Civic Intelligence
Filing

Michael C Hollen Dds PC Employee Stock Ownership Plan

Michael C Hollen Dds P C • EIN 42-1477607 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Flat

15 → 15

0 • 0.00%

Assets

Up

$1,334,654 → $1,374,673

$40,019 • 3.00%

Investment Management Fee

-

Admin expenses - • Total expenses $269,762

Filing Details

Context
Net investment result
$40,023

Status Flags

Fidelity bond in place

No

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
201518$4,652,846$0-
Michael C Hollen Dds PC Employee Stock Ownership Plan-8$4,652,846--
201418$4,186,510$0-
Michael C Hollen Dds PC Employee Stock Ownership Plan-8$4,186,510--
201319$3,920,148$35,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-9$3,920,148$35,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
201218$3,695,746$123,148$15,394iApproximate average salary by contribution assumption: employee only about $384,838 at 4% or $256,558 at 6%; with 50% employer match about $256,558 at 4% or $171,039 at 6%; with 100% employer match about $192,419 at 4% or $128,279 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-8$3,695,746$123,148$15,394iApproximate average salary by contribution assumption: employee only about $384,838 at 4% or $256,558 at 6%; with 50% employer match about $256,558 at 4% or $171,039 at 6%; with 100% employer match about $192,419 at 4% or $128,279 at 6%.
201118$3,552,530$25,380$3,173iApproximate average salary by contribution assumption: employee only about $79,313 at 4% or $52,875 at 6%; with 50% employer match about $52,875 at 4% or $35,250 at 6%; with 100% employer match about $39,656 at 4% or $26,438 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-8$3,552,530$25,380$3,173iApproximate average salary by contribution assumption: employee only about $79,313 at 4% or $52,875 at 6%; with 50% employer match about $52,875 at 4% or $35,250 at 6%; with 100% employer match about $39,656 at 4% or $26,438 at 6%.
201028$3,617,141$56,579$7,072iApproximate average salary by contribution assumption: employee only about $176,809 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,936 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-8$3,552,530$56,579$7,072iApproximate average salary by contribution assumption: employee only about $176,809 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,936 at 6%.
Michael C Hollen Dds PC Employee Profit Sharing Plan-4$64,611--
2009217$3,401,348$0-
Michael C Hollen Dds PC Employee Stock Ownership Plan-17$3,351,329--
Michael C Hollen Dds PC Employee Profit Sharing Plan-8$50,019--
2008217$3,396,216$92,332$5,431iApproximate average salary by contribution assumption: employee only about $135,782 at 4% or $90,522 at 6%; with 50% employer match about $90,522 at 4% or $60,348 at 6%; with 100% employer match about $67,891 at 4% or $45,261 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-17$3,364,144$92,332$5,431iApproximate average salary by contribution assumption: employee only about $135,782 at 4% or $90,522 at 6%; with 50% employer match about $90,522 at 4% or $60,348 at 6%; with 100% employer match about $67,891 at 4% or $45,261 at 6%.
Michael C Hollen Dds PC Employee Profit Sharing Plan-8$32,072--
2007211$3,257,708$111,483$10,135iApproximate average salary by contribution assumption: employee only about $253,370 at 4% or $168,914 at 6%; with 50% employer match about $168,914 at 4% or $112,609 at 6%; with 100% employer match about $126,685 at 4% or $84,457 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-11$3,164,445$111,483$10,135iApproximate average salary by contribution assumption: employee only about $253,370 at 4% or $168,914 at 6%; with 50% employer match about $168,914 at 4% or $112,609 at 6%; with 100% employer match about $126,685 at 4% or $84,457 at 6%.
Michael C Hollen Dds PC Employee Profit Sharing Plan-8$93,263--
2006214$2,860,848$98,208$7,015iApproximate average salary by contribution assumption: employee only about $175,371 at 4% or $116,914 at 6%; with 50% employer match about $116,914 at 4% or $77,943 at 6%; with 100% employer match about $87,686 at 4% or $58,457 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-14$2,775,465$98,208$7,015iApproximate average salary by contribution assumption: employee only about $175,371 at 4% or $116,914 at 6%; with 50% employer match about $116,914 at 4% or $77,943 at 6%; with 100% employer match about $87,686 at 4% or $58,457 at 6%.
Michael C Hollen Dds PC Employee Profit Sharing Plan-10$85,383--
2005211$2,445,246$108,138$9,831iApproximate average salary by contribution assumption: employee only about $245,768 at 4% or $163,845 at 6%; with 50% employer match about $163,845 at 4% or $109,230 at 6%; with 100% employer match about $122,884 at 4% or $81,923 at 6%.
Michael C Hollen Dds PC Employee Stock Ownership Plan-11$2,374,775$108,138$9,831iApproximate average salary by contribution assumption: employee only about $245,768 at 4% or $163,845 at 6%; with 50% employer match about $163,845 at 4% or $109,230 at 6%; with 100% employer match about $122,884 at 4% or $81,923 at 6%.
Michael C Hollen Dds PC Employee Profit Sharing Plan-10$70,471--
2004211$2,358,076$0-
Michael C Hollen Dds PC Employee Stock Ownership Plan-11$2,295,651--
Michael C Hollen Dds PC Employee Profit Sharing Plan-10$62,425--
2003220$1,678,666$0-
Michael C Hollen Dds PC Employee Stock Ownership Plan-20$1,621,321--
Michael C Hollen Dds PC Employee Profit Sharing Plan-10$57,345--
2002215$1,414,634$0-
Michael C Hollen Dds PC Employee Stock Ownership PlanCurrent15$1,374,673--
Michael C Hollen Dds PC Employee Profit Sharing Plan-10$39,961--
2001215$0$0-
Michael C Hollen Dds PC Employee Profit Sharing Plan-9---
Michael C Hollen Dds PC Employee Stock Ownership Plan-15---
2000315$17,406$0-
Michael C Hollen Dds PC Employee Profit Sharing Plan-9$17,406--
Michael C Hollen Dds PC Employee Stock Ownership Plan-15---
Michael C Hollen Dds PC Employee Stock Ownership Plan-15---
1999216$26,519$9,326$583iApproximate average salary by contribution assumption: employee only about $14,572 at 4% or $9,715 at 6%; with 50% employer match about $9,715 at 4% or $6,476 at 6%; with 100% employer match about $7,286 at 4% or $4,857 at 6%.
Michael C Hollen Dds PC Employee Profit Sharing Plan-10$26,519--
Michael C Hollen Dds PC Employee Stock Ownership Plan-16-$9,326$583iApproximate average salary by contribution assumption: employee only about $14,572 at 4% or $9,715 at 6%; with 50% employer match about $9,715 at 4% or $6,476 at 6%; with 100% employer match about $7,286 at 4% or $4,857 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$1,374,673$40,019 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,334,654$1,374,673Increase +$40,019 (3.00%)
Total liabilities$4$0Decrease -$4 (-100.00%)
Net assets$1,334,650$1,374,673Increase +$40,023 (3.00%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$309,785
Total expenses$269,762
Net income$40,023
Source fields
Schedule I source fields
Filing Id
91037296208313
Schedule I EIN
42-1477607
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$1,334,654
Small plan total liabilities at beginning of year
$4
Small plan net assets at beginning of year
$1,334,650
Small plan total assets at end of year
$1,374,673
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,374,673
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$309,785
Small plan total income
$309,785
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$269,762
Small plan total expenses
$269,762
Small plan net income or loss
$40,023
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
Yes
Small Employer Sec End of year Amount
$1,374,673
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
$1,374,673
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
Michael C Hollen Dds PC Employee Stock Ownership Plan | Michael C Hollen Dds P C | Plan 001 | 2002 Form 5500 Filing