Fidelity bond in place
Yes
Filing
Bellerive Ob/Gyn PC. Employees Profit Sharing Plan
Bellerive OB/GYN, P.C. • EIN 43-1544657 • Plan year 2004
Filing Insights
Participants
Flat3 → 3
0 • 0.00%
Assets
Up$662,935 → $726,409
$63,474 • 9.57%
Investment Management Fee
-
Admin expenses - • Total expenses $6,164
Filing Details
Context- Net investment result
- $63,474
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 0 | - | - | - |
| 2009 | 1 | 2 | $884,313 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 2 | $884,313 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2008 | 1 | 2 | $653,100 | $2,828 | $1,414iApproximate average salary by contribution assumption: employee only about $35,350 at 4% or $23,567 at 6%; with 50% employer match about $23,567 at 4% or $15,711 at 6%; with 100% employer match about $17,675 at 4% or $11,783 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 2 | $653,100 | $2,828 | $1,414iApproximate average salary by contribution assumption: employee only about $35,350 at 4% or $23,567 at 6%; with 50% employer match about $23,567 at 4% or $15,711 at 6%; with 100% employer match about $17,675 at 4% or $11,783 at 6%. |
| 2007 | 1 | 3 | $974,119 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | $974,119 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2006 | 1 | 3 | $878,595 | $14,500 | $4,833iApproximate average salary by contribution assumption: employee only about $120,833 at 4% or $80,556 at 6%; with 50% employer match about $80,556 at 4% or $53,704 at 6%; with 100% employer match about $60,417 at 4% or $40,278 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | $878,595 | $14,500 | $4,833iApproximate average salary by contribution assumption: employee only about $120,833 at 4% or $80,556 at 6%; with 50% employer match about $80,556 at 4% or $53,704 at 6%; with 100% employer match about $60,417 at 4% or $40,278 at 6%. |
| 2005 | 1 | 3 | $761,546 | $0 | - |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | $761,546 | - | - |
| 2004 | 1 | 3 | $726,409 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | Current | 3 | $726,409 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| 2003 | 2 | 3 | $662,935 | $25,685 | $8,562iApproximate average salary by contribution assumption: employee only about $214,042 at 4% or $142,694 at 6%; with 50% employer match about $142,694 at 4% or $95,130 at 6%; with 100% employer match about $107,021 at 4% or $71,347 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | $662,935 | - | - |
| Bellerive Ob/Gyn PC. Employees Retirement Plan & Trust | - | 0 | - | $25,685 | - |
| 2002 | 2 | 3 | $596,557 | $29,278 | $9,759iApproximate average salary by contribution assumption: employee only about $243,983 at 4% or $162,656 at 6%; with 50% employer match about $162,656 at 4% or $108,437 at 6%; with 100% employer match about $121,992 at 4% or $81,328 at 6%. |
| Bellerive Ob/Gyn PC. Employees Retirement Plan & Trust | - | 3 | $362,793 | $25,828 | $8,609iApproximate average salary by contribution assumption: employee only about $215,233 at 4% or $143,489 at 6%; with 50% employer match about $143,489 at 4% or $95,659 at 6%; with 100% employer match about $107,617 at 4% or $71,744 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | $233,764 | $3,450 | $1,150iApproximate average salary by contribution assumption: employee only about $28,750 at 4% or $19,167 at 6%; with 50% employer match about $19,167 at 4% or $12,778 at 6%; with 100% employer match about $14,375 at 4% or $9,583 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | - | - | - |
| Bellerive Ob/Gyn PC. Employees Retirement Plan & Trust | - | 3 | - | - | - |
| 2000 | 2 | 4 | $604,145 | $37,549 | $9,387iApproximate average salary by contribution assumption: employee only about $234,681 at 4% or $156,454 at 6%; with 50% employer match about $156,454 at 4% or $104,303 at 6%; with 100% employer match about $117,341 at 4% or $78,227 at 6%. |
| Bellerive Ob/Gyn PC. Employees Retirement Plan & Trust | - | 4 | $362,746 | $22,447 | $5,612iApproximate average salary by contribution assumption: employee only about $140,294 at 4% or $93,529 at 6%; with 50% employer match about $93,529 at 4% or $62,353 at 6%; with 100% employer match about $70,147 at 4% or $46,765 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 4 | $241,399 | $15,102 | $3,776iApproximate average salary by contribution assumption: employee only about $94,388 at 4% or $62,925 at 6%; with 50% employer match about $62,925 at 4% or $41,950 at 6%; with 100% employer match about $47,194 at 4% or $31,463 at 6%. |
| 1999 | 2 | 3 | $648,746 | $37,966 | $12,655iApproximate average salary by contribution assumption: employee only about $316,383 at 4% or $210,922 at 6%; with 50% employer match about $210,922 at 4% or $140,615 at 6%; with 100% employer match about $158,192 at 4% or $105,461 at 6%. |
| Bellerive Ob/Gyn PC. Employees Retirement Plan & Trust | - | 3 | $389,971 | $21,277 | $7,092iApproximate average salary by contribution assumption: employee only about $177,308 at 4% or $118,206 at 6%; with 50% employer match about $118,206 at 4% or $78,804 at 6%; with 100% employer match about $88,654 at 4% or $59,103 at 6%. |
| Bellerive Ob/Gyn PC. Employees Profit Sharing Plan | - | 3 | $258,775 | $16,689 | $5,563iApproximate average salary by contribution assumption: employee only about $139,075 at 4% or $92,717 at 6%; with 50% employer match about $92,717 at 4% or $61,811 at 6%; with 100% employer match about $69,538 at 4% or $46,358 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$726,409$63,474 change
Balance Sheet
Beginning and end of plan year.
Total assets$662,935$726,409Increase +$63,474 (9.57%)
Total liabilities$0$0No change $0
Net assets$662,935$726,409Increase +$63,474 (9.57%)
Contributions
Employer contributions$16,000
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$69,638
Total expenses$6,164
Net income$63,474
Source fields
- Schedule I source fields
- Filing Id
- 84037258009815
- Schedule I EIN
- 43-1544657
- 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
- $662,935
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $662,935
- Small plan total assets at end of year
- $726,409
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $726,409
- Small plan employer contributions
- $16,000
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $53,638
- Small plan total income
- $69,638
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $6,164
- Small plan total expenses
- $6,164
- Small plan net income or loss
- $63,474
- 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
- $110,000
- 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
- 84037258009815
- Schedule R EIN
- 43-1544657
- 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
- 3
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0