Civic Intelligence
Filing

William T. Long, M.D. Pension Plan

William T. Long, M.D. • EIN 13-3473307 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

4 → 3

-1 • -25.00%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024225$2,311,325$239,832$9,593iApproximate average salary by contribution assumption: employee only about $239,832 at 4% or $159,888 at 6%; with 50% employer match about $159,888 at 4% or $106,592 at 6%; with 100% employer match about $119,916 at 4% or $79,944 at 6%.
William T. Long, M.D. Profit Sharing Plan-25$2,071,305$164,832$6,593iApproximate average salary by contribution assumption: employee only about $164,832 at 4% or $109,888 at 6%; with 50% employer match about $109,888 at 4% or $73,259 at 6%; with 100% employer match about $82,416 at 4% or $54,944 at 6%.
William T. Long, M.D. Pension Plan-12$240,020$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
2023220$1,931,382$216,365$10,818iApproximate average salary by contribution assumption: employee only about $270,456 at 4% or $180,304 at 6%; with 50% employer match about $180,304 at 4% or $120,203 at 6%; with 100% employer match about $135,228 at 4% or $90,152 at 6%.
William T. Long, M.D. Profit Sharing Plan-20$1,670,068$141,365$7,068iApproximate average salary by contribution assumption: employee only about $176,706 at 4% or $117,804 at 6%; with 50% employer match about $117,804 at 4% or $78,536 at 6%; with 100% employer match about $88,353 at 4% or $58,902 at 6%.
William T. Long, M.D. Pension Plan-8$261,314$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2022219$2,106,063$273,401$14,390iApproximate average salary by contribution assumption: employee only about $359,738 at 4% or $239,825 at 6%; with 50% employer match about $239,825 at 4% or $159,884 at 6%; with 100% employer match about $179,869 at 4% or $119,913 at 6%.
William T. Long, M.D. Profit Sharing Plan-19$1,683,492$151,401$7,968iApproximate average salary by contribution assumption: employee only about $199,212 at 4% or $132,808 at 6%; with 50% employer match about $132,808 at 4% or $88,539 at 6%; with 100% employer match about $99,606 at 4% or $66,404 at 6%.
William T. Long, M.D. Pension Plan-8$422,571$122,000$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
2021217$6,956,864$157,959$9,292iApproximate average salary by contribution assumption: employee only about $232,293 at 4% or $154,862 at 6%; with 50% employer match about $154,862 at 4% or $103,241 at 6%; with 100% employer match about $116,146 at 4% or $77,431 at 6%.
William T. Long, M.D. Profit Sharing Plan-17$5,068,566$157,959$9,292iApproximate average salary by contribution assumption: employee only about $232,293 at 4% or $154,862 at 6%; with 50% employer match about $154,862 at 4% or $103,241 at 6%; with 100% employer match about $116,146 at 4% or $77,431 at 6%.
William T. Long, M.D. Pension Plan-7$1,888,298$0-
2020221$6,193,515$148,069$7,051iApproximate average salary by contribution assumption: employee only about $176,273 at 4% or $117,515 at 6%; with 50% employer match about $117,515 at 4% or $78,343 at 6%; with 100% employer match about $88,136 at 4% or $58,758 at 6%.
William T. Long, M.D. Profit Sharing Plan-21$4,413,677$148,069$7,051iApproximate average salary by contribution assumption: employee only about $176,273 at 4% or $117,515 at 6%; with 50% employer match about $117,515 at 4% or $78,343 at 6%; with 100% employer match about $88,136 at 4% or $58,758 at 6%.
William T. Long, M.D. Pension Plan-8$1,779,838$0-
2019218$4,757,464$395,847$21,992iApproximate average salary by contribution assumption: employee only about $549,788 at 4% or $366,525 at 6%; with 50% employer match about $366,525 at 4% or $244,350 at 6%; with 100% employer match about $274,894 at 4% or $183,263 at 6%.
William T. Long, M.D. Profit Sharing Plan-18$3,400,656$158,169$8,787iApproximate average salary by contribution assumption: employee only about $219,679 at 4% or $146,453 at 6%; with 50% employer match about $146,453 at 4% or $97,635 at 6%; with 100% employer match about $109,840 at 4% or $73,226 at 6%.
William T. Long, M.D. Pension Plan-7$1,356,808$237,678$33,954iApproximate average salary by contribution assumption: employee only about $848,850 at 4% or $565,900 at 6%; with 50% employer match about $565,900 at 4% or $377,267 at 6%; with 100% employer match about $424,425 at 4% or $282,950 at 6%.
2018215$4,008,297$248,980$16,599iApproximate average salary by contribution assumption: employee only about $414,967 at 4% or $276,644 at 6%; with 50% employer match about $276,644 at 4% or $184,430 at 6%; with 100% employer match about $207,483 at 4% or $138,322 at 6%.
William T. Long, M.D. Profit Sharing Plan-15$2,999,223$136,980$9,132iApproximate average salary by contribution assumption: employee only about $228,300 at 4% or $152,200 at 6%; with 50% employer match about $152,200 at 4% or $101,467 at 6%; with 100% employer match about $114,150 at 4% or $76,100 at 6%.
William T. Long, M.D. Pension Plan-5$1,009,074$112,000$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
2017217$4,039,581$416,199$24,482iApproximate average salary by contribution assumption: employee only about $612,057 at 4% or $408,038 at 6%; with 50% employer match about $408,038 at 4% or $272,025 at 6%; with 100% employer match about $306,029 at 4% or $204,019 at 6%.
William T. Long, M.D. Profit Sharing Plan-17$3,118,036$187,142$11,008iApproximate average salary by contribution assumption: employee only about $275,209 at 4% or $183,473 at 6%; with 50% employer match about $183,473 at 4% or $122,315 at 6%; with 100% employer match about $137,604 at 4% or $91,736 at 6%.
William T. Long, M.D. Pension Plan-6$921,545$229,057$38,176iApproximate average salary by contribution assumption: employee only about $954,404 at 4% or $636,269 at 6%; with 50% employer match about $636,269 at 4% or $424,180 at 6%; with 100% employer match about $477,202 at 4% or $318,135 at 6%.
2016218$3,335,814$395,939$21,997iApproximate average salary by contribution assumption: employee only about $549,915 at 4% or $366,610 at 6%; with 50% employer match about $366,610 at 4% or $244,407 at 6%; with 100% employer match about $274,958 at 4% or $183,305 at 6%.
William T. Long, M.D. Profit Sharing Plan-18$2,657,924$176,955$9,831iApproximate average salary by contribution assumption: employee only about $245,771 at 4% or $163,847 at 6%; with 50% employer match about $163,847 at 4% or $109,231 at 6%; with 100% employer match about $122,885 at 4% or $81,924 at 6%.
William T. Long, M.D. Pension Plan-6$677,890$218,984$36,497iApproximate average salary by contribution assumption: employee only about $912,433 at 4% or $608,289 at 6%; with 50% employer match about $608,289 at 4% or $405,526 at 6%; with 100% employer match about $456,217 at 4% or $304,144 at 6%.
2015218$2,812,801$405,732$22,541iApproximate average salary by contribution assumption: employee only about $563,517 at 4% or $375,678 at 6%; with 50% employer match about $375,678 at 4% or $250,452 at 6%; with 100% employer match about $281,758 at 4% or $187,839 at 6%.
William T. Long, M.D. Profit Sharing Plan-18$2,386,463$184,446$10,247iApproximate average salary by contribution assumption: employee only about $256,175 at 4% or $170,783 at 6%; with 50% employer match about $170,783 at 4% or $113,856 at 6%; with 100% employer match about $128,088 at 4% or $85,392 at 6%.
William T. Long, M.D. Pension Plan-7$426,338$221,286$31,612iApproximate average salary by contribution assumption: employee only about $790,307 at 4% or $526,871 at 6%; with 50% employer match about $526,871 at 4% or $351,248 at 6%; with 100% employer match about $395,154 at 4% or $263,436 at 6%.
2014222$2,430,170$404,496$18,386iApproximate average salary by contribution assumption: employee only about $459,655 at 4% or $306,436 at 6%; with 50% employer match about $306,436 at 4% or $204,291 at 6%; with 100% employer match about $229,827 at 4% or $153,218 at 6%.
William T. Long, M.D. Profit Sharing Plan-22$2,213,939$187,359$8,516iApproximate average salary by contribution assumption: employee only about $212,908 at 4% or $141,939 at 6%; with 50% employer match about $141,939 at 4% or $94,626 at 6%; with 100% employer match about $106,454 at 4% or $70,969 at 6%.
William T. Long, M.D. Pension Plan-7$216,231$217,137$31,020iApproximate average salary by contribution assumption: employee only about $775,489 at 4% or $516,993 at 6%; with 50% employer match about $516,993 at 4% or $344,662 at 6%; with 100% employer match about $387,745 at 4% or $258,496 at 6%.
2013120$1,772,903$156,461$7,823iApproximate average salary by contribution assumption: employee only about $195,576 at 4% or $130,384 at 6%; with 50% employer match about $130,384 at 4% or $86,923 at 6%; with 100% employer match about $97,788 at 4% or $65,192 at 6%.
William T. Long, M.D. Profit Sharing Plan-20$1,772,903$156,461$7,823iApproximate average salary by contribution assumption: employee only about $195,576 at 4% or $130,384 at 6%; with 50% employer match about $130,384 at 4% or $86,923 at 6%; with 100% employer match about $97,788 at 4% or $65,192 at 6%.
2012116$1,290,718$148,117$9,257iApproximate average salary by contribution assumption: employee only about $231,433 at 4% or $154,289 at 6%; with 50% employer match about $154,289 at 4% or $102,859 at 6%; with 100% employer match about $115,716 at 4% or $77,144 at 6%.
William T. Long, M.D. Profit Sharing Plan-16$1,290,718$148,117$9,257iApproximate average salary by contribution assumption: employee only about $231,433 at 4% or $154,289 at 6%; with 50% employer match about $154,289 at 4% or $102,859 at 6%; with 100% employer match about $115,716 at 4% or $77,144 at 6%.
2011111$1,089,788$112,122$10,193iApproximate average salary by contribution assumption: employee only about $254,823 at 4% or $169,882 at 6%; with 50% employer match about $169,882 at 4% or $113,255 at 6%; with 100% employer match about $127,411 at 4% or $84,941 at 6%.
William T. Long, M.D. Profit Sharing Plan-11$1,089,788$112,122$10,193iApproximate average salary by contribution assumption: employee only about $254,823 at 4% or $169,882 at 6%; with 50% employer match about $169,882 at 4% or $113,255 at 6%; with 100% employer match about $127,411 at 4% or $84,941 at 6%.
201019$991,789$71,979$7,998iApproximate average salary by contribution assumption: employee only about $199,942 at 4% or $133,294 at 6%; with 50% employer match about $133,294 at 4% or $88,863 at 6%; with 100% employer match about $99,971 at 4% or $66,647 at 6%.
William T. Long, M.D. Profit Sharing Plan-9$991,789$71,979$7,998iApproximate average salary by contribution assumption: employee only about $199,942 at 4% or $133,294 at 6%; with 50% employer match about $133,294 at 4% or $88,863 at 6%; with 100% employer match about $99,971 at 4% or $66,647 at 6%.
200916$819,339$69,789$11,632iApproximate average salary by contribution assumption: employee only about $290,788 at 4% or $193,858 at 6%; with 50% employer match about $193,858 at 4% or $129,239 at 6%; with 100% employer match about $145,394 at 4% or $96,929 at 6%.
William T. Long, M.D. Profit Sharing Plan-6$819,339$69,789$11,632iApproximate average salary by contribution assumption: employee only about $290,788 at 4% or $193,858 at 6%; with 50% employer match about $193,858 at 4% or $129,239 at 6%; with 100% employer match about $145,394 at 4% or $96,929 at 6%.
200815$0$0-
William T. Long, M.D. Profit Sharing Plan-5---
200713$0$0-
William T. Long, M.D. Profit Sharing Plan-3---
200613$0$0-
William T. Long, M.D. Profit Sharing Plan-3---
200513$0$0-
William T. Long, M.D. Profit Sharing Plan-3---
200413$0$0-
William T. Long, M.D. Profit Sharing Plan-3---
200323$0$0-
William T. Long, M.D. Pension Plan-0---
William T. Long, M.D. Profit Sharing Plan-3---
200223$0$0-
William T. Long, M.D. Profit Sharing Plan-3---
William T. Long, M.D. Pension Plan-3---
200123$0$0-
William T. Long, M.D. Profit Sharing Plan-3---
William T. Long, M.D. Pension Plan-3---
200022$0$0-
William T. Long, M.D. Pension Plan-2---
William T. Long, M.D. Profit Sharing Plan-2---
199913$0$0-
William T. Long, M.D. Pension PlanCurrent3---
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$67,272

Balance Sheet

Beginning and end of plan year.

Total assets$41,994$67,272Increase +$25,278 (60.19%)
Total liabilities$0$0No change $0
Net assets$41,994$67,272Increase +$25,278 (60.19%)

Contributions

Employer contributions$11,998
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$25,278
Total expenses$0
Net income$25,278
Source fields
Schedule I source fields
Filing Id
56037150153551
Schedule I EIN
13-3473307
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small Total Assets Beginning of year Amount
$41,994
Small Total Liabilities Beginning of year Amount
$0
Small Net Assets Beginning of year Amount
$41,994
Small Total Assets End of year Amount
$67,272
Small Total Liabilities End of year Amount
$0
Small Net Assets End of year Amount
$67,272
Small Employer Contribution Income Amount
$11,998
Small Participant Contribution Amount
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$13,280
Small Total Income Amount
$25,278
Small Total Distribution Bnft Amount
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small Total Expenses Amount
$0
Small Net Income Amount
$25,278
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 Loans In Default Indicator
No
Small Loans In Default Amount
$0
Small Leases In Default Indicator
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 Ins Fidelity Bond Indicator
Yes
Small Plan Ins Fidelity Bond Amount
$50,000
Small Loss Discovered Dur Year Indicator
No
Small Loss Discovered Dur Year Amount
$0
Small Asset Undeterm Valuation Indicator
No
Small Asset Undeterm Valuation Amount
$0
Small Non Cash Contribution Indicator
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small All Plan Asset Distribution Indicator
No
Small Res Terminate Plan Adpt Indicator
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
56037150153551
Schedule R EIN
13-3473307
Schedule R Plan number
002
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
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
$11,998
Pension Employer Contribution Paid Amount
$11,998
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
William T. Long, M.D. Pension Plan | William T. Long, M.D. | Plan 002 | 1999 Form 5500 Filing