Fidelity bond in place
No
Filing
Jaye E Benjamin MD Profit Sharing Plan
Jaye E Benjamin MD • EIN 34-1368397 • Plan year 2008
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Down$1,488,046 → $1,052,353
-$435,693 • -29.28%
Investment Management Fee
-
Admin expenses - • Total expenses $16,385
Filing Details
Context- Net investment result
- $-435,693
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $1,155,592 | $38,103 | $7,621iApproximate average salary by contribution assumption: employee only about $190,515 at 4% or $127,010 at 6%; with 50% employer match about $127,010 at 4% or $84,673 at 6%; with 100% employer match about $95,258 at 4% or $63,505 at 6%. |
| Jaye E. Benjamin 401(K) | - | 5 | $1,020,161 | $38,103 | $7,621iApproximate average salary by contribution assumption: employee only about $190,515 at 4% or $127,010 at 6%; with 50% employer match about $127,010 at 4% or $84,673 at 6%; with 100% employer match about $95,258 at 4% or $63,505 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 1 | $135,431 | - | - |
| 2023 | 2 | 5 | $1,002,008 | $36,915 | $7,383iApproximate average salary by contribution assumption: employee only about $184,575 at 4% or $123,050 at 6%; with 50% employer match about $123,050 at 4% or $82,033 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%. |
| Jaye E. Benjamin 401(K) | - | 5 | $890,152 | $36,915 | $7,383iApproximate average salary by contribution assumption: employee only about $184,575 at 4% or $123,050 at 6%; with 50% employer match about $123,050 at 4% or $82,033 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 1 | $111,856 | - | - |
| 2022 | 2 | 5 | $851,362 | $34,990 | $6,998iApproximate average salary by contribution assumption: employee only about $174,950 at 4% or $116,633 at 6%; with 50% employer match about $116,633 at 4% or $77,756 at 6%; with 100% employer match about $87,475 at 4% or $58,317 at 6%. |
| Jaye E. Benjamin 401(K) | - | 5 | $762,247 | $34,990 | $6,998iApproximate average salary by contribution assumption: employee only about $174,950 at 4% or $116,633 at 6%; with 50% employer match about $116,633 at 4% or $77,756 at 6%; with 100% employer match about $87,475 at 4% or $58,317 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 1 | $89,115 | - | - |
| 2021 | 2 | 4 | $990,038 | $33,183 | $8,296iApproximate average salary by contribution assumption: employee only about $207,394 at 4% or $138,263 at 6%; with 50% employer match about $138,263 at 4% or $92,175 at 6%; with 100% employer match about $103,697 at 4% or $69,131 at 6%. |
| Jaye E. Benjamin 401(K) | - | 4 | $874,186 | $33,183 | $8,296iApproximate average salary by contribution assumption: employee only about $207,394 at 4% or $138,263 at 6%; with 50% employer match about $138,263 at 4% or $92,175 at 6%; with 100% employer match about $103,697 at 4% or $69,131 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 1 | $115,852 | - | - |
| 2020 | 2 | 4 | $3,551,955 | $32,640 | $8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $2,806,866 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $745,089 | $32,640 | $8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%. |
| 2019 | 2 | 4 | $3,028,450 | $33,961 | $8,490iApproximate average salary by contribution assumption: employee only about $212,256 at 4% or $141,504 at 6%; with 50% employer match about $141,504 at 4% or $94,336 at 6%; with 100% employer match about $106,128 at 4% or $70,752 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $2,414,864 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $613,586 | $33,961 | $8,490iApproximate average salary by contribution assumption: employee only about $212,256 at 4% or $141,504 at 6%; with 50% employer match about $141,504 at 4% or $94,336 at 6%; with 100% employer match about $106,128 at 4% or $70,752 at 6%. |
| 2018 | 2 | 3 | $2,512,530 | $31,925 | $10,642iApproximate average salary by contribution assumption: employee only about $266,042 at 4% or $177,361 at 6%; with 50% employer match about $177,361 at 4% or $118,241 at 6%; with 100% employer match about $133,021 at 4% or $88,681 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $2,022,049 | - | - |
| Jaye E. Benjamin 401(K) | - | 3 | $490,481 | $31,925 | $10,642iApproximate average salary by contribution assumption: employee only about $266,042 at 4% or $177,361 at 6%; with 50% employer match about $177,361 at 4% or $118,241 at 6%; with 100% employer match about $133,021 at 4% or $88,681 at 6%. |
| 2017 | 2 | 3 | $2,709,049 | $32,322 | $10,774iApproximate average salary by contribution assumption: employee only about $269,350 at 4% or $179,567 at 6%; with 50% employer match about $179,567 at 4% or $119,711 at 6%; with 100% employer match about $134,675 at 4% or $89,783 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $2,208,023 | - | - |
| Jaye E. Benjamin 401(K) | - | 3 | $501,026 | $32,322 | $10,774iApproximate average salary by contribution assumption: employee only about $269,350 at 4% or $179,567 at 6%; with 50% employer match about $179,567 at 4% or $119,711 at 6%; with 100% employer match about $134,675 at 4% or $89,783 at 6%. |
| 2016 | 2 | 3 | $2,313,756 | $33,797 | $11,266iApproximate average salary by contribution assumption: employee only about $281,642 at 4% or $187,761 at 6%; with 50% employer match about $187,761 at 4% or $125,174 at 6%; with 100% employer match about $140,821 at 4% or $93,881 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 0 | $1,904,279 | - | - |
| Jaye E. Benjamin 401(K) | - | 3 | $409,477 | $33,797 | $11,266iApproximate average salary by contribution assumption: employee only about $281,642 at 4% or $187,761 at 6%; with 50% employer match about $187,761 at 4% or $125,174 at 6%; with 100% employer match about $140,821 at 4% or $93,881 at 6%. |
| 2015 | 2 | 4 | $2,164,980 | $33,839 | $8,460iApproximate average salary by contribution assumption: employee only about $211,494 at 4% or $140,996 at 6%; with 50% employer match about $140,996 at 4% or $93,997 at 6%; with 100% employer match about $105,747 at 4% or $70,498 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,805,874 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $359,106 | $33,839 | $8,460iApproximate average salary by contribution assumption: employee only about $211,494 at 4% or $140,996 at 6%; with 50% employer match about $140,996 at 4% or $93,997 at 6%; with 100% employer match about $105,747 at 4% or $70,498 at 6%. |
| 2014 | 2 | 4 | $2,169,626 | $32,600 | $8,150iApproximate average salary by contribution assumption: employee only about $203,750 at 4% or $135,833 at 6%; with 50% employer match about $135,833 at 4% or $90,556 at 6%; with 100% employer match about $101,875 at 4% or $67,917 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,839,593 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $330,033 | $32,600 | $8,150iApproximate average salary by contribution assumption: employee only about $203,750 at 4% or $135,833 at 6%; with 50% employer match about $135,833 at 4% or $90,556 at 6%; with 100% employer match about $101,875 at 4% or $67,917 at 6%. |
| 2013 | 2 | 4 | $2,070,553 | $32,411 | $8,103iApproximate average salary by contribution assumption: employee only about $202,569 at 4% or $135,046 at 6%; with 50% employer match about $135,046 at 4% or $90,031 at 6%; with 100% employer match about $101,284 at 4% or $67,523 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,789,015 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $281,538 | $32,411 | $8,103iApproximate average salary by contribution assumption: employee only about $202,569 at 4% or $135,046 at 6%; with 50% employer match about $135,046 at 4% or $90,031 at 6%; with 100% employer match about $101,284 at 4% or $67,523 at 6%. |
| 2012 | 2 | 4 | $1,704,233 | $31,722 | $7,931iApproximate average salary by contribution assumption: employee only about $198,263 at 4% or $132,175 at 6%; with 50% employer match about $132,175 at 4% or $88,117 at 6%; with 100% employer match about $99,131 at 4% or $66,088 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,487,281 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $216,952 | $31,722 | $7,931iApproximate average salary by contribution assumption: employee only about $198,263 at 4% or $132,175 at 6%; with 50% employer match about $132,175 at 4% or $88,117 at 6%; with 100% employer match about $99,131 at 4% or $66,088 at 6%. |
| 2011 | 2 | 4 | $1,552,235 | $30,695 | $7,674iApproximate average salary by contribution assumption: employee only about $191,844 at 4% or $127,896 at 6%; with 50% employer match about $127,896 at 4% or $85,264 at 6%; with 100% employer match about $95,922 at 4% or $63,948 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | $1,381,641 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $170,594 | $30,695 | $7,674iApproximate average salary by contribution assumption: employee only about $191,844 at 4% or $127,896 at 6%; with 50% employer match about $127,896 at 4% or $85,264 at 6%; with 100% employer match about $95,922 at 4% or $63,948 at 6%. |
| 2010 | 2 | 4 | $1,592,495 | $30,324 | $7,581iApproximate average salary by contribution assumption: employee only about $189,525 at 4% or $126,350 at 6%; with 50% employer match about $126,350 at 4% or $84,233 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,446,986 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $145,509 | $30,324 | $7,581iApproximate average salary by contribution assumption: employee only about $189,525 at 4% or $126,350 at 6%; with 50% employer match about $126,350 at 4% or $84,233 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%. |
| 2009 | 2 | 4 | $1,419,575 | $30,197 | $7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | $1,314,312 | - | - |
| Jaye E. Benjamin 401(K) | - | 4 | $105,263 | $30,197 | $7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%. |
| 2008 | 2 | 4 | $1,130,867 | $89,847 | $22,462iApproximate average salary by contribution assumption: employee only about $561,544 at 4% or $374,363 at 6%; with 50% employer match about $374,363 at 4% or $249,575 at 6%; with 100% employer match about $280,772 at 4% or $187,181 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | Current | 4 | $1,052,353 | $44,793 | $11,198iApproximate average salary by contribution assumption: employee only about $279,956 at 4% or $186,638 at 6%; with 50% employer match about $186,638 at 4% or $124,425 at 6%; with 100% employer match about $139,978 at 4% or $93,319 at 6%. |
| Jaye E. Benjamin 401(K) | - | 4 | $78,514 | $45,054 | $11,264iApproximate average salary by contribution assumption: employee only about $281,588 at 4% or $187,725 at 6%; with 50% employer match about $187,725 at 4% or $125,150 at 6%; with 100% employer match about $140,794 at 4% or $93,863 at 6%. |
| 2007 | 2 | 4 | $0 | $0 | - |
| Jaye E. Benjamin 401(K) | - | 4 | - | - | - |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $1,372,302 | $47,999 | $16,000iApproximate average salary by contribution assumption: employee only about $399,992 at 4% or $266,661 at 6%; with 50% employer match about $266,661 at 4% or $177,774 at 6%; with 100% employer match about $199,996 at 4% or $133,331 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,372,302 | $47,999 | $16,000iApproximate average salary by contribution assumption: employee only about $399,992 at 4% or $266,661 at 6%; with 50% employer match about $266,661 at 4% or $177,774 at 6%; with 100% employer match about $199,996 at 4% or $133,331 at 6%. |
| 2005 | 1 | 3 | $1,186,989 | $46,837 | $15,612iApproximate average salary by contribution assumption: employee only about $390,308 at 4% or $260,206 at 6%; with 50% employer match about $260,206 at 4% or $173,470 at 6%; with 100% employer match about $195,154 at 4% or $130,103 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $1,186,989 | $46,837 | $15,612iApproximate average salary by contribution assumption: employee only about $390,308 at 4% or $260,206 at 6%; with 50% employer match about $260,206 at 4% or $173,470 at 6%; with 100% employer match about $195,154 at 4% or $130,103 at 6%. |
| 2004 | 2 | 4 | $1,055,415 | $28,599 | $7,150iApproximate average salary by contribution assumption: employee only about $178,744 at 4% or $119,163 at 6%; with 50% employer match about $119,163 at 4% or $79,442 at 6%; with 100% employer match about $89,372 at 4% or $59,581 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | $1,055,415 | $28,599 | $7,150iApproximate average salary by contribution assumption: employee only about $178,744 at 4% or $119,163 at 6%; with 50% employer match about $119,163 at 4% or $79,442 at 6%; with 100% employer match about $89,372 at 4% or $59,581 at 6%. |
| Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 2 | 4 | $927,550 | $50,599 | $12,650iApproximate average salary by contribution assumption: employee only about $316,244 at 4% or $210,829 at 6%; with 50% employer match about $210,829 at 4% or $140,553 at 6%; with 100% employer match about $158,122 at 4% or $105,415 at 6%. |
| Money Purchase Pension Plan | - | 4 | $513,981 | $22,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | $413,569 | $28,599 | $7,150iApproximate average salary by contribution assumption: employee only about $178,744 at 4% or $119,163 at 6%; with 50% employer match about $119,163 at 4% or $79,442 at 6%; with 100% employer match about $89,372 at 4% or $59,581 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Money Purchase Pension Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | - | - | - |
| Money Purchase Pension Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $938,346 | $38,190 | $9,548iApproximate average salary by contribution assumption: employee only about $238,688 at 4% or $159,125 at 6%; with 50% employer match about $159,125 at 4% or $106,083 at 6%; with 100% employer match about $119,344 at 4% or $79,563 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 4 | $471,520 | $16,880 | $4,220iApproximate average salary by contribution assumption: employee only about $105,500 at 4% or $70,333 at 6%; with 50% employer match about $70,333 at 4% or $46,889 at 6%; with 100% employer match about $52,750 at 4% or $35,167 at 6%. |
| Money Purchase Pension Plan | - | 4 | $466,826 | $21,310 | $5,328iApproximate average salary by contribution assumption: employee only about $133,188 at 4% or $88,792 at 6%; with 50% employer match about $88,792 at 4% or $59,194 at 6%; with 100% employer match about $66,594 at 4% or $44,396 at 6%. |
| 1999 | 2 | 3 | $1,093,124 | $35,378 | $11,793iApproximate average salary by contribution assumption: employee only about $294,817 at 4% or $196,544 at 6%; with 50% employer match about $196,544 at 4% or $131,030 at 6%; with 100% employer match about $147,408 at 4% or $98,272 at 6%. |
| Jaye E Benjamin MD Profit Sharing Plan | - | 3 | $626,442 | $16,547 | $5,516iApproximate average salary by contribution assumption: employee only about $137,892 at 4% or $91,928 at 6%; with 50% employer match about $91,928 at 4% or $61,285 at 6%; with 100% employer match about $68,946 at 4% or $45,964 at 6%. |
| Money Purchase Pension Plan | - | 3 | $466,682 | $18,831 | $6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 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$1,052,353-$435,693 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,488,046$1,052,353Decrease -$435,693 (-29.28%)
Total liabilities$0$0No change $0
Net assets$1,488,046$1,052,353Decrease -$435,693 (-29.28%)
Contributions
Employer contributions$23,480
Participant contributions$0
Other contributions$21,313
Income & Expenses
Total income$-419,308
Total expenses$16,385
Net income$-435,693
Source fields
- Schedule I source fields
- Filing Id
- 84037021483300
- Schedule I EIN
- 34-1368397
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2008-01-01
- Schedule I Tax Period
- 20081231
- Small plan total assets at beginning of year
- $1,488,046
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,488,046
- Small plan total assets at end of year
- $1,052,353
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,052,353
- Small plan employer contributions
- $23,480
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $21,313
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-464,101
- Small plan total income
- $-419,308
- Small plan total benefit distributions
- $16,385
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $16,385
- Small plan net income or loss
- $-435,693
- 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
- No
- Small plan fidelity bond amount
- $0
- 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