Civic Intelligence
Filing

David S Briss DMD PC

David S Briss DMD PC • EIN 04-2656376 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

10 → 3

-7 • -70.00%

Assets

Down

$1,937,542 → $14,703

-$1,922,839 • -99.24%

Investment Management Fee

-

Admin expenses - • Total expenses $1,962,508

Filing Details

Context
Net investment result
$-1,922,839

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201914$2,554$160$40iApproximate average salary by contribution assumption: employee only about $1,000 at 4% or $667 at 6%; with 50% employer match about $667 at 4% or $444 at 6%; with 100% employer match about $500 at 4% or $333 at 6%.
David S Briss DMD PC-4$2,554$160$40iApproximate average salary by contribution assumption: employee only about $1,000 at 4% or $667 at 6%; with 50% employer match about $667 at 4% or $444 at 6%; with 100% employer match about $500 at 4% or $333 at 6%.
201816$69,375$3,680$613iApproximate average salary by contribution assumption: employee only about $15,333 at 4% or $10,222 at 6%; with 50% employer match about $10,222 at 4% or $6,815 at 6%; with 100% employer match about $7,667 at 4% or $5,111 at 6%.
David S Briss DMD PC-6$69,375$3,680$613iApproximate average salary by contribution assumption: employee only about $15,333 at 4% or $10,222 at 6%; with 50% employer match about $10,222 at 4% or $6,815 at 6%; with 100% employer match about $7,667 at 4% or $5,111 at 6%.
201716$67,675$5,592$932iApproximate average salary by contribution assumption: employee only about $23,300 at 4% or $15,533 at 6%; with 50% employer match about $15,533 at 4% or $10,356 at 6%; with 100% employer match about $11,650 at 4% or $7,767 at 6%.
David S Briss DMD PC-6$67,675$5,592$932iApproximate average salary by contribution assumption: employee only about $23,300 at 4% or $15,533 at 6%; with 50% employer match about $15,533 at 4% or $10,356 at 6%; with 100% employer match about $11,650 at 4% or $7,767 at 6%.
201616$52,902$6,042$1,007iApproximate average salary by contribution assumption: employee only about $25,175 at 4% or $16,783 at 6%; with 50% employer match about $16,783 at 4% or $11,189 at 6%; with 100% employer match about $12,588 at 4% or $8,392 at 6%.
David S Briss DMD PC-6$52,902$6,042$1,007iApproximate average salary by contribution assumption: employee only about $25,175 at 4% or $16,783 at 6%; with 50% employer match about $16,783 at 4% or $11,189 at 6%; with 100% employer match about $12,588 at 4% or $8,392 at 6%.
201517$47,413$5,922$846iApproximate average salary by contribution assumption: employee only about $21,150 at 4% or $14,100 at 6%; with 50% employer match about $14,100 at 4% or $9,400 at 6%; with 100% employer match about $10,575 at 4% or $7,050 at 6%.
David S Briss DMD PC-7$47,413$5,922$846iApproximate average salary by contribution assumption: employee only about $21,150 at 4% or $14,100 at 6%; with 50% employer match about $14,100 at 4% or $9,400 at 6%; with 100% employer match about $10,575 at 4% or $7,050 at 6%.
201417$41,568$5,700$814iApproximate average salary by contribution assumption: employee only about $20,357 at 4% or $13,571 at 6%; with 50% employer match about $13,571 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%.
David S Briss DMD PC-7$41,568$5,700$814iApproximate average salary by contribution assumption: employee only about $20,357 at 4% or $13,571 at 6%; with 50% employer match about $13,571 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%.
201317$34,206$5,584$798iApproximate average salary by contribution assumption: employee only about $19,943 at 4% or $13,295 at 6%; with 50% employer match about $13,295 at 4% or $8,863 at 6%; with 100% employer match about $9,971 at 4% or $6,648 at 6%.
David S Briss DMD PC-7$34,206$5,584$798iApproximate average salary by contribution assumption: employee only about $19,943 at 4% or $13,295 at 6%; with 50% employer match about $13,295 at 4% or $8,863 at 6%; with 100% employer match about $9,971 at 4% or $6,648 at 6%.
201227$25,789$6,832$976iApproximate average salary by contribution assumption: employee only about $24,400 at 4% or $16,267 at 6%; with 50% employer match about $16,267 at 4% or $10,844 at 6%; with 100% employer match about $12,200 at 4% or $8,133 at 6%.
David S Briss DMD PC-7$25,789$6,832$976iApproximate average salary by contribution assumption: employee only about $24,400 at 4% or $16,267 at 6%; with 50% employer match about $16,267 at 4% or $10,844 at 6%; with 100% employer match about $12,200 at 4% or $8,133 at 6%.
David S Briss DMD PC-0---
201125$26,512$5,394$1,079iApproximate average salary by contribution assumption: employee only about $26,970 at 4% or $17,980 at 6%; with 50% employer match about $17,980 at 4% or $11,987 at 6%; with 100% employer match about $13,485 at 4% or $8,990 at 6%.
David S Briss DMD PC-5$19,237$5,394$1,079iApproximate average salary by contribution assumption: employee only about $26,970 at 4% or $17,980 at 6%; with 50% employer match about $17,980 at 4% or $11,987 at 6%; with 100% employer match about $13,485 at 4% or $8,990 at 6%.
David S Briss DMD PC-0$7,275--
201023$21,821$4,426$1,475iApproximate average salary by contribution assumption: employee only about $36,883 at 4% or $24,589 at 6%; with 50% employer match about $24,589 at 4% or $16,393 at 6%; with 100% employer match about $18,442 at 4% or $12,294 at 6%.
David S Briss DMD PC-3$14,547$4,426$1,475iApproximate average salary by contribution assumption: employee only about $36,883 at 4% or $24,589 at 6%; with 50% employer match about $24,589 at 4% or $16,393 at 6%; with 100% employer match about $18,442 at 4% or $12,294 at 6%.
David S Briss DMD PC-0$7,274--
200923$30,974$4,545$1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%.
David S Briss DMD PC-2$16,322--
David S Briss DMD PC-3$14,652$4,545$1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%.
200812$16,285$0-
David S Briss DMD PC-2$16,285--
200713$5,399$3,559$1,186iApproximate average salary by contribution assumption: employee only about $29,658 at 4% or $19,772 at 6%; with 50% employer match about $19,772 at 4% or $13,181 at 6%; with 100% employer match about $14,829 at 4% or $9,886 at 6%.
David S Briss DMD PC-3$5,399$3,559$1,186iApproximate average salary by contribution assumption: employee only about $29,658 at 4% or $19,772 at 6%; with 50% employer match about $19,772 at 4% or $13,181 at 6%; with 100% employer match about $14,829 at 4% or $9,886 at 6%.
200612$15,223$0-
David S Briss DMD PC-2$15,223--
200513$14,703$0-
David S Briss DMD PCCurrent3$14,703--
200417$1,937,542$0-
David S Briss DMD PC-7$1,937,542--
200317$1,832,008$0-
David S Briss DMD PC-7$1,832,008--
200218$1,649,853$0-
David S Briss DMD PC-8$1,649,853--
200113$0$0-
David S Briss DMD PC-3---
200016$0$0-
David S Briss DMD PC-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$14,703-$1,922,839 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,937,542$14,703Decrease -$1,922,839 (-99.24%)
Total liabilities$0$0No change $0
Net assets$1,937,542$14,703Decrease -$1,922,839 (-99.24%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$39,669
Total expenses$1,962,508
Net income$-1,922,839
Source fields
Schedule I source fields
Filing Id
91037025211607
Schedule I EIN
04-2656376
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
$1,937,542
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,937,542
Small plan total assets at end of year
$14,703
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$14,703
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$39,669
Small plan total income
$39,669
Small plan total benefit distributions
$1,962,508
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$1,962,508
Small plan net income or loss
$-1,922,839
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
Yes
Small plan fidelity bond amount
$200,000
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
Yes
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
91037025211607
Schedule R EIN
04-2656376
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
5
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1