Civic Intelligence
Filing

David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan

David G. Milder, Dds, MD Inc. • EIN 33-0690488 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

7 → 5

-2 • -28.57%

Assets

Up

$481,284 → $622,504

$141,220 • 29.34%

Investment Management Fee

-

Admin expenses - • Total expenses $974

Filing Details

Context
Net investment result
$141,220

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
201910$0$0-
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-0$0$0-
201822$2,786,113$1,334,111$667,056iApproximate average salary by contribution assumption: employee only about $16,676,388 at 4% or $11,117,592 at 6%; with 50% employer match about $11,117,592 at 4% or $7,411,728 at 6%; with 100% employer match about $8,338,194 at 4% or $5,558,796 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-2$2,786,113$1,334,111$667,056iApproximate average salary by contribution assumption: employee only about $16,676,388 at 4% or $11,117,592 at 6%; with 50% employer match about $11,117,592 at 4% or $7,411,728 at 6%; with 100% employer match about $8,338,194 at 4% or $5,558,796 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-0$0$0-
201726$2,130,181$336,030$56,005iApproximate average salary by contribution assumption: employee only about $1,400,125 at 4% or $933,417 at 6%; with 50% employer match about $933,417 at 4% or $622,278 at 6%; with 100% employer match about $700,063 at 4% or $466,708 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-6$2,103,981$89,292$14,882iApproximate average salary by contribution assumption: employee only about $372,050 at 4% or $248,033 at 6%; with 50% employer match about $248,033 at 4% or $165,356 at 6%; with 100% employer match about $186,025 at 4% or $124,017 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-1$26,200$246,738$246,738iApproximate average salary by contribution assumption: employee only about $6,168,450 at 4% or $4,112,300 at 6%; with 50% employer match about $4,112,300 at 4% or $2,741,533 at 6%; with 100% employer match about $3,084,225 at 4% or $2,056,150 at 6%.
201627$2,496,612$350,729$50,104iApproximate average salary by contribution assumption: employee only about $1,252,604 at 4% or $835,069 at 6%; with 50% employer match about $835,069 at 4% or $556,713 at 6%; with 100% employer match about $626,302 at 4% or $417,535 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-7$1,750,560$84,096$12,014iApproximate average salary by contribution assumption: employee only about $300,343 at 4% or $200,229 at 6%; with 50% employer match about $200,229 at 4% or $133,486 at 6%; with 100% employer match about $150,171 at 4% or $100,114 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-4$746,052$266,633$66,658iApproximate average salary by contribution assumption: employee only about $1,666,456 at 4% or $1,110,971 at 6%; with 50% employer match about $1,110,971 at 4% or $740,647 at 6%; with 100% employer match about $833,228 at 4% or $555,485 at 6%.
201527$2,158,203$359,095$51,299iApproximate average salary by contribution assumption: employee only about $1,282,482 at 4% or $854,988 at 6%; with 50% employer match about $854,988 at 4% or $569,992 at 6%; with 100% employer match about $641,241 at 4% or $427,494 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-7$1,537,539$88,458$12,637iApproximate average salary by contribution assumption: employee only about $315,921 at 4% or $210,614 at 6%; with 50% employer match about $210,614 at 4% or $140,410 at 6%; with 100% employer match about $157,961 at 4% or $105,307 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-5$620,664$270,637$54,127iApproximate average salary by contribution assumption: employee only about $1,353,185 at 4% or $902,123 at 6%; with 50% employer match about $902,123 at 4% or $601,416 at 6%; with 100% employer match about $676,593 at 4% or $451,062 at 6%.
201427$1,989,721$348,120$49,731iApproximate average salary by contribution assumption: employee only about $1,243,286 at 4% or $828,857 at 6%; with 50% employer match about $828,857 at 4% or $552,571 at 6%; with 100% employer match about $621,643 at 4% or $414,429 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-7$1,534,239$71,019$10,146iApproximate average salary by contribution assumption: employee only about $253,639 at 4% or $169,093 at 6%; with 50% employer match about $169,093 at 4% or $112,729 at 6%; with 100% employer match about $126,820 at 4% or $84,546 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-5$455,482$277,101$55,420iApproximate average salary by contribution assumption: employee only about $1,385,505 at 4% or $923,670 at 6%; with 50% employer match about $923,670 at 4% or $615,780 at 6%; with 100% employer match about $692,753 at 4% or $461,835 at 6%.
201327$1,814,703$376,490$53,784iApproximate average salary by contribution assumption: employee only about $1,344,607 at 4% or $896,405 at 6%; with 50% employer match about $896,405 at 4% or $597,603 at 6%; with 100% employer match about $672,304 at 4% or $448,202 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-7$1,469,589$76,238$10,891iApproximate average salary by contribution assumption: employee only about $272,279 at 4% or $181,519 at 6%; with 50% employer match about $181,519 at 4% or $121,013 at 6%; with 100% employer match about $136,139 at 4% or $90,760 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-5$345,114$300,252$60,050iApproximate average salary by contribution assumption: employee only about $1,501,260 at 4% or $1,000,840 at 6%; with 50% employer match about $1,000,840 at 4% or $667,227 at 6%; with 100% employer match about $750,630 at 4% or $500,420 at 6%.
201228$1,478,480$372,617$46,577iApproximate average salary by contribution assumption: employee only about $1,164,428 at 4% or $776,285 at 6%; with 50% employer match about $776,285 at 4% or $517,524 at 6%; with 100% employer match about $582,214 at 4% or $388,143 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-8$1,339,058$72,365$9,046iApproximate average salary by contribution assumption: employee only about $226,141 at 4% or $150,760 at 6%; with 50% employer match about $150,760 at 4% or $100,507 at 6%; with 100% employer match about $113,070 at 4% or $75,380 at 6%.
DAVID G. MILDER, DDS, MD, INC. RETIREMENT PLAN-5$139,422$300,252$60,050iApproximate average salary by contribution assumption: employee only about $1,501,260 at 4% or $1,000,840 at 6%; with 50% employer match about $1,000,840 at 4% or $667,227 at 6%; with 100% employer match about $750,630 at 4% or $500,420 at 6%.
201117$1,236,963$134,525$19,218iApproximate average salary by contribution assumption: employee only about $480,446 at 4% or $320,298 at 6%; with 50% employer match about $320,298 at 4% or $213,532 at 6%; with 100% employer match about $240,223 at 4% or $160,149 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-7$1,236,963$134,525$19,218iApproximate average salary by contribution assumption: employee only about $480,446 at 4% or $320,298 at 6%; with 50% employer match about $320,298 at 4% or $213,532 at 6%; with 100% employer match about $240,223 at 4% or $160,149 at 6%.
201017$1,072,407$134,531$19,219iApproximate average salary by contribution assumption: employee only about $480,468 at 4% or $320,312 at 6%; with 50% employer match about $320,312 at 4% or $213,541 at 6%; with 100% employer match about $240,234 at 4% or $160,156 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-7$1,072,407$134,531$19,219iApproximate average salary by contribution assumption: employee only about $480,468 at 4% or $320,312 at 6%; with 50% employer match about $320,312 at 4% or $213,541 at 6%; with 100% employer match about $240,234 at 4% or $160,156 at 6%.
200918$941,060$135,658$16,957iApproximate average salary by contribution assumption: employee only about $423,931 at 4% or $282,621 at 6%; with 50% employer match about $282,621 at 4% or $188,414 at 6%; with 100% employer match about $211,966 at 4% or $141,310 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-8$941,060$135,658$16,957iApproximate average salary by contribution assumption: employee only about $423,931 at 4% or $282,621 at 6%; with 50% employer match about $282,621 at 4% or $188,414 at 6%; with 100% employer match about $211,966 at 4% or $141,310 at 6%.
200816$692,389$110,625$18,438iApproximate average salary by contribution assumption: employee only about $460,938 at 4% or $307,292 at 6%; with 50% employer match about $307,292 at 4% or $204,861 at 6%; with 100% employer match about $230,469 at 4% or $153,646 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-6$692,389$110,625$18,438iApproximate average salary by contribution assumption: employee only about $460,938 at 4% or $307,292 at 6%; with 50% employer match about $307,292 at 4% or $204,861 at 6%; with 100% employer match about $230,469 at 4% or $153,646 at 6%.
200715$622,504$105,983$21,197iApproximate average salary by contribution assumption: employee only about $529,915 at 4% or $353,277 at 6%; with 50% employer match about $353,277 at 4% or $235,518 at 6%; with 100% employer match about $264,958 at 4% or $176,638 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing PlanCurrent5$622,504$105,983$21,197iApproximate average salary by contribution assumption: employee only about $529,915 at 4% or $353,277 at 6%; with 50% employer match about $353,277 at 4% or $235,518 at 6%; with 100% employer match about $264,958 at 4% or $176,638 at 6%.
200615$481,284$117,903$23,581iApproximate average salary by contribution assumption: employee only about $589,515 at 4% or $393,010 at 6%; with 50% employer match about $393,010 at 4% or $262,007 at 6%; with 100% employer match about $294,758 at 4% or $196,505 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-5$481,284$117,903$23,581iApproximate average salary by contribution assumption: employee only about $589,515 at 4% or $393,010 at 6%; with 50% employer match about $393,010 at 4% or $262,007 at 6%; with 100% employer match about $294,758 at 4% or $196,505 at 6%.
200515$346,317$109,268$21,854iApproximate average salary by contribution assumption: employee only about $546,340 at 4% or $364,227 at 6%; with 50% employer match about $364,227 at 4% or $242,818 at 6%; with 100% employer match about $273,170 at 4% or $182,113 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-5$346,317$109,268$21,854iApproximate average salary by contribution assumption: employee only about $546,340 at 4% or $364,227 at 6%; with 50% employer match about $364,227 at 4% or $242,818 at 6%; with 100% employer match about $273,170 at 4% or $182,113 at 6%.
200415$229,533$109,730$21,946iApproximate average salary by contribution assumption: employee only about $548,650 at 4% or $365,767 at 6%; with 50% employer match about $365,767 at 4% or $243,844 at 6%; with 100% employer match about $274,325 at 4% or $182,883 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-5$229,533$109,730$21,946iApproximate average salary by contribution assumption: employee only about $548,650 at 4% or $365,767 at 6%; with 50% employer match about $365,767 at 4% or $243,844 at 6%; with 100% employer match about $274,325 at 4% or $182,883 at 6%.
200316$111,686$107,324$17,887iApproximate average salary by contribution assumption: employee only about $447,183 at 4% or $298,122 at 6%; with 50% employer match about $298,122 at 4% or $198,748 at 6%; with 100% employer match about $223,592 at 4% or $149,061 at 6%.
David G. Milder, Dds, MD Inc. 401(K) Profit Sharing Plan-6$111,686$107,324$17,887iApproximate average salary by contribution assumption: employee only about $447,183 at 4% or $298,122 at 6%; with 50% employer match about $298,122 at 4% or $198,748 at 6%; with 100% employer match about $223,592 at 4% or $149,061 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$622,504$141,220 change

Balance Sheet

Beginning and end of plan year.

Total assets$481,284$622,504Increase +$141,220 (29.34%)
Total liabilities$0$0No change $0
Net assets$481,284$622,504Increase +$141,220 (29.34%)

Contributions

Employer contributions$101,593
Participant contributions$4,390
Other contributions$0

Income & Expenses

Total income$142,194
Total expenses$974
Net income$141,220
Source fields
Schedule I source fields
Filing Id
84037207347318
Schedule I EIN
33-0690488
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$481,284
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$481,284
Small plan total assets at end of year
$622,504
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$622,504
Small plan employer contributions
$101,593
Small plan participant contributions
$4,390
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$36,211
Small plan total income
$142,194
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$974
Small plan total expenses
$974
Small plan net income or loss
$141,220
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
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0