Fidelity bond in place
No
Filing
R. Michael Stack Profit Sharing Plan
R. Michael Stack DVM • EIN 16-1155009 • Plan year 2004
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Up$778,095 → $946,316
$168,221 • 21.62%
Investment Management Fee
-
Admin expenses - • Total expenses $2,465
Filing Details
Context- Net investment result
- $168,221
- Pension payor EIN
- 16-1155009
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| R. Michael Stack Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 8 | $2,635,953 | $72,900 | $9,113iApproximate average salary by contribution assumption: employee only about $227,813 at 4% or $151,875 at 6%; with 50% employer match about $151,875 at 4% or $101,250 at 6%; with 100% employer match about $113,906 at 4% or $75,938 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 8 | $2,635,953 | $72,900 | $9,113iApproximate average salary by contribution assumption: employee only about $227,813 at 4% or $151,875 at 6%; with 50% employer match about $151,875 at 4% or $101,250 at 6%; with 100% employer match about $113,906 at 4% or $75,938 at 6%. |
| 2014 | 1 | 7 | $2,551,451 | $102,130 | $14,590iApproximate average salary by contribution assumption: employee only about $364,750 at 4% or $243,167 at 6%; with 50% employer match about $243,167 at 4% or $162,111 at 6%; with 100% employer match about $182,375 at 4% or $121,583 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 7 | $2,551,451 | $102,130 | $14,590iApproximate average salary by contribution assumption: employee only about $364,750 at 4% or $243,167 at 6%; with 50% employer match about $243,167 at 4% or $162,111 at 6%; with 100% employer match about $182,375 at 4% or $121,583 at 6%. |
| 2013 | 1 | 6 | $2,314,550 | $99,085 | $16,514iApproximate average salary by contribution assumption: employee only about $412,854 at 4% or $275,236 at 6%; with 50% employer match about $275,236 at 4% or $183,491 at 6%; with 100% employer match about $206,427 at 4% or $137,618 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 6 | $2,314,550 | $99,085 | $16,514iApproximate average salary by contribution assumption: employee only about $412,854 at 4% or $275,236 at 6%; with 50% employer match about $275,236 at 4% or $183,491 at 6%; with 100% employer match about $206,427 at 4% or $137,618 at 6%. |
| 2012 | 1 | 6 | $1,910,223 | $85,679 | $14,280iApproximate average salary by contribution assumption: employee only about $356,996 at 4% or $237,997 at 6%; with 50% employer match about $237,997 at 4% or $158,665 at 6%; with 100% employer match about $178,498 at 4% or $118,999 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 6 | $1,910,223 | $85,679 | $14,280iApproximate average salary by contribution assumption: employee only about $356,996 at 4% or $237,997 at 6%; with 50% employer match about $237,997 at 4% or $158,665 at 6%; with 100% employer match about $178,498 at 4% or $118,999 at 6%. |
| 2011 | 1 | 5 | $1,651,069 | $86,281 | $17,256iApproximate average salary by contribution assumption: employee only about $431,405 at 4% or $287,603 at 6%; with 50% employer match about $287,603 at 4% or $191,736 at 6%; with 100% employer match about $215,703 at 4% or $143,802 at 6%. |
| R. MICHAEL STACK 401(K) PROFIT SHARING PLAN | - | 5 | $1,651,069 | $86,281 | $17,256iApproximate average salary by contribution assumption: employee only about $431,405 at 4% or $287,603 at 6%; with 50% employer match about $287,603 at 4% or $191,736 at 6%; with 100% employer match about $215,703 at 4% or $143,802 at 6%. |
| 2010 | 1 | 6 | $1,610,902 | $87,123 | $14,521iApproximate average salary by contribution assumption: employee only about $363,013 at 4% or $242,008 at 6%; with 50% employer match about $242,008 at 4% or $161,339 at 6%; with 100% employer match about $181,506 at 4% or $121,004 at 6%. |
| R. MICHAEL STACK 401(K) PROFIT SHARING PLAN | - | 6 | $1,610,902 | $87,123 | $14,521iApproximate average salary by contribution assumption: employee only about $363,013 at 4% or $242,008 at 6%; with 50% employer match about $242,008 at 4% or $161,339 at 6%; with 100% employer match about $181,506 at 4% or $121,004 at 6%. |
| 2009 | 1 | 8 | $1,383,767 | $86,266 | $10,783iApproximate average salary by contribution assumption: employee only about $269,581 at 4% or $179,721 at 6%; with 50% employer match about $179,721 at 4% or $119,814 at 6%; with 100% employer match about $134,791 at 4% or $89,860 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 8 | $1,383,767 | $86,266 | $10,783iApproximate average salary by contribution assumption: employee only about $269,581 at 4% or $179,721 at 6%; with 50% employer match about $179,721 at 4% or $119,814 at 6%; with 100% employer match about $134,791 at 4% or $89,860 at 6%. |
| 2008 | 1 | 6 | $1,104,256 | $81,187 | $13,531iApproximate average salary by contribution assumption: employee only about $338,279 at 4% or $225,519 at 6%; with 50% employer match about $225,519 at 4% or $150,346 at 6%; with 100% employer match about $169,140 at 4% or $112,760 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 6 | $1,104,256 | $81,187 | $13,531iApproximate average salary by contribution assumption: employee only about $338,279 at 4% or $225,519 at 6%; with 50% employer match about $225,519 at 4% or $150,346 at 6%; with 100% employer match about $169,140 at 4% or $112,760 at 6%. |
| 2007 | 1 | 6 | $1,365,841 | $78,098 | $13,016iApproximate average salary by contribution assumption: employee only about $325,408 at 4% or $216,939 at 6%; with 50% employer match about $216,939 at 4% or $144,626 at 6%; with 100% employer match about $162,704 at 4% or $108,469 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 6 | $1,365,841 | $78,098 | $13,016iApproximate average salary by contribution assumption: employee only about $325,408 at 4% or $216,939 at 6%; with 50% employer match about $216,939 at 4% or $144,626 at 6%; with 100% employer match about $162,704 at 4% or $108,469 at 6%. |
| 2006 | 1 | 6 | $1,236,027 | $76,962 | $12,827iApproximate average salary by contribution assumption: employee only about $320,675 at 4% or $213,783 at 6%; with 50% employer match about $213,783 at 4% or $142,522 at 6%; with 100% employer match about $160,338 at 4% or $106,892 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 6 | $1,236,027 | $76,962 | $12,827iApproximate average salary by contribution assumption: employee only about $320,675 at 4% or $213,783 at 6%; with 50% employer match about $213,783 at 4% or $142,522 at 6%; with 100% employer match about $160,338 at 4% or $106,892 at 6%. |
| 2005 | 1 | 5 | $1,061,958 | $70,909 | $14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,576 at 6%; with 100% employer match about $177,273 at 4% or $118,182 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 5 | $1,061,958 | $70,909 | $14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,576 at 6%; with 100% employer match about $177,273 at 4% or $118,182 at 6%. |
| 2004 | 2 | 4 | $946,316 | $74,770 | $18,693iApproximate average salary by contribution assumption: employee only about $467,313 at 4% or $311,542 at 6%; with 50% employer match about $311,542 at 4% or $207,694 at 6%; with 100% employer match about $233,656 at 4% or $155,771 at 6%. |
| R. Michael Stack Profit Sharing Plan | Current | 4 | $946,316 | $74,770 | $18,693iApproximate average salary by contribution assumption: employee only about $467,313 at 4% or $311,542 at 6%; with 50% employer match about $311,542 at 4% or $207,694 at 6%; with 100% employer match about $233,656 at 4% or $155,771 at 6%. |
| R. Michael Stack Money Purchase Plan | - | 0 | - | - | - |
| 2003 | 2 | 2 | $789,103 | $89,779 | $44,890iApproximate average salary by contribution assumption: employee only about $1,122,238 at 4% or $748,158 at 6%; with 50% employer match about $748,158 at 4% or $498,772 at 6%; with 100% employer match about $561,119 at 4% or $374,079 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 2 | $778,095 | $89,779 | $44,890iApproximate average salary by contribution assumption: employee only about $1,122,238 at 4% or $748,158 at 6%; with 50% employer match about $748,158 at 4% or $498,772 at 6%; with 100% employer match about $561,119 at 4% or $374,079 at 6%. |
| R. Michael Stack Money Purchase Plan | - | 0 | $11,008 | - | - |
| 2002 | 2 | 1 | $578,031 | $242,324 | $242,324iApproximate average salary by contribution assumption: employee only about $6,058,100 at 4% or $4,038,733 at 6%; with 50% employer match about $4,038,733 at 4% or $2,692,489 at 6%; with 100% employer match about $3,029,050 at 4% or $2,019,367 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 1 | $559,716 | $242,324 | $242,324iApproximate average salary by contribution assumption: employee only about $6,058,100 at 4% or $4,038,733 at 6%; with 50% employer match about $4,038,733 at 4% or $2,692,489 at 6%; with 100% employer match about $3,029,050 at 4% or $2,019,367 at 6%. |
| R. Michael Stack Money Purchase Plan | - | 1 | $18,315 | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| R. Michael Stack Profit Sharing Plan | - | 4 | - | - | - |
| R. Michael Stack Money Purchase Plan | - | 4 | - | - | - |
| 2000 | 2 | 3 | $312,055 | $19,736 | $6,579iApproximate average salary by contribution assumption: employee only about $164,467 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%. |
| R. Michael Stack Money Purchase Plan | - | 3 | $312,055 | $19,736 | $6,579iApproximate average salary by contribution assumption: employee only about $164,467 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $802,516 | $41,877 | $13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%. |
| R. Michael Stack Profit Sharing Plan | - | 3 | $527,639 | $23,730 | $7,910iApproximate average salary by contribution assumption: employee only about $197,750 at 4% or $131,833 at 6%; with 50% employer match about $131,833 at 4% or $87,889 at 6%; with 100% employer match about $98,875 at 4% or $65,917 at 6%. |
| R. Michael Stack Money Purchase Plan | - | 3 | $274,877 | $18,147 | $6,049iApproximate average salary by contribution assumption: employee only about $151,225 at 4% or $100,817 at 6%; with 50% employer match about $100,817 at 4% or $67,211 at 6%; with 100% employer match about $75,613 at 4% or $50,408 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037252245805
- Form Id
- 61412082
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4040375252245050002
- Ins Broker 01 Name
- EXECUTIVE ADVISORY GROUP
- Ins Broker 01 Street Addr
- 100 E. WASHINGTON STREET, 5TH FLOOR
- Ins Broker 01 City
- SYRACUSE
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 132020000
- Ins Broker Comm Pd 01 Amount
- $1,608
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 5
- Row 2
- Filing Id
- 84037252245805
- Form Id
- 61412082
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 4040375252245050002
- Ins Broker 01 Name
- RETIREMENT INCOME SERVICES, INC.
- Ins Broker 01 Street Addr
- 100 E. WASHINGTON STREET, 5TH FLOOR
- Ins Broker 01 City
- SYRACUSE
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 132020000
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 5
- Row 3
- Ins Carrier Name: ING LIFE INSURANCE AND ANNUITY COMPANY
- Filing Id
- 84037252245805
- Form Id
- 61412082
- Schedule A EIN
- 16-1155009
- Schedule A Plan Num
- 003
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- ING LIFE INSURANCE AND ANNUITY COMPANY
- Ins Carrier EIN
- 71-0294708
- Ins Carrier Naic Code
- 86509
- Ins Contract Num
- PHM055
- Ins Prsn Covered End of year Count
- 3
- Ins Policy From Date
- 2004-01-01
- Ins Policy To Date
- 2004-12-31
- Ins Broker Comm Total Amount
- $1,608
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $178,046
- Pension End of year Sep Account Amount
- $718,943
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- ALLOCATED INSURANCE CONTRACT
- Pension End Prev Bal Amount
- $152,965
- Pension Contribution Dep Amount
- $61,116
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $5,750
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $21,307
- Pension Other Text
- ROLLOVER FROM MONEY PURCHASE PLAN
- Pension Total Additions Amount
- $88,173
- Pension Total Bal Addn Amount
- $241,138
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $63,091
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $63,091
- Pension End of year Bal Amount
- $178,047
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
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$946,316$168,221 change
Balance Sheet
Beginning and end of plan year.
Total assets$778,095$946,316Increase +$168,221 (21.62%)
Total liabilities$0$0No change $0
Net assets$778,095$946,316Increase +$168,221 (21.62%)
Contributions
Employer contributions$33,326
Participant contributions$32,300
Other contributions$9,144
Income & Expenses
Total income$170,686
Total expenses$2,465
Net income$168,221
Source fields
- Schedule I source fields
- Filing Id
- 84037252245805
- Schedule I EIN
- 16-1155009
- Schedule I Plan Num
- 003
- Schedule I Plan Year Begin Date
- 2004-01-01
- Schedule I Tax Period
- 20041231
- Small plan total assets at beginning of year
- $778,095
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $778,095
- Small plan total assets at end of year
- $946,316
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $946,316
- Small plan employer contributions
- $33,326
- Small plan participant contributions
- $32,300
- Small Oth Contribution Rcvd Amount
- $9,144
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $95,916
- Small plan total income
- $170,686
- Small plan total benefit distributions
- $2,375
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $90
- Small plan total expenses
- $2,465
- Small plan net income or loss
- $168,221
- 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.
Pension & Payor
Payor EIN16-1155009
Transfers
Distributed property value$0
Schedule R source fields
- Payor 16-1155009
- Filing Id
- 84037252245805
- Schedule R EIN
- 16-1155009
- Schedule R Plan number
- 003
- Schedule R Plan Year Begin Date
- 2004-01-01
- Schedule R Tax Period
- 20041231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 16-1155009
- Pension Bnft Distribution Sngl Sum Count
- 1
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0