Civic Intelligence
Filing

Thomas E. Mackell, M.D. Ltd. Pension Plan

Thomas E. Mackell, M.D. Ltd. • EIN 23-2163443 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

9 → 8

-1 • -11.11%

Assets

Up

$1,082,673 → $1,360,403

$277,730 • 25.65%

Investment Management Fee

-

Admin expenses - • Total expenses $21,342

Filing Details

Context
Net investment result
$277,730
Pension payor EIN
23-2163443

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

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024188$18,686,616$1,314,658$14,939iApproximate average salary by contribution assumption: employee only about $373,482 at 4% or $248,988 at 6%; with 50% employer match about $248,988 at 4% or $165,992 at 6%; with 100% employer match about $186,741 at 4% or $124,494 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-88$18,686,616$1,314,658$14,939iApproximate average salary by contribution assumption: employee only about $373,482 at 4% or $248,988 at 6%; with 50% employer match about $248,988 at 4% or $165,992 at 6%; with 100% employer match about $186,741 at 4% or $124,494 at 6%.
2023183$14,805,355$888,890$10,710iApproximate average salary by contribution assumption: employee only about $267,738 at 4% or $178,492 at 6%; with 50% employer match about $178,492 at 4% or $118,995 at 6%; with 100% employer match about $133,869 at 4% or $89,246 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-83$14,805,355$888,890$10,710iApproximate average salary by contribution assumption: employee only about $267,738 at 4% or $178,492 at 6%; with 50% employer match about $178,492 at 4% or $118,995 at 6%; with 100% employer match about $133,869 at 4% or $89,246 at 6%.
2022183$13,123,494$839,010$10,109iApproximate average salary by contribution assumption: employee only about $252,714 at 4% or $168,476 at 6%; with 50% employer match about $168,476 at 4% or $112,317 at 6%; with 100% employer match about $126,357 at 4% or $84,238 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-83$13,123,494$839,010$10,109iApproximate average salary by contribution assumption: employee only about $252,714 at 4% or $168,476 at 6%; with 50% employer match about $168,476 at 4% or $112,317 at 6%; with 100% employer match about $126,357 at 4% or $84,238 at 6%.
2021175$16,134,306$813,432$10,846iApproximate average salary by contribution assumption: employee only about $271,144 at 4% or $180,763 at 6%; with 50% employer match about $180,763 at 4% or $120,508 at 6%; with 100% employer match about $135,572 at 4% or $90,381 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-75$16,134,306$813,432$10,846iApproximate average salary by contribution assumption: employee only about $271,144 at 4% or $180,763 at 6%; with 50% employer match about $180,763 at 4% or $120,508 at 6%; with 100% employer match about $135,572 at 4% or $90,381 at 6%.
2020170$13,146,723$770,039$11,001iApproximate average salary by contribution assumption: employee only about $275,014 at 4% or $183,343 at 6%; with 50% employer match about $183,343 at 4% or $122,228 at 6%; with 100% employer match about $137,507 at 4% or $91,671 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-70$13,146,723$770,039$11,001iApproximate average salary by contribution assumption: employee only about $275,014 at 4% or $183,343 at 6%; with 50% employer match about $183,343 at 4% or $122,228 at 6%; with 100% employer match about $137,507 at 4% or $91,671 at 6%.
2019163$10,363,267$697,274$11,068iApproximate average salary by contribution assumption: employee only about $276,696 at 4% or $184,464 at 6%; with 50% employer match about $184,464 at 4% or $122,976 at 6%; with 100% employer match about $138,348 at 4% or $92,232 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-63$10,363,267$697,274$11,068iApproximate average salary by contribution assumption: employee only about $276,696 at 4% or $184,464 at 6%; with 50% employer match about $184,464 at 4% or $122,976 at 6%; with 100% employer match about $138,348 at 4% or $92,232 at 6%.
2018168$7,794,620$686,210$10,091iApproximate average salary by contribution assumption: employee only about $252,283 at 4% or $168,189 at 6%; with 50% employer match about $168,189 at 4% or $112,126 at 6%; with 100% employer match about $126,142 at 4% or $84,094 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-68$7,794,620$686,210$10,091iApproximate average salary by contribution assumption: employee only about $252,283 at 4% or $168,189 at 6%; with 50% employer match about $168,189 at 4% or $112,126 at 6%; with 100% employer match about $126,142 at 4% or $84,094 at 6%.
2017174$7,965,846$685,211$9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,885 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-74$7,965,846$685,211$9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,885 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%.
2016164$6,771,082$873,278$13,645iApproximate average salary by contribution assumption: employee only about $341,124 at 4% or $227,416 at 6%; with 50% employer match about $227,416 at 4% or $151,611 at 6%; with 100% employer match about $170,562 at 4% or $113,708 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-64$6,771,082$873,278$13,645iApproximate average salary by contribution assumption: employee only about $341,124 at 4% or $227,416 at 6%; with 50% employer match about $227,416 at 4% or $151,611 at 6%; with 100% employer match about $170,562 at 4% or $113,708 at 6%.
2015157$5,637,674$522,130$9,160iApproximate average salary by contribution assumption: employee only about $229,004 at 4% or $152,670 at 6%; with 50% employer match about $152,670 at 4% or $101,780 at 6%; with 100% employer match about $114,502 at 4% or $76,335 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-57$5,637,674$522,130$9,160iApproximate average salary by contribution assumption: employee only about $229,004 at 4% or $152,670 at 6%; with 50% employer match about $152,670 at 4% or $101,780 at 6%; with 100% employer match about $114,502 at 4% or $76,335 at 6%.
2014147$8,146,086$735,951$15,659iApproximate average salary by contribution assumption: employee only about $391,463 at 4% or $260,976 at 6%; with 50% employer match about $260,976 at 4% or $173,984 at 6%; with 100% employer match about $195,732 at 4% or $130,488 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-47$8,146,086$735,951$15,659iApproximate average salary by contribution assumption: employee only about $391,463 at 4% or $260,976 at 6%; with 50% employer match about $260,976 at 4% or $173,984 at 6%; with 100% employer match about $195,732 at 4% or $130,488 at 6%.
2013152$7,075,026$466,108$8,964iApproximate average salary by contribution assumption: employee only about $224,090 at 4% or $149,394 at 6%; with 50% employer match about $149,394 at 4% or $99,596 at 6%; with 100% employer match about $112,045 at 4% or $74,697 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-52$7,075,026$466,108$8,964iApproximate average salary by contribution assumption: employee only about $224,090 at 4% or $149,394 at 6%; with 50% employer match about $149,394 at 4% or $99,596 at 6%; with 100% employer match about $112,045 at 4% or $74,697 at 6%.
2012148$5,522,905$466,142$9,711iApproximate average salary by contribution assumption: employee only about $242,782 at 4% or $161,855 at 6%; with 50% employer match about $161,855 at 4% or $107,903 at 6%; with 100% employer match about $121,391 at 4% or $80,927 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-48$5,522,905$466,142$9,711iApproximate average salary by contribution assumption: employee only about $242,782 at 4% or $161,855 at 6%; with 50% employer match about $161,855 at 4% or $107,903 at 6%; with 100% employer match about $121,391 at 4% or $80,927 at 6%.
2011144$4,748,900$456,635$10,378iApproximate average salary by contribution assumption: employee only about $259,452 at 4% or $172,968 at 6%; with 50% employer match about $172,968 at 4% or $115,312 at 6%; with 100% employer match about $129,726 at 4% or $86,484 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-44$4,748,900$456,635$10,378iApproximate average salary by contribution assumption: employee only about $259,452 at 4% or $172,968 at 6%; with 50% employer match about $172,968 at 4% or $115,312 at 6%; with 100% employer match about $129,726 at 4% or $86,484 at 6%.
2010240$9,612,538$807,344$20,184iApproximate average salary by contribution assumption: employee only about $504,590 at 4% or $336,393 at 6%; with 50% employer match about $336,393 at 4% or $224,262 at 6%; with 100% employer match about $252,295 at 4% or $168,197 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-40$4,806,269$403,672$10,092iApproximate average salary by contribution assumption: employee only about $252,295 at 4% or $168,197 at 6%; with 50% employer match about $168,197 at 4% or $112,131 at 6%; with 100% employer match about $126,147 at 4% or $84,098 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-40$4,806,269$403,672$10,092iApproximate average salary by contribution assumption: employee only about $252,295 at 4% or $168,197 at 6%; with 50% employer match about $168,197 at 4% or $112,131 at 6%; with 100% employer match about $126,147 at 4% or $84,098 at 6%.
2009130$4,197,550$383,635$12,788iApproximate average salary by contribution assumption: employee only about $319,696 at 4% or $213,131 at 6%; with 50% employer match about $213,131 at 4% or $142,087 at 6%; with 100% employer match about $159,848 at 4% or $106,565 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-30$4,197,550$383,635$12,788iApproximate average salary by contribution assumption: employee only about $319,696 at 4% or $213,131 at 6%; with 50% employer match about $213,131 at 4% or $142,087 at 6%; with 100% employer match about $159,848 at 4% or $106,565 at 6%.
2008123$3,361,278$335,422$14,584iApproximate average salary by contribution assumption: employee only about $364,589 at 4% or $243,059 at 6%; with 50% employer match about $243,059 at 4% or $162,040 at 6%; with 100% employer match about $182,295 at 4% or $121,530 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-23$3,361,278$335,422$14,584iApproximate average salary by contribution assumption: employee only about $364,589 at 4% or $243,059 at 6%; with 50% employer match about $243,059 at 4% or $162,040 at 6%; with 100% employer match about $182,295 at 4% or $121,530 at 6%.
2007130$4,361,283$353,988$11,800iApproximate average salary by contribution assumption: employee only about $294,990 at 4% or $196,660 at 6%; with 50% employer match about $196,660 at 4% or $131,107 at 6%; with 100% employer match about $147,495 at 4% or $98,330 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-30$4,361,283$353,988$11,800iApproximate average salary by contribution assumption: employee only about $294,990 at 4% or $196,660 at 6%; with 50% employer match about $196,660 at 4% or $131,107 at 6%; with 100% employer match about $147,495 at 4% or $98,330 at 6%.
2006131$3,664,721$312,325$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-31$3,664,721$312,325$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.
2005128$0$0-
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-28---
2004122$2,656,424$254,492$11,568iApproximate average salary by contribution assumption: employee only about $289,195 at 4% or $192,797 at 6%; with 50% employer match about $192,797 at 4% or $128,531 at 6%; with 100% employer match about $144,598 at 4% or $96,398 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-22$2,656,424$254,492$11,568iApproximate average salary by contribution assumption: employee only about $289,195 at 4% or $192,797 at 6%; with 50% employer match about $192,797 at 4% or $128,531 at 6%; with 100% employer match about $144,598 at 4% or $96,398 at 6%.
2003123$2,245,651$221,056$9,611iApproximate average salary by contribution assumption: employee only about $240,278 at 4% or $160,186 at 6%; with 50% employer match about $160,186 at 4% or $106,790 at 6%; with 100% employer match about $120,139 at 4% or $80,093 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-23$2,245,651$221,056$9,611iApproximate average salary by contribution assumption: employee only about $240,278 at 4% or $160,186 at 6%; with 50% employer match about $160,186 at 4% or $106,790 at 6%; with 100% employer match about $120,139 at 4% or $80,093 at 6%.
2002113$1,443,641$118,000$9,077iApproximate average salary by contribution assumption: employee only about $226,923 at 4% or $151,282 at 6%; with 50% employer match about $151,282 at 4% or $100,855 at 6%; with 100% employer match about $113,462 at 4% or $75,641 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-13$1,443,641$118,000$9,077iApproximate average salary by contribution assumption: employee only about $226,923 at 4% or $151,282 at 6%; with 50% employer match about $151,282 at 4% or $100,855 at 6%; with 100% employer match about $113,462 at 4% or $75,641 at 6%.
2001112$1,488,870$113,537$9,461iApproximate average salary by contribution assumption: employee only about $236,535 at 4% or $157,690 at 6%; with 50% employer match about $157,690 at 4% or $105,127 at 6%; with 100% employer match about $118,268 at 4% or $78,845 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-12$1,488,870$113,537$9,461iApproximate average salary by contribution assumption: employee only about $236,535 at 4% or $157,690 at 6%; with 50% employer match about $157,690 at 4% or $105,127 at 6%; with 100% employer match about $118,268 at 4% or $78,845 at 6%.
2000212$1,593,715$1,368,725$114,060iApproximate average salary by contribution assumption: employee only about $2,851,510 at 4% or $1,901,007 at 6%; with 50% employer match about $1,901,007 at 4% or $1,267,338 at 6%; with 100% employer match about $1,425,755 at 4% or $950,503 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-12$1,593,715$1,368,725$114,060iApproximate average salary by contribution assumption: employee only about $2,851,510 at 4% or $1,901,007 at 6%; with 50% employer match about $1,901,007 at 4% or $1,267,338 at 6%; with 100% employer match about $1,425,755 at 4% or $950,503 at 6%.
Thomas E. Mackell, M.D. Ltd. Pension Plan-0---
199928$2,139,420$24,532$3,067iApproximate average salary by contribution assumption: employee only about $76,663 at 4% or $51,108 at 6%; with 50% employer match about $51,108 at 4% or $34,072 at 6%; with 100% employer match about $38,331 at 4% or $25,554 at 6%.
Thomas E. Mackell, M.D. Ltd. Pension PlanCurrent8$1,360,403$24,532$3,067iApproximate average salary by contribution assumption: employee only about $76,663 at 4% or $51,108 at 6%; with 50% employer match about $51,108 at 4% or $34,072 at 6%; with 100% employer match about $38,331 at 4% or $25,554 at 6%.
Thomas E. Mackell, M.D. Ltd. Profit Sharing Plan-8$779,017--
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$1,360,403$277,730 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,082,673$1,360,403Increase +$277,730 (25.65%)
Total liabilities$0$0No change $0
Net assets$1,082,673$1,360,403Increase +$277,730 (25.65%)

Contributions

Employer contributions$24,532
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$299,072
Total expenses$21,342
Net income$277,730
Source fields
Schedule I source fields
Filing Id
56037094332521
Schedule I EIN
23-2163443
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$1,082,673
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,082,673
Small plan total assets at end of year
$1,360,403
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,360,403
Small plan employer contributions
$24,532
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$274,540
Small plan total income
$299,072
Small plan total benefit distributions
$21,342
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$21,342
Small plan net income or loss
$277,730
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
$75,000
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
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 EIN23-2163443

Transfers

Distributed property value$0
Schedule R source fields
Payor 23-2163443
Filing Id
56037094332521
Schedule R EIN
23-2163443
Schedule R Plan number
002
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
23-2163443
Pension Bnft Distribution Sngl Sum Count
1
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$24,532
Pension Employer Contribution Paid Amount
$24,532
Pension Funding Deficiency Amount
$0