Fidelity bond in place
Yes
Filing
Bryce W. Bonness, D.D.S. Profit Sharing Plan
Bryce W. Bonness, D.D.S. • EIN 47-0487766 • Plan year 2001
Filing Insights
Participants
Down3 → 2
-1 • -33.33%
Assets
Down$480,213 → $419,418
-$60,795 • -12.66%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $-60,795
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 | 2 | $519,686 | $27,407 | $13,704iApproximate average salary by contribution assumption: employee only about $342,588 at 4% or $228,392 at 6%; with 50% employer match about $228,392 at 4% or $152,261 at 6%; with 100% employer match about $171,294 at 4% or $114,196 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 2 | $519,686 | $27,407 | $13,704iApproximate average salary by contribution assumption: employee only about $342,588 at 4% or $228,392 at 6%; with 50% employer match about $228,392 at 4% or $152,261 at 6%; with 100% employer match about $171,294 at 4% or $114,196 at 6%. |
| 2007 | 1 | 2 | $677,576 | $23,120 | $11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 2 | $677,576 | $23,120 | $11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%. |
| 2006 | 1 | 3 | $669,387 | $23,560 | $7,853iApproximate average salary by contribution assumption: employee only about $196,333 at 4% or $130,889 at 6%; with 50% employer match about $130,889 at 4% or $87,259 at 6%; with 100% employer match about $98,167 at 4% or $65,444 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 3 | $669,387 | $23,560 | $7,853iApproximate average salary by contribution assumption: employee only about $196,333 at 4% or $130,889 at 6%; with 50% employer match about $130,889 at 4% or $87,259 at 6%; with 100% employer match about $98,167 at 4% or $65,444 at 6%. |
| 2005 | 1 | 3 | $612,381 | $39,038 | $13,013iApproximate average salary by contribution assumption: employee only about $325,317 at 4% or $216,878 at 6%; with 50% employer match about $216,878 at 4% or $144,585 at 6%; with 100% employer match about $162,658 at 4% or $108,439 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 3 | $612,381 | $39,038 | $13,013iApproximate average salary by contribution assumption: employee only about $325,317 at 4% or $216,878 at 6%; with 50% employer match about $216,878 at 4% or $144,585 at 6%; with 100% employer match about $162,658 at 4% or $108,439 at 6%. |
| 2004 | 1 | 3 | $566,703 | $45,805 | $15,268iApproximate average salary by contribution assumption: employee only about $381,708 at 4% or $254,472 at 6%; with 50% employer match about $254,472 at 4% or $169,648 at 6%; with 100% employer match about $190,854 at 4% or $127,236 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 3 | $566,703 | $45,805 | $15,268iApproximate average salary by contribution assumption: employee only about $381,708 at 4% or $254,472 at 6%; with 50% employer match about $254,472 at 4% or $169,648 at 6%; with 100% employer match about $190,854 at 4% or $127,236 at 6%. |
| 2003 | 1 | 3 | $478,185 | $41,623 | $13,874iApproximate average salary by contribution assumption: employee only about $346,858 at 4% or $231,239 at 6%; with 50% employer match about $231,239 at 4% or $154,159 at 6%; with 100% employer match about $173,429 at 4% or $115,619 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 3 | $478,185 | $41,623 | $13,874iApproximate average salary by contribution assumption: employee only about $346,858 at 4% or $231,239 at 6%; with 50% employer match about $231,239 at 4% or $154,159 at 6%; with 100% employer match about $173,429 at 4% or $115,619 at 6%. |
| 2002 | 1 | 2 | $344,838 | $26,097 | $13,049iApproximate average salary by contribution assumption: employee only about $326,213 at 4% or $217,475 at 6%; with 50% employer match about $217,475 at 4% or $144,983 at 6%; with 100% employer match about $163,106 at 4% or $108,738 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 2 | $344,838 | $26,097 | $13,049iApproximate average salary by contribution assumption: employee only about $326,213 at 4% or $217,475 at 6%; with 50% employer match about $217,475 at 4% or $144,983 at 6%; with 100% employer match about $163,106 at 4% or $108,738 at 6%. |
| 2001 | 1 | 2 | $419,418 | $32,217 | $16,109iApproximate average salary by contribution assumption: employee only about $402,713 at 4% or $268,475 at 6%; with 50% employer match about $268,475 at 4% or $178,983 at 6%; with 100% employer match about $201,356 at 4% or $134,238 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | Current | 2 | $419,418 | $32,217 | $16,109iApproximate average salary by contribution assumption: employee only about $402,713 at 4% or $268,475 at 6%; with 50% employer match about $268,475 at 4% or $178,983 at 6%; with 100% employer match about $201,356 at 4% or $134,238 at 6%. |
| 2000 | 1 | 3 | $480,213 | $29,225 | $9,742iApproximate average salary by contribution assumption: employee only about $243,542 at 4% or $162,361 at 6%; with 50% employer match about $162,361 at 4% or $108,241 at 6%; with 100% employer match about $121,771 at 4% or $81,181 at 6%. |
| Bryce W. Bonness, D.D.S. Profit Sharing Plan | - | 3 | $480,213 | $29,225 | $9,742iApproximate average salary by contribution assumption: employee only about $243,542 at 4% or $162,361 at 6%; with 50% employer match about $162,361 at 4% or $108,241 at 6%; with 100% employer match about $121,771 at 4% or $81,181 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$419,418-$60,795 change
Balance Sheet
Beginning and end of plan year.
Total assets$480,213$419,418Decrease -$60,795 (-12.66%)
Total liabilities$0$0No change $0
Net assets$480,213$419,418Decrease -$60,795 (-12.66%)
Contributions
Employer contributions$32,217
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-60,795
Total expenses$0
Net income$-60,795
Source fields
- Schedule I source fields
- Filing Id
- 84037347300792
- Schedule I EIN
- 47-0487766
- 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
- $480,213
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $480,213
- Small plan total assets at end of year
- $419,418
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $419,418
- Small plan employer contributions
- $32,217
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-93,012
- Small plan total income
- $-60,795
- 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
- $-60,795
- 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
- $50,000
- 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