Civic Intelligence
Filing

E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Dr E T Mcniece Dds Pa • EIN 41-1406187 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$166,456 → $282,289

$115,833 • 69.59%

Investment Management Fee

-

Admin expenses - • Total expenses $4,048

Filing Details

Context
Net investment result
$116,393

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
201110$0$0-
E. T. MCNIECE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-0$0--
201018$373,948$85,426$10,678iApproximate average salary by contribution assumption: employee only about $266,956 at 4% or $177,971 at 6%; with 50% employer match about $177,971 at 4% or $118,647 at 6%; with 100% employer match about $133,478 at 4% or $88,985 at 6%.
E. T. MCNIECE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-8$373,948$85,426$10,678iApproximate average salary by contribution assumption: employee only about $266,956 at 4% or $177,971 at 6%; with 50% employer match about $177,971 at 4% or $118,647 at 6%; with 100% employer match about $133,478 at 4% or $88,985 at 6%.
200928$250,243$98,648$12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%.
E. T. MCNIECE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN-8$250,243$98,648$12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-0$0--
200828$582,917$89,965$11,246iApproximate average salary by contribution assumption: employee only about $281,141 at 4% or $187,427 at 6%; with 50% employer match about $187,427 at 4% or $124,951 at 6%; with 100% employer match about $140,570 at 4% or $93,714 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-4$472,922--
E. T. MCNIECE, D.D.S., P.A. 401K PROFIT SHARING PLAN-8$109,995$89,965$11,246iApproximate average salary by contribution assumption: employee only about $281,141 at 4% or $187,427 at 6%; with 50% employer match about $187,427 at 4% or $124,951 at 6%; with 100% employer match about $140,570 at 4% or $93,714 at 6%.
200727$0$0-
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-4---
E. T. MCNIECE, D.D.S., P.A. 401K PROFIT SHARING PLAN-7---
200614$566,977$113,206$28,302iApproximate average salary by contribution assumption: employee only about $707,538 at 4% or $471,692 at 6%; with 50% employer match about $471,692 at 4% or $314,461 at 6%; with 100% employer match about $353,769 at 4% or $235,846 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-4$566,977$113,206$28,302iApproximate average salary by contribution assumption: employee only about $707,538 at 4% or $471,692 at 6%; with 50% employer match about $471,692 at 4% or $314,461 at 6%; with 100% employer match about $353,769 at 4% or $235,846 at 6%.
200514$399,891$108,980$27,245iApproximate average salary by contribution assumption: employee only about $681,125 at 4% or $454,083 at 6%; with 50% employer match about $454,083 at 4% or $302,722 at 6%; with 100% employer match about $340,563 at 4% or $227,042 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-4$399,891$108,980$27,245iApproximate average salary by contribution assumption: employee only about $681,125 at 4% or $454,083 at 6%; with 50% employer match about $454,083 at 4% or $302,722 at 6%; with 100% employer match about $340,563 at 4% or $227,042 at 6%.
200414$282,289$103,112$25,778iApproximate average salary by contribution assumption: employee only about $644,450 at 4% or $429,633 at 6%; with 50% employer match about $429,633 at 4% or $286,422 at 6%; with 100% employer match about $322,225 at 4% or $214,817 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLANCurrent4$282,289$103,112$25,778iApproximate average salary by contribution assumption: employee only about $644,450 at 4% or $429,633 at 6%; with 50% employer match about $429,633 at 4% or $286,422 at 6%; with 100% employer match about $322,225 at 4% or $214,817 at 6%.
200324$166,456$99,628$24,907iApproximate average salary by contribution assumption: employee only about $622,675 at 4% or $415,117 at 6%; with 50% employer match about $415,117 at 4% or $276,744 at 6%; with 100% employer match about $311,338 at 4% or $207,558 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-4$166,456$99,628$24,907iApproximate average salary by contribution assumption: employee only about $622,675 at 4% or $415,117 at 6%; with 50% employer match about $415,117 at 4% or $276,744 at 6%; with 100% employer match about $311,338 at 4% or $207,558 at 6%.
Dr E T Mcniece Profit Sharing Plan-0---
200226$57,265$57,265$9,544iApproximate average salary by contribution assumption: employee only about $238,604 at 4% or $159,069 at 6%; with 50% employer match about $159,069 at 4% or $106,046 at 6%; with 100% employer match about $119,302 at 4% or $79,535 at 6%.
E. T. MCNIECE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN-5$57,265$57,265$11,453iApproximate average salary by contribution assumption: employee only about $286,325 at 4% or $190,883 at 6%; with 50% employer match about $190,883 at 4% or $127,256 at 6%; with 100% employer match about $143,163 at 4% or $95,442 at 6%.
Dr E T Mcniece Profit Sharing Plan-6---
200118$0$0-
Dr E T Mcniece Profit Sharing Plan-8---
200017$0$0-
Dr E T Mcniece Profit Sharing Plan-7---
199916$348,554$38,652$6,442iApproximate average salary by contribution assumption: employee only about $161,050 at 4% or $107,367 at 6%; with 50% employer match about $107,367 at 4% or $71,578 at 6%; with 100% employer match about $80,525 at 4% or $53,683 at 6%.
Dr E T Mcniece Profit Sharing Plan-6$348,554$38,652$6,442iApproximate average salary by contribution assumption: employee only about $161,050 at 4% or $107,367 at 6%; with 50% employer match about $107,367 at 4% or $71,578 at 6%; with 100% employer match about $80,525 at 4% or $53,683 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$282,289$115,833 change

Balance Sheet

Beginning and end of plan year.

Total assets$166,456$282,289Increase +$115,833 (69.59%)
Total liabilities$560$0Decrease -$560 (-100.00%)
Net assets$165,896$282,289Increase +$116,393 (70.16%)

Contributions

Employer contributions$103,112
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$120,441
Total expenses$4,048
Net income$116,393
Source fields
Schedule I source fields
Filing Id
84037283473295
Schedule I EIN
41-1406187
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$166,456
Small plan total liabilities at beginning of year
$560
Small plan net assets at beginning of year
$165,896
Small plan total assets at end of year
$282,289
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$282,289
Small plan employer contributions
$103,112
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$17,329
Small plan total income
$120,441
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$4,048
Small plan total expenses
$4,048
Small plan net income or loss
$116,393
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
84037283473295
Schedule R EIN
41-1406187
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
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
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
No