Fidelity bond in place
Yes
Filing
David L. Mudrick Pension Plan
David L. Mudrick, M.D. • EIN 23-1632226 • Plan year 2003
Filing Insights
Participants
Down7 → 6
-1 • -14.29%
Assets
Up$793,867 → $810,417
$16,550 • 2.08%
Investment Management Fee
-
Admin expenses - • Total expenses $25,107
Filing Details
Context- Net investment result
- $16,550
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 6 | $495,105 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| David L. Mudrick Pension Plan | - | 6 | $495,105 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2004 | 1 | 5 | $518,975 | $3,185 | $637iApproximate average salary by contribution assumption: employee only about $15,925 at 4% or $10,617 at 6%; with 50% employer match about $10,617 at 4% or $7,078 at 6%; with 100% employer match about $7,963 at 4% or $5,308 at 6%. |
| David L. Mudrick Pension Plan | - | 5 | $518,975 | $3,185 | $637iApproximate average salary by contribution assumption: employee only about $15,925 at 4% or $10,617 at 6%; with 50% employer match about $10,617 at 4% or $7,078 at 6%; with 100% employer match about $7,963 at 4% or $5,308 at 6%. |
| 2003 | 1 | 6 | $810,417 | $6,150 | $1,025iApproximate average salary by contribution assumption: employee only about $25,625 at 4% or $17,083 at 6%; with 50% employer match about $17,083 at 4% or $11,389 at 6%; with 100% employer match about $12,813 at 4% or $8,542 at 6%. |
| David L. Mudrick Pension Plan | Current | 6 | $810,417 | $6,150 | $1,025iApproximate average salary by contribution assumption: employee only about $25,625 at 4% or $17,083 at 6%; with 50% employer match about $17,083 at 4% or $11,389 at 6%; with 100% employer match about $12,813 at 4% or $8,542 at 6%. |
| 2002 | 1 | 7 | $793,867 | $5,078 | $725iApproximate average salary by contribution assumption: employee only about $18,136 at 4% or $12,090 at 6%; with 50% employer match about $12,090 at 4% or $8,060 at 6%; with 100% employer match about $9,068 at 4% or $6,045 at 6%. |
| David L. Mudrick Pension Plan | - | 7 | $793,867 | $5,078 | $725iApproximate average salary by contribution assumption: employee only about $18,136 at 4% or $12,090 at 6%; with 50% employer match about $12,090 at 4% or $8,060 at 6%; with 100% employer match about $9,068 at 4% or $6,045 at 6%. |
| 2001 | 1 | 6 | $923,872 | $19,392 | $3,232iApproximate average salary by contribution assumption: employee only about $80,800 at 4% or $53,867 at 6%; with 50% employer match about $53,867 at 4% or $35,911 at 6%; with 100% employer match about $40,400 at 4% or $26,933 at 6%. |
| David L. Mudrick Pension Plan | - | 6 | $923,872 | $19,392 | $3,232iApproximate average salary by contribution assumption: employee only about $80,800 at 4% or $53,867 at 6%; with 50% employer match about $53,867 at 4% or $35,911 at 6%; with 100% employer match about $40,400 at 4% or $26,933 at 6%. |
| 2000 | 1 | 6 | $1,036,239 | $21,065 | $3,511iApproximate average salary by contribution assumption: employee only about $87,771 at 4% or $58,514 at 6%; with 50% employer match about $58,514 at 4% or $39,009 at 6%; with 100% employer match about $43,885 at 4% or $29,257 at 6%. |
| David L. Mudrick Pension Plan | - | 6 | $1,036,239 | $21,065 | $3,511iApproximate average salary by contribution assumption: employee only about $87,771 at 4% or $58,514 at 6%; with 50% employer match about $58,514 at 4% or $39,009 at 6%; with 100% employer match about $43,885 at 4% or $29,257 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$810,417$16,550 change
Balance Sheet
Beginning and end of plan year.
Total assets$793,867$810,417Increase +$16,550 (2.08%)
Total liabilities$0$0No change $0
Net assets$793,867$810,417Increase +$16,550 (2.08%)
Contributions
Employer contributions$5,075
Participant contributions$1,075
Other contributions$0
Income & Expenses
Total income$41,657
Total expenses$25,107
Net income$16,550
Source fields
- Schedule I source fields
- Filing Id
- 84037202248564
- Schedule I EIN
- 23-1632226
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $793,867
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $793,867
- Small plan total assets at end of year
- $810,417
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $810,417
- Small plan employer contributions
- $5,075
- Small plan participant contributions
- $1,075
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $35,507
- Small plan total income
- $41,657
- Small plan total benefit distributions
- $25,107
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $25,107
- Small plan net income or loss
- $16,550
- 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
- $22,845
- 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
- $125,000
- 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