Fidelity bond in place
No
Filing5 Main St Ste 1Topsham, ME 04086-1216
Curtis a. Obery, D.M.D. Profit Sharing Plan
Curtis a. Obery, D.M.D. • EIN 01-0480204 • Topsham, ME • Plan year 2005
Filing Insights
Participants
Down6 → 3
-3 • -50.00%
Assets
Up$763,623 → $882,478
$118,855 • 15.56%
Investment Management Fee
-
Admin expenses - • Total expenses $72
Filing Details
Context- Net investment result
- $118,855
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 | 3 | $2,807,740 | $102,763 | $34,254iApproximate average salary by contribution assumption: employee only about $856,358 at 4% or $570,906 at 6%; with 50% employer match about $570,906 at 4% or $380,604 at 6%; with 100% employer match about $428,179 at 4% or $285,453 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 3 | $2,807,740 | $102,763 | $34,254iApproximate average salary by contribution assumption: employee only about $856,358 at 4% or $570,906 at 6%; with 50% employer match about $570,906 at 4% or $380,604 at 6%; with 100% employer match about $428,179 at 4% or $285,453 at 6%. |
| 2024 | 1 | 5 | $2,608,057 | $95,675 | $19,135iApproximate average salary by contribution assumption: employee only about $478,375 at 4% or $318,917 at 6%; with 50% employer match about $318,917 at 4% or $212,611 at 6%; with 100% employer match about $239,188 at 4% or $159,458 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 5 | $2,608,057 | $95,675 | $19,135iApproximate average salary by contribution assumption: employee only about $478,375 at 4% or $318,917 at 6%; with 50% employer match about $318,917 at 4% or $212,611 at 6%; with 100% employer match about $239,188 at 4% or $159,458 at 6%. |
| 2023 | 1 | 7 | $2,372,592 | $94,967 | $13,567iApproximate average salary by contribution assumption: employee only about $339,168 at 4% or $226,112 at 6%; with 50% employer match about $226,112 at 4% or $150,741 at 6%; with 100% employer match about $169,584 at 4% or $113,056 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 7 | $2,372,592 | $94,967 | $13,567iApproximate average salary by contribution assumption: employee only about $339,168 at 4% or $226,112 at 6%; with 50% employer match about $226,112 at 4% or $150,741 at 6%; with 100% employer match about $169,584 at 4% or $113,056 at 6%. |
| 2022 | 1 | 7 | $1,914,366 | $92,069 | $13,153iApproximate average salary by contribution assumption: employee only about $328,818 at 4% or $219,212 at 6%; with 50% employer match about $219,212 at 4% or $146,141 at 6%; with 100% employer match about $164,409 at 4% or $109,606 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 7 | $1,914,366 | $92,069 | $13,153iApproximate average salary by contribution assumption: employee only about $328,818 at 4% or $219,212 at 6%; with 50% employer match about $219,212 at 4% or $146,141 at 6%; with 100% employer match about $164,409 at 4% or $109,606 at 6%. |
| 2021 | 1 | 7 | $2,279,963 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 7 | $2,279,963 | $0 | - |
| 2020 | 1 | 7 | $2,077,490 | $85,749 | $12,250iApproximate average salary by contribution assumption: employee only about $306,246 at 4% or $204,164 at 6%; with 50% employer match about $204,164 at 4% or $136,110 at 6%; with 100% employer match about $153,123 at 4% or $102,082 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 7 | $2,077,490 | $85,749 | $12,250iApproximate average salary by contribution assumption: employee only about $306,246 at 4% or $204,164 at 6%; with 50% employer match about $204,164 at 4% or $136,110 at 6%; with 100% employer match about $153,123 at 4% or $102,082 at 6%. |
| 2019 | 1 | 4 | $1,749,761 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 4 | $1,749,761 | $0 | - |
| 2018 | 1 | 4 | $1,493,305 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 4 | $1,493,305 | $0 | - |
| 2017 | 1 | 5 | $1,582,233 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 5 | $1,582,233 | $0 | - |
| 2016 | 1 | 6 | $1,451,956 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,451,956 | $0 | - |
| 2015 | 1 | 6 | $1,421,598 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,421,598 | $0 | - |
| 2014 | 1 | 6 | $1,437,125 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,437,125 | $0 | - |
| 2013 | 1 | 6 | $1,396,813 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,396,813 | $0 | - |
| 2012 | 1 | 6 | $1,231,574 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,231,574 | $0 | - |
| 2011 | 1 | 6 | $1,133,058 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,133,058 | $0 | - |
| 2010 | 1 | 6 | $1,165,438 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,165,438 | $0 | - |
| 2009 | 1 | 6 | $1,065,380 | $64,797 | $10,800iApproximate average salary by contribution assumption: employee only about $269,988 at 4% or $179,992 at 6%; with 50% employer match about $179,992 at 4% or $119,994 at 6%; with 100% employer match about $134,994 at 4% or $89,996 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 6 | $1,065,380 | $64,797 | $10,800iApproximate average salary by contribution assumption: employee only about $269,988 at 4% or $179,992 at 6%; with 50% employer match about $179,992 at 4% or $119,994 at 6%; with 100% employer match about $134,994 at 4% or $89,996 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $983,703 | $61,448 | $20,483iApproximate average salary by contribution assumption: employee only about $512,067 at 4% or $341,378 at 6%; with 50% employer match about $341,378 at 4% or $227,585 at 6%; with 100% employer match about $256,033 at 4% or $170,689 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 3 | $983,703 | $61,448 | $20,483iApproximate average salary by contribution assumption: employee only about $512,067 at 4% or $341,378 at 6%; with 50% employer match about $341,378 at 4% or $227,585 at 6%; with 100% employer match about $256,033 at 4% or $170,689 at 6%. |
| 2005 | 1 | 3 | $882,478 | $58,176 | $19,392iApproximate average salary by contribution assumption: employee only about $484,800 at 4% or $323,200 at 6%; with 50% employer match about $323,200 at 4% or $215,467 at 6%; with 100% employer match about $242,400 at 4% or $161,600 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | Current | 3 | $882,478 | $58,176 | $19,392iApproximate average salary by contribution assumption: employee only about $484,800 at 4% or $323,200 at 6%; with 50% employer match about $323,200 at 4% or $215,467 at 6%; with 100% employer match about $242,400 at 4% or $161,600 at 6%. |
| 2004 | 1 | 3 | $763,623 | $56,174 | $18,725iApproximate average salary by contribution assumption: employee only about $468,117 at 4% or $312,078 at 6%; with 50% employer match about $312,078 at 4% or $208,052 at 6%; with 100% employer match about $234,058 at 4% or $156,039 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 3 | $763,623 | $56,174 | $18,725iApproximate average salary by contribution assumption: employee only about $468,117 at 4% or $312,078 at 6%; with 50% employer match about $312,078 at 4% or $208,052 at 6%; with 100% employer match about $234,058 at 4% or $156,039 at 6%. |
| 2002 | 1 | 4 | $408,651 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 4 | $408,651 | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 5 | $620,408 | $38,921 | $7,784iApproximate average salary by contribution assumption: employee only about $194,605 at 4% or $129,737 at 6%; with 50% employer match about $129,737 at 4% or $86,491 at 6%; with 100% employer match about $97,303 at 4% or $64,868 at 6%. |
| Curtis a. Obery, D.M.D. Profit Sharing Plan | - | 5 | $620,408 | $38,921 | $7,784iApproximate average salary by contribution assumption: employee only about $194,605 at 4% or $129,737 at 6%; with 50% employer match about $129,737 at 4% or $86,491 at 6%; with 100% employer match about $97,303 at 4% or $64,868 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 91037016324317
- Form Id
- 76361022
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020377016324060002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Filing Id
- 91037016324317
- Form Id
- 76361016
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5010376342215050003
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 3
- Filing Id
- 91037016324317
- Form Id
- 76361017
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5010376342215050004
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 4
- Filing Id
- 91037016324317
- Form Id
- 76361024
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020377016324060004
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 5
- Filing Id
- 91037016324317
- Form Id
- 76361023
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020377016324060003
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 6
- Filing Id
- 91037016324317
- Form Id
- 76361015
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5010376342215050002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 7
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 91037016324317
- Form Id
- 76361017
- Schedule A EIN
- 01-0480204
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 010480204D1
- Ins Prsn Covered End of year Count
- 6
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $6,716
- Pension End of year Sep Account Amount
- $748,100
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $6,392
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $324
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $324
- Pension Total Bal Addn Amount
- $6,716
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $6,716
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 8
- Ins Carrier Name: AXA EQUITABLE LIFE INSURANCE COMPANY
- Filing Id
- 91037016324317
- Form Id
- 76361022
- Schedule A EIN
- 01-0480204
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- AXA EQUITABLE LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 13-5570651
- Ins Carrier Naic Code
- 62944
- Ins Contract Num
- 010480204D1
- Ins Prsn Covered End of year Count
- 6
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $748,100
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $62,129
- Pension Contribution Dep Amount
- $5,994
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $1,398
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $7,392
- Pension Total Bal Addn Amount
- $69,521
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $36
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $36
- Pension End of year Bal Amount
- $69,485
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 9
- Ins Carrier Name: MET LIFE
- Filing Id
- 91037016324317
- Form Id
- 76361023
- Schedule A EIN
- 01-0480204
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- MET LIFE
- Ins Carrier EIN
- 13-5581829
- Ins Carrier Naic Code
- 65978
- Ins Contract Num
- 010480204D1
- Ins Prsn Covered End of year Count
- 6
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $748,100
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $3,559
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $58
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $58
- Pension Total Bal Addn Amount
- $3,617
- Pension Bnfts Dsbrsd Amount
- $3,617
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $3,617
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 10
- Ins Carrier Name: AXA EQUITABLE LIFE INSURANCE COMPANY
- Filing Id
- 91037016324317
- Form Id
- 76361015
- Schedule A EIN
- 01-0480204
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- AXA EQUITABLE LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 13-5570651
- Ins Carrier Naic Code
- 62944
- Ins Contract Num
- 010480204D1
- Ins Prsn Covered End of year Count
- 6
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $748,100
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $62,129
- Pension Contribution Dep Amount
- $5,994
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $1,398
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $7,392
- Pension Total Bal Addn Amount
- $69,521
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $36
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $36
- Pension End of year Bal Amount
- $69,485
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 11
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 91037016324317
- Form Id
- 76361024
- Schedule A EIN
- 01-0480204
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0127290
- Ins Carrier Naic Code
- 61271
- Ins Contract Num
- 010480204D1
- Ins Prsn Covered End of year Count
- 6
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $6,716
- Pension End of year Sep Account Amount
- $748,100
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $6,392
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $324
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $324
- Pension Total Bal Addn Amount
- $6,716
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $6,716
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 12
- Ins Carrier Name: MET LIFE
- Filing Id
- 91037016324317
- Form Id
- 76361016
- Schedule A EIN
- 01-0480204
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- MET LIFE
- Ins Carrier EIN
- 13-5581829
- Ins Carrier Naic Code
- 65978
- Ins Contract Num
- 010480204D1
- Ins Prsn Covered End of year Count
- 6
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $748,100
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $3,559
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $58
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $58
- Pension Total Bal Addn Amount
- $3,617
- Pension Bnfts Dsbrsd Amount
- $3,617
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $3,617
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 91037016324317
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020377016324060005
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 200
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,218
- Row 2
- Filing Id
- 91037016324317
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020377016324060005
- Row 3
- Filing Id
- 91037016324317
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 5020377016324060005
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 206
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $288,397
- Row 4
- Filing Id
- 91037016324317
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 5020377016324060005
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 4
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651004
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $452,485
- Row 5
- Filing Id
- 91037016324317
- Schedule D EIN
- 01-0480204
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2005-01-01
- Schedule D Tax Period
- 20051231
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$882,478$118,855 change
Balance Sheet
Beginning and end of plan year.
Total assets$763,623$882,478Increase +$118,855 (15.56%)
Total liabilities$0$0No change $0
Net assets$763,623$882,478Increase +$118,855 (15.56%)
Contributions
Employer contributions$58,176
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$118,927
Total expenses$72
Net income$118,855
Source fields
- Schedule I source fields
- Filing Id
- 91037016324317
- Schedule I EIN
- 01-0480204
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2005-01-01
- Schedule I Tax Period
- 20051231
- Small plan total assets at beginning of year
- $763,623
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $763,623
- Small plan total assets at end of year
- $882,478
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $882,478
- Small plan employer contributions
- $58,176
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $60,751
- Small plan total income
- $118,927
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $72
- Small plan total expenses
- $72
- Small plan net income or loss
- $118,855
- 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
- No
- Small Mortg Participants End of year Amount
- $0
- 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