Civic Intelligence
Filing

Michael E Meyer Dds PC Profit Sharing Trust

Michael E Meyer Dds PC • EIN 38-3376674 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

6 → 5

-1 • -16.67%

Assets

Up

$418,521 → $547,918

$129,397 • 30.92%

Investment Management Fee

-

Admin expenses - • Total expenses $2,937

Filing Details

Context
Net investment result
$129,397

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
2016120$1,862,927$90,340$4,517iApproximate average salary by contribution assumption: employee only about $112,925 at 4% or $75,283 at 6%; with 50% employer match about $75,283 at 4% or $50,189 at 6%; with 100% employer match about $56,463 at 4% or $37,642 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-20$1,862,927$90,340$4,517iApproximate average salary by contribution assumption: employee only about $112,925 at 4% or $75,283 at 6%; with 50% employer match about $75,283 at 4% or $50,189 at 6%; with 100% employer match about $56,463 at 4% or $37,642 at 6%.
2015121$1,627,800$91,015$4,334iApproximate average salary by contribution assumption: employee only about $108,351 at 4% or $72,234 at 6%; with 50% employer match about $72,234 at 4% or $48,156 at 6%; with 100% employer match about $54,176 at 4% or $36,117 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-21$1,627,800$91,015$4,334iApproximate average salary by contribution assumption: employee only about $108,351 at 4% or $72,234 at 6%; with 50% employer match about $72,234 at 4% or $48,156 at 6%; with 100% employer match about $54,176 at 4% or $36,117 at 6%.
2014121$1,539,363$96,615$4,601iApproximate average salary by contribution assumption: employee only about $115,018 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,339 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-21$1,539,363$96,615$4,601iApproximate average salary by contribution assumption: employee only about $115,018 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,339 at 6%.
2013119$1,511,653$224,918$11,838iApproximate average salary by contribution assumption: employee only about $295,945 at 4% or $197,296 at 6%; with 50% employer match about $197,296 at 4% or $131,531 at 6%; with 100% employer match about $147,972 at 4% or $98,648 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-19$1,511,653$224,918$11,838iApproximate average salary by contribution assumption: employee only about $295,945 at 4% or $197,296 at 6%; with 50% employer match about $197,296 at 4% or $131,531 at 6%; with 100% employer match about $147,972 at 4% or $98,648 at 6%.
2012115$1,299,688$338,897$22,593iApproximate average salary by contribution assumption: employee only about $564,828 at 4% or $376,552 at 6%; with 50% employer match about $376,552 at 4% or $251,035 at 6%; with 100% employer match about $282,414 at 4% or $188,276 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-15$1,299,688$338,897$22,593iApproximate average salary by contribution assumption: employee only about $564,828 at 4% or $376,552 at 6%; with 50% employer match about $376,552 at 4% or $251,035 at 6%; with 100% employer match about $282,414 at 4% or $188,276 at 6%.
2011114$967,652$59,297$4,236iApproximate average salary by contribution assumption: employee only about $105,888 at 4% or $70,592 at 6%; with 50% employer match about $70,592 at 4% or $47,061 at 6%; with 100% employer match about $52,944 at 4% or $35,296 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-14$967,652$59,297$4,236iApproximate average salary by contribution assumption: employee only about $105,888 at 4% or $70,592 at 6%; with 50% employer match about $70,592 at 4% or $47,061 at 6%; with 100% employer match about $52,944 at 4% or $35,296 at 6%.
2010112$768,856$27,618$2,302iApproximate average salary by contribution assumption: employee only about $57,538 at 4% or $38,358 at 6%; with 50% employer match about $38,358 at 4% or $25,572 at 6%; with 100% employer match about $28,769 at 4% or $19,179 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-12$768,856$27,618$2,302iApproximate average salary by contribution assumption: employee only about $57,538 at 4% or $38,358 at 6%; with 50% employer match about $38,358 at 4% or $25,572 at 6%; with 100% employer match about $28,769 at 4% or $19,179 at 6%.
2009112$790,803$59,875$4,990iApproximate average salary by contribution assumption: employee only about $124,740 at 4% or $83,160 at 6%; with 50% employer match about $83,160 at 4% or $55,440 at 6%; with 100% employer match about $62,370 at 4% or $41,580 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-12$790,803$59,875$4,990iApproximate average salary by contribution assumption: employee only about $124,740 at 4% or $83,160 at 6%; with 50% employer match about $83,160 at 4% or $55,440 at 6%; with 100% employer match about $62,370 at 4% or $41,580 at 6%.
200617$0$0-
Michael E Meyer Dds PC Profit Sharing Trust-7---
200516$657,202$50,585$8,431iApproximate average salary by contribution assumption: employee only about $210,771 at 4% or $140,514 at 6%; with 50% employer match about $140,514 at 4% or $93,676 at 6%; with 100% employer match about $105,385 at 4% or $70,257 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-6$657,202$50,585$8,431iApproximate average salary by contribution assumption: employee only about $210,771 at 4% or $140,514 at 6%; with 50% employer match about $140,514 at 4% or $93,676 at 6%; with 100% employer match about $105,385 at 4% or $70,257 at 6%.
200415$547,918$49,774$9,955iApproximate average salary by contribution assumption: employee only about $248,870 at 4% or $165,913 at 6%; with 50% employer match about $165,913 at 4% or $110,609 at 6%; with 100% employer match about $124,435 at 4% or $82,957 at 6%.
Michael E Meyer Dds PC Profit Sharing TrustCurrent5$547,918$49,774$9,955iApproximate average salary by contribution assumption: employee only about $248,870 at 4% or $165,913 at 6%; with 50% employer match about $165,913 at 4% or $110,609 at 6%; with 100% employer match about $124,435 at 4% or $82,957 at 6%.
200314$0$0-
Michael E Meyer Dds PC Profit Sharing Trust-4---
200223$0$0-
Michael E Meyer Dds PC Profit Sharing Trust-3---
Michael E Meyer Dds PC Money Purchase Pension Trust-0---
200125$0$0-
Michael E Meyer Dds PC Money Purchase Pension Trust-4---
Michael E Meyer Dds PC Profit Sharing Trust-5---
200025$0$0-
Michael E Meyer Dds PC Money Purchase Pension Trust-5---
Michael E Meyer Dds PC Profit Sharing Trust-5---
199926$167,805$33,064$5,511iApproximate average salary by contribution assumption: employee only about $137,767 at 4% or $91,844 at 6%; with 50% employer match about $91,844 at 4% or $61,230 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%.
Michael E Meyer Dds PC Profit Sharing Trust-6$98,825$19,170$3,195iApproximate average salary by contribution assumption: employee only about $79,875 at 4% or $53,250 at 6%; with 50% employer match about $53,250 at 4% or $35,500 at 6%; with 100% employer match about $39,938 at 4% or $26,625 at 6%.
Michael E Meyer Dds PC Money Purchase Pension Trust-6$68,980$13,894$2,316iApproximate average salary by contribution assumption: employee only about $57,892 at 4% or $38,594 at 6%; with 50% employer match about $38,594 at 4% or $25,730 at 6%; with 100% employer match about $28,946 at 4% or $19,297 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$547,918$129,397 change

Balance Sheet

Beginning and end of plan year.

Total assets$418,521$547,918Increase +$129,397 (30.92%)
Total liabilities$0$0No change $0
Net assets$418,521$547,918Increase +$129,397 (30.92%)

Contributions

Employer contributions$36,774
Participant contributions$13,000
Other contributions$0

Income & Expenses

Total income$132,334
Total expenses$2,937
Net income$129,397
Source fields
Schedule I source fields
Filing Id
84037227277536
Schedule I EIN
38-3376674
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-10-01
Schedule I Tax Period
20050930
Small plan total assets at beginning of year
$418,521
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$418,521
Small plan total assets at end of year
$547,918
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$547,918
Small plan employer contributions
$36,774
Small plan participant contributions
$13,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$82,560
Small plan total income
$132,334
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2,937
Small plan total expenses
$2,937
Small plan net income or loss
$129,397
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
$50,000
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

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037227277536
Schedule R EIN
38-3376674
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-10-01
Schedule R Tax Period
20050930
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0