Civic Intelligence
Filing

Mark E Eggleton Dds Profit Sharing Plan

Mark E Eggleton Dds • EIN 38-2139730 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Down

8 → 7

-1 • -12.50%

Assets

Up

$283,787 → $306,016

$22,229 • 7.83%

Investment Management Fee

-

Admin expenses - • Total expenses $96

Filing Details

Context
Net investment result
$22,229

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
201410$0$0-
Mark E Eggleton Dds Profit Sharing Plan-0---
201318$1,298,503$59,931$7,491iApproximate average salary by contribution assumption: employee only about $187,284 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,238 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-8$1,298,503$59,931$7,491iApproximate average salary by contribution assumption: employee only about $187,284 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,238 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%.
201218$1,015,887$59,286$7,411iApproximate average salary by contribution assumption: employee only about $185,269 at 4% or $123,513 at 6%; with 50% employer match about $123,513 at 4% or $82,342 at 6%; with 100% employer match about $92,634 at 4% or $61,756 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-8$1,015,887$59,286$7,411iApproximate average salary by contribution assumption: employee only about $185,269 at 4% or $123,513 at 6%; with 50% employer match about $123,513 at 4% or $82,342 at 6%; with 100% employer match about $92,634 at 4% or $61,756 at 6%.
201118$864,416$51,463$6,433iApproximate average salary by contribution assumption: employee only about $160,822 at 4% or $107,215 at 6%; with 50% employer match about $107,215 at 4% or $71,476 at 6%; with 100% employer match about $80,411 at 4% or $53,607 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-8$864,416$51,463$6,433iApproximate average salary by contribution assumption: employee only about $160,822 at 4% or $107,215 at 6%; with 50% employer match about $107,215 at 4% or $71,476 at 6%; with 100% employer match about $80,411 at 4% or $53,607 at 6%.
201018$834,887$53,539$6,692iApproximate average salary by contribution assumption: employee only about $167,309 at 4% or $111,540 at 6%; with 50% employer match about $111,540 at 4% or $74,360 at 6%; with 100% employer match about $83,655 at 4% or $55,770 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-8$834,887$53,539$6,692iApproximate average salary by contribution assumption: employee only about $167,309 at 4% or $111,540 at 6%; with 50% employer match about $111,540 at 4% or $74,360 at 6%; with 100% employer match about $83,655 at 4% or $55,770 at 6%.
200919$703,324$42,402$4,711iApproximate average salary by contribution assumption: employee only about $117,783 at 4% or $78,522 at 6%; with 50% employer match about $78,522 at 4% or $52,348 at 6%; with 100% employer match about $58,892 at 4% or $39,261 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-9$703,324$42,402$4,711iApproximate average salary by contribution assumption: employee only about $117,783 at 4% or $78,522 at 6%; with 50% employer match about $78,522 at 4% or $52,348 at 6%; with 100% employer match about $58,892 at 4% or $39,261 at 6%.
200817$576,211$58,978$8,425iApproximate average salary by contribution assumption: employee only about $210,636 at 4% or $140,424 at 6%; with 50% employer match about $140,424 at 4% or $93,616 at 6%; with 100% employer match about $105,318 at 4% or $70,212 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-7$576,211$58,978$8,425iApproximate average salary by contribution assumption: employee only about $210,636 at 4% or $140,424 at 6%; with 50% employer match about $140,424 at 4% or $93,616 at 6%; with 100% employer match about $105,318 at 4% or $70,212 at 6%.
200717$0$0-
Mark E Eggleton Dds Profit Sharing Plan-7---
200616$622,101$59,073$9,846iApproximate average salary by contribution assumption: employee only about $246,138 at 4% or $164,092 at 6%; with 50% employer match about $164,092 at 4% or $109,394 at 6%; with 100% employer match about $123,069 at 4% or $82,046 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-6$622,101$59,073$9,846iApproximate average salary by contribution assumption: employee only about $246,138 at 4% or $164,092 at 6%; with 50% employer match about $164,092 at 4% or $109,394 at 6%; with 100% employer match about $123,069 at 4% or $82,046 at 6%.
200517$563,779$53,170$7,596iApproximate average salary by contribution assumption: employee only about $189,893 at 4% or $126,595 at 6%; with 50% employer match about $126,595 at 4% or $84,397 at 6%; with 100% employer match about $94,946 at 4% or $63,298 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-7$563,779$53,170$7,596iApproximate average salary by contribution assumption: employee only about $189,893 at 4% or $126,595 at 6%; with 50% employer match about $126,595 at 4% or $84,397 at 6%; with 100% employer match about $94,946 at 4% or $63,298 at 6%.
200418$468,688$54,146$6,768iApproximate average salary by contribution assumption: employee only about $169,206 at 4% or $112,804 at 6%; with 50% employer match about $112,804 at 4% or $75,203 at 6%; with 100% employer match about $84,603 at 4% or $56,402 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-8$468,688$54,146$6,768iApproximate average salary by contribution assumption: employee only about $169,206 at 4% or $112,804 at 6%; with 50% employer match about $112,804 at 4% or $75,203 at 6%; with 100% employer match about $84,603 at 4% or $56,402 at 6%.
200317$0$0-
Mark E Eggleton Dds Profit Sharing Plan-7---
200227$306,016$41,788$5,970iApproximate average salary by contribution assumption: employee only about $149,243 at 4% or $99,495 at 6%; with 50% employer match about $99,495 at 4% or $66,330 at 6%; with 100% employer match about $74,621 at 4% or $49,748 at 6%.
Mark E Eggleton Dds Profit Sharing PlanCurrent7$306,016$41,788$5,970iApproximate average salary by contribution assumption: employee only about $149,243 at 4% or $99,495 at 6%; with 50% employer match about $99,495 at 4% or $66,330 at 6%; with 100% employer match about $74,621 at 4% or $49,748 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-7---
200118$0$0-
Mark E Eggleton Dds Profit Sharing Plan-8---
200016$0$0-
Mark E Eggleton Dds Profit Sharing Plan-6---
199916$285,515$44,384$7,397iApproximate average salary by contribution assumption: employee only about $184,933 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,644 at 6%.
Mark E Eggleton Dds Profit Sharing Plan-6$285,515$44,384$7,397iApproximate average salary by contribution assumption: employee only about $184,933 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,644 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037009095794
Form Id
44172483
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374009095040004
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
84037009095794
Form Id
44172481
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374009095040002
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
84037009095794
Form Id
44172484
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374009095040005
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Filing Id
84037009095794
Form Id
44172482
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374009095040003
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 5
Filing Id
84037009095794
Form Id
44172483
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040374009095040004
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 6
Filing Id
84037009095794
Form Id
44172484
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040374009095040005
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 7
Filing Id
84037009095794
Form Id
44172481
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040374009095040002
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 8
Filing Id
84037009095794
Form Id
44172482
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040374009095040003
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 9
Filing Id
84037009095794
Form Id
44172483
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040374009095040004
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 10
Filing Id
84037009095794
Form Id
44172482
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040374009095040003
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 11
Filing Id
84037009095794
Form Id
44172481
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040374009095040002
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 12
Filing Id
84037009095794
Form Id
44172484
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040374009095040005
Ins Broker 01 City
N/A
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 13
Ins Carrier Name: THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE U S A
Filing Id
84037009095794
Form Id
44172481
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE U S A
Ins Carrier EIN
13-5570651
Ins Carrier Naic Code
62944
Ins Contract Num
382139730D1
Ins Prsn Covered End of year Count
8
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$146,299
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$28,994
Pension Contribution Dep Amount
$11,783
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$457
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$12,240
Pension Total Bal Addn Amount
$41,234
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$48
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$48
Pension End of year Bal Amount
$41,186
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 14
Ins Carrier Name: METLIFE
Filing Id
84037009095794
Form Id
44172482
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
METLIFE
Ins Carrier EIN
13-5581829
Ins Carrier Naic Code
65978
Ins Contract Num
382139730D1
Ins Prsn Covered End of year Count
8
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$57,734
Pension End of year Sep Account Amount
$146,299
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$57,418
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$3,725
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$3,725
Pension Total Bal Addn Amount
$61,143
Pension Bnfts Dsbrsd Amount
$3,409
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$3,409
Pension End of year Bal Amount
$57,734
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 15
Ins Carrier Name: JOHN HANCOCK
Filing Id
84037009095794
Form Id
44172483
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
JOHN HANCOCK
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
382139730D1
Ins Prsn Covered End of year Count
8
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$19,032
Pension End of year Sep Account Amount
$146,299
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$15,974
Pension Contribution Dep Amount
$2,260
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$798
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$3,058
Pension Total Bal Addn Amount
$19,032
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$19,032
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 16
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMP
Filing Id
84037009095794
Form Id
44172484
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMP
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
382139730D1
Ins Prsn Covered End of year Count
8
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$1,086
Pension End of year Sep Account Amount
$146,299
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$992
Pension Contribution Dep Amount
$332
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$49
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$381
Pension Total Bal Addn Amount
$1,373
Pension Bnfts Dsbrsd Amount
$287
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$287
Pension End of year Bal Amount
$1,086
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037009095794
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374009095040006
Row 2
Filing Id
84037009095794
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2040374009095040006
DFE P1 Entity 01 Name
EQUITABLES PSA NO 4
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651004
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$54,432
Row 3
Filing Id
84037009095794
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
2040374009095040006
DFE P1 Entity 01 Name
EQUITABLES PSA NO 195
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651195
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,165
Row 4
Filing Id
84037009095794
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
2040374009095040006
DFE P1 Entity 01 Name
EQUITABLES PSA NO 198
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651198
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$42,634
Row 5
Filing Id
84037009095794
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
2040374009095040006
DFE P1 Entity 01 Name
EQUITABLES PSA NO 206
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651206
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$23,401
Row 6
Filing Id
84037009095794
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
2040374009095040006
DFE P1 Entity 01 Name
EQUITABLES PSA NO 200
DFE P1 Spons 01 Name
THE EQUITABLE LIFE ASSURANCE SOC US
DFE P1 Plan 01 EIN Plan number
135570651200
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$24,667
Row 7
Filing Id
84037009095794
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
5
Image Form Id
2040374009095040006
DFE P1 Entity 01 Code
T
DFE P1 Plan Interest End of year 01 Amount
$0

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$306,016$22,229 change

Balance Sheet

Beginning and end of plan year.

Total assets$283,787$306,016Increase +$22,229 (7.83%)
Total liabilities$0$0No change $0
Net assets$283,787$306,016Increase +$22,229 (7.83%)

Contributions

Employer contributions$16,907
Participant contributions$24,812
Other contributions$69

Income & Expenses

Total income$22,325
Total expenses$96
Net income$22,229
Source fields
Schedule I source fields
Filing Id
84037009095794
Schedule I EIN
38-2139730
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$283,787
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$283,787
Small plan total assets at end of year
$306,016
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$306,016
Small plan employer contributions
$16,907
Small plan participant contributions
$24,812
Small Oth Contribution Rcvd Amount
$69
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-19,463
Small plan total income
$22,325
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$96
Small plan total expenses
$96
Small plan net income or loss
$22,229
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
$30,000
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