Civic Intelligence
Filing

Fitzgerald & Powers Dds PC Profit Sharing Plan

Fitzgerald & Powers Dds PC • EIN 16-1357504 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

8 → 5

-3 • -37.50%

Assets

Up

$348,764 → $391,810

$43,046 • 12.34%

Investment Management Fee

-

Admin expenses - • Total expenses $11,270

Filing Details

Context
Net investment result
$43,046
Pension payor EIN
13-5570651

Status Flags

Fidelity bond in place

Yes

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
200715$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 PlanCurrent5$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%.
200614$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%.
200519$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%.
2004111$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%.
2003110$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%.
2002111$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%.
2001113$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-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%.
2000112$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%.
1999112$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
84037220866028
Form Id
88982240
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378220866020003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
84037220866028
Form Id
88982241
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378220866020004
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
84037220866028
Form Id
88982239
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378220866020002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Ins Carrier Name: AXA EQUITABLE LIFE INSURANCE COMPANY
Filing Id
84037220866028
Form Id
88982239
Schedule A EIN
16-1357504
Schedule A Plan Num
003
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
AXA EQUITABLE LIFE INSURANCE COMPANY
Ins Carrier EIN
13-5570651
Ins Carrier Naic Code
62944
Ins Contract Num
161357504D3
Ins Prsn Covered End of year Count
7
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
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
$245,661
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$63,629
Pension Contribution Dep Amount
$61,031
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$3,873
Pension Transfer From Amount
$3,229
Pension Other Amount
$0
Pension Total Additions Amount
$68,133
Pension Total Bal Addn Amount
$131,762
Pension Bnfts Dsbrsd Amount
$12,832
Pension Admin Chrg Amount
$53
Pension Transfer To Amount
$2,720
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$15,605
Pension End of year Bal Amount
$116,157
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: MET LIFE
Filing Id
84037220866028
Form Id
88982240
Schedule A EIN
16-1357504
Schedule A Plan Num
003
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
MET LIFE
Ins Carrier EIN
13-5581829
Ins Carrier Naic Code
65978
Ins Contract Num
161357504D3
Ins Prsn Covered End of year Count
7
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$7,685
Pension End of year Sep Account Amount
$245,661
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$2,641
Pension Contribution Dep Amount
$4,789
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$255
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$5,044
Pension Total Bal Addn Amount
$7,685
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
$7,685
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 6
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
84037220866028
Form Id
88982241
Schedule A EIN
16-1357504
Schedule A Plan Num
003
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMPANY
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
161357504D3
Ins Prsn Covered End of year Count
7
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$6,570
Pension End of year Sep Account Amount
$245,661
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$55,617
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,257
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$1,257
Pension Total Bal Addn Amount
$56,874
Pension Bnfts Dsbrsd Amount
$50,304
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$50,304
Pension End of year Bal Amount
$6,570
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
84037220866028
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378220866020005
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 191
DFE P1 Spons 01 Name
AXA EQUITABLE LIFE INSUR. CO.
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,407
Row 2
Filing Id
84037220866028
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378220866020005
Row 3
Filing Id
84037220866028
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378220866020005
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 200
DFE P1 Spons 01 Name
AXA EQUITABLE LIFE INSUR. CO.
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 4
Filing Id
84037220866028
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
7010378220866020005
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 206
DFE P1 Spons 01 Name
AXA EQUITABLE LIFE INSUR. CO.
DFE P1 Plan 01 EIN Plan number
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$168,539
Row 5
Filing Id
84037220866028
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
7010378220866020005
DFE P1 Entity 01 Name
EQUITABLE'S PSA NO. 4
DFE P1 Spons 01 Name
AXA EQUITABLE LIFE INSUR. CO.
DFE P1 Plan 01 EIN Plan number
135570651004
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$75,715
Row 6
Filing Id
84037220866028
Schedule D EIN
16-1357504
Schedule D Plan number
003
Schedule D Plan Year Begin Date
2007-01-01
Schedule D Tax Period
20071231

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$391,810$43,046 change

Balance Sheet

Beginning and end of plan year.

Total assets$348,764$391,810Increase +$43,046 (12.34%)
Total liabilities$0$0No change $0
Net assets$348,764$391,810Increase +$43,046 (12.34%)

Contributions

Employer contributions$12,430
Participant contributions$23,558
Other contributions$0

Income & Expenses

Total income$54,316
Total expenses$11,270
Net income$43,046
Source fields
Schedule I source fields
Filing Id
84037220866028
Schedule I EIN
16-1357504
Schedule I Plan Num
003
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$348,764
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$348,764
Small plan total assets at end of year
$391,810
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$391,810
Small plan employer contributions
$12,430
Small plan participant contributions
$23,558
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$18,328
Small plan total income
$54,316
Small plan total benefit distributions
$11,195
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$75
Small plan total expenses
$11,270
Small plan net income or loss
$43,046
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
Yes
Small Mortg Participants End of year Amount
$13,686
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
Yes
Small plan fidelity bond amount
$500,000
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 EIN13-5570651

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-5570651
Filing Id
84037220866028
Schedule R EIN
16-1357504
Schedule R Plan number
003
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-5570651
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0