Fidelity bond in place
No
Filing100 Northbound Gratiot Ave Ste BMount Clemens, MI 48043-2339
Prudential Securities Incorporated Profit Sharing Plan
Wm Michael White PC • EIN 38-2486366 • Mount Clemens, MI • Plan year 2000
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Up$506,179 → $515,602
$9,423 • 1.86%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $9,423
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
Yes
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,725,607 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 2 | $1,725,607 | - | - |
| 2024 | 1 | 2 | $1,628,744 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 2 | $1,628,744 | - | - |
| 2023 | 1 | 2 | $1,546,773 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 2 | $1,546,773 | - | - |
| 2022 | 1 | 3 | $1,463,397 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,463,397 | - | - |
| 2021 | 1 | 3 | $1,886,932 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,886,932 | - | - |
| 2020 | 1 | 3 | $1,767,970 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,767,970 | - | - |
| 2019 | 1 | 3 | $1,584,326 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,584,326 | - | - |
| 2018 | 1 | 3 | $1,388,345 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,388,345 | - | - |
| 2017 | 1 | 3 | $1,454,580 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,454,580 | - | - |
| 2016 | 1 | 3 | $1,291,213 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,291,213 | - | - |
| 2015 | 1 | 3 | $1,264,586 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,264,586 | - | - |
| 2014 | 1 | 3 | $1,229,761 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,229,761 | - | - |
| 2013 | 1 | 3 | $1,106,648 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,106,648 | - | - |
| 2012 | 1 | 3 | $1,051,572 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,051,572 | - | - |
| 2011 | 1 | 3 | $1,028,943 | $42,114 | $14,038iApproximate average salary by contribution assumption: employee only about $350,950 at 4% or $233,967 at 6%; with 50% employer match about $233,967 at 4% or $155,978 at 6%; with 100% employer match about $175,475 at 4% or $116,983 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $1,028,943 | $42,114 | $14,038iApproximate average salary by contribution assumption: employee only about $350,950 at 4% or $233,967 at 6%; with 50% employer match about $233,967 at 4% or $155,978 at 6%; with 100% employer match about $175,475 at 4% or $116,983 at 6%. |
| 2010 | 1 | 2 | $986,348 | $48,739 | $24,370iApproximate average salary by contribution assumption: employee only about $609,238 at 4% or $406,158 at 6%; with 50% employer match about $406,158 at 4% or $270,772 at 6%; with 100% employer match about $304,619 at 4% or $203,079 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 2 | $986,348 | $48,739 | $24,370iApproximate average salary by contribution assumption: employee only about $609,238 at 4% or $406,158 at 6%; with 50% employer match about $406,158 at 4% or $270,772 at 6%; with 100% employer match about $304,619 at 4% or $203,079 at 6%. |
| 2009 | 1 | 2 | $858,806 | $56,969 | $28,485iApproximate average salary by contribution assumption: employee only about $712,113 at 4% or $474,742 at 6%; with 50% employer match about $474,742 at 4% or $316,494 at 6%; with 100% employer match about $356,056 at 4% or $237,371 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 2 | $858,806 | $56,969 | $28,485iApproximate average salary by contribution assumption: employee only about $712,113 at 4% or $474,742 at 6%; with 50% employer match about $474,742 at 4% or $316,494 at 6%; with 100% employer match about $356,056 at 4% or $237,371 at 6%. |
| 2008 | 1 | 3 | $684,065 | $33,438 | $11,146iApproximate average salary by contribution assumption: employee only about $278,650 at 4% or $185,767 at 6%; with 50% employer match about $185,767 at 4% or $123,844 at 6%; with 100% employer match about $139,325 at 4% or $92,883 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $684,065 | $33,438 | $11,146iApproximate average salary by contribution assumption: employee only about $278,650 at 4% or $185,767 at 6%; with 50% employer match about $185,767 at 4% or $123,844 at 6%; with 100% employer match about $139,325 at 4% or $92,883 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $740,436 | $28,424 | $9,475iApproximate average salary by contribution assumption: employee only about $236,867 at 4% or $157,911 at 6%; with 50% employer match about $157,911 at 4% or $105,274 at 6%; with 100% employer match about $118,433 at 4% or $78,956 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $740,436 | $28,424 | $9,475iApproximate average salary by contribution assumption: employee only about $236,867 at 4% or $157,911 at 6%; with 50% employer match about $157,911 at 4% or $105,274 at 6%; with 100% employer match about $118,433 at 4% or $78,956 at 6%. |
| 2005 | 1 | 2 | $662,138 | $27,042 | $13,521iApproximate average salary by contribution assumption: employee only about $338,025 at 4% or $225,350 at 6%; with 50% employer match about $225,350 at 4% or $150,233 at 6%; with 100% employer match about $169,013 at 4% or $112,675 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 2 | $662,138 | $27,042 | $13,521iApproximate average salary by contribution assumption: employee only about $338,025 at 4% or $225,350 at 6%; with 50% employer match about $225,350 at 4% or $150,233 at 6%; with 100% employer match about $169,013 at 4% or $112,675 at 6%. |
| 2004 | 1 | 3 | $656,010 | $12,710 | $4,237iApproximate average salary by contribution assumption: employee only about $105,917 at 4% or $70,611 at 6%; with 50% employer match about $70,611 at 4% or $47,074 at 6%; with 100% employer match about $52,958 at 4% or $35,306 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $656,010 | $12,710 | $4,237iApproximate average salary by contribution assumption: employee only about $105,917 at 4% or $70,611 at 6%; with 50% employer match about $70,611 at 4% or $47,074 at 6%; with 100% employer match about $52,958 at 4% or $35,306 at 6%. |
| 2003 | 1 | 4 | $600,348 | $18,506 | $4,627iApproximate average salary by contribution assumption: employee only about $115,663 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,406 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 4 | $600,348 | $18,506 | $4,627iApproximate average salary by contribution assumption: employee only about $115,663 at 4% or $77,108 at 6%; with 50% employer match about $77,108 at 4% or $51,406 at 6%; with 100% employer match about $57,831 at 4% or $38,554 at 6%. |
| 2002 | 1 | 3 | $522,952 | $6,442 | $2,147iApproximate average salary by contribution assumption: employee only about $53,683 at 4% or $35,789 at 6%; with 50% employer match about $35,789 at 4% or $23,859 at 6%; with 100% employer match about $26,842 at 4% or $17,894 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | $522,952 | $6,442 | $2,147iApproximate average salary by contribution assumption: employee only about $53,683 at 4% or $35,789 at 6%; with 50% employer match about $35,789 at 4% or $23,859 at 6%; with 100% employer match about $26,842 at 4% or $17,894 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Prudential Securities Incorporated Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $515,602 | $22,809 | $5,702iApproximate average salary by contribution assumption: employee only about $142,556 at 4% or $95,038 at 6%; with 50% employer match about $95,038 at 4% or $63,358 at 6%; with 100% employer match about $71,278 at 4% or $47,519 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | Current | 4 | $515,602 | $22,809 | $5,702iApproximate average salary by contribution assumption: employee only about $142,556 at 4% or $95,038 at 6%; with 50% employer match about $95,038 at 4% or $63,358 at 6%; with 100% employer match about $71,278 at 4% or $47,519 at 6%. |
| 1999 | 1 | 4 | $506,179 | $14,903 | $3,726iApproximate average salary by contribution assumption: employee only about $93,144 at 4% or $62,096 at 6%; with 50% employer match about $62,096 at 4% or $41,397 at 6%; with 100% employer match about $46,572 at 4% or $31,048 at 6%. |
| Prudential Securities Incorporated Profit Sharing Plan | - | 4 | $506,179 | $14,903 | $3,726iApproximate average salary by contribution assumption: employee only about $93,144 at 4% or $62,096 at 6%; with 50% employer match about $62,096 at 4% or $41,397 at 6%; with 100% employer match about $46,572 at 4% or $31,048 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$515,602$9,423 change
Balance Sheet
Beginning and end of plan year.
Total assets$506,179$515,602Increase +$9,423 (1.86%)
Total liabilities$0$0No change $0
Net assets$506,179$515,602Increase +$9,423 (1.86%)
Contributions
Employer contributions$22,809
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$9,423
Total expenses$0
Net income$9,423
Source fields
- Schedule I source fields
- Filing Id
- 84037332328021
- Schedule I EIN
- 38-2486366
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $506,179
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $506,179
- Small plan total assets at end of year
- $515,602
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $515,602
- Small plan employer contributions
- $22,809
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-13,386
- Small plan total income
- $9,423
- 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
- $9,423
- 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
- 1
- Small Investment Real Est End of year A
- 143000
- 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
- Yes
- Small 20 Percent Sngl Investment Amount
- $143,000
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- Yes
- Small Res Terminate Plan Adpt Amount
- $0