Civic Intelligence
Filing

Theobald, Donohue & Thompson PC. Savings Plan

Theobald Donohu & Thompson PC • EIN 42-1029744 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Down

59 → 57

-2 • -3.39%

Assets

Down

$5,844,585 → $4,129,257

-$1,715,328 • -29.35%

Investment Management Fee

-

Admin expenses - • Total expenses $64,309

Filing Details

Context
Net investment result
$-1,715,328
Pension payor EIN
31-1592130

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
2024160$11,342,549$332,397$5,540iApproximate average salary by contribution assumption: employee only about $138,499 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,555 at 6%; with 100% employer match about $69,249 at 4% or $46,166 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-60$11,342,549$332,397$5,540iApproximate average salary by contribution assumption: employee only about $138,499 at 4% or $92,333 at 6%; with 50% employer match about $92,333 at 4% or $61,555 at 6%; with 100% employer match about $69,249 at 4% or $46,166 at 6%.
2023164$10,111,057$296,898$4,639iApproximate average salary by contribution assumption: employee only about $115,976 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,545 at 6%; with 100% employer match about $57,988 at 4% or $38,659 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-64$10,111,057$296,898$4,639iApproximate average salary by contribution assumption: employee only about $115,976 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,545 at 6%; with 100% employer match about $57,988 at 4% or $38,659 at 6%.
2022169$9,212,291$978,760$14,185iApproximate average salary by contribution assumption: employee only about $354,623 at 4% or $236,415 at 6%; with 50% employer match about $236,415 at 4% or $157,610 at 6%; with 100% employer match about $177,312 at 4% or $118,208 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-69$9,212,291$978,760$14,185iApproximate average salary by contribution assumption: employee only about $354,623 at 4% or $236,415 at 6%; with 50% employer match about $236,415 at 4% or $157,610 at 6%; with 100% employer match about $177,312 at 4% or $118,208 at 6%.
2021198$13,698,445$581,878$5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,959 at 6%; with 50% employer match about $98,959 at 4% or $65,973 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-98$13,698,445$581,878$5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,959 at 6%; with 50% employer match about $98,959 at 4% or $65,973 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%.
2020199$14,023,745$605,153$6,113iApproximate average salary by contribution assumption: employee only about $152,816 at 4% or $101,878 at 6%; with 50% employer match about $101,878 at 4% or $67,918 at 6%; with 100% employer match about $76,408 at 4% or $50,939 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-99$14,023,745$605,153$6,113iApproximate average salary by contribution assumption: employee only about $152,816 at 4% or $101,878 at 6%; with 50% employer match about $101,878 at 4% or $67,918 at 6%; with 100% employer match about $76,408 at 4% or $50,939 at 6%.
20191110$12,098,155$668,446$6,077iApproximate average salary by contribution assumption: employee only about $151,920 at 4% or $101,280 at 6%; with 50% employer match about $101,280 at 4% or $67,520 at 6%; with 100% employer match about $75,960 at 4% or $50,640 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-110$12,098,155$668,446$6,077iApproximate average salary by contribution assumption: employee only about $151,920 at 4% or $101,280 at 6%; with 50% employer match about $101,280 at 4% or $67,520 at 6%; with 100% employer match about $75,960 at 4% or $50,640 at 6%.
20181111$9,492,873$593,776$5,349iApproximate average salary by contribution assumption: employee only about $133,733 at 4% or $89,156 at 6%; with 50% employer match about $89,156 at 4% or $59,437 at 6%; with 100% employer match about $66,867 at 4% or $44,578 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-111$9,492,873$593,776$5,349iApproximate average salary by contribution assumption: employee only about $133,733 at 4% or $89,156 at 6%; with 50% employer match about $89,156 at 4% or $59,437 at 6%; with 100% employer match about $66,867 at 4% or $44,578 at 6%.
20171113$12,439,729$763,428$6,756iApproximate average salary by contribution assumption: employee only about $168,900 at 4% or $112,600 at 6%; with 50% employer match about $112,600 at 4% or $75,067 at 6%; with 100% employer match about $84,450 at 4% or $56,300 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-113$12,439,729$763,428$6,756iApproximate average salary by contribution assumption: employee only about $168,900 at 4% or $112,600 at 6%; with 50% employer match about $112,600 at 4% or $75,067 at 6%; with 100% employer match about $84,450 at 4% or $56,300 at 6%.
2016190$11,402,051$813,332$9,037iApproximate average salary by contribution assumption: employee only about $225,926 at 4% or $150,617 at 6%; with 50% employer match about $150,617 at 4% or $100,411 at 6%; with 100% employer match about $112,963 at 4% or $75,309 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-90$11,402,051$813,332$9,037iApproximate average salary by contribution assumption: employee only about $225,926 at 4% or $150,617 at 6%; with 50% employer match about $150,617 at 4% or $100,411 at 6%; with 100% employer match about $112,963 at 4% or $75,309 at 6%.
2015185$11,248,856$826,234$9,720iApproximate average salary by contribution assumption: employee only about $243,010 at 4% or $162,007 at 6%; with 50% employer match about $162,007 at 4% or $108,004 at 6%; with 100% employer match about $121,505 at 4% or $81,003 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-85$11,248,856$826,234$9,720iApproximate average salary by contribution assumption: employee only about $243,010 at 4% or $162,007 at 6%; with 50% employer match about $162,007 at 4% or $108,004 at 6%; with 100% employer match about $121,505 at 4% or $81,003 at 6%.
2014191$12,080,149$768,973$8,450iApproximate average salary by contribution assumption: employee only about $211,256 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,628 at 4% or $70,419 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-91$12,080,149$768,973$8,450iApproximate average salary by contribution assumption: employee only about $211,256 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,628 at 4% or $70,419 at 6%.
2013181$10,553,632$808,155$9,977iApproximate average salary by contribution assumption: employee only about $249,431 at 4% or $166,287 at 6%; with 50% employer match about $166,287 at 4% or $110,858 at 6%; with 100% employer match about $124,715 at 4% or $83,144 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-81$10,553,632$808,155$9,977iApproximate average salary by contribution assumption: employee only about $249,431 at 4% or $166,287 at 6%; with 50% employer match about $166,287 at 4% or $110,858 at 6%; with 100% employer match about $124,715 at 4% or $83,144 at 6%.
2012175$8,700,511$445,055$5,934iApproximate average salary by contribution assumption: employee only about $148,352 at 4% or $98,901 at 6%; with 50% employer match about $98,901 at 4% or $65,934 at 6%; with 100% employer match about $74,176 at 4% or $49,451 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-75$8,700,511$445,055$5,934iApproximate average salary by contribution assumption: employee only about $148,352 at 4% or $98,901 at 6%; with 50% employer match about $98,901 at 4% or $65,934 at 6%; with 100% employer match about $74,176 at 4% or $49,451 at 6%.
2011172$7,472,776$693,451$9,631iApproximate average salary by contribution assumption: employee only about $240,782 at 4% or $160,521 at 6%; with 50% employer match about $160,521 at 4% or $107,014 at 6%; with 100% employer match about $120,391 at 4% or $80,261 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-72$7,472,776$693,451$9,631iApproximate average salary by contribution assumption: employee only about $240,782 at 4% or $160,521 at 6%; with 50% employer match about $160,521 at 4% or $107,014 at 6%; with 100% employer match about $120,391 at 4% or $80,261 at 6%.
2010161$7,172,844$637,848$10,457iApproximate average salary by contribution assumption: employee only about $261,413 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,184 at 6%; with 100% employer match about $130,707 at 4% or $87,138 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-61$7,172,844$637,848$10,457iApproximate average salary by contribution assumption: employee only about $261,413 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,184 at 6%; with 100% employer match about $130,707 at 4% or $87,138 at 6%.
2009165$6,062,359$622,741$9,581iApproximate average salary by contribution assumption: employee only about $239,516 at 4% or $159,677 at 6%; with 50% employer match about $159,677 at 4% or $106,451 at 6%; with 100% employer match about $119,758 at 4% or $79,839 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-65$6,062,359$622,741$9,581iApproximate average salary by contribution assumption: employee only about $239,516 at 4% or $159,677 at 6%; with 50% employer match about $159,677 at 4% or $106,451 at 6%; with 100% employer match about $119,758 at 4% or $79,839 at 6%.
2008157$4,129,257$599,095$10,510iApproximate average salary by contribution assumption: employee only about $262,761 at 4% or $175,174 at 6%; with 50% employer match about $175,174 at 4% or $116,783 at 6%; with 100% employer match about $131,380 at 4% or $87,587 at 6%.
Theobald, Donohue & Thompson PC. Savings PlanCurrent57$4,129,257$599,095$10,510iApproximate average salary by contribution assumption: employee only about $262,761 at 4% or $175,174 at 6%; with 50% employer match about $175,174 at 4% or $116,783 at 6%; with 100% employer match about $131,380 at 4% or $87,587 at 6%.
2007149$5,844,585$530,441$10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,317 at 4% or $90,211 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-49$5,844,585$530,441$10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,317 at 4% or $90,211 at 6%.
2006148$4,747,385$456,861$9,518iApproximate average salary by contribution assumption: employee only about $237,948 at 4% or $158,632 at 6%; with 50% employer match about $158,632 at 4% or $105,755 at 6%; with 100% employer match about $118,974 at 4% or $79,316 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-48$4,747,385$456,861$9,518iApproximate average salary by contribution assumption: employee only about $237,948 at 4% or $158,632 at 6%; with 50% employer match about $158,632 at 4% or $105,755 at 6%; with 100% employer match about $118,974 at 4% or $79,316 at 6%.
2005142$3,831,026$408,285$9,721iApproximate average salary by contribution assumption: employee only about $243,027 at 4% or $162,018 at 6%; with 50% employer match about $162,018 at 4% or $108,012 at 6%; with 100% employer match about $121,513 at 4% or $81,009 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-42$3,831,026$408,285$9,721iApproximate average salary by contribution assumption: employee only about $243,027 at 4% or $162,018 at 6%; with 50% employer match about $162,018 at 4% or $108,012 at 6%; with 100% employer match about $121,513 at 4% or $81,009 at 6%.
2004145$3,200,170$410,403$9,120iApproximate average salary by contribution assumption: employee only about $228,002 at 4% or $152,001 at 6%; with 50% employer match about $152,001 at 4% or $101,334 at 6%; with 100% employer match about $114,001 at 4% or $76,001 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-45$3,200,170$410,403$9,120iApproximate average salary by contribution assumption: employee only about $228,002 at 4% or $152,001 at 6%; with 50% employer match about $152,001 at 4% or $101,334 at 6%; with 100% employer match about $114,001 at 4% or $76,001 at 6%.
2003145$2,829,587$371,972$8,266iApproximate average salary by contribution assumption: employee only about $206,651 at 4% or $137,767 at 6%; with 50% employer match about $137,767 at 4% or $91,845 at 6%; with 100% employer match about $103,326 at 4% or $68,884 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-45$2,829,587$371,972$8,266iApproximate average salary by contribution assumption: employee only about $206,651 at 4% or $137,767 at 6%; with 50% employer match about $137,767 at 4% or $91,845 at 6%; with 100% employer match about $103,326 at 4% or $68,884 at 6%.
2002244$1,923,857$323,594$7,354iApproximate average salary by contribution assumption: employee only about $183,860 at 4% or $122,573 at 6%; with 50% employer match about $122,573 at 4% or $81,716 at 6%; with 100% employer match about $91,930 at 4% or $61,287 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-44$1,923,857$302,421$6,873iApproximate average salary by contribution assumption: employee only about $171,830 at 4% or $114,553 at 6%; with 50% employer match about $114,553 at 4% or $76,369 at 6%; with 100% employer match about $85,915 at 4% or $57,277 at 6%.
Theobald Donohue & Thompson PC Medical Supplemental Reimbursement Plan-0-$21,173-
2001253$2,044,942$287,367$5,422iApproximate average salary by contribution assumption: employee only about $135,550 at 4% or $90,367 at 6%; with 50% employer match about $90,367 at 4% or $60,245 at 6%; with 100% employer match about $67,775 at 4% or $45,183 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-44$2,044,942$287,367$6,531iApproximate average salary by contribution assumption: employee only about $163,277 at 4% or $108,851 at 6%; with 50% employer match about $108,851 at 4% or $72,567 at 6%; with 100% employer match about $81,638 at 4% or $54,426 at 6%.
Theobald Donohue & Thompson PC Medical Supplemental Reimbursement Plan-53---
2000236$2,224,603$277,730$7,715iApproximate average salary by contribution assumption: employee only about $192,868 at 4% or $128,579 at 6%; with 50% employer match about $128,579 at 4% or $85,719 at 6%; with 100% employer match about $96,434 at 4% or $64,289 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-36$2,219,960$257,286$7,147iApproximate average salary by contribution assumption: employee only about $178,671 at 4% or $119,114 at 6%; with 50% employer match about $119,114 at 4% or $79,409 at 6%; with 100% employer match about $89,335 at 4% or $59,557 at 6%.
Theobald Donohue & Thompson PC Medical Supplemental Reimbursement Plan-34$4,643$20,444$601iApproximate average salary by contribution assumption: employee only about $15,032 at 4% or $10,022 at 6%; with 50% employer match about $10,022 at 4% or $6,681 at 6%; with 100% employer match about $7,516 at 4% or $5,011 at 6%.
1999241$2,501,017$248,980$6,073iApproximate average salary by contribution assumption: employee only about $151,817 at 4% or $101,211 at 6%; with 50% employer match about $101,211 at 4% or $67,474 at 6%; with 100% employer match about $75,909 at 4% or $50,606 at 6%.
Theobald, Donohue & Thompson PC. Savings Plan-41$2,501,017$248,980$6,073iApproximate average salary by contribution assumption: employee only about $151,817 at 4% or $101,211 at 6%; with 50% employer match about $101,211 at 4% or $67,474 at 6%; with 100% employer match about $75,909 at 4% or $50,606 at 6%.
Theobald Donohue & Thompson PC Medical Supplemental Reimbursement Plan-36---
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$4,129,257-$1,715,328 change

Balance Sheet

Beginning and end of plan year.

Total assets$5,844,585$4,129,257Decrease -$1,715,328 (-29.35%)
Total liabilities$0$0No change $0
Net assets$5,844,585$4,129,257Decrease -$1,715,328 (-29.35%)

Contributions

Employer contributions$244,567
Participant contributions$350,619
Other contributions$3,909

Income & Expenses

Total income$-1,651,019
Total expenses$64,309
Net income$-1,715,328
Source fields
Schedule I source fields
Filing Id
84037218347319
Schedule I EIN
42-1029744
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$5,844,585
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$5,844,585
Small plan total assets at end of year
$4,129,257
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$4,129,257
Small plan employer contributions
$244,567
Small plan participant contributions
$350,619
Small Oth Contribution Rcvd Amount
$3,909
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-2,250,114
Small plan total income
$-1,651,019
Small plan total benefit distributions
$64,309
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$64,309
Small plan net income or loss
$-1,715,328
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
$500,000
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.

Pension & Payor

Payor EIN31-1592130

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-1592130
Filing Id
84037218347319
Schedule R EIN
42-1029744
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-1592130
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1