Civic Intelligence
Filing

Stanley D. Handler, MD PC Retirement Trust 002

Stanley D. Handler, MD PC • EIN 13-2907185 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$1,434,941 → $1,465,744

$30,803 • 2.15%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$30,803

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-
Stanley D. Handler, MD PC Retirement Trust 002-0---
200713$3,654,004$17,325$5,775iApproximate average salary by contribution assumption: employee only about $144,375 at 4% or $96,250 at 6%; with 50% employer match about $96,250 at 4% or $64,167 at 6%; with 100% employer match about $72,188 at 4% or $48,125 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-3$3,654,004$17,325$5,775iApproximate average salary by contribution assumption: employee only about $144,375 at 4% or $96,250 at 6%; with 50% employer match about $96,250 at 4% or $64,167 at 6%; with 100% employer match about $72,188 at 4% or $48,125 at 6%.
200613$3,294,793$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-3$3,294,793$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200513$2,924,251$43,863$14,621iApproximate average salary by contribution assumption: employee only about $365,525 at 4% or $243,683 at 6%; with 50% employer match about $243,683 at 4% or $162,456 at 6%; with 100% employer match about $182,763 at 4% or $121,842 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-3$2,924,251$43,863$14,621iApproximate average salary by contribution assumption: employee only about $365,525 at 4% or $243,683 at 6%; with 50% employer match about $243,683 at 4% or $162,456 at 6%; with 100% employer match about $182,763 at 4% or $121,842 at 6%.
200413$2,834,390$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-3$2,834,390$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200312$2,555,256$40,825$20,413iApproximate average salary by contribution assumption: employee only about $510,313 at 4% or $340,208 at 6%; with 50% employer match about $340,208 at 4% or $226,806 at 6%; with 100% employer match about $255,156 at 4% or $170,104 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-2$2,555,256$40,825$20,413iApproximate average salary by contribution assumption: employee only about $510,313 at 4% or $340,208 at 6%; with 50% employer match about $340,208 at 4% or $226,806 at 6%; with 100% employer match about $255,156 at 4% or $170,104 at 6%.
200221$2,254,215$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-1$2,254,215$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Stanley D. Handler, MD PC Retirement Trust 001-0---
200123$0$0-
Stanley D. Handler, MD PC Retirement Trust 001-3---
Stanley D. Handler, MD PC Retirement Trust 002-3---
200023$2,462,055$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002Current3$1,465,744$15,147$5,049iApproximate average salary by contribution assumption: employee only about $126,225 at 4% or $84,150 at 6%; with 50% employer match about $84,150 at 4% or $56,100 at 6%; with 100% employer match about $63,113 at 4% or $42,075 at 6%.
Stanley D. Handler, MD PC Retirement Trust 001-3$996,311$18,853$6,284iApproximate average salary by contribution assumption: employee only about $157,108 at 4% or $104,739 at 6%; with 50% employer match about $104,739 at 4% or $69,826 at 6%; with 100% employer match about $78,554 at 4% or $52,369 at 6%.
199923$2,401,848$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
Stanley D. Handler, MD PC Retirement Trust 002-3$1,434,941$13,316$4,439iApproximate average salary by contribution assumption: employee only about $110,967 at 4% or $73,978 at 6%; with 50% employer match about $73,978 at 4% or $49,319 at 6%; with 100% employer match about $55,483 at 4% or $36,989 at 6%.
Stanley D. Handler, MD PC Retirement Trust 001-3$966,907$18,684$6,228iApproximate average salary by contribution assumption: employee only about $155,700 at 4% or $103,800 at 6%; with 50% employer match about $103,800 at 4% or $69,200 at 6%; with 100% employer match about $77,850 at 4% or $51,900 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$1,465,744$30,803 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,434,941$1,465,744Increase +$30,803 (2.15%)
Total liabilities$0$0No change $0
Net assets$1,434,941$1,465,744Increase +$30,803 (2.15%)

Contributions

Employer contributions$15,147
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$30,803
Total expenses$0
Net income$30,803
Source fields
Schedule I source fields
Filing Id
91037018221402
Schedule I EIN
13-2907185
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,434,941
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,434,941
Small plan total assets at end of year
$1,465,744
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,465,744
Small plan employer contributions
$15,147
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$15,656
Small plan total income
$30,803
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
$30,803
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
$110,000
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0