Civic Intelligence
Filing

MUFFOLETTO & COMPANY 401K PROFIT SHARING PLAN

Peter S. Muffoletto • EIN 95-6595922 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$631,290 → $876,121

$244,831 • 38.78%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$244,831

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
200414$1,188,892$161,403$40,351iApproximate average salary by contribution assumption: employee only about $1,008,769 at 4% or $672,513 at 6%; with 50% employer match about $672,513 at 4% or $448,342 at 6%; with 100% employer match about $504,384 at 4% or $336,256 at 6%.
MUFFOLETTO & COMPANY 401K PROFIT SHARING PLAN-4$1,188,892$161,403$40,351iApproximate average salary by contribution assumption: employee only about $1,008,769 at 4% or $672,513 at 6%; with 50% employer match about $672,513 at 4% or $448,342 at 6%; with 100% employer match about $504,384 at 4% or $336,256 at 6%.
200314$876,121$62,178$15,545iApproximate average salary by contribution assumption: employee only about $388,613 at 4% or $259,075 at 6%; with 50% employer match about $259,075 at 4% or $172,717 at 6%; with 100% employer match about $194,306 at 4% or $129,538 at 6%.
MUFFOLETTO & COMPANY 401K PROFIT SHARING PLANCurrent4$876,121$62,178$15,545iApproximate average salary by contribution assumption: employee only about $388,613 at 4% or $259,075 at 6%; with 50% employer match about $259,075 at 4% or $172,717 at 6%; with 100% employer match about $194,306 at 4% or $129,538 at 6%.
200214$631,290$52,384$13,096iApproximate average salary by contribution assumption: employee only about $327,400 at 4% or $218,267 at 6%; with 50% employer match about $218,267 at 4% or $145,511 at 6%; with 100% employer match about $163,700 at 4% or $109,133 at 6%.
MUFFOLETTO & COMPANY 401K PROFIT SHARING PLAN-4$631,290$52,384$13,096iApproximate average salary by contribution assumption: employee only about $327,400 at 4% or $218,267 at 6%; with 50% employer match about $218,267 at 4% or $145,511 at 6%; with 100% employer match about $163,700 at 4% or $109,133 at 6%.
200114$0$0-
MUFFOLETTO & COMPANY PROFIT SHARING PLAN-4---
199913$743,782$35,111$11,704iApproximate average salary by contribution assumption: employee only about $292,592 at 4% or $195,061 at 6%; with 50% employer match about $195,061 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%.
Peter S. Muffoletto Profit Sharing Plan-3$743,782$35,111$11,704iApproximate average salary by contribution assumption: employee only about $292,592 at 4% or $195,061 at 6%; with 50% employer match about $195,061 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 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$876,121$244,831 change

Balance Sheet

Beginning and end of plan year.

Total assets$631,290$876,121Increase +$244,831 (38.78%)
Total liabilities$0$0No change $0
Net assets$631,290$876,121Increase +$244,831 (38.78%)

Contributions

Employer contributions$46,178
Participant contributions$16,000
Other contributions$0

Income & Expenses

Total income$244,831
Total expenses$0
Net income$244,831
Source fields
Schedule I source fields
Filing Id
84037324088564
Schedule I EIN
95-6595922
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
$631,290
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$631,290
Small plan total assets at end of year
$876,121
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$876,121
Small plan employer contributions
$46,178
Small plan participant contributions
$16,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$182,653
Small plan total income
$244,831
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$244,831
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
$35,010
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
$150,000
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