Fidelity bond in place
No
Benjamin J. Reichstein, M.D. Inc. • EIN 34-1849727 • Plan year 2004
Participants
Down2 → 1
-1 • -50.00%
Assets
Down$420,833 → $416,316
-$4,517 • -1.07%
Investment Management Fee
-
Admin expenses - • Total expenses $13,413
Filing Details
ContextStatus Flags
Fidelity bond in place
No
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
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 1 | $416,316 | $0 | - |
| Benjamin Reichstein, M.D. Profit Sharing Plan | Current | 1 | $416,316 | - | - |
| 2003 | 2 | 1 | $0 | $9,391 | $9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%. |
| Benjamin Reichstein, M.D. Profit Sharing Plan | - | 1 | - | - | - |
| Benjamin Reichstein, M.D., Money Purchase Plan | - | 0 | - | $9,391 | - |
| 2002 | 2 | 2 | $399,638 | $8,753 | $4,377iApproximate average salary by contribution assumption: employee only about $109,413 at 4% or $72,942 at 6%; with 50% employer match about $72,942 at 4% or $48,628 at 6%; with 100% employer match about $54,706 at 4% or $36,471 at 6%. |
| Benjamin Reichstein, M.D. Profit Sharing Plan | - | 2 | $212,730 | - | - |
| Benjamin Reichstein, M.D., Money Purchase Plan | - | 2 | $186,908 | $8,753 | $4,377iApproximate average salary by contribution assumption: employee only about $109,413 at 4% or $72,942 at 6%; with 50% employer match about $72,942 at 4% or $48,628 at 6%; with 100% employer match about $54,706 at 4% or $36,471 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Benjamin Reichstein, M.D., Money Purchase Plan | - | 2 | - | - | - |
| Benjamin Reichstein, M.D. Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Benjamin Reichstein, M.D. Profit Sharing Plan | - | 2 | - | - | - |
| Benjamin Reichstein, M.D., Money Purchase Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $339,714 | $7,963 | $3,982iApproximate average salary by contribution assumption: employee only about $99,538 at 4% or $66,358 at 6%; with 50% employer match about $66,358 at 4% or $44,239 at 6%; with 100% employer match about $49,769 at 4% or $33,179 at 6%. |
| Benjamin Reichstein, M.D. Profit Sharing Plan | - | 2 | $192,609 | - | - |
| Benjamin Reichstein, M.D., Money Purchase Plan | - | 2 | $147,105 | $7,963 | $3,982iApproximate average salary by contribution assumption: employee only about $99,538 at 4% or $66,358 at 6%; with 50% employer match about $66,358 at 4% or $44,239 at 6%; with 100% employer match about $49,769 at 4% or $33,179 at 6%. |
Schedule I Financial Statement
Balance sheet and activity values reported by the filer for this small-plan annual return.
Beginning and end of plan year.
Schedule R Pension Information
Testing, payor, opinion-letter, and transfer information reported with the filing.