Civic Intelligence
Filing

Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan

Brian G Loder Dpm PLC • EIN 26-3677100 • Plan year 2012

Company ProfileSource Archive
Filing Insights

Participants

Up

0 → 3

3

Assets

Up

$0 → $59,111

$59,111

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Net investment result
$59,111

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

No

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

No

Plan blackout period

No

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202426$1,612,304$312,288$52,048iApproximate average salary by contribution assumption: employee only about $1,301,200 at 4% or $867,467 at 6%; with 50% employer match about $867,467 at 4% or $578,311 at 6%; with 100% employer match about $650,600 at 4% or $433,733 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-6$896,908$82,658$13,776iApproximate average salary by contribution assumption: employee only about $344,408 at 4% or $229,606 at 6%; with 50% employer match about $229,606 at 4% or $153,070 at 6%; with 100% employer match about $172,204 at 4% or $114,803 at 6%.
BRIAN G LODER DPM, PLC CASH BALANCE PLAN-6$715,396$229,630$38,272iApproximate average salary by contribution assumption: employee only about $956,792 at 4% or $637,861 at 6%; with 50% employer match about $637,861 at 4% or $425,241 at 6%; with 100% employer match about $478,396 at 4% or $318,931 at 6%.
202326$1,205,657$276,289$46,048iApproximate average salary by contribution assumption: employee only about $1,151,204 at 4% or $767,469 at 6%; with 50% employer match about $767,469 at 4% or $511,646 at 6%; with 100% employer match about $575,602 at 4% or $383,735 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-5$734,328$42,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
BRIAN G LODER DPM, PLC CASH BALANCE PLAN-6$471,329$233,789$38,965iApproximate average salary by contribution assumption: employee only about $974,121 at 4% or $649,414 at 6%; with 50% employer match about $649,414 at 4% or $432,943 at 6%; with 100% employer match about $487,060 at 4% or $324,707 at 6%.
202223$850,064$283,774$94,591iApproximate average salary by contribution assumption: employee only about $2,364,783 at 4% or $1,576,522 at 6%; with 50% employer match about $1,576,522 at 4% or $1,051,015 at 6%; with 100% employer match about $1,182,392 at 4% or $788,261 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-3$624,622$56,297$18,766iApproximate average salary by contribution assumption: employee only about $469,142 at 4% or $312,761 at 6%; with 50% employer match about $312,761 at 4% or $208,507 at 6%; with 100% employer match about $234,571 at 4% or $156,381 at 6%.
BRIAN G LODER DPM, PLC CASH BALANCE PLAN-3$225,442$227,477$75,826iApproximate average salary by contribution assumption: employee only about $1,895,642 at 4% or $1,263,761 at 6%; with 50% employer match about $1,263,761 at 4% or $842,507 at 6%; with 100% employer match about $947,821 at 4% or $631,881 at 6%.
202113$651,972$34,091$11,364iApproximate average salary by contribution assumption: employee only about $284,092 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,046 at 4% or $94,697 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-3$651,972$34,091$11,364iApproximate average salary by contribution assumption: employee only about $284,092 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,046 at 4% or $94,697 at 6%.
202012$571,326$62,350$31,175iApproximate average salary by contribution assumption: employee only about $779,375 at 4% or $519,583 at 6%; with 50% employer match about $519,583 at 4% or $346,389 at 6%; with 100% employer match about $389,688 at 4% or $259,792 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-2$571,326$62,350$31,175iApproximate average salary by contribution assumption: employee only about $779,375 at 4% or $519,583 at 6%; with 50% employer match about $519,583 at 4% or $346,389 at 6%; with 100% employer match about $389,688 at 4% or $259,792 at 6%.
201912$470,043$58,018$29,009iApproximate average salary by contribution assumption: employee only about $725,225 at 4% or $483,483 at 6%; with 50% employer match about $483,483 at 4% or $322,322 at 6%; with 100% employer match about $362,613 at 4% or $241,742 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-2$470,043$58,018$29,009iApproximate average salary by contribution assumption: employee only about $725,225 at 4% or $483,483 at 6%; with 50% employer match about $483,483 at 4% or $322,322 at 6%; with 100% employer match about $362,613 at 4% or $241,742 at 6%.
201813$407,829$4,050$1,350iApproximate average salary by contribution assumption: employee only about $33,750 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-3$407,829$4,050$1,350iApproximate average salary by contribution assumption: employee only about $33,750 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%.
201715$454,187$74,637$14,927iApproximate average salary by contribution assumption: employee only about $373,185 at 4% or $248,790 at 6%; with 50% employer match about $248,790 at 4% or $165,860 at 6%; with 100% employer match about $186,593 at 4% or $124,395 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-5$454,187$74,637$14,927iApproximate average salary by contribution assumption: employee only about $373,185 at 4% or $248,790 at 6%; with 50% employer match about $248,790 at 4% or $165,860 at 6%; with 100% employer match about $186,593 at 4% or $124,395 at 6%.
201614$339,814$68,889$17,222iApproximate average salary by contribution assumption: employee only about $430,556 at 4% or $287,038 at 6%; with 50% employer match about $287,038 at 4% or $191,358 at 6%; with 100% employer match about $215,278 at 4% or $143,519 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-4$339,814$68,889$17,222iApproximate average salary by contribution assumption: employee only about $430,556 at 4% or $287,038 at 6%; with 50% employer match about $287,038 at 4% or $191,358 at 6%; with 100% employer match about $215,278 at 4% or $143,519 at 6%.
201514$262,254$68,075$17,019iApproximate average salary by contribution assumption: employee only about $425,469 at 4% or $283,646 at 6%; with 50% employer match about $283,646 at 4% or $189,097 at 6%; with 100% employer match about $212,734 at 4% or $141,823 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-4$262,254$68,075$17,019iApproximate average salary by contribution assumption: employee only about $425,469 at 4% or $283,646 at 6%; with 50% employer match about $283,646 at 4% or $189,097 at 6%; with 100% employer match about $212,734 at 4% or $141,823 at 6%.
201413$197,775$65,163$21,721iApproximate average salary by contribution assumption: employee only about $543,025 at 4% or $362,017 at 6%; with 50% employer match about $362,017 at 4% or $241,344 at 6%; with 100% employer match about $271,513 at 4% or $181,008 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-3$197,775$65,163$21,721iApproximate average salary by contribution assumption: employee only about $543,025 at 4% or $362,017 at 6%; with 50% employer match about $362,017 at 4% or $241,344 at 6%; with 100% employer match about $271,513 at 4% or $181,008 at 6%.
201313$126,867$63,979$21,326iApproximate average salary by contribution assumption: employee only about $533,158 at 4% or $355,439 at 6%; with 50% employer match about $355,439 at 4% or $236,959 at 6%; with 100% employer match about $266,579 at 4% or $177,719 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing Plan-3$126,867$63,979$21,326iApproximate average salary by contribution assumption: employee only about $533,158 at 4% or $355,439 at 6%; with 50% employer match about $355,439 at 4% or $236,959 at 6%; with 100% employer match about $266,579 at 4% or $177,719 at 6%.
201213$59,111$59,111$19,704iApproximate average salary by contribution assumption: employee only about $492,592 at 4% or $328,394 at 6%; with 50% employer match about $328,394 at 4% or $218,930 at 6%; with 100% employer match about $246,296 at 4% or $164,197 at 6%.
Brian G Loder Dpm PLC Employees 401(K) Profit Sharing PlanCurrent3$59,111$59,111$19,704iApproximate average salary by contribution assumption: employee only about $492,592 at 4% or $328,394 at 6%; with 50% employer match about $328,394 at 4% or $218,930 at 6%; with 100% employer match about $246,296 at 4% or $164,197 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$59,111$59,111 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$59,111Increase +$59,111
Net assets$0$59,111Increase +$59,111

Contributions

Employer contributions$120
Participant contributions$58,991

Income & Expenses

Total income$59,111
Net income$59,111
Source fields
Schedule I source fields
Schedule I Plan Year Begin Date
2012-01-01
Schedule I Tax Period
2012-12-31
Schedule I Plan Num
001
Schedule I EIN
26-3677100
Small plan total assets at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$59,111
Small plan net assets at end of year
$59,111
Small plan employer contributions
$120
Small plan participant contributions
$58,991
Small plan total income
$59,111
Small plan net income or loss
$59,111
Small Joint Venture End of year Indicator
No
Small Employer Prop End of year Indicator
No
Small Inv Real Estate End of year Indicator
No
Small Employer Sec End of year Indicator
No
Small Mortg Participants End of year Indicator
No
Small Oth Lns Participants End of year Indicator
No
Small Personal Prop End of year Indicator
No
Small Fail Transm Contribution Indicator
No
Small plan participant loans in default
No
Small plan leases in default
No
Small plan nonexempt transactions with parties in interest
No
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small plan assets with undetermined value
No
Small plan non-cash contributions reported
No
Small 20 Percent Sngl Investment Indicator
No
Small plan all plan assets distributed
No
Small plan waived annual IQPA report
Yes
Small plan failed to provide benefits when due
No
Small plan blackout period occurred
No
Small plan complied with blackout notice rules
No
Small plan resolution to terminate plan adopted
No

Filing received by DOL Oct 14, 2013