Fidelity bond in place
No
Filing39 Royale DriveFairport, NY 14450
David E. Huff, D.D.S. Pension Plan
David E. Huff, Dds • EIN 16-1288717 • Fairport, NY • Plan year 2003
Filing Insights
Participants
Down3 → 0
-3 • -100.00%
Assets
Down$202,888 → $0
-$202,888 • -100.00%
Investment Management Fee
-
Admin expenses - • Total expenses $204,423
Filing Details
Context- Net investment result
- $-202,888
- Pension payor EIN
- 23-2640992
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
Yes
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Yes
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $4,684,762 | $26,309 | $13,155iApproximate average salary by contribution assumption: employee only about $328,863 at 4% or $219,242 at 6%; with 50% employer match about $219,242 at 4% or $146,161 at 6%; with 100% employer match about $164,431 at 4% or $109,621 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 2 | $4,684,762 | $26,309 | $13,155iApproximate average salary by contribution assumption: employee only about $328,863 at 4% or $219,242 at 6%; with 50% employer match about $219,242 at 4% or $146,161 at 6%; with 100% employer match about $164,431 at 4% or $109,621 at 6%. |
| 2023 | 1 | 2 | $4,326,842 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 2 | $4,326,842 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2022 | 1 | 3 | $3,845,999 | $34,226 | $11,409iApproximate average salary by contribution assumption: employee only about $285,217 at 4% or $190,144 at 6%; with 50% employer match about $190,144 at 4% or $126,763 at 6%; with 100% employer match about $142,608 at 4% or $95,072 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $3,845,999 | $34,226 | $11,409iApproximate average salary by contribution assumption: employee only about $285,217 at 4% or $190,144 at 6%; with 50% employer match about $190,144 at 4% or $126,763 at 6%; with 100% employer match about $142,608 at 4% or $95,072 at 6%. |
| 2021 | 1 | 3 | $4,682,837 | $34,151 | $11,384iApproximate average salary by contribution assumption: employee only about $284,592 at 4% or $189,728 at 6%; with 50% employer match about $189,728 at 4% or $126,485 at 6%; with 100% employer match about $142,296 at 4% or $94,864 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $4,682,837 | $34,151 | $11,384iApproximate average salary by contribution assumption: employee only about $284,592 at 4% or $189,728 at 6%; with 50% employer match about $189,728 at 4% or $126,485 at 6%; with 100% employer match about $142,296 at 4% or $94,864 at 6%. |
| 2020 | 1 | 3 | $4,220,083 | $32,956 | $10,985iApproximate average salary by contribution assumption: employee only about $274,633 at 4% or $183,089 at 6%; with 50% employer match about $183,089 at 4% or $122,059 at 6%; with 100% employer match about $137,317 at 4% or $91,544 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $4,220,083 | $32,956 | $10,985iApproximate average salary by contribution assumption: employee only about $274,633 at 4% or $183,089 at 6%; with 50% employer match about $183,089 at 4% or $122,059 at 6%; with 100% employer match about $137,317 at 4% or $91,544 at 6%. |
| 2019 | 1 | 3 | $3,719,787 | $34,403 | $11,468iApproximate average salary by contribution assumption: employee only about $286,692 at 4% or $191,128 at 6%; with 50% employer match about $191,128 at 4% or $127,419 at 6%; with 100% employer match about $143,346 at 4% or $95,564 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $3,719,787 | $34,403 | $11,468iApproximate average salary by contribution assumption: employee only about $286,692 at 4% or $191,128 at 6%; with 50% employer match about $191,128 at 4% or $127,419 at 6%; with 100% employer match about $143,346 at 4% or $95,564 at 6%. |
| 2018 | 1 | 3 | $3,090,748 | $38,606 | $12,869iApproximate average salary by contribution assumption: employee only about $321,717 at 4% or $214,478 at 6%; with 50% employer match about $214,478 at 4% or $142,985 at 6%; with 100% employer match about $160,858 at 4% or $107,239 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $3,090,748 | $38,606 | $12,869iApproximate average salary by contribution assumption: employee only about $321,717 at 4% or $214,478 at 6%; with 50% employer match about $214,478 at 4% or $142,985 at 6%; with 100% employer match about $160,858 at 4% or $107,239 at 6%. |
| 2017 | 1 | 3 | $3,356,876 | $39,978 | $13,326iApproximate average salary by contribution assumption: employee only about $333,150 at 4% or $222,100 at 6%; with 50% employer match about $222,100 at 4% or $148,067 at 6%; with 100% employer match about $166,575 at 4% or $111,050 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $3,356,876 | $39,978 | $13,326iApproximate average salary by contribution assumption: employee only about $333,150 at 4% or $222,100 at 6%; with 50% employer match about $222,100 at 4% or $148,067 at 6%; with 100% employer match about $166,575 at 4% or $111,050 at 6%. |
| 2016 | 1 | 3 | $2,796,500 | $36,668 | $12,223iApproximate average salary by contribution assumption: employee only about $305,567 at 4% or $203,711 at 6%; with 50% employer match about $203,711 at 4% or $135,807 at 6%; with 100% employer match about $152,783 at 4% or $101,856 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $2,796,500 | $36,668 | $12,223iApproximate average salary by contribution assumption: employee only about $305,567 at 4% or $203,711 at 6%; with 50% employer match about $203,711 at 4% or $135,807 at 6%; with 100% employer match about $152,783 at 4% or $101,856 at 6%. |
| 2015 | 1 | 3 | $2,692,825 | $37,708 | $12,569iApproximate average salary by contribution assumption: employee only about $314,233 at 4% or $209,489 at 6%; with 50% employer match about $209,489 at 4% or $139,659 at 6%; with 100% employer match about $157,117 at 4% or $104,744 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $2,692,825 | $37,708 | $12,569iApproximate average salary by contribution assumption: employee only about $314,233 at 4% or $209,489 at 6%; with 50% employer match about $209,489 at 4% or $139,659 at 6%; with 100% employer match about $157,117 at 4% or $104,744 at 6%. |
| 2014 | 1 | 3 | $2,564,747 | $36,552 | $12,184iApproximate average salary by contribution assumption: employee only about $304,600 at 4% or $203,067 at 6%; with 50% employer match about $203,067 at 4% or $135,378 at 6%; with 100% employer match about $152,300 at 4% or $101,533 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $2,564,747 | $36,552 | $12,184iApproximate average salary by contribution assumption: employee only about $304,600 at 4% or $203,067 at 6%; with 50% employer match about $203,067 at 4% or $135,378 at 6%; with 100% employer match about $152,300 at 4% or $101,533 at 6%. |
| 2013 | 1 | 5 | $2,401,589 | $33,151 | $6,630iApproximate average salary by contribution assumption: employee only about $165,755 at 4% or $110,503 at 6%; with 50% employer match about $110,503 at 4% or $73,669 at 6%; with 100% employer match about $82,878 at 4% or $55,252 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 5 | $2,401,589 | $33,151 | $6,630iApproximate average salary by contribution assumption: employee only about $165,755 at 4% or $110,503 at 6%; with 50% employer match about $110,503 at 4% or $73,669 at 6%; with 100% employer match about $82,878 at 4% or $55,252 at 6%. |
| 2012 | 1 | 5 | $2,105,404 | $32,005 | $6,401iApproximate average salary by contribution assumption: employee only about $160,025 at 4% or $106,683 at 6%; with 50% employer match about $106,683 at 4% or $71,122 at 6%; with 100% employer match about $80,013 at 4% or $53,342 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 5 | $2,105,404 | $32,005 | $6,401iApproximate average salary by contribution assumption: employee only about $160,025 at 4% or $106,683 at 6%; with 50% employer match about $106,683 at 4% or $71,122 at 6%; with 100% employer match about $80,013 at 4% or $53,342 at 6%. |
| 2011 | 1 | 4 | $1,784,570 | $41,440 | $10,360iApproximate average salary by contribution assumption: employee only about $259,000 at 4% or $172,667 at 6%; with 50% employer match about $172,667 at 4% or $115,111 at 6%; with 100% employer match about $129,500 at 4% or $86,333 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 4 | $1,784,570 | $41,440 | $10,360iApproximate average salary by contribution assumption: employee only about $259,000 at 4% or $172,667 at 6%; with 50% employer match about $172,667 at 4% or $115,111 at 6%; with 100% employer match about $129,500 at 4% or $86,333 at 6%. |
| 2010 | 1 | 4 | $1,894,396 | $32,267 | $8,067iApproximate average salary by contribution assumption: employee only about $201,669 at 4% or $134,446 at 6%; with 50% employer match about $134,446 at 4% or $89,631 at 6%; with 100% employer match about $100,834 at 4% or $67,223 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 4 | $1,894,396 | $32,267 | $8,067iApproximate average salary by contribution assumption: employee only about $201,669 at 4% or $134,446 at 6%; with 50% employer match about $134,446 at 4% or $89,631 at 6%; with 100% employer match about $100,834 at 4% or $67,223 at 6%. |
| 2009 | 1 | 4 | $1,548,043 | $44,573 | $11,143iApproximate average salary by contribution assumption: employee only about $278,581 at 4% or $185,721 at 6%; with 50% employer match about $185,721 at 4% or $123,814 at 6%; with 100% employer match about $139,291 at 4% or $92,860 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 4 | $1,548,043 | $44,573 | $11,143iApproximate average salary by contribution assumption: employee only about $278,581 at 4% or $185,721 at 6%; with 50% employer match about $185,721 at 4% or $123,814 at 6%; with 100% employer match about $139,291 at 4% or $92,860 at 6%. |
| 2008 | 1 | 4 | $1,151,876 | $30,334 | $7,584iApproximate average salary by contribution assumption: employee only about $189,588 at 4% or $126,392 at 6%; with 50% employer match about $126,392 at 4% or $84,261 at 6%; with 100% employer match about $94,794 at 4% or $63,196 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 4 | $1,151,876 | $30,334 | $7,584iApproximate average salary by contribution assumption: employee only about $189,588 at 4% or $126,392 at 6%; with 50% employer match about $126,392 at 4% or $84,261 at 6%; with 100% employer match about $94,794 at 4% or $63,196 at 6%. |
| 2007 | 1 | 3 | $1,707,519 | $42,884 | $14,295iApproximate average salary by contribution assumption: employee only about $357,367 at 4% or $238,244 at 6%; with 50% employer match about $238,244 at 4% or $158,830 at 6%; with 100% employer match about $178,683 at 4% or $119,122 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $1,707,519 | $42,884 | $14,295iApproximate average salary by contribution assumption: employee only about $357,367 at 4% or $238,244 at 6%; with 50% employer match about $238,244 at 4% or $158,830 at 6%; with 100% employer match about $178,683 at 4% or $119,122 at 6%. |
| 2006 | 1 | 3 | $1,616,477 | $44,282 | $14,761iApproximate average salary by contribution assumption: employee only about $369,017 at 4% or $246,011 at 6%; with 50% employer match about $246,011 at 4% or $164,007 at 6%; with 100% employer match about $184,508 at 4% or $123,006 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $1,616,477 | $44,282 | $14,761iApproximate average salary by contribution assumption: employee only about $369,017 at 4% or $246,011 at 6%; with 50% employer match about $246,011 at 4% or $164,007 at 6%; with 100% employer match about $184,508 at 4% or $123,006 at 6%. |
| 2005 | 1 | 3 | $1,282,457 | $35,637 | $11,879iApproximate average salary by contribution assumption: employee only about $296,975 at 4% or $197,983 at 6%; with 50% employer match about $197,983 at 4% or $131,989 at 6%; with 100% employer match about $148,488 at 4% or $98,992 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $1,282,457 | $35,637 | $11,879iApproximate average salary by contribution assumption: employee only about $296,975 at 4% or $197,983 at 6%; with 50% employer match about $197,983 at 4% or $131,989 at 6%; with 100% employer match about $148,488 at 4% or $98,992 at 6%. |
| 2004 | 1 | 3 | $1,094,616 | $41,789 | $13,930iApproximate average salary by contribution assumption: employee only about $348,242 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,121 at 4% or $116,081 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $1,094,616 | $41,789 | $13,930iApproximate average salary by contribution assumption: employee only about $348,242 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,121 at 4% or $116,081 at 6%. |
| 2003 | 2 | 4 | $921,588 | $253,685 | $63,421iApproximate average salary by contribution assumption: employee only about $1,585,531 at 4% or $1,057,021 at 6%; with 50% employer match about $1,057,021 at 4% or $704,681 at 6%; with 100% employer match about $792,766 at 4% or $528,510 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 4 | $921,588 | $253,685 | $63,421iApproximate average salary by contribution assumption: employee only about $1,585,531 at 4% or $1,057,021 at 6%; with 50% employer match about $1,057,021 at 4% or $704,681 at 6%; with 100% employer match about $792,766 at 4% or $528,510 at 6%. |
| David E. Huff, D.D.S. Pension Plan | Current | 0 | - | - | - |
| 2002 | 2 | 3 | $827,229 | $47,762 | $15,921iApproximate average salary by contribution assumption: employee only about $398,017 at 4% or $265,344 at 6%; with 50% employer match about $265,344 at 4% or $176,896 at 6%; with 100% employer match about $199,008 at 4% or $132,672 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $624,341 | $27,847 | $9,282iApproximate average salary by contribution assumption: employee only about $232,058 at 4% or $154,706 at 6%; with 50% employer match about $154,706 at 4% or $103,137 at 6%; with 100% employer match about $116,029 at 4% or $77,353 at 6%. |
| David E. Huff, D.D.S. Pension Plan | - | 3 | $202,888 | $19,915 | $6,638iApproximate average salary by contribution assumption: employee only about $165,958 at 4% or $110,639 at 6%; with 50% employer match about $110,639 at 4% or $73,759 at 6%; with 100% employer match about $82,979 at 4% or $55,319 at 6%. |
| 2001 | 2 | 3 | $182,107 | $16,913 | $5,638iApproximate average salary by contribution assumption: employee only about $140,942 at 4% or $93,961 at 6%; with 50% employer match about $93,961 at 4% or $62,641 at 6%; with 100% employer match about $70,471 at 4% or $46,981 at 6%. |
| David E. Huff, D.D.S. Pension Plan | - | 3 | $182,107 | $16,913 | $5,638iApproximate average salary by contribution assumption: employee only about $140,942 at 4% or $93,961 at 6%; with 50% employer match about $93,961 at 4% or $62,641 at 6%; with 100% employer match about $70,471 at 4% or $46,981 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 0 | $518,739 | $18,148 | - |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 0 | $518,739 | $18,148 | - |
| David E. Huff, D.D.S. Pension Plan | - | 0 | - | - | - |
| 1999 | 2 | 3 | $614,388 | $36,002 | $12,001iApproximate average salary by contribution assumption: employee only about $300,017 at 4% or $200,011 at 6%; with 50% employer match about $200,011 at 4% or $133,341 at 6%; with 100% employer match about $150,008 at 4% or $100,006 at 6%. |
| David E. Huff, Dds 401(K) Profit Sharing Plan | - | 3 | $479,132 | $19,977 | $6,659iApproximate average salary by contribution assumption: employee only about $166,475 at 4% or $110,983 at 6%; with 50% employer match about $110,983 at 4% or $73,989 at 6%; with 100% employer match about $83,238 at 4% or $55,492 at 6%. |
| David E. Huff, D.D.S. Pension Plan | - | 3 | $135,256 | $16,025 | $5,342iApproximate average salary by contribution assumption: employee only about $133,542 at 4% or $89,028 at 6%; with 50% employer match about $89,028 at 4% or $59,352 at 6%; with 100% employer match about $66,771 at 4% or $44,514 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$0-$202,888 change
Balance Sheet
Beginning and end of plan year.
Total assets$202,888$0Decrease -$202,888 (-100.00%)
Total liabilities$0$0No change $0
Net assets$202,888$0Decrease -$202,888 (-100.00%)
Contributions
Employer contributions$0
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$1,535
Total expenses$204,423
Net income$-202,888
Source fields
- Schedule I source fields
- Filing Id
- 84037180078024
- Schedule I EIN
- 16-1288717
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20030730
- Small plan total assets at beginning of year
- $202,888
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $202,888
- Small plan total assets at end of year
- $0
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $0
- Small plan employer contributions
- $0
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $1,535
- Small plan total income
- $1,535
- Small plan total benefit distributions
- $204,423
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $204,423
- Small plan net income or loss
- $-202,888
- 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
- Yes
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- Yes
- 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 EIN23-2640992
Transfers
Distributed property value$0
Schedule R source fields
- Payor 23-2640992
- Filing Id
- 84037180078024
- Schedule R EIN
- 16-1288717
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20030730
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 23-2640992
- Pension Bnft Distribution Sngl Sum Count
- 3
- Pension Elec Satisfy Code 412 Indicator
- 3
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0