $190,080 at 4% or $126,720 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-192$7,103,646$1,303,179$6,787iApproximate average salary by contribution assumption: employee only about $169,685 at 4% or $113,123 at 6%; with 50% employer match about $113,123 at 4% or $75,415 at 6%; with 100% employer match about $84,842 at 4% or $56,562 at 6%.
Vision Plan-174---
Travel Accident-22---
Medical, Dental, Life Ad&D Ltd-223---
20065192$25,555,272$3,752,391$19,544iApproximate average salary by contribution assumption: employee only about $488,593 at 4% or $325,728 at 6%; with 50% employer match about $325,728 at 4% or $217,152 at 6%; with 100% employer match about $244,296 at 4% or $162,864 at 6%.
One Lambda Inc. Profit Sharing PlanCurrent182$19,995,594$2,611,196$14,347iApproximate average salary by contribution assumption: employee only about $358,681 at 4% or $239,121 at 6%; with 50% employer match about $239,121 at 4% or $159,414 at 6%; with 100% employer match about $179,340 at 4% or $119,560 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-192$5,559,678$1,141,195$5,944iApproximate average salary by contribution assumption: employee only about $148,593 at 4% or $99,062 at 6%; with 50% employer match about $99,062 at 4% or $66,041 at 6%; with 100% employer match about $74,297 at 4% or $49,531 at 6%.
Medical, Dental, Life Ad&D Ltd-170---
Vision Plan-165---
Travel Accident-22---
20055195$19,904,245$2,803,694$14,378iApproximate average salary by contribution assumption: employee only about $359,448 at 4% or $239,632 at 6%; with 50% employer match about $239,632 at 4% or $159,755 at 6%; with 100% employer match about $179,724 at 4% or $119,816 at 6%.
One Lambda Inc. Profit Sharing Plan-183$16,009,879$1,793,845$9,802iApproximate average salary by contribution assumption: employee only about $245,061 at 4% or $163,374 at 6%; with 50% employer match about $163,374 at 4% or $108,916 at 6%; with 100% employer match about $122,530 at 4% or $81,687 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-187$3,894,366$1,009,849$5,400iApproximate average salary by contribution assumption: employee only about $135,007 at 4% or $90,004 at 6%; with 50% employer match about $90,004 at 4% or $60,003 at 6%; with 100% employer match about $67,503 at 4% or $45,002 at 6%.
Travel Accident-22---
Vision Plan-156---
Medical, Dental, Life Ad&D Ltd-195---
20043187$16,043,177$2,550,206$13,637iApproximate average salary by contribution assumption: employee only about $340,937 at 4% or $227,291 at 6%; with 50% employer match about $227,291 at 4% or $151,527 at 6%; with 100% employer match about $170,468 at 4% or $113,646 at 6%.
One Lambda Inc. Profit Sharing Plan-172$13,400,233$1,742,731$10,132iApproximate average salary by contribution assumption: employee only about $253,304 at 4% or $168,869 at 6%; with 50% employer match about $168,869 at 4% or $112,580 at 6%; with 100% employer match about $126,652 at 4% or $84,435 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-176$2,642,944$807,475$4,588iApproximate average salary by contribution assumption: employee only about $114,698 at 4% or $76,465 at 6%; with 50% employer match about $76,465 at 4% or $50,977 at 6%; with 100% employer match about $57,349 at 4% or $38,233 at 6%.
Medical, Dental, Life Ad&D Ltd-187---
20035172$12,369,922$1,902,730$11,062iApproximate average salary by contribution assumption: employee only about $276,560 at 4% or $184,373 at 6%; with 50% employer match about $184,373 at 4% or $122,915 at 6%; with 100% employer match about $138,280 at 4% or $92,187 at 6%.
One Lambda Inc. Profit Sharing Plan-153$10,779,916$1,213,421$7,931iApproximate average salary by contribution assumption: employee only about $198,271 at 4% or $132,181 at 6%; with 50% employer match about $132,181 at 4% or $88,121 at 6%; with 100% employer match about $99,136 at 4% or $66,090 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-160$1,590,006$689,309$4,308iApproximate average salary by contribution assumption: employee only about $107,705 at 4% or $71,803 at 6%; with 50% employer match about $71,803 at 4% or $47,869 at 6%; with 100% employer match about $53,852 at 4% or $35,902 at 6%.
Medical, Dental, Life Ad&D Ltd-172---
Vision Plan-141---
Travel Accident-0---
20024160$8,966,889$1,622,860$10,143iApproximate average salary by contribution assumption: employee only about $253,572 at 4% or $169,048 at 6%; with 50% employer match about $169,048 at 4% or $112,699 at 6%; with 100% employer match about $126,786 at 4% or $84,524 at 6%.
One Lambda Inc. Profit Sharing Plan-142$8,283,540$928,074$6,536iApproximate average salary by contribution assumption: employee only about $163,393 at 4% or $108,929 at 6%; with 50% employer match about $108,929 at 4% or $72,619 at 6%; with 100% employer match about $81,697 at 4% or $54,464 at 6%.
ONE LAMBDA, INC. EMPLOYEES 401K SAVINGS PLAN-148$683,349$694,786$4,695iApproximate average salary by contribution assumption: employee only about $117,363 at 4% or $78,242 at 6%; with 50% employer match about $78,242 at 4% or $52,161 at 6%; with 100% employer match about $58,681 at 4% or $39,121 at 6%.
Vision Plan-130---
Medical, Dental, Life Ad&D Ltd-160---
20013141$8,296,268$870,339$6,173iApproximate average salary by contribution assumption: employee only about $154,315 at 4% or $102,877 at 6%; with 50% employer match about $102,877 at 4% or $68,585 at 6%; with 100% employer match about $77,158 at 4% or $51,438 at 6%.
One Lambda Inc. Profit Sharing Plan-139$8,296,268$870,339$6,261iApproximate average salary by contribution assumption: employee only about $156,536 at 4% or $104,357 at 6%; with 50% employer match about $104,357 at 4% or $69,571 at 6%; with 100% employer match about $78,268 at 4% or $52,179 at 6%.
Medical, Dental, Life Ad&D Ltd-141---
Vision Plan-121---
20002120$0$0-
Vision Plan-119---
One Lambda Inc. Profit Sharing Plan-120---
19993118$7,862,872$867,759$7,354iApproximate average salary by contribution assumption: employee only about $183,847 at 4% or $122,565 at 6%; with 50% employer match about $122,565 at 4% or $81,710 at 6%; with 100% employer match about $91,924 at 4% or $61,282 at 6%.
One Lambda Inc. Profit Sharing Plan-112$7,862,872$867,759$7,748iApproximate average salary by contribution assumption: employee only about $193,696 at 4% or $129,131 at 6%; with 50% employer match about $129,131 at 4% or $86,087 at 6%; with 100% employer match about $96,848 at 4% or $64,565 at 6%.
Medical, Dental, Life Ad&D Ltd-118---
Vision Plan-103---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037310294567
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377310294060002
Row 2
Filing Id
84037310294567
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377310294060002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037310294567
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6030377310294060002
Provider 01 Name
MELLON TRUST OF CALIFORNIA
Provider 01 EIN
04-3016590
Provider 01 Position
TRUSTEE
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$64,280
Provider 01 Srvc Code
26

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037310294567
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
6030377310294060002
Provider 01 Name
LOUIS KRAVITZ & ASSOCIATES, INC.
Provider 01 EIN
95-3207191
Provider 01 Position
RECORDKEEPER
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$24,235
Provider 01 Srvc Code
24

Schedule C Provider

Provider 4

Provider details

Source fields
Row 5
Filing Id
84037310294567
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
3
Image Form Id
6030377310294060002
Provider 01 Name
HUTCHINSON & BLOODGOOD
Provider 01 EIN
95-0858589
Provider 01 Position
ACCOUNTANT
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$21,786
Provider 01 Srvc Code
10

Schedule C Provider

Provider 5

Provider details

Source fields
Row 6
Filing Id
84037310294567
Schedule C EIN
95-3897643
Schedule C Plan number
001
Schedule C Plan Year Begin Date
2006-01-01
Schedule C Tax Period
20061231
Provider Total Comp Paid Amount
$0

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$19,995,594$3,985,715 change

Balance Sheet

Beginning and end of plan year.

Total assets$16,009,879$19,995,594Increase +$3,985,715 (24.90%)
Total liabilities$0$0No change $0
Net assets$16,009,879$19,995,594Increase +$3,985,715 (24.90%)

Contributions

Employer contributions$2,607,893
Participant contributions$0
Other contributions$3,303
Total contributions$2,611,196

Income & Investment Result

Total income$4,220,928
Interest$339,519
Dividends$110,166
Net income$3,985,715

Expenses & Fees

Benefits paid$124,490
Investment management$64,280
Administrative expenses$110,723
Total expenses$235,213

Accountant

FirmHUTCHINSON & BLOODGOOD, LLP
Firm EIN95-0858589

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$401,729
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $16,009,879Total assets at end of year: $19,995,594Total liabilities at end of year: $0Net income or loss: $3,985,715
Filing Id
84037310294567
Schedule H EIN
95-3897643
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2006-01-01
Schedule H Tax Period
20061231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$1,525,284
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$44,265
Interest Bear Cash Beginning of year Amount
$427,564
Govt Sec Beginning of year Amount
$2,837,299
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$1,178,441
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$6,123,801
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$287,394
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$3,585,831
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$16,009,879
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$16,009,879
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$2,271,610
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$42,981
Interest Bear Cash End of year Amount
$362,971
Govt Sec End of year Amount
$4,168,047
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$2,003,989
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$6,752,195
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$401,729
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$3,992,072
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$19,995,594
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$19,995,594
Employer contributions
$2,607,893
Participant contributions
$0
Oth Contribution Rcvd Amount
$3,303
Non Cash Contribution Bs Amount
$0
Total contributions
$2,611,196
Interest Bear Cash Amount
$16,199
Interest On Govt Sec Amount
$208,970
Interest On Corp Debt Amount
$86,902
Interest On Oth Loans Amount
$0
Interest on participant loans
$27,448
Interest On Oth Investment Amount
$0
Total interest income
$339,519
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$110,166
Total dividend income
$110,166
Total Rents Amount
$0
Aggregate Proceeds Amount
$14,342,966
Aggregate Costs Amount
$14,413,523
Net gain or loss on sale of assets
$-70,557
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$571,533
Net unrealized appreciation or depreciation
$571,533
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$657,974
Other Income Amount
$1,097
Total income
$4,220,928
Participant distributions
$124,490
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$124,490
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$46,021
Contract Admin Fees Amount
$0
Investment management fees
$64,280
Other Admin Fees Amount
$422
Total administrative expenses
$110,723
Total expenses
$235,213
Net income or loss
$3,985,715
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
HUTCHINSON & BLOODGOOD, LLP
Accountant firm EIN
95-0858589
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN25-1888790

Transfers

Distributed property value$0
Schedule R source fields
Payor 25-1888790
Filing Id
84037310294567
Schedule R EIN
95-3897643
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
25-1888790
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1