Fidelity bond in place
Yes
Filing
Gary E. Lack, Dds PC Money Purchase Plan
Gary E. Lack, Dds PC • EIN 43-1079944 • Plan year 2001
Filing Insights
Participants
Down5 → 4
-1 • -20.00%
Assets
Down$232,497 → $189,496
-$43,001 • -18.50%
Investment Management Fee
-
Admin expenses - • Total expenses $10,870
Filing Details
Context- Net investment result
- $-43,001
- Pension payor EIN
- 43-1591643
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
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 5 | $276,466 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $276,466 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2007 | 1 | 5 | $255,123 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $255,123 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2006 | 1 | 5 | $238,436 | $39,549 | $7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $238,436 | $39,549 | $7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%. |
| 2005 | 1 | 5 | $191,498 | $18,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $191,498 | $18,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| 2004 | 2 | 4 | $169,899 | $37,962 | $9,491iApproximate average salary by contribution assumption: employee only about $237,263 at 4% or $158,175 at 6%; with 50% employer match about $158,175 at 4% or $105,450 at 6%; with 100% employer match about $118,631 at 4% or $79,088 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 4 | $169,899 | $22,640 | $5,660iApproximate average salary by contribution assumption: employee only about $141,500 at 4% or $94,333 at 6%; with 50% employer match about $94,333 at 4% or $62,889 at 6%; with 100% employer match about $70,750 at 4% or $47,167 at 6%. |
| Gary E. Lack, Dds PC Money Purchase Plan | - | 0 | - | $15,322 | - |
| 2003 | 1 | 4 | $223,513 | $26,990 | $6,748iApproximate average salary by contribution assumption: employee only about $168,688 at 4% or $112,458 at 6%; with 50% employer match about $112,458 at 4% or $74,972 at 6%; with 100% employer match about $84,344 at 4% or $56,229 at 6%. |
| Gary E. Lack, Dds PC Money Purchase Plan | - | 4 | $223,513 | $26,990 | $6,748iApproximate average salary by contribution assumption: employee only about $168,688 at 4% or $112,458 at 6%; with 50% employer match about $112,458 at 4% or $74,972 at 6%; with 100% employer match about $84,344 at 4% or $56,229 at 6%. |
| 2002 | 2 | 5 | $296,679 | $41,500 | $8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%. |
| Gary E. Lack, Dds PC Money Purchase Plan | - | 5 | $171,182 | $26,359 | $5,272iApproximate average salary by contribution assumption: employee only about $131,795 at 4% or $87,863 at 6%; with 50% employer match about $87,863 at 4% or $58,576 at 6%; with 100% employer match about $65,898 at 4% or $43,932 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $125,497 | $15,141 | $3,028iApproximate average salary by contribution assumption: employee only about $75,705 at 4% or $50,470 at 6%; with 50% employer match about $50,470 at 4% or $33,647 at 6%; with 100% employer match about $37,853 at 4% or $25,235 at 6%. |
| 2001 | 2 | 4 | $339,045 | $28,864 | $7,216iApproximate average salary by contribution assumption: employee only about $180,400 at 4% or $120,267 at 6%; with 50% employer match about $120,267 at 4% or $80,178 at 6%; with 100% employer match about $90,200 at 4% or $60,133 at 6%. |
| Gary E. Lack, Dds PC Money Purchase Plan | Current | 4 | $189,496 | $28,864 | $7,216iApproximate average salary by contribution assumption: employee only about $180,400 at 4% or $120,267 at 6%; with 50% employer match about $120,267 at 4% or $80,178 at 6%; with 100% employer match about $90,200 at 4% or $60,133 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 4 | $149,549 | - | - |
| 2000 | 2 | 5 | $448,271 | $36,965 | $7,393iApproximate average salary by contribution assumption: employee only about $184,825 at 4% or $123,217 at 6%; with 50% employer match about $123,217 at 4% or $82,144 at 6%; with 100% employer match about $92,413 at 4% or $61,608 at 6%. |
| Gary E. Lack, Dds PC Money Purchase Plan | - | 5 | $232,497 | $21,441 | $4,288iApproximate average salary by contribution assumption: employee only about $107,205 at 4% or $71,470 at 6%; with 50% employer match about $71,470 at 4% or $47,647 at 6%; with 100% employer match about $53,603 at 4% or $35,735 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $215,774 | $15,524 | $3,105iApproximate average salary by contribution assumption: employee only about $77,620 at 4% or $51,747 at 6%; with 50% employer match about $51,747 at 4% or $34,498 at 6%; with 100% employer match about $38,810 at 4% or $25,873 at 6%. |
| 1999 | 2 | 5 | $534,624 | $32,976 | $6,595iApproximate average salary by contribution assumption: employee only about $164,880 at 4% or $109,920 at 6%; with 50% employer match about $109,920 at 4% or $73,280 at 6%; with 100% employer match about $82,440 at 4% or $54,960 at 6%. |
| Gary E. Lack, Dds PC Money Purchase Plan | - | 5 | $281,578 | $23,359 | $4,672iApproximate average salary by contribution assumption: employee only about $116,795 at 4% or $77,863 at 6%; with 50% employer match about $77,863 at 4% or $51,909 at 6%; with 100% employer match about $58,398 at 4% or $38,932 at 6%. |
| Gary E. Lack, Dds PC Profit Sharing Plan | - | 5 | $253,046 | $9,617 | $1,923iApproximate average salary by contribution assumption: employee only about $48,085 at 4% or $32,057 at 6%; with 50% employer match about $32,057 at 4% or $21,371 at 6%; with 100% employer match about $24,043 at 4% or $16,028 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$189,496-$43,001 change
Balance Sheet
Beginning and end of plan year.
Total assets$232,497$189,496Decrease -$43,001 (-18.50%)
Total liabilities$0$0No change $0
Net assets$232,497$189,496Decrease -$43,001 (-18.50%)
Contributions
Employer contributions$28,864
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-32,131
Total expenses$10,870
Net income$-43,001
Source fields
- Schedule I source fields
- Filing Id
- 84037017166313
- Schedule I EIN
- 43-1079944
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $232,497
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $232,497
- Small plan total assets at end of year
- $189,496
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $189,496
- Small plan employer contributions
- $28,864
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-60,995
- Small plan total income
- $-32,131
- Small plan total benefit distributions
- $10,870
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $10,870
- Small plan net income or loss
- $-43,001
- 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
- $350,000
- 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 EIN43-1591643
Transfers
Distributed property value$0
Schedule R source fields
- Payor 43-1591643
- Filing Id
- 84037017166313
- Schedule R EIN
- 43-1079944
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 43-1591643
- Pension Bnft Distribution Sngl Sum Count
- 1
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $28,864
- Pension Employer Contribution Paid Amount
- $28,864
- Pension Funding Deficiency Amount
- $0