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Filing

Michael John Beierle, M.D. S.C. Profit Sharing Plan

Michael John Beierle, M.D. S.C. • EIN 36-3446215 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

10 → 8

-2 • -20.00%

Assets

Up

$1,290,287 → $1,677,408

$387,121 • 30.00%

Investment Management Fee

-

Admin expenses - • Total expenses $7,605

Filing Details

Context
Net investment result
$387,121
Pension payor EIN
36-3906272

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
201510$0$0-
Michael John Beierle, M.D. S.C. Profit Sharing Plan-0---
2014114$3,924,540$126,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-14$3,924,540$126,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2013115$3,740,936$162,070$10,805iApproximate average salary by contribution assumption: employee only about $270,117 at 4% or $180,078 at 6%; with 50% employer match about $180,078 at 4% or $120,052 at 6%; with 100% employer match about $135,058 at 4% or $90,039 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-15$3,740,936$162,070$10,805iApproximate average salary by contribution assumption: employee only about $270,117 at 4% or $180,078 at 6%; with 50% employer match about $180,078 at 4% or $120,052 at 6%; with 100% employer match about $135,058 at 4% or $90,039 at 6%.
2012114$3,112,128$180,000$12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-14$3,112,128$180,000$12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%.
2011114$2,724,859$165,219$11,801iApproximate average salary by contribution assumption: employee only about $295,034 at 4% or $196,689 at 6%; with 50% employer match about $196,689 at 4% or $131,126 at 6%; with 100% employer match about $147,517 at 4% or $98,345 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-14$2,724,859$165,219$11,801iApproximate average salary by contribution assumption: employee only about $295,034 at 4% or $196,689 at 6%; with 50% employer match about $196,689 at 4% or $131,126 at 6%; with 100% employer match about $147,517 at 4% or $98,345 at 6%.
2010112$3,623,362$163,468$13,622iApproximate average salary by contribution assumption: employee only about $340,558 at 4% or $227,039 at 6%; with 50% employer match about $227,039 at 4% or $151,359 at 6%; with 100% employer match about $170,279 at 4% or $113,519 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-12$3,623,362$163,468$13,622iApproximate average salary by contribution assumption: employee only about $340,558 at 4% or $227,039 at 6%; with 50% employer match about $227,039 at 4% or $151,359 at 6%; with 100% employer match about $170,279 at 4% or $113,519 at 6%.
2009115$3,206,544$175,261$11,684iApproximate average salary by contribution assumption: employee only about $292,102 at 4% or $194,734 at 6%; with 50% employer match about $194,734 at 4% or $129,823 at 6%; with 100% employer match about $146,051 at 4% or $97,367 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-15$3,206,544$175,261$11,684iApproximate average salary by contribution assumption: employee only about $292,102 at 4% or $194,734 at 6%; with 50% employer match about $194,734 at 4% or $129,823 at 6%; with 100% employer match about $146,051 at 4% or $97,367 at 6%.
2008113$2,434,562$232,103$17,854iApproximate average salary by contribution assumption: employee only about $446,352 at 4% or $297,568 at 6%; with 50% employer match about $297,568 at 4% or $198,379 at 6%; with 100% employer match about $223,176 at 4% or $148,784 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-13$2,434,562$232,103$17,854iApproximate average salary by contribution assumption: employee only about $446,352 at 4% or $297,568 at 6%; with 50% employer match about $297,568 at 4% or $198,379 at 6%; with 100% employer match about $223,176 at 4% or $148,784 at 6%.
2007111$3,314,850$262,353$23,850iApproximate average salary by contribution assumption: employee only about $596,257 at 4% or $397,505 at 6%; with 50% employer match about $397,505 at 4% or $265,003 at 6%; with 100% employer match about $298,128 at 4% or $198,752 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-11$3,314,850$262,353$23,850iApproximate average salary by contribution assumption: employee only about $596,257 at 4% or $397,505 at 6%; with 50% employer match about $397,505 at 4% or $265,003 at 6%; with 100% employer match about $298,128 at 4% or $198,752 at 6%.
2006112$2,920,563$256,160$21,347iApproximate average salary by contribution assumption: employee only about $533,667 at 4% or $355,778 at 6%; with 50% employer match about $355,778 at 4% or $237,185 at 6%; with 100% employer match about $266,833 at 4% or $177,889 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-12$2,920,563$256,160$21,347iApproximate average salary by contribution assumption: employee only about $533,667 at 4% or $355,778 at 6%; with 50% employer match about $355,778 at 4% or $237,185 at 6%; with 100% employer match about $266,833 at 4% or $177,889 at 6%.
2005111$2,366,755$239,434$21,767iApproximate average salary by contribution assumption: employee only about $544,168 at 4% or $362,779 at 6%; with 50% employer match about $362,779 at 4% or $241,853 at 6%; with 100% employer match about $272,084 at 4% or $181,389 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-11$2,366,755$239,434$21,767iApproximate average salary by contribution assumption: employee only about $544,168 at 4% or $362,779 at 6%; with 50% employer match about $362,779 at 4% or $241,853 at 6%; with 100% employer match about $272,084 at 4% or $181,389 at 6%.
200418$1,988,832$158,172$19,772iApproximate average salary by contribution assumption: employee only about $494,288 at 4% or $329,525 at 6%; with 50% employer match about $329,525 at 4% or $219,683 at 6%; with 100% employer match about $247,144 at 4% or $164,763 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-8$1,988,832$158,172$19,772iApproximate average salary by contribution assumption: employee only about $494,288 at 4% or $329,525 at 6%; with 50% employer match about $329,525 at 4% or $219,683 at 6%; with 100% employer match about $247,144 at 4% or $164,763 at 6%.
200318$1,677,408$73,342$9,168iApproximate average salary by contribution assumption: employee only about $229,194 at 4% or $152,796 at 6%; with 50% employer match about $152,796 at 4% or $101,864 at 6%; with 100% employer match about $114,597 at 4% or $76,398 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing PlanCurrent8$1,677,408$73,342$9,168iApproximate average salary by contribution assumption: employee only about $229,194 at 4% or $152,796 at 6%; with 50% employer match about $152,796 at 4% or $101,864 at 6%; with 100% employer match about $114,597 at 4% or $76,398 at 6%.
200217$1,290,287$58,635$8,376iApproximate average salary by contribution assumption: employee only about $209,411 at 4% or $139,607 at 6%; with 50% employer match about $139,607 at 4% or $93,071 at 6%; with 100% employer match about $104,705 at 4% or $69,804 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-7$1,290,287$58,635$8,376iApproximate average salary by contribution assumption: employee only about $209,411 at 4% or $139,607 at 6%; with 50% employer match about $139,607 at 4% or $93,071 at 6%; with 100% employer match about $104,705 at 4% or $69,804 at 6%.
200115$0$0-
Michael John Beierle, M.D. S.C. Profit Sharing Plan-5---
200017$0$0-
Michael John Beierle, M.D. S.C. Profit Sharing Plan-7---
199917$1,948,644$50,855$7,265iApproximate average salary by contribution assumption: employee only about $181,625 at 4% or $121,083 at 6%; with 50% employer match about $121,083 at 4% or $80,722 at 6%; with 100% employer match about $90,813 at 4% or $60,542 at 6%.
Michael John Beierle, M.D. S.C. Profit Sharing Plan-7$1,948,644$50,855$7,265iApproximate average salary by contribution assumption: employee only about $181,625 at 4% or $121,083 at 6%; with 50% employer match about $121,083 at 4% or $80,722 at 6%; with 100% employer match about $90,813 at 4% or $60,542 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$1,677,408$387,121 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,290,287$1,677,408Increase +$387,121 (30.00%)
Total liabilities$0$0No change $0
Net assets$1,290,287$1,677,408Increase +$387,121 (30.00%)

Contributions

Employer contributions$73,342
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$394,726
Total expenses$7,605
Net income$387,121
Source fields
Schedule I source fields
Filing Id
84037198009814
Schedule I EIN
36-3446215
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$1,290,287
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,290,287
Small plan total assets at end of year
$1,677,408
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,677,408
Small plan employer contributions
$73,342
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$321,384
Small plan total income
$394,726
Small plan total benefit distributions
$1,640
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$5,965
Small plan total expenses
$7,605
Small plan net income or loss
$387,121
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
Yes
Small Mortg Participants End of year Amount
$38,082
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.

Pension & Payor

Payor EIN36-3906272

Transfers

Distributed property value$0
Schedule R source fields
Payor 36-3906272
Filing Id
84037198009814
Schedule R EIN
36-3446215
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
36-3906272
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Michael John Beierle, M.D. S.C. Profit Sharing Plan | Michael John Beierle, M.D. S.C. | Plan 001 | 2003 Form 5500 Filing