Fidelity bond in place
Yes
Filing
Mark E Eggleton Dds Profit Sharing Plan
Mark E Eggleton Dds • EIN 38-2139730 • Plan year 2004
Filing Insights
Participants
Flat8 → 8
0 • 0.00%
Assets
Up$393,523 → $468,688
$75,165 • 19.10%
Investment Management Fee
-
Admin expenses - • Total expenses $96
Filing Details
Context- Net investment result
- $75,165
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Mark E Eggleton Dds Profit Sharing Plan | - | 0 | - | - | - |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Mark E Eggleton Dds Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| Mark E Eggleton Dds Profit Sharing Plan | Current | 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%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Mark E Eggleton Dds Profit Sharing Plan | - | 7 | - | - | - |
| 2002 | 2 | 7 | $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 | $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 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Mark E Eggleton Dds Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Mark E Eggleton Dds Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 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%. |
| 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
- 84037364348295
- Form Id
- 66202100
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4020375364348040004
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Filing Id
- 84037364348295
- Form Id
- 66202098
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4020375364348040002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 3
- Filing Id
- 84037364348295
- Form Id
- 66202099
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4020375364348040003
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 4
- Filing Id
- 84037364348295
- Form Id
- 66202101
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4020375364348040005
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 5
- Ins Carrier Name: MET LIFE
- Filing Id
- 84037364348295
- Form Id
- 66202099
- Schedule A EIN
- 38-2139730
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- MET LIFE
- 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
- 2004-01-01
- Ins Policy To Date
- 2004-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $63,760
- Pension End of year Sep Account Amount
- $341,573
- 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
- $60,188
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $3,968
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $3,968
- Pension Total Bal Addn Amount
- $64,156
- Pension Bnfts Dsbrsd Amount
- $396
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $396
- Pension End of year Bal Amount
- $63,760
- 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 6
- Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
- Filing Id
- 84037364348295
- Form Id
- 66202101
- Schedule A EIN
- 38-2139730
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- PRINCIPAL LIFE INSURANCE COMPANY
- 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
- 2004-01-01
- Ins Policy To Date
- 2004-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $1,095
- Pension End of year Sep Account Amount
- $341,573
- 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
- $1,136
- Pension Contribution Dep Amount
- $139
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $43
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $114
- Pension Other Text
- SEE STATEMENT 2
- Pension Total Additions Amount
- $296
- Pension Total Bal Addn Amount
- $1,432
- Pension Bnfts Dsbrsd Amount
- $337
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $337
- Pension End of year Bal Amount
- $1,095
- 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 7
- Ins Carrier Name: AXA EQUITABLE LIFE INSURANCE COMPANY
- Filing Id
- 84037364348295
- Form Id
- 66202098
- Schedule A EIN
- 38-2139730
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- AXA EQUITABLE LIFE INSURANCE COMPANY
- 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
- 2004-01-01
- Ins Policy To Date
- 2004-12-31
- 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
- $341,573
- 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
- $32,441
- Pension Contribution Dep Amount
- $12,076
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $293
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $967
- Pension Other Text
- SEE STATEMENT 2
- Pension Total Additions Amount
- $13,336
- Pension Total Bal Addn Amount
- $45,777
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $60
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $60
- Pension End of year Bal Amount
- $45,717
- 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 8
- Ins Carrier Name: JOHN HANCOCK
- Filing Id
- 84037364348295
- Form Id
- 66202100
- Schedule A EIN
- 38-2139730
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- 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
- 2004-01-01
- Ins Policy To Date
- 2004-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $2,792
- Pension End of year Sep Account Amount
- $341,573
- 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
- $15,688
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $208
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $208
- Pension Total Bal Addn Amount
- $15,896
- Pension Bnfts Dsbrsd Amount
- $13,104
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $13,104
- Pension End of year Bal Amount
- $2,792
- 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
- 84037364348295
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4020375364348040006
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 200
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $47,699
- Row 2
- Filing Id
- 84037364348295
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4020375364348040006
- Row 3
- Filing Id
- 84037364348295
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 4020375364348040006
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 206
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $75,844
- Row 4
- Filing Id
- 84037364348295
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 4020375364348040006
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 4
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651004
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $95,115
- Row 5
- Filing Id
- 84037364348295
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 4020375364348040006
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 206
- DFE P1 Spons 01 Name
- AXA EQUITABLE LIFE INSUR. CO.
- DFE P1 Plan 01 EIN Plan number
- 135570651206
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $122,915
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$468,688$75,165 change
Balance Sheet
Beginning and end of plan year.
Total assets$393,523$468,688Increase +$75,165 (19.10%)
Total liabilities$0$0No change $0
Net assets$393,523$468,688Increase +$75,165 (19.10%)
Contributions
Employer contributions$21,309
Participant contributions$32,837
Other contributions$0
Income & Expenses
Total income$75,261
Total expenses$96
Net income$75,165
Source fields
- Schedule I source fields
- Filing Id
- 84037364348295
- Schedule I EIN
- 38-2139730
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2004-01-01
- Schedule I Tax Period
- 20041231
- Small plan total assets at beginning of year
- $393,523
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $393,523
- Small plan total assets at end of year
- $468,688
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $468,688
- Small plan employer contributions
- $21,309
- Small plan participant contributions
- $32,837
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $21,115
- Small plan total income
- $75,261
- 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
- $75,165
- 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
- $4,477
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- 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