Fidelity bond in place
No
Filing
Fitzgerald & Powers Dds PC Profit Sharing Plan
Fitzgerald & Powers Dds PC • EIN 16-1357504 • Plan year 2001
Filing Insights
Participants
Up12 → 13
1 • 8.33%
Assets
Down$1,817,373 → $1,590,395
-$226,978 • -12.49%
Investment Management Fee
-
Admin expenses - • Total expenses $132,263
Filing Details
Context- Net investment result
- $-226,978
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 5 | $391,810 | $35,988 | $7,198iApproximate average salary by contribution assumption: employee only about $179,940 at 4% or $119,960 at 6%; with 50% employer match about $119,960 at 4% or $79,973 at 6%; with 100% employer match about $89,970 at 4% or $59,980 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 5 | $391,810 | $35,988 | $7,198iApproximate average salary by contribution assumption: employee only about $179,940 at 4% or $119,960 at 6%; with 50% employer match about $119,960 at 4% or $79,973 at 6%; with 100% employer match about $89,970 at 4% or $59,980 at 6%. |
| 2006 | 1 | 4 | $344,571 | $41,464 | $10,366iApproximate average salary by contribution assumption: employee only about $259,150 at 4% or $172,767 at 6%; with 50% employer match about $172,767 at 4% or $115,178 at 6%; with 100% employer match about $129,575 at 4% or $86,383 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 4 | $344,571 | $41,464 | $10,366iApproximate average salary by contribution assumption: employee only about $259,150 at 4% or $172,767 at 6%; with 50% employer match about $172,767 at 4% or $115,178 at 6%; with 100% employer match about $129,575 at 4% or $86,383 at 6%. |
| 2005 | 1 | 9 | $459,685 | $61,816 | $6,868iApproximate average salary by contribution assumption: employee only about $171,711 at 4% or $114,474 at 6%; with 50% employer match about $114,474 at 4% or $76,316 at 6%; with 100% employer match about $85,856 at 4% or $57,237 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 9 | $459,685 | $61,816 | $6,868iApproximate average salary by contribution assumption: employee only about $171,711 at 4% or $114,474 at 6%; with 50% employer match about $114,474 at 4% or $76,316 at 6%; with 100% employer match about $85,856 at 4% or $57,237 at 6%. |
| 2004 | 1 | 11 | $1,961,465 | $50,454 | $4,587iApproximate average salary by contribution assumption: employee only about $114,668 at 4% or $76,445 at 6%; with 50% employer match about $76,445 at 4% or $50,964 at 6%; with 100% employer match about $57,334 at 4% or $38,223 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 11 | $1,961,465 | $50,454 | $4,587iApproximate average salary by contribution assumption: employee only about $114,668 at 4% or $76,445 at 6%; with 50% employer match about $76,445 at 4% or $50,964 at 6%; with 100% employer match about $57,334 at 4% or $38,223 at 6%. |
| 2003 | 1 | 10 | $1,784,499 | $126,459 | $12,646iApproximate average salary by contribution assumption: employee only about $316,148 at 4% or $210,765 at 6%; with 50% employer match about $210,765 at 4% or $140,510 at 6%; with 100% employer match about $158,074 at 4% or $105,383 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 10 | $1,784,499 | $126,459 | $12,646iApproximate average salary by contribution assumption: employee only about $316,148 at 4% or $210,765 at 6%; with 50% employer match about $210,765 at 4% or $140,510 at 6%; with 100% employer match about $158,074 at 4% or $105,383 at 6%. |
| 2002 | 1 | 11 | $1,456,090 | $125,231 | $11,385iApproximate average salary by contribution assumption: employee only about $284,616 at 4% or $189,744 at 6%; with 50% employer match about $189,744 at 4% or $126,496 at 6%; with 100% employer match about $142,308 at 4% or $94,872 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 11 | $1,456,090 | $125,231 | $11,385iApproximate average salary by contribution assumption: employee only about $284,616 at 4% or $189,744 at 6%; with 50% employer match about $189,744 at 4% or $126,496 at 6%; with 100% employer match about $142,308 at 4% or $94,872 at 6%. |
| 2001 | 1 | 13 | $1,590,395 | $89,516 | $6,886iApproximate average salary by contribution assumption: employee only about $172,146 at 4% or $114,764 at 6%; with 50% employer match about $114,764 at 4% or $76,509 at 6%; with 100% employer match about $86,073 at 4% or $57,382 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | Current | 13 | $1,590,395 | $89,516 | $6,886iApproximate average salary by contribution assumption: employee only about $172,146 at 4% or $114,764 at 6%; with 50% employer match about $114,764 at 4% or $76,509 at 6%; with 100% employer match about $86,073 at 4% or $57,382 at 6%. |
| 2000 | 1 | 12 | $1,817,373 | $100,347 | $8,362iApproximate average salary by contribution assumption: employee only about $209,056 at 4% or $139,371 at 6%; with 50% employer match about $139,371 at 4% or $92,914 at 6%; with 100% employer match about $104,528 at 4% or $69,685 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 12 | $1,817,373 | $100,347 | $8,362iApproximate average salary by contribution assumption: employee only about $209,056 at 4% or $139,371 at 6%; with 50% employer match about $139,371 at 4% or $92,914 at 6%; with 100% employer match about $104,528 at 4% or $69,685 at 6%. |
| 1999 | 1 | 12 | $2,269,723 | $96,471 | $8,039iApproximate average salary by contribution assumption: employee only about $200,981 at 4% or $133,988 at 6%; with 50% employer match about $133,988 at 4% or $89,325 at 6%; with 100% employer match about $100,491 at 4% or $66,994 at 6%. |
| Fitzgerald & Powers Dds PC Profit Sharing Plan | - | 12 | $2,269,723 | $96,471 | $8,039iApproximate average salary by contribution assumption: employee only about $200,981 at 4% or $133,988 at 6%; with 50% employer match about $133,988 at 4% or $89,325 at 6%; with 100% employer match about $100,491 at 4% or $66,994 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037038251293
- Form Id
- 26106183
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373038251040003
- Ins Broker 01 Name
- ALEX S JOSEPH ASSOCI
- Ins Broker 01 Street Addr
- 5789 WIDEWATERS PARK
- Ins Broker 01 City
- DEWITT
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 13214
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037038251293
- Form Id
- 26106182
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373038251040002
- Ins Broker 01 Name
- JOHN A. DONOHUE
- Ins Broker 01 Street Addr
- 500 S. SALINA ST.
- Ins Broker 01 City
- SYRACUSE
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 13202
- Ins Broker Comm Pd 01 Amount
- $2,035
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 84037038251293
- Form Id
- 26106183
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373038251040003
- Ins Broker 01 Name
- JOHN A. DONOHUE
- Ins Broker 01 Street Addr
- 110 MILITARY DR.
- Ins Broker 01 City
- MANLIUS
- Ins Broker 01 State
- NY
- Ins Broker 01 ZIP Code
- 13104
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 4
- Ins Carrier Name: THE EQUITABLE LIFE ASSURANCE SOCIETY
- Filing Id
- 84037038251293
- Form Id
- 26106182
- Schedule A EIN
- 16-1357504
- Schedule A Plan Num
- 003
- Schedule A Plan Year Begin Date
- 2001-01-01
- Schedule A Tax Period
- 20011231
- Ins Carrier Name
- THE EQUITABLE LIFE ASSURANCE SOCIETY
- Ins Carrier EIN
- 13-5570651
- Ins Carrier Naic Code
- 62944
- Ins Contract Num
- 91652764
- Ins Prsn Covered End of year Count
- 12
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2001-12-31
- Ins Broker Comm Total Amount
- $2,035
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $73,951
- Pension End of year Sep Account Amount
- $810,925
- 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
- GUARANTEED INTEREST CONTRACT
- Pension End Prev Bal Amount
- $88,095
- Pension Contribution Dep Amount
- $8,982
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $3,162
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $12,144
- Pension Total Bal Addn Amount
- $100,239
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $18
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $26,270
- Pension Oth Ded Text
- DIRECT ROLLER TO IRA
- Pension Total Ded Amount
- $26,288
- Pension End of year Bal Amount
- $73,951
- 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
- Row 5
- Ins Carrier Name: PRESIDENTIAL LIFE INSURANCE CO
- Filing Id
- 84037038251293
- Form Id
- 26106183
- Schedule A EIN
- 16-1357504
- Schedule A Plan Num
- 003
- Schedule A Plan Year Begin Date
- 2001-01-01
- Schedule A Tax Period
- 20011231
- Ins Carrier Name
- PRESIDENTIAL LIFE INSURANCE CO
- Ins Carrier EIN
- 13-2570714
- Ins Carrier Naic Code
- 68039
- Ins Contract Num
- 00417579
- Ins Prsn Covered End of year Count
- 1
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2001-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- 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 D
- Row 1
- Filing Id
- 84037038251293
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373038251040004
- DFE P1 Entity 01 Name
- POOLED SEPARATE ACCO
- DFE P1 Spons 01 Name
- EQUITABLE LIFE
- DFE P1 Plan 01 EIN Plan number
- 135570651065
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $810,925
- Row 2
- Filing Id
- 84037038251293
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373038251040004
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$1,590,395-$226,978 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,817,373$1,590,395Decrease -$226,978 (-12.49%)
Total liabilities$0$0No change $0
Net assets$1,817,373$1,590,395Decrease -$226,978 (-12.49%)
Contributions
Employer contributions$89,516
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-94,715
Total expenses$132,263
Net income$-226,978
Source fields
- Schedule I source fields
- Filing Id
- 84037038251293
- Schedule I EIN
- 16-1357504
- Schedule I Plan Num
- 003
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $1,817,373
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,817,373
- Small plan total assets at end of year
- $1,590,395
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,590,395
- Small plan employer contributions
- $89,516
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-184,231
- Small plan total income
- $-94,715
- Small plan total benefit distributions
- $132,228
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $35
- Small plan total expenses
- $132,263
- Small plan net income or loss
- $-226,978
- 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