Civic Intelligence
Filing

Carol a. Clark, M.D. PC. 401K Profit Sharing Plan

Carol a. Clark, M.D. PC. • EIN 35-1891177 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$958,650 → $1,070,275

$111,625 • 11.64%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$111,625

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
200510$0$0-
Carol a. Clark, M.D. PC. 401K Profit Sharing Plan-0---
200411$1,243,131$0-
Carol a. Clark, M.D. PC. 401K Profit Sharing Plan-1$1,243,131--
200311$1,160,396$11,184$11,184iApproximate average salary by contribution assumption: employee only about $279,600 at 4% or $186,400 at 6%; with 50% employer match about $186,400 at 4% or $124,267 at 6%; with 100% employer match about $139,800 at 4% or $93,200 at 6%.
Carol a. Clark, M.D. PC. 401K Profit Sharing Plan-1$1,160,396$11,184$11,184iApproximate average salary by contribution assumption: employee only about $279,600 at 4% or $186,400 at 6%; with 50% employer match about $186,400 at 4% or $124,267 at 6%; with 100% employer match about $139,800 at 4% or $93,200 at 6%.
200214$1,042,898$19,199$4,800iApproximate average salary by contribution assumption: employee only about $119,994 at 4% or $79,996 at 6%; with 50% employer match about $79,996 at 4% or $53,331 at 6%; with 100% employer match about $59,997 at 4% or $39,998 at 6%.
Carol a. Clark, M.D. PC. 401K Profit Sharing Plan-4$1,042,898$19,199$4,800iApproximate average salary by contribution assumption: employee only about $119,994 at 4% or $79,996 at 6%; with 50% employer match about $79,996 at 4% or $53,331 at 6%; with 100% employer match about $59,997 at 4% or $39,998 at 6%.
200114$1,094,420$18,355$4,589iApproximate average salary by contribution assumption: employee only about $114,719 at 4% or $76,479 at 6%; with 50% employer match about $76,479 at 4% or $50,986 at 6%; with 100% employer match about $57,359 at 4% or $38,240 at 6%.
Carol a. Clark, M.D. PC. 401K Profit Sharing Plan-4$1,094,420$18,355$4,589iApproximate average salary by contribution assumption: employee only about $114,719 at 4% or $76,479 at 6%; with 50% employer match about $76,479 at 4% or $50,986 at 6%; with 100% employer match about $57,359 at 4% or $38,240 at 6%.
200014$1,070,275$26,237$6,559iApproximate average salary by contribution assumption: employee only about $163,981 at 4% or $109,321 at 6%; with 50% employer match about $109,321 at 4% or $72,881 at 6%; with 100% employer match about $81,991 at 4% or $54,660 at 6%.
Carol a. Clark, M.D. PC. 401K Profit Sharing PlanCurrent4$1,070,275$26,237$6,559iApproximate average salary by contribution assumption: employee only about $163,981 at 4% or $109,321 at 6%; with 50% employer match about $109,321 at 4% or $72,881 at 6%; with 100% employer match about $81,991 at 4% or $54,660 at 6%.
199914$958,650$25,307$6,327iApproximate average salary by contribution assumption: employee only about $158,169 at 4% or $105,446 at 6%; with 50% employer match about $105,446 at 4% or $70,297 at 6%; with 100% employer match about $79,084 at 4% or $52,723 at 6%.
Carol a. Clark, M.D. PC. 401K Profit Sharing Plan-4$958,650$25,307$6,327iApproximate average salary by contribution assumption: employee only about $158,169 at 4% or $105,446 at 6%; with 50% employer match about $105,446 at 4% or $70,297 at 6%; with 100% employer match about $79,084 at 4% or $52,723 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$1,070,275$111,625 change

Balance Sheet

Beginning and end of plan year.

Total assets$958,650$1,070,275Increase +$111,625 (11.64%)
Total liabilities$0$0No change $0
Net assets$958,650$1,070,275Increase +$111,625 (11.64%)

Contributions

Employer contributions$12,354
Participant contributions$13,883
Other contributions$0

Income & Expenses

Total income$111,625
Total expenses$0
Net income$111,625
Source fields
Schedule I source fields
Filing Id
84037347300031
Schedule I EIN
35-1891177
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$958,650
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$958,650
Small plan total assets at end of year
$1,070,275
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,070,275
Small plan employer contributions
$12,354
Small plan participant contributions
$13,883
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$85,388
Small plan total income
$111,625
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$111,625
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
$50,000
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0