Civic Intelligence
Filing

Emma Masters, M.D., Pension Trust

Emma Masters, M.D. • EIN 13-3473164 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

1 → 1

0 • 0.00%

Assets

Down

$1,358,488 → $342,548

-$1,015,940 • -74.78%

Investment Management Fee

-

Admin expenses - • Total expenses $1,213,410

Filing Details

Context
Net investment result
$-1,015,940

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
200810$0$0-
Emma Masters, M.D., Pension Trust-0---
200711$96,172$99,868$99,868iApproximate average salary by contribution assumption: employee only about $2,496,700 at 4% or $1,664,467 at 6%; with 50% employer match about $1,664,467 at 4% or $1,109,644 at 6%; with 100% employer match about $1,248,350 at 4% or $832,233 at 6%.
Emma Masters, M.D., Pension Trust-1$96,172$99,868$99,868iApproximate average salary by contribution assumption: employee only about $2,496,700 at 4% or $1,664,467 at 6%; with 50% employer match about $1,664,467 at 4% or $1,109,644 at 6%; with 100% employer match about $1,248,350 at 4% or $832,233 at 6%.
200611$95,670$112,511$112,511iApproximate average salary by contribution assumption: employee only about $2,812,775 at 4% or $1,875,183 at 6%; with 50% employer match about $1,875,183 at 4% or $1,250,122 at 6%; with 100% employer match about $1,406,388 at 4% or $937,592 at 6%.
Emma Masters, M.D., Pension Trust-1$95,670$112,511$112,511iApproximate average salary by contribution assumption: employee only about $2,812,775 at 4% or $1,875,183 at 6%; with 50% employer match about $1,875,183 at 4% or $1,250,122 at 6%; with 100% employer match about $1,406,388 at 4% or $937,592 at 6%.
200511$233,887$131,071$131,071iApproximate average salary by contribution assumption: employee only about $3,276,775 at 4% or $2,184,517 at 6%; with 50% employer match about $2,184,517 at 4% or $1,456,344 at 6%; with 100% employer match about $1,638,388 at 4% or $1,092,258 at 6%.
Emma Masters, M.D., Pension Trust-1$233,887$131,071$131,071iApproximate average salary by contribution assumption: employee only about $3,276,775 at 4% or $2,184,517 at 6%; with 50% employer match about $2,184,517 at 4% or $1,456,344 at 6%; with 100% employer match about $1,638,388 at 4% or $1,092,258 at 6%.
200411$298,951$150,646$150,646iApproximate average salary by contribution assumption: employee only about $3,766,150 at 4% or $2,510,767 at 6%; with 50% employer match about $2,510,767 at 4% or $1,673,844 at 6%; with 100% employer match about $1,883,075 at 4% or $1,255,383 at 6%.
Emma Masters, M.D., Pension Trust-1$298,951$150,646$150,646iApproximate average salary by contribution assumption: employee only about $3,766,150 at 4% or $2,510,767 at 6%; with 50% employer match about $2,510,767 at 4% or $1,673,844 at 6%; with 100% employer match about $1,883,075 at 4% or $1,255,383 at 6%.
200311$342,548$174,627$174,627iApproximate average salary by contribution assumption: employee only about $4,365,675 at 4% or $2,910,450 at 6%; with 50% employer match about $2,910,450 at 4% or $1,940,300 at 6%; with 100% employer match about $2,182,838 at 4% or $1,455,225 at 6%.
Emma Masters, M.D., Pension TrustCurrent1$342,548$174,627$174,627iApproximate average salary by contribution assumption: employee only about $4,365,675 at 4% or $2,910,450 at 6%; with 50% employer match about $2,910,450 at 4% or $1,940,300 at 6%; with 100% employer match about $2,182,838 at 4% or $1,455,225 at 6%.
200211$1,358,488$168,235$168,235iApproximate average salary by contribution assumption: employee only about $4,205,875 at 4% or $2,803,917 at 6%; with 50% employer match about $2,803,917 at 4% or $1,869,278 at 6%; with 100% employer match about $2,102,938 at 4% or $1,401,958 at 6%.
Emma Masters, M.D., Pension Trust-1$1,358,488$168,235$168,235iApproximate average salary by contribution assumption: employee only about $4,205,875 at 4% or $2,803,917 at 6%; with 50% employer match about $2,803,917 at 4% or $1,869,278 at 6%; with 100% employer match about $2,102,938 at 4% or $1,401,958 at 6%.
200111$1,201,522$129,674$129,674iApproximate average salary by contribution assumption: employee only about $3,241,850 at 4% or $2,161,233 at 6%; with 50% employer match about $2,161,233 at 4% or $1,440,822 at 6%; with 100% employer match about $1,620,925 at 4% or $1,080,617 at 6%.
Emma Masters, M.D., Pension Trust-1$1,201,522$129,674$129,674iApproximate average salary by contribution assumption: employee only about $3,241,850 at 4% or $2,161,233 at 6%; with 50% employer match about $2,161,233 at 4% or $1,440,822 at 6%; with 100% employer match about $1,620,925 at 4% or $1,080,617 at 6%.
200011$1,045,497$126,597$126,597iApproximate average salary by contribution assumption: employee only about $3,164,925 at 4% or $2,109,950 at 6%; with 50% employer match about $2,109,950 at 4% or $1,406,633 at 6%; with 100% employer match about $1,582,463 at 4% or $1,054,975 at 6%.
Emma Masters, M.D., Pension Trust-1$1,045,497$126,597$126,597iApproximate average salary by contribution assumption: employee only about $3,164,925 at 4% or $2,109,950 at 6%; with 50% employer match about $2,109,950 at 4% or $1,406,633 at 6%; with 100% employer match about $1,582,463 at 4% or $1,054,975 at 6%.
199911$872,208$107,128$107,128iApproximate average salary by contribution assumption: employee only about $2,678,200 at 4% or $1,785,467 at 6%; with 50% employer match about $1,785,467 at 4% or $1,190,311 at 6%; with 100% employer match about $1,339,100 at 4% or $892,733 at 6%.
Emma Masters, M.D., Pension Trust-1$872,208$107,128$107,128iApproximate average salary by contribution assumption: employee only about $2,678,200 at 4% or $1,785,467 at 6%; with 50% employer match about $1,785,467 at 4% or $1,190,311 at 6%; with 100% employer match about $1,339,100 at 4% or $892,733 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$342,548-$1,015,940 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,358,488$342,548Decrease -$1,015,940 (-74.78%)
Total liabilities$0$0No change $0
Net assets$1,358,488$342,548Decrease -$1,015,940 (-74.78%)

Contributions

Employer contributions$174,627
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$197,470
Total expenses$1,213,410
Net income$-1,015,940
Source fields
Schedule I source fields
Filing Id
84037204037274
Schedule I EIN
13-3473164
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$1,358,488
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,358,488
Small plan total assets at end of year
$342,548
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$342,548
Small plan employer contributions
$174,627
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$22,843
Small plan total income
$197,470
Small plan total benefit distributions
$1,213,410
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$1,213,410
Small plan net income or loss
$-1,015,940
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

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
84037204037274
Schedule R EIN
13-3473164
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Amdmt Incr Valuation Bnft Indicator
Yes
Emma Masters, M.D., Pension Trust | Emma Masters, M.D. | Plan 001 | 2003 Form 5500 Filing