Civic Intelligence
Filing

DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN

David a Cook MD PC • EIN 38-1948885 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Flat

6 → 6

0 • 0.00%

Assets

Up

$1,255,912 → $1,370,317

$114,405 • 9.11%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$114,405

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$41,477-
David a Cook MD PC 401 K Plan-0-$41,477-
201414$253,307$41,850$10,463iApproximate average salary by contribution assumption: employee only about $261,563 at 4% or $174,375 at 6%; with 50% employer match about $174,375 at 4% or $116,250 at 6%; with 100% employer match about $130,781 at 4% or $87,188 at 6%.
David a Cook MD PC 401 K Plan-4$253,307$41,850$10,463iApproximate average salary by contribution assumption: employee only about $261,563 at 4% or $174,375 at 6%; with 50% employer match about $174,375 at 4% or $116,250 at 6%; with 100% employer match about $130,781 at 4% or $87,188 at 6%.
201314$233,832$42,325$10,581iApproximate average salary by contribution assumption: employee only about $264,531 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,266 at 4% or $88,177 at 6%.
David a Cook MD PC 401 K Plan-4$233,832$42,325$10,581iApproximate average salary by contribution assumption: employee only about $264,531 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,266 at 4% or $88,177 at 6%.
201214$178,669$43,028$10,757iApproximate average salary by contribution assumption: employee only about $268,925 at 4% or $179,283 at 6%; with 50% employer match about $179,283 at 4% or $119,522 at 6%; with 100% employer match about $134,463 at 4% or $89,642 at 6%.
David a Cook MD PC 401 K Plan-4$178,669$43,028$10,757iApproximate average salary by contribution assumption: employee only about $268,925 at 4% or $179,283 at 6%; with 50% employer match about $179,283 at 4% or $119,522 at 6%; with 100% employer match about $134,463 at 4% or $89,642 at 6%.
201116$119,076$37,341$6,224iApproximate average salary by contribution assumption: employee only about $155,588 at 4% or $103,725 at 6%; with 50% employer match about $103,725 at 4% or $69,150 at 6%; with 100% employer match about $77,794 at 4% or $51,863 at 6%.
David a Cook MD PC 401 K Plan-6$119,076$37,341$6,224iApproximate average salary by contribution assumption: employee only about $155,588 at 4% or $103,725 at 6%; with 50% employer match about $103,725 at 4% or $69,150 at 6%; with 100% employer match about $77,794 at 4% or $51,863 at 6%.
201017$83,827$52,374$7,482iApproximate average salary by contribution assumption: employee only about $187,050 at 4% or $124,700 at 6%; with 50% employer match about $124,700 at 4% or $83,133 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%.
David a Cook MD PC 401 K Plan-7$83,827$52,374$7,482iApproximate average salary by contribution assumption: employee only about $187,050 at 4% or $124,700 at 6%; with 50% employer match about $124,700 at 4% or $83,133 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%.
200936$30,186$30,186$5,031iApproximate average salary by contribution assumption: employee only about $125,775 at 4% or $83,850 at 6%; with 50% employer match about $83,850 at 4% or $55,900 at 6%; with 100% employer match about $62,888 at 4% or $41,925 at 6%.
David a Cook MD PC 401 K Plan-6$30,186$30,186$5,031iApproximate average salary by contribution assumption: employee only about $125,775 at 4% or $83,850 at 6%; with 50% employer match about $83,850 at 4% or $55,900 at 6%; with 100% employer match about $62,888 at 4% or $41,925 at 6%.
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-0---
David a Cook MD PC Employees Pension Plan-0---
200826$0$0-
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-6---
David a Cook MD PC Employees Pension Plan-6---
200726$0$0-
David a Cook MD PC Employees Pension Plan-6---
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-6---
200627$0$0-
David a Cook MD PC Employees Pension Plan-7---
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-6---
200526$2,737,019$48,151$8,025iApproximate average salary by contribution assumption: employee only about $200,629 at 4% or $133,753 at 6%; with 50% employer match about $133,753 at 4% or $89,169 at 6%; with 100% employer match about $100,315 at 4% or $66,876 at 6%.
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLANCurrent6$1,370,317$9,615$1,603iApproximate average salary by contribution assumption: employee only about $40,063 at 4% or $26,708 at 6%; with 50% employer match about $26,708 at 4% or $17,806 at 6%; with 100% employer match about $20,031 at 4% or $13,354 at 6%.
David a Cook MD PC Employees Pension Plan-6$1,366,702$38,536$6,423iApproximate average salary by contribution assumption: employee only about $160,567 at 4% or $107,044 at 6%; with 50% employer match about $107,044 at 4% or $71,363 at 6%; with 100% employer match about $80,283 at 4% or $53,522 at 6%.
200426$2,503,135$52,803$8,801iApproximate average salary by contribution assumption: employee only about $220,013 at 4% or $146,675 at 6%; with 50% employer match about $146,675 at 4% or $97,783 at 6%; with 100% employer match about $110,006 at 4% or $73,338 at 6%.
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-5$1,255,912$16,561$3,312iApproximate average salary by contribution assumption: employee only about $82,805 at 4% or $55,203 at 6%; with 50% employer match about $55,203 at 4% or $36,802 at 6%; with 100% employer match about $41,403 at 4% or $27,602 at 6%.
David a Cook MD PC Employees Pension Plan-6$1,247,223$36,242$6,040iApproximate average salary by contribution assumption: employee only about $151,008 at 4% or $100,672 at 6%; with 50% employer match about $100,672 at 4% or $67,115 at 6%; with 100% employer match about $75,504 at 4% or $50,336 at 6%.
200325$0$0-
David a Cook MD PC Employees Pension Plan-5---
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-5---
200215$0$0-
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-5---
200126$0$0-
David a Cook MD PC Employees Pension Plan-6---
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-4---
200020$0$0-
DAVID A COOK MD PC EMPLOYEE PROFIT SHARING PLAN-0---
David a Cook MD PC Employees Pension Plan-0---
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$1,370,317$114,405 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,255,912$1,370,317Increase +$114,405 (9.11%)
Total liabilities$0$0No change $0
Net assets$1,255,912$1,370,317Increase +$114,405 (9.11%)

Contributions

Employer contributions$9,615
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$114,405
Total expenses$0
Net income$114,405
Source fields
Schedule I source fields
Filing Id
84037045022057
Schedule I EIN
38-1948885
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-10-01
Schedule I Tax Period
20060930
Small plan total assets at beginning of year
$1,255,912
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,255,912
Small plan total assets at end of year
$1,370,317
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,370,317
Small plan employer contributions
$9,615
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$104,790
Small plan total income
$114,405
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
$114,405
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
$150,000
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