Civic Intelligence
Filing

Midwest Digestive Disease Specialists 401K Plan

Midwest Digestive Disease Specialis • EIN 36-3689315 • Plan year 2001

Filing Insights

Participants

Up

20 → 23

3 • 15.00%

Assets

Up

$256,166 → $330,518

$74,352 • 29.02%

Investment Management Fee

-

Admin expenses - • Total expenses $7,553

Filing Details

Context
Net investment result
$74,352
Pension payor EIN
39-2014682

Status 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

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201510$0$403-
Midwest Digestive Disease Specialists 401K Plan-0$0$403-
2014132$2,462,785$210,599$6,581iApproximate average salary by contribution assumption: employee only about $164,530 at 4% or $109,687 at 6%; with 50% employer match about $109,687 at 4% or $73,125 at 6%; with 100% employer match about $82,265 at 4% or $54,843 at 6%.
Midwest Digestive Disease Specialists 401K Plan-32$2,462,785$210,599$6,581iApproximate average salary by contribution assumption: employee only about $164,530 at 4% or $109,687 at 6%; with 50% employer match about $109,687 at 4% or $73,125 at 6%; with 100% employer match about $82,265 at 4% or $54,843 at 6%.
2013132$2,179,220$176,851$5,527iApproximate average salary by contribution assumption: employee only about $138,165 at 4% or $92,110 at 6%; with 50% employer match about $92,110 at 4% or $61,407 at 6%; with 100% employer match about $69,082 at 4% or $46,055 at 6%.
Midwest Digestive Disease Specialists 401K Plan-32$2,179,220$176,851$5,527iApproximate average salary by contribution assumption: employee only about $138,165 at 4% or $92,110 at 6%; with 50% employer match about $92,110 at 4% or $61,407 at 6%; with 100% employer match about $69,082 at 4% or $46,055 at 6%.
2012129$1,748,472$142,078$4,899iApproximate average salary by contribution assumption: employee only about $122,481 at 4% or $81,654 at 6%; with 50% employer match about $81,654 at 4% or $54,436 at 6%; with 100% employer match about $61,241 at 4% or $40,827 at 6%.
Midwest Digestive Disease Specialists 401K Plan-29$1,748,472$142,078$4,899iApproximate average salary by contribution assumption: employee only about $122,481 at 4% or $81,654 at 6%; with 50% employer match about $81,654 at 4% or $54,436 at 6%; with 100% employer match about $61,241 at 4% or $40,827 at 6%.
2011132$1,434,619$159,833$4,995iApproximate average salary by contribution assumption: employee only about $124,870 at 4% or $83,246 at 6%; with 50% employer match about $83,246 at 4% or $55,498 at 6%; with 100% employer match about $62,435 at 4% or $41,623 at 6%.
Midwest Digestive Disease Specialists 401K Plan-32$1,434,619$159,833$4,995iApproximate average salary by contribution assumption: employee only about $124,870 at 4% or $83,246 at 6%; with 50% employer match about $83,246 at 4% or $55,498 at 6%; with 100% employer match about $62,435 at 4% or $41,623 at 6%.
2010137$1,474,122$163,871$4,429iApproximate average salary by contribution assumption: employee only about $110,724 at 4% or $73,816 at 6%; with 50% employer match about $73,816 at 4% or $49,211 at 6%; with 100% employer match about $55,362 at 4% or $36,908 at 6%.
Midwest Digestive Disease Specialists 401K Plan-37$1,474,122$163,871$4,429iApproximate average salary by contribution assumption: employee only about $110,724 at 4% or $73,816 at 6%; with 50% employer match about $73,816 at 4% or $49,211 at 6%; with 100% employer match about $55,362 at 4% or $36,908 at 6%.
2009139$1,218,172$182,198$4,672iApproximate average salary by contribution assumption: employee only about $116,794 at 4% or $77,862 at 6%; with 50% employer match about $77,862 at 4% or $51,908 at 6%; with 100% employer match about $58,397 at 4% or $38,931 at 6%.
Midwest Digestive Disease Specialists 401K Plan-39$1,218,172$182,198$4,672iApproximate average salary by contribution assumption: employee only about $116,794 at 4% or $77,862 at 6%; with 50% employer match about $77,862 at 4% or $51,908 at 6%; with 100% employer match about $58,397 at 4% or $38,931 at 6%.
2008123$919,690$171,029$7,436iApproximate average salary by contribution assumption: employee only about $185,901 at 4% or $123,934 at 6%; with 50% employer match about $123,934 at 4% or $82,623 at 6%; with 100% employer match about $92,951 at 4% or $61,967 at 6%.
Midwest Digestive Disease Specialists 401K Plan-23$919,690$171,029$7,436iApproximate average salary by contribution assumption: employee only about $185,901 at 4% or $123,934 at 6%; with 50% employer match about $123,934 at 4% or $82,623 at 6%; with 100% employer match about $92,951 at 4% or $61,967 at 6%.
2007122$1,367,989$171,655$7,803iApproximate average salary by contribution assumption: employee only about $195,063 at 4% or $130,042 at 6%; with 50% employer match about $130,042 at 4% or $86,694 at 6%; with 100% employer match about $97,531 at 4% or $65,021 at 6%.
Midwest Digestive Disease Specialists 401K Plan-22$1,367,989$171,655$7,803iApproximate average salary by contribution assumption: employee only about $195,063 at 4% or $130,042 at 6%; with 50% employer match about $130,042 at 4% or $86,694 at 6%; with 100% employer match about $97,531 at 4% or $65,021 at 6%.
2006126$1,198,724$173,927$6,690iApproximate average salary by contribution assumption: employee only about $167,238 at 4% or $111,492 at 6%; with 50% employer match about $111,492 at 4% or $74,328 at 6%; with 100% employer match about $83,619 at 4% or $55,746 at 6%.
Midwest Digestive Disease Specialists 401K Plan-26$1,198,724$173,927$6,690iApproximate average salary by contribution assumption: employee only about $167,238 at 4% or $111,492 at 6%; with 50% employer match about $111,492 at 4% or $74,328 at 6%; with 100% employer match about $83,619 at 4% or $55,746 at 6%.
2005123$1,020,472$173,871$7,560iApproximate average salary by contribution assumption: employee only about $188,990 at 4% or $125,993 at 6%; with 50% employer match about $125,993 at 4% or $83,996 at 6%; with 100% employer match about $94,495 at 4% or $62,997 at 6%.
Midwest Digestive Disease Specialists 401K Plan-23$1,020,472$173,871$7,560iApproximate average salary by contribution assumption: employee only about $188,990 at 4% or $125,993 at 6%; with 50% employer match about $125,993 at 4% or $83,996 at 6%; with 100% employer match about $94,495 at 4% or $62,997 at 6%.
2004126$845,794$152,944$5,882iApproximate average salary by contribution assumption: employee only about $147,062 at 4% or $98,041 at 6%; with 50% employer match about $98,041 at 4% or $65,361 at 6%; with 100% employer match about $73,531 at 4% or $49,021 at 6%.
Midwest Digestive Disease Specialists 401K Plan-26$845,794$152,944$5,882iApproximate average salary by contribution assumption: employee only about $147,062 at 4% or $98,041 at 6%; with 50% employer match about $98,041 at 4% or $65,361 at 6%; with 100% employer match about $73,531 at 4% or $49,021 at 6%.
2003120$598,441$123,996$6,200iApproximate average salary by contribution assumption: employee only about $154,995 at 4% or $103,330 at 6%; with 50% employer match about $103,330 at 4% or $68,887 at 6%; with 100% employer match about $77,498 at 4% or $51,665 at 6%.
Midwest Digestive Disease Specialists 401K Plan-20$598,441$123,996$6,200iApproximate average salary by contribution assumption: employee only about $154,995 at 4% or $103,330 at 6%; with 50% employer match about $103,330 at 4% or $68,887 at 6%; with 100% employer match about $77,498 at 4% or $51,665 at 6%.
2002117$359,749$111,617$6,566iApproximate average salary by contribution assumption: employee only about $164,143 at 4% or $109,428 at 6%; with 50% employer match about $109,428 at 4% or $72,952 at 6%; with 100% employer match about $82,071 at 4% or $54,714 at 6%.
Midwest Digestive Disease Specialists 401K Plan-17$359,749$111,617$6,566iApproximate average salary by contribution assumption: employee only about $164,143 at 4% or $109,428 at 6%; with 50% employer match about $109,428 at 4% or $72,952 at 6%; with 100% employer match about $82,071 at 4% or $54,714 at 6%.
2001123$330,518$98,376$4,277iApproximate average salary by contribution assumption: employee only about $106,930 at 4% or $71,287 at 6%; with 50% employer match about $71,287 at 4% or $47,525 at 6%; with 100% employer match about $53,465 at 4% or $35,643 at 6%.
Midwest Digestive Disease Specialists 401K PlanCurrent23$330,518$98,376$4,277iApproximate average salary by contribution assumption: employee only about $106,930 at 4% or $71,287 at 6%; with 50% employer match about $71,287 at 4% or $47,525 at 6%; with 100% employer match about $53,465 at 4% or $35,643 at 6%.
2000120$256,166$81,431$4,072iApproximate average salary by contribution assumption: employee only about $101,789 at 4% or $67,859 at 6%; with 50% employer match about $67,859 at 4% or $45,239 at 6%; with 100% employer match about $50,894 at 4% or $33,930 at 6%.
Midwest Digestive Disease Specialists 401K Plan-20$256,166$81,431$4,072iApproximate average salary by contribution assumption: employee only about $101,789 at 4% or $67,859 at 6%; with 50% employer match about $67,859 at 4% or $45,239 at 6%; with 100% employer match about $50,894 at 4% or $33,930 at 6%.
1999114$175,871$70,987$5,071iApproximate average salary by contribution assumption: employee only about $126,763 at 4% or $84,508 at 6%; with 50% employer match about $84,508 at 4% or $56,339 at 6%; with 100% employer match about $63,381 at 4% or $42,254 at 6%.
Midwest Digestive Disease Specialists 401K Plan-14$175,871$70,987$5,071iApproximate average salary by contribution assumption: employee only about $126,763 at 4% or $84,508 at 6%; with 50% employer match about $84,508 at 4% or $56,339 at 6%; with 100% employer match about $63,381 at 4% or $42,254 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$330,518$74,352 change

Balance Sheet

Beginning and end of plan year.

Total assets$256,166$330,518Increase +$74,352 (29.02%)
Total liabilities$0$0No change $0
Net assets$256,166$330,518Increase +$74,352 (29.02%)

Contributions

Employer contributions$36,104
Participant contributions$62,272
Other contributions$0

Income & Expenses

Total income$81,905
Total expenses$7,553
Net income$74,352
Source fields
Schedule I source fields
Filing Id
84037347329032
Schedule I EIN
36-3689315
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$256,166
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$256,166
Small plan total assets at end of year
$330,518
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$330,518
Small plan employer contributions
$36,104
Small plan participant contributions
$62,272
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-16,471
Small plan total income
$81,905
Small plan total benefit distributions
$7,553
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$7,553
Small plan net income or loss
$74,352
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN39-2014682

Transfers

Distributed property value$0
Schedule R source fields
Payor 39-2014682
Filing Id
84037347329032
Schedule R EIN
36-3689315
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
39-2014682
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0