Civic Intelligence
Filing

Mark E Eggleton Dds Profit Sharing Plan

Mark E Eggleton Dds • EIN 38-2139730 • Plan year 2003

Filing Insights

Participants

Down

8 → 7

-1 • -12.50%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

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 PlanCurrent7---
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 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---
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
91037025256855
Form Id
56292308
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374275350040005
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
91037025256855
Form Id
56292305
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374275350040002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
91037025256855
Form Id
56292306
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374275350040003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Filing Id
91037025256855
Form Id
56292307
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374275350040004
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 5
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
91037025256855
Form Id
56292308
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
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
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$1,135
Pension End of year Sep Account Amount
$254,724
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
$1,086
Pension Contribution Dep Amount
$0
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
$49
Pension Total Bal Addn Amount
$1,135
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
$1,135
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: THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE USA
Filing Id
91037025256855
Form Id
56292305
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE USA
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
2003-01-01
Ins Policy To Date
2003-12-31
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
$254,724
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
$41,186
Pension Contribution Dep Amount
$15,226
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$230
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$15,456
Pension Total Bal Addn Amount
$56,642
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$51
Pension Transfer To Amount
$18,649
Pension Oth Ded Amount
$5,500
Pension Oth Ded Text
LOAN AMOUNT
Pension Total Ded Amount
$24,200
Pension End of year Bal Amount
$32,442
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: METLIFE
Filing Id
91037025256855
Form Id
56292306
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
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
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$60,184
Pension End of year Sep Account Amount
$254,724
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
$57,734
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$3,752
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$3,752
Pension Total Bal Addn Amount
$61,486
Pension Bnfts Dsbrsd Amount
$1,298
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$1,298
Pension End of year Bal Amount
$60,188
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
91037025256855
Form Id
56292307
Schedule A EIN
38-2139730
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
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
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$15,688
Pension End of year Sep Account Amount
$254,724
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
$19,032
Pension Contribution Dep Amount
$349
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$826
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$1,175
Pension Total Bal Addn Amount
$20,207
Pension Bnfts Dsbrsd Amount
$4,519
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$4,519
Pension End of year Bal Amount
$15,688
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
91037025256855
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374275350040006
Row 2
Filing Id
91037025256855
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374275350040006
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
$72,671
Row 3
Filing Id
91037025256855
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3010374275350040006
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,179
Row 4
Filing Id
91037025256855
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3010374275350040006
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$53,931
Row 5
Filing Id
91037025256855
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3010374275350040006
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$93,439
Row 6
Filing Id
91037025256855
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
3010374275350040006
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
135570651000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$31,504
Row 7
Filing Id
91037025256855
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
5
Image Form Id
3010374275350040006
DFE P1 Plan Interest End of year 01 Amount
$0
Row 8
Filing Id
91037025256855
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
6
Image Form Id
3010374275350040006
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
91037025256855
Schedule D EIN
38-2139730
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2003-01-01
Schedule D Tax Period
20031231