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Filing

Mary a. Lee, M.D. Inc., Profit Sharing Plan

Mary a. Lee, M.D. Inc., • EIN 31-1010151 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$1,849,229 → $1,993,539

$144,310 • 7.80%

Investment Management Fee

-

Admin expenses - • Total expenses $20,025

Filing Details

Context
Net investment result
$144,310

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
200810$0$0-
Mary a. Lee, M.D. Inc., Profit Sharing Plan-0---
200712$2,402,764$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-2$2,402,764$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200612$2,288,452$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-2$2,288,452$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200513$1,993,539$36,049$12,016iApproximate average salary by contribution assumption: employee only about $300,408 at 4% or $200,272 at 6%; with 50% employer match about $200,272 at 4% or $133,515 at 6%; with 100% employer match about $150,204 at 4% or $100,136 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing PlanCurrent3$1,993,539$36,049$12,016iApproximate average salary by contribution assumption: employee only about $300,408 at 4% or $200,272 at 6%; with 50% employer match about $200,272 at 4% or $133,515 at 6%; with 100% employer match about $150,204 at 4% or $100,136 at 6%.
200412$1,849,229$44,389$22,195iApproximate average salary by contribution assumption: employee only about $554,863 at 4% or $369,908 at 6%; with 50% employer match about $369,908 at 4% or $246,606 at 6%; with 100% employer match about $277,431 at 4% or $184,954 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-2$1,849,229$44,389$22,195iApproximate average salary by contribution assumption: employee only about $554,863 at 4% or $369,908 at 6%; with 50% employer match about $369,908 at 4% or $246,606 at 6%; with 100% employer match about $277,431 at 4% or $184,954 at 6%.
200312$1,583,321$36,970$18,485iApproximate average salary by contribution assumption: employee only about $462,125 at 4% or $308,083 at 6%; with 50% employer match about $308,083 at 4% or $205,389 at 6%; with 100% employer match about $231,063 at 4% or $154,042 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-2$1,583,321$36,970$18,485iApproximate average salary by contribution assumption: employee only about $462,125 at 4% or $308,083 at 6%; with 50% employer match about $308,083 at 4% or $205,389 at 6%; with 100% employer match about $231,063 at 4% or $154,042 at 6%.
200213$1,195,615$25,572$8,524iApproximate average salary by contribution assumption: employee only about $213,100 at 4% or $142,067 at 6%; with 50% employer match about $142,067 at 4% or $94,711 at 6%; with 100% employer match about $106,550 at 4% or $71,033 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-3$1,195,615$25,572$8,524iApproximate average salary by contribution assumption: employee only about $213,100 at 4% or $142,067 at 6%; with 50% employer match about $142,067 at 4% or $94,711 at 6%; with 100% employer match about $106,550 at 4% or $71,033 at 6%.
200112$1,199,797$34,487$17,244iApproximate average salary by contribution assumption: employee only about $431,088 at 4% or $287,392 at 6%; with 50% employer match about $287,392 at 4% or $191,594 at 6%; with 100% employer match about $215,544 at 4% or $143,696 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-2$1,199,797$34,487$17,244iApproximate average salary by contribution assumption: employee only about $431,088 at 4% or $287,392 at 6%; with 50% employer match about $287,392 at 4% or $191,594 at 6%; with 100% employer match about $215,544 at 4% or $143,696 at 6%.
200013$1,167,115$32,227$10,742iApproximate average salary by contribution assumption: employee only about $268,558 at 4% or $179,039 at 6%; with 50% employer match about $179,039 at 4% or $119,359 at 6%; with 100% employer match about $134,279 at 4% or $89,519 at 6%.
Mary a. Lee, M.D. Inc., Profit Sharing Plan-3$1,167,115$32,227$10,742iApproximate average salary by contribution assumption: employee only about $268,558 at 4% or $179,039 at 6%; with 50% employer match about $179,039 at 4% or $119,359 at 6%; with 100% employer match about $134,279 at 4% or $89,519 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037207347316
Form Id
69679965
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376207347060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: PEOPLES BENEFIT LIFE INSURANCE COMPANY
Filing Id
84037207347316
Form Id
69679965
Schedule A EIN
31-1010151
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
PEOPLES BENEFIT LIFE INSURANCE COMPANY
Ins Carrier Naic Code
0
Ins Contract Num
DVA0000119
Ins Prsn Covered End of year Count
3
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$37,060
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
Yes
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
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
$0
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 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$1,993,539$144,310 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,849,229$1,993,539Increase +$144,310 (7.80%)
Total liabilities$0$0No change $0
Net assets$1,849,229$1,993,539Increase +$144,310 (7.80%)

Contributions

Employer contributions$36,049
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$164,335
Total expenses$20,025
Net income$144,310
Source fields
Schedule I source fields
Filing Id
84037207347316
Schedule I EIN
31-1010151
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
$1,849,229
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,849,229
Small plan total assets at end of year
$1,993,539
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,993,539
Small plan employer contributions
$36,049
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$128,286
Small plan total income
$164,335
Small plan total benefit distributions
$20,025
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$20,025
Small plan net income or loss
$144,310
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
$200,000
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.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037207347316
Schedule R EIN
31-1010151
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 Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1
Mary a. Lee, M.D. Inc., Profit Sharing Plan | Mary a. Lee, M.D. Inc., | Plan 001 | 2005 Form 5500 Filing