Civic Intelligence
Filing

David Slader PC 401(K) Profit Sharing and Trust

David Slader PC • EIN 20-0544940 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 3

-2 • -40.00%

Assets

Up

$141,739 → $271,074

$129,335 • 91.25%

Investment Management Fee

-

Admin expenses - • Total expenses $19,202

Filing Details

Context
Net investment result
$129,335
Pension payor EIN
16-1470238

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
201023$34,026$22,661$7,554iApproximate average salary by contribution assumption: employee only about $188,842 at 4% or $125,894 at 6%; with 50% employer match about $125,894 at 4% or $83,930 at 6%; with 100% employer match about $94,421 at 4% or $62,947 at 6%.
David Slader PC 401(K) Profit Sharing and Trust-3$33,853$22,661$7,554iApproximate average salary by contribution assumption: employee only about $188,842 at 4% or $125,894 at 6%; with 50% employer match about $125,894 at 4% or $83,930 at 6%; with 100% employer match about $94,421 at 4% or $62,947 at 6%.
David Slader PC 401(K) Profit Sharing and Trust-2$173--
200920$177,756$32,512-
David Slader PC 401(K) Profit Sharing and Trust-0$177,583$32,512-
David Slader PC 401(K) Profit Sharing and Trust-0$173--
200713$0$0-
David Slader PC 401(K) Profit Sharing and Trust-3---
200613$307,493$7,840$2,613iApproximate average salary by contribution assumption: employee only about $65,333 at 4% or $43,556 at 6%; with 50% employer match about $43,556 at 4% or $29,037 at 6%; with 100% employer match about $32,667 at 4% or $21,778 at 6%.
David Slader PC 401(K) Profit Sharing and Trust-3$307,493$7,840$2,613iApproximate average salary by contribution assumption: employee only about $65,333 at 4% or $43,556 at 6%; with 50% employer match about $43,556 at 4% or $29,037 at 6%; with 100% employer match about $32,667 at 4% or $21,778 at 6%.
200513$271,074$121,678$40,559iApproximate average salary by contribution assumption: employee only about $1,013,983 at 4% or $675,989 at 6%; with 50% employer match about $675,989 at 4% or $450,659 at 6%; with 100% employer match about $506,992 at 4% or $337,994 at 6%.
David Slader PC 401(K) Profit Sharing and TrustCurrent3$271,074$121,678$40,559iApproximate average salary by contribution assumption: employee only about $1,013,983 at 4% or $675,989 at 6%; with 50% employer match about $675,989 at 4% or $450,659 at 6%; with 100% employer match about $506,992 at 4% or $337,994 at 6%.
200413$141,739$148,261$49,420iApproximate average salary by contribution assumption: employee only about $1,235,508 at 4% or $823,672 at 6%; with 50% employer match about $823,672 at 4% or $549,115 at 6%; with 100% employer match about $617,754 at 4% or $411,836 at 6%.
David Slader PC 401(K) Profit Sharing and Trust-3$141,739$148,261$49,420iApproximate average salary by contribution assumption: employee only about $1,235,508 at 4% or $823,672 at 6%; with 50% employer match about $823,672 at 4% or $549,115 at 6%; with 100% employer match about $617,754 at 4% or $411,836 at 6%.
200315$72,662$50,468$10,094iApproximate average salary by contribution assumption: employee only about $252,340 at 4% or $168,227 at 6%; with 50% employer match about $168,227 at 4% or $112,151 at 6%; with 100% employer match about $126,170 at 4% or $84,113 at 6%.
David Slader PC 401(K) Profit Sharing and Trust-5$72,662$50,468$10,094iApproximate average salary by contribution assumption: employee only about $252,340 at 4% or $168,227 at 6%; with 50% employer match about $168,227 at 4% or $112,151 at 6%; with 100% employer match about $126,170 at 4% or $84,113 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$271,074$129,335 change

Balance Sheet

Beginning and end of plan year.

Total assets$141,739$271,074Increase +$129,335 (91.25%)
Total liabilities$0$0No change $0
Net assets$141,739$271,074Increase +$129,335 (91.25%)

Contributions

Employer contributions$67,613
Participant contributions$54,065
Other contributions$0

Income & Expenses

Total income$148,537
Total expenses$19,202
Net income$129,335
Source fields
Schedule I source fields
Filing Id
84037011663288
Schedule I EIN
20-0544940
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$141,739
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$141,739
Small plan total assets at end of year
$271,074
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$271,074
Small plan employer contributions
$67,613
Small plan participant contributions
$54,065
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$26,859
Small plan total income
$148,537
Small plan total benefit distributions
$19,202
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$19,202
Small plan net income or loss
$129,335
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
Yes
Small plan fidelity bond amount
$20,000
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 EIN16-1470238

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1470238
Filing Id
84037011663288
Schedule R EIN
20-0544940
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
16-1470238
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3