Civic Intelligence
Filing

Edwin E. Hunter, D.D.S. PC. Money Purchase Plan

Edwin E. Hunter, D.D.S. PC. • EIN 43-1412336 • Plan year 1999

Filing Insights

Participants

Flat

5 → 5

0 • 0.00%

Assets

Up

$95,158 → $107,326

$12,168 • 12.79%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$12,168

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
200910$0$0-
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-0$0$0-
200815$72,117$0-
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-5$72,117--
200715$0$0-
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-5---
200617$296,862$2,141$306iApproximate average salary by contribution assumption: employee only about $7,646 at 4% or $5,098 at 6%; with 50% employer match about $5,098 at 4% or $3,398 at 6%; with 100% employer match about $3,823 at 4% or $2,549 at 6%.
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-7$296,862$2,141$306iApproximate average salary by contribution assumption: employee only about $7,646 at 4% or $5,098 at 6%; with 50% employer match about $5,098 at 4% or $3,398 at 6%; with 100% employer match about $3,823 at 4% or $2,549 at 6%.
200517$422,767$4,022$575iApproximate average salary by contribution assumption: employee only about $14,364 at 4% or $9,576 at 6%; with 50% employer match about $9,576 at 4% or $6,384 at 6%; with 100% employer match about $7,182 at 4% or $4,788 at 6%.
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-7$422,767$4,022$575iApproximate average salary by contribution assumption: employee only about $14,364 at 4% or $9,576 at 6%; with 50% employer match about $9,576 at 4% or $6,384 at 6%; with 100% employer match about $7,182 at 4% or $4,788 at 6%.
200417$395,084$14,882$2,126iApproximate average salary by contribution assumption: employee only about $53,150 at 4% or $35,433 at 6%; with 50% employer match about $35,433 at 4% or $23,622 at 6%; with 100% employer match about $26,575 at 4% or $17,717 at 6%.
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-7$395,084$14,882$2,126iApproximate average salary by contribution assumption: employee only about $53,150 at 4% or $35,433 at 6%; with 50% employer match about $35,433 at 4% or $23,622 at 6%; with 100% employer match about $26,575 at 4% or $17,717 at 6%.
200316$0$0-
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-6---
200215$260,452$23,806$4,761iApproximate average salary by contribution assumption: employee only about $119,030 at 4% or $79,353 at 6%; with 50% employer match about $79,353 at 4% or $52,902 at 6%; with 100% employer match about $59,515 at 4% or $39,677 at 6%.
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-5$260,452$23,806$4,761iApproximate average salary by contribution assumption: employee only about $119,030 at 4% or $79,353 at 6%; with 50% employer match about $79,353 at 4% or $52,902 at 6%; with 100% employer match about $59,515 at 4% or $39,677 at 6%.
200115$0$0-
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-5---
200025$314,424$29,330$5,866iApproximate average salary by contribution assumption: employee only about $146,650 at 4% or $97,767 at 6%; with 50% employer match about $97,767 at 4% or $65,178 at 6%; with 100% employer match about $73,325 at 4% or $48,883 at 6%.
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-5$314,424$29,330$5,866iApproximate average salary by contribution assumption: employee only about $146,650 at 4% or $97,767 at 6%; with 50% employer match about $97,767 at 4% or $65,178 at 6%; with 100% employer match about $73,325 at 4% or $48,883 at 6%.
Edwin E. Hunter, D.D.S. PC. Money Purchase Plan-0---
199925$310,255$24,342$4,868iApproximate average salary by contribution assumption: employee only about $121,710 at 4% or $81,140 at 6%; with 50% employer match about $81,140 at 4% or $54,093 at 6%; with 100% employer match about $60,855 at 4% or $40,570 at 6%.
Edwin E. Hunter, D.D.S. PC. Profit Sharing/401K Plan-5$202,929$17,648$3,530iApproximate average salary by contribution assumption: employee only about $88,240 at 4% or $58,827 at 6%; with 50% employer match about $58,827 at 4% or $39,218 at 6%; with 100% employer match about $44,120 at 4% or $29,413 at 6%.
Edwin E. Hunter, D.D.S. PC. Money Purchase PlanCurrent5$107,326$6,694$1,339iApproximate average salary by contribution assumption: employee only about $33,470 at 4% or $22,313 at 6%; with 50% employer match about $22,313 at 4% or $14,876 at 6%; with 100% employer match about $16,735 at 4% or $11,157 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037058200021
Form Id
2270071
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371058200020002
Ins Broker 01 Name
WALTER H. MOONEY
Ins Broker 01 Street Addr
P.O. BOX 7830
Ins Broker 01 City
OVERLAND PARK
Ins Broker 01 State
KS
Ins Broker 01 ZIP Code
66207
Ins Broker Comm Pd 01 Amount
$1,093
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MASS MUTUAL LIFE INSURANCE CO.
Filing Id
56037058200021
Form Id
2270071
Schedule A EIN
43-1412336
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
MASS MUTUAL LIFE INSURANCE CO.
Ins Carrier EIN
04-1590850
Ins Carrier Naic Code
65935
Ins Contract Num
51501
Ins Prsn Covered End of year Count
5
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,093
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$253,355
Pension Basis Rates Text
PUB & FILED W/VAR STATES BY INS CO.
Pension Prem Paid Total Amount
$26,627
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
Yes
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

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$107,326$12,168 change

Balance Sheet

Beginning and end of plan year.

Total assets$95,158$107,326Increase +$12,168 (12.79%)
Total liabilities$0$0No change $0
Net assets$95,158$107,326Increase +$12,168 (12.79%)

Contributions

Employer contributions$6,694
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$12,168
Total expenses$0
Net income$12,168
Source fields
Schedule I source fields
Filing Id
56037058200021
Schedule I EIN
43-1412336
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$95,158
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$95,158
Small plan total assets at end of year
$107,326
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$107,326
Small plan employer contributions
$6,694
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$5,474
Small plan total income
$12,168
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$12,168
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
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
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
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
56037058200021
Schedule R EIN
43-1412336
Schedule R Plan number
002
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$6,694
Pension Employer Contribution Paid Amount
$6,694
Pension Funding Deficiency Amount
$0
Edwin E. Hunter, D.D.S. PC. Money Purchase Plan | Edwin E. Hunter, D.D.S. PC. | Plan 002 | 1999 Form 5500 Filing