Civic Intelligence
Filing

Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan

Lawrence M. Jacoby, M.D. PC. • EIN 06-1012584 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Flat

8 → 8

0 • 0.00%

Assets

Down

$1,022,543 → $869,570

-$152,973 • -14.96%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$-152,973

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
200810$0$0-
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-0---
200710$0$0-
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-0---
200617$1,468,473$70,812$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-7$1,468,473$70,812$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
200516$1,303,793$65,894$10,982iApproximate average salary by contribution assumption: employee only about $274,558 at 4% or $183,039 at 6%; with 50% employer match about $183,039 at 4% or $122,026 at 6%; with 100% employer match about $137,279 at 4% or $91,519 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-6$1,303,793$65,894$10,982iApproximate average salary by contribution assumption: employee only about $274,558 at 4% or $183,039 at 6%; with 50% employer match about $183,039 at 4% or $122,026 at 6%; with 100% employer match about $137,279 at 4% or $91,519 at 6%.
200415$1,179,506$54,666$10,933iApproximate average salary by contribution assumption: employee only about $273,330 at 4% or $182,220 at 6%; with 50% employer match about $182,220 at 4% or $121,480 at 6%; with 100% employer match about $136,665 at 4% or $91,110 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-5$1,179,506$54,666$10,933iApproximate average salary by contribution assumption: employee only about $273,330 at 4% or $182,220 at 6%; with 50% employer match about $182,220 at 4% or $121,480 at 6%; with 100% employer match about $136,665 at 4% or $91,110 at 6%.
200317$1,056,202$64,731$9,247iApproximate average salary by contribution assumption: employee only about $231,182 at 4% or $154,121 at 6%; with 50% employer match about $154,121 at 4% or $102,748 at 6%; with 100% employer match about $115,591 at 4% or $77,061 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-7$1,056,202$64,731$9,247iApproximate average salary by contribution assumption: employee only about $231,182 at 4% or $154,121 at 6%; with 50% employer match about $154,121 at 4% or $102,748 at 6%; with 100% employer match about $115,591 at 4% or $77,061 at 6%.
200218$869,570$64,392$8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing PlanCurrent8$869,570$64,392$8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%.
200116$1,022,543$50,376$8,396iApproximate average salary by contribution assumption: employee only about $209,900 at 4% or $139,933 at 6%; with 50% employer match about $139,933 at 4% or $93,289 at 6%; with 100% employer match about $104,950 at 4% or $69,967 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-6$1,022,543$50,376$8,396iApproximate average salary by contribution assumption: employee only about $209,900 at 4% or $139,933 at 6%; with 50% employer match about $139,933 at 4% or $93,289 at 6%; with 100% employer match about $104,950 at 4% or $69,967 at 6%.
200015$1,073,888$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-5$1,073,888$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
199915$1,068,581$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Lawrence M. Jacoby, M.D. PC. Profit Sharing Plan-5$1,068,581$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 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$869,570-$152,973 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,022,543$869,570Decrease -$152,973 (-14.96%)
Total liabilities$0$0No change $0
Net assets$1,022,543$869,570Decrease -$152,973 (-14.96%)

Contributions

Employer contributions$64,392
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-152,973
Total expenses$0
Net income$-152,973
Source fields
Schedule I source fields
Filing Id
84037233473803
Schedule I EIN
06-1012584
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$1,022,543
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,022,543
Small plan total assets at end of year
$869,570
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$869,570
Small plan employer contributions
$64,392
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-217,365
Small plan total income
$-152,973
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
$-152,973
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
$125,000
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