Civic Intelligence
Filing

Richard M. Chasin MD Profit Sharing Plan & Trust

RICHARD M. CHASIN MD & TRUST • EIN 04-6353063 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

8 → 6

-2 • -25.00%

Assets

Up

$2,068,958 → $2,494,245

$425,287 • 20.56%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$425,287

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
201414$678,836$41,834$10,459iApproximate average salary by contribution assumption: employee only about $261,463 at 4% or $174,308 at 6%; with 50% employer match about $174,308 at 4% or $116,206 at 6%; with 100% employer match about $130,731 at 4% or $87,154 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-4$678,836$41,834$10,459iApproximate average salary by contribution assumption: employee only about $261,463 at 4% or $174,308 at 6%; with 50% employer match about $174,308 at 4% or $116,206 at 6%; with 100% employer match about $130,731 at 4% or $87,154 at 6%.
201314$698,636$50,097$12,524iApproximate average salary by contribution assumption: employee only about $313,106 at 4% or $208,738 at 6%; with 50% employer match about $208,738 at 4% or $139,158 at 6%; with 100% employer match about $156,553 at 4% or $104,369 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-4$698,636$50,097$12,524iApproximate average salary by contribution assumption: employee only about $313,106 at 4% or $208,738 at 6%; with 50% employer match about $208,738 at 4% or $139,158 at 6%; with 100% employer match about $156,553 at 4% or $104,369 at 6%.
201215$560,183$46,765$9,353iApproximate average salary by contribution assumption: employee only about $233,825 at 4% or $155,883 at 6%; with 50% employer match about $155,883 at 4% or $103,922 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-5$560,183$46,765$9,353iApproximate average salary by contribution assumption: employee only about $233,825 at 4% or $155,883 at 6%; with 50% employer match about $155,883 at 4% or $103,922 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%.
201114$484,662$42,249$10,562iApproximate average salary by contribution assumption: employee only about $264,056 at 4% or $176,038 at 6%; with 50% employer match about $176,038 at 4% or $117,358 at 6%; with 100% employer match about $132,028 at 4% or $88,019 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-4$484,662$42,249$10,562iApproximate average salary by contribution assumption: employee only about $264,056 at 4% or $176,038 at 6%; with 50% employer match about $176,038 at 4% or $117,358 at 6%; with 100% employer match about $132,028 at 4% or $88,019 at 6%.
201014$489,936$32,375$8,094iApproximate average salary by contribution assumption: employee only about $202,344 at 4% or $134,896 at 6%; with 50% employer match about $134,896 at 4% or $89,931 at 6%; with 100% employer match about $101,172 at 4% or $67,448 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-4$489,936$32,375$8,094iApproximate average salary by contribution assumption: employee only about $202,344 at 4% or $134,896 at 6%; with 50% employer match about $134,896 at 4% or $89,931 at 6%; with 100% employer match about $101,172 at 4% or $67,448 at 6%.
200915$474,423$47,636$9,527iApproximate average salary by contribution assumption: employee only about $238,180 at 4% or $158,787 at 6%; with 50% employer match about $158,787 at 4% or $105,858 at 6%; with 100% employer match about $119,090 at 4% or $79,393 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-5$474,423$47,636$9,527iApproximate average salary by contribution assumption: employee only about $238,180 at 4% or $158,787 at 6%; with 50% employer match about $158,787 at 4% or $105,858 at 6%; with 100% employer match about $119,090 at 4% or $79,393 at 6%.
200816$367,377$40,674$6,779iApproximate average salary by contribution assumption: employee only about $169,475 at 4% or $112,983 at 6%; with 50% employer match about $112,983 at 4% or $75,322 at 6%; with 100% employer match about $84,738 at 4% or $56,492 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-6$367,377$40,674$6,779iApproximate average salary by contribution assumption: employee only about $169,475 at 4% or $112,983 at 6%; with 50% employer match about $112,983 at 4% or $75,322 at 6%; with 100% employer match about $84,738 at 4% or $56,492 at 6%.
200716$0$0-
Richard M. Chasin MD Profit Sharing Plan & Trust-6---
200616$2,494,245$31,615$5,269iApproximate average salary by contribution assumption: employee only about $131,729 at 4% or $87,819 at 6%; with 50% employer match about $87,819 at 4% or $58,546 at 6%; with 100% employer match about $65,865 at 4% or $43,910 at 6%.
Richard M. Chasin MD Profit Sharing Plan & TrustCurrent6$2,494,245$31,615$5,269iApproximate average salary by contribution assumption: employee only about $131,729 at 4% or $87,819 at 6%; with 50% employer match about $87,819 at 4% or $58,546 at 6%; with 100% employer match about $65,865 at 4% or $43,910 at 6%.
200516$2,068,958$33,601$5,600iApproximate average salary by contribution assumption: employee only about $140,004 at 4% or $93,336 at 6%; with 50% employer match about $93,336 at 4% or $62,224 at 6%; with 100% employer match about $70,002 at 4% or $46,668 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-6$2,068,958$33,601$5,600iApproximate average salary by contribution assumption: employee only about $140,004 at 4% or $93,336 at 6%; with 50% employer match about $93,336 at 4% or $62,224 at 6%; with 100% employer match about $70,002 at 4% or $46,668 at 6%.
200426$3,772,396$66,216$11,036iApproximate average salary by contribution assumption: employee only about $275,900 at 4% or $183,933 at 6%; with 50% employer match about $183,933 at 4% or $122,622 at 6%; with 100% employer match about $137,950 at 4% or $91,967 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-6$1,886,198$33,108$5,518iApproximate average salary by contribution assumption: employee only about $137,950 at 4% or $91,967 at 6%; with 50% employer match about $91,967 at 4% or $61,311 at 6%; with 100% employer match about $68,975 at 4% or $45,983 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-6$1,886,198$33,108$5,518iApproximate average salary by contribution assumption: employee only about $137,950 at 4% or $91,967 at 6%; with 50% employer match about $91,967 at 4% or $61,311 at 6%; with 100% employer match about $68,975 at 4% or $45,983 at 6%.
200316$1,650,226$19,729$3,288iApproximate average salary by contribution assumption: employee only about $82,204 at 4% or $54,803 at 6%; with 50% employer match about $54,803 at 4% or $36,535 at 6%; with 100% employer match about $41,102 at 4% or $27,401 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-6$1,650,226$19,729$3,288iApproximate average salary by contribution assumption: employee only about $82,204 at 4% or $54,803 at 6%; with 50% employer match about $54,803 at 4% or $36,535 at 6%; with 100% employer match about $41,102 at 4% or $27,401 at 6%.
200215$1,267,786$22,464$4,493iApproximate average salary by contribution assumption: employee only about $112,320 at 4% or $74,880 at 6%; with 50% employer match about $74,880 at 4% or $49,920 at 6%; with 100% employer match about $56,160 at 4% or $37,440 at 6%.
Richard M. Chasin MD Profit Sharing Plan & Trust-5$1,267,786$22,464$4,493iApproximate average salary by contribution assumption: employee only about $112,320 at 4% or $74,880 at 6%; with 50% employer match about $74,880 at 4% or $49,920 at 6%; with 100% employer match about $56,160 at 4% or $37,440 at 6%.
200115$0$0-
Richard M. Chasin MD Profit Sharing Plan & Trust-5---
200015$0$0-
Richard M. Chasin MD Profit Sharing Plan & Trust-5---
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$2,494,245$425,287 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,068,958$2,494,245Increase +$425,287 (20.56%)
Total liabilities$0$0No change $0
Net assets$2,068,958$2,494,245Increase +$425,287 (20.56%)

Contributions

Employer contributions$31,615
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$425,287
Total expenses$0
Net income$425,287
Source fields
Schedule I source fields
Filing Id
84037347375287
Schedule I EIN
04-6353063
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$2,068,958
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,068,958
Small plan total assets at end of year
$2,494,245
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,494,245
Small plan employer contributions
$31,615
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$393,672
Small plan total income
$425,287
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
$425,287
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
Yes
Small Joint Venture End of year Amount
$2,036,118
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
Yes
Small 20 Percent Sngl Investment Amount
$2,036,118
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037347375287
Schedule R EIN
04-6353063
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 Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0