Civic Intelligence
Filing

Fonda & Hilberman LLP Salary Savings Plan

FONDA AND HILBERMAN, LLP • EIN 95-4607254 • Plan year 2001

Filing Insights

Participants

Up

28 → 31

3 • 10.71%

Assets

Up

$0 → $756,051

$756,051

Investment Management Fee

-

Admin expenses - • Total expenses $393

Filing Details

Context
Net investment result
$726,205
Pension payor EIN
04-3114071

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

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2014112$2,547,008$141,150$11,763iApproximate average salary by contribution assumption: employee only about $294,063 at 4% or $196,042 at 6%; with 50% employer match about $196,042 at 4% or $130,694 at 6%; with 100% employer match about $147,031 at 4% or $98,021 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-12$2,547,008$141,150$11,763iApproximate average salary by contribution assumption: employee only about $294,063 at 4% or $196,042 at 6%; with 50% employer match about $196,042 at 4% or $130,694 at 6%; with 100% employer match about $147,031 at 4% or $98,021 at 6%.
2013157$5,459,783$296,603$5,204iApproximate average salary by contribution assumption: employee only about $130,089 at 4% or $86,726 at 6%; with 50% employer match about $86,726 at 4% or $57,817 at 6%; with 100% employer match about $65,045 at 4% or $43,363 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-57$5,459,783$296,603$5,204iApproximate average salary by contribution assumption: employee only about $130,089 at 4% or $86,726 at 6%; with 50% employer match about $86,726 at 4% or $57,817 at 6%; with 100% employer match about $65,045 at 4% or $43,363 at 6%.
2012158$4,569,410$275,015$4,742iApproximate average salary by contribution assumption: employee only about $118,541 at 4% or $79,027 at 6%; with 50% employer match about $79,027 at 4% or $52,685 at 6%; with 100% employer match about $59,270 at 4% or $39,514 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-58$4,569,410$275,015$4,742iApproximate average salary by contribution assumption: employee only about $118,541 at 4% or $79,027 at 6%; with 50% employer match about $79,027 at 4% or $52,685 at 6%; with 100% employer match about $59,270 at 4% or $39,514 at 6%.
2011170$4,870,936$292,119$4,173iApproximate average salary by contribution assumption: employee only about $104,328 at 4% or $69,552 at 6%; with 50% employer match about $69,552 at 4% or $46,368 at 6%; with 100% employer match about $52,164 at 4% or $34,776 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-70$4,870,936$292,119$4,173iApproximate average salary by contribution assumption: employee only about $104,328 at 4% or $69,552 at 6%; with 50% employer match about $69,552 at 4% or $46,368 at 6%; with 100% employer match about $52,164 at 4% or $34,776 at 6%.
2010165$4,659,793$290,881$4,475iApproximate average salary by contribution assumption: employee only about $111,877 at 4% or $74,585 at 6%; with 50% employer match about $74,585 at 4% or $49,723 at 6%; with 100% employer match about $55,939 at 4% or $37,292 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-65$4,659,793$290,881$4,475iApproximate average salary by contribution assumption: employee only about $111,877 at 4% or $74,585 at 6%; with 50% employer match about $74,585 at 4% or $49,723 at 6%; with 100% employer match about $55,939 at 4% or $37,292 at 6%.
2009162$3,878,412$269,978$4,354iApproximate average salary by contribution assumption: employee only about $108,862 at 4% or $72,575 at 6%; with 50% employer match about $72,575 at 4% or $48,383 at 6%; with 100% employer match about $54,431 at 4% or $36,287 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-62$3,878,412$269,978$4,354iApproximate average salary by contribution assumption: employee only about $108,862 at 4% or $72,575 at 6%; with 50% employer match about $72,575 at 4% or $48,383 at 6%; with 100% employer match about $54,431 at 4% or $36,287 at 6%.
2008163$2,868,275$295,928$4,697iApproximate average salary by contribution assumption: employee only about $117,432 at 4% or $78,288 at 6%; with 50% employer match about $78,288 at 4% or $52,192 at 6%; with 100% employer match about $58,716 at 4% or $39,144 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-63$2,868,275$295,928$4,697iApproximate average salary by contribution assumption: employee only about $117,432 at 4% or $78,288 at 6%; with 50% employer match about $78,288 at 4% or $52,192 at 6%; with 100% employer match about $58,716 at 4% or $39,144 at 6%.
2007155$0$0-
Fonda & Hilberman LLP Salary Savings Plan-55---
2006155$3,215,493$287,330$5,224iApproximate average salary by contribution assumption: employee only about $130,605 at 4% or $87,070 at 6%; with 50% employer match about $87,070 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,535 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-55$3,215,493$287,330$5,224iApproximate average salary by contribution assumption: employee only about $130,605 at 4% or $87,070 at 6%; with 50% employer match about $87,070 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,535 at 6%.
2005152$2,651,643$255,194$4,908iApproximate average salary by contribution assumption: employee only about $122,689 at 4% or $81,793 at 6%; with 50% employer match about $81,793 at 4% or $54,529 at 6%; with 100% employer match about $61,345 at 4% or $40,896 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-52$2,651,643$255,194$4,908iApproximate average salary by contribution assumption: employee only about $122,689 at 4% or $81,793 at 6%; with 50% employer match about $81,793 at 4% or $54,529 at 6%; with 100% employer match about $61,345 at 4% or $40,896 at 6%.
2004162$2,328,494$385,822$6,223iApproximate average salary by contribution assumption: employee only about $155,573 at 4% or $103,716 at 6%; with 50% employer match about $103,716 at 4% or $69,144 at 6%; with 100% employer match about $77,787 at 4% or $51,858 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-62$2,328,494$385,822$6,223iApproximate average salary by contribution assumption: employee only about $155,573 at 4% or $103,716 at 6%; with 50% employer match about $103,716 at 4% or $69,144 at 6%; with 100% employer match about $77,787 at 4% or $51,858 at 6%.
2003159$2,032,401$1,091,216$18,495iApproximate average salary by contribution assumption: employee only about $462,380 at 4% or $308,253 at 6%; with 50% employer match about $308,253 at 4% or $205,502 at 6%; with 100% employer match about $231,190 at 4% or $154,127 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-59$2,032,401$1,091,216$18,495iApproximate average salary by contribution assumption: employee only about $462,380 at 4% or $308,253 at 6%; with 50% employer match about $308,253 at 4% or $205,502 at 6%; with 100% employer match about $231,190 at 4% or $154,127 at 6%.
2002143$739,969$147,790$3,437iApproximate average salary by contribution assumption: employee only about $85,924 at 4% or $57,283 at 6%; with 50% employer match about $57,283 at 4% or $38,189 at 6%; with 100% employer match about $42,962 at 4% or $28,641 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-43$739,969$147,790$3,437iApproximate average salary by contribution assumption: employee only about $85,924 at 4% or $57,283 at 6%; with 50% employer match about $57,283 at 4% or $38,189 at 6%; with 100% employer match about $42,962 at 4% or $28,641 at 6%.
2001131$756,051$152,590$4,922iApproximate average salary by contribution assumption: employee only about $123,056 at 4% or $82,038 at 6%; with 50% employer match about $82,038 at 4% or $54,692 at 6%; with 100% employer match about $61,528 at 4% or $41,019 at 6%.
Fonda & Hilberman LLP Salary Savings PlanCurrent31$756,051$152,590$4,922iApproximate average salary by contribution assumption: employee only about $123,056 at 4% or $82,038 at 6%; with 50% employer match about $82,038 at 4% or $54,692 at 6%; with 100% employer match about $61,528 at 4% or $41,019 at 6%.
2000132$0$0-
Fonda & Hilberman LLP Salary Savings Plan-32---
1999130$750,961$116,461$3,882iApproximate average salary by contribution assumption: employee only about $97,051 at 4% or $64,701 at 6%; with 50% employer match about $64,701 at 4% or $43,134 at 6%; with 100% employer match about $48,525 at 4% or $32,350 at 6%.
Fonda & Hilberman LLP Salary Savings Plan-30$750,961$116,461$3,882iApproximate average salary by contribution assumption: employee only about $97,051 at 4% or $64,701 at 6%; with 50% employer match about $64,701 at 4% or $43,134 at 6%; with 100% employer match about $48,525 at 4% or $32,350 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037347318042
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1010372347318040002
DFE P1 Entity 01 Name
AMERICAN BAR ASSOCIATION MEMBERS RE
DFE P1 Spons 01 Name
STATE STREET BANK AND TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
046691601001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$695,703
Row 2
Filing Id
84037347318042
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1010372347318040002
Row 3
Filing Id
84037347318042
Schedule D EIN
95-4607254
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2001-01-01
Schedule D Tax Period
20011231

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$756,051$756,051 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$756,051Increase +$756,051
Total liabilities$0$0No change $0
Net assets$0$756,051Increase +$756,051

Contributions

Employer contributions$0
Participant contributions$134,750
Other contributions$17,840

Income & Expenses

Total income$726,598
Total expenses$393
Net income$726,205
Source fields
Schedule I source fields
Filing Id
84037347318042
Schedule I EIN
95-4607254
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$756,051
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$756,051
Small plan employer contributions
$0
Small plan participant contributions
$134,750
Small Oth Contribution Rcvd Amount
$17,840
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$574,008
Small plan total income
$726,598
Small plan total benefit distributions
$393
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$393
Small plan net income or loss
$726,205
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
$50,369
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
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 EIN04-3114071

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-3114071
Filing Id
84037347318042
Schedule R EIN
95-4607254
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-3114071
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0