Civic Intelligence
Filing

Stephen E. Burch, Dds Ltd. Profit Sharing Plan

Stephen E. Burch, D. D. S. Ltd. • EIN 54-1924770 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$754,688 → $1,175,210

$420,522 • 55.72%

Investment Management Fee

-

Admin expenses - • Total expenses $5,199

Filing Details

Context
Net investment result
$420,521

Status Flags

Fidelity bond in place

Yes

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
201510$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-0$0$0-
201414$2,068,893$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$2,068,893$0-
201314$2,040,430$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$2,040,430$0-
201214$1,876,494$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,876,494$0-
201114$1,728,988$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,728,988$0-
201014$1,815,324$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,815,324$0-
200914$1,730,452$372,806$93,202iApproximate average salary by contribution assumption: employee only about $2,330,038 at 4% or $1,553,358 at 6%; with 50% employer match about $1,553,358 at 4% or $1,035,572 at 6%; with 100% employer match about $1,165,019 at 4% or $776,679 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,730,452$372,806$93,202iApproximate average salary by contribution assumption: employee only about $2,330,038 at 4% or $1,553,358 at 6%; with 50% employer match about $1,553,358 at 4% or $1,035,572 at 6%; with 100% employer match about $1,165,019 at 4% or $776,679 at 6%.
200815$1,205,845$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-5$1,205,845--
200714$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4---
200615$1,748,277$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-5$1,748,277--
200516$1,572,127$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-6$1,572,127--
200414$1,439,602$63,452$15,863iApproximate average salary by contribution assumption: employee only about $396,575 at 4% or $264,383 at 6%; with 50% employer match about $264,383 at 4% or $176,256 at 6%; with 100% employer match about $198,288 at 4% or $132,192 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$1,439,602$63,452$15,863iApproximate average salary by contribution assumption: employee only about $396,575 at 4% or $264,383 at 6%; with 50% employer match about $264,383 at 4% or $176,256 at 6%; with 100% employer match about $198,288 at 4% or $132,192 at 6%.
200313$1,284,862$84,900$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3$1,284,862$84,900$28,300iApproximate average salary by contribution assumption: employee only about $707,500 at 4% or $471,667 at 6%; with 50% employer match about $471,667 at 4% or $314,444 at 6%; with 100% employer match about $353,750 at 4% or $235,833 at 6%.
200213$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3---
200123$0$0-
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-3---
Stephen E. Burch, D. D. S. Ltd. Pension Plan-0---
200024$1,443,387$25,413$6,353iApproximate average salary by contribution assumption: employee only about $158,831 at 4% or $105,888 at 6%; with 50% employer match about $105,888 at 4% or $70,592 at 6%; with 100% employer match about $79,416 at 4% or $52,944 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing Plan-4$776,504--
Stephen E. Burch, D. D. S. Ltd. Pension Plan-4$666,883$25,413$6,353iApproximate average salary by contribution assumption: employee only about $158,831 at 4% or $105,888 at 6%; with 50% employer match about $105,888 at 4% or $70,592 at 6%; with 100% employer match about $79,416 at 4% or $52,944 at 6%.
199923$2,146,051$36,764$12,255iApproximate average salary by contribution assumption: employee only about $306,367 at 4% or $204,244 at 6%; with 50% employer match about $204,244 at 4% or $136,163 at 6%; with 100% employer match about $153,183 at 4% or $102,122 at 6%.
Stephen E. Burch, Dds Ltd. Profit Sharing PlanCurrent3$1,175,210$14,926$4,975iApproximate average salary by contribution assumption: employee only about $124,383 at 4% or $82,922 at 6%; with 50% employer match about $82,922 at 4% or $55,281 at 6%; with 100% employer match about $62,192 at 4% or $41,461 at 6%.
Stephen E. Burch, D. D. S. Ltd. Pension Plan-3$970,841$21,838$7,279iApproximate average salary by contribution assumption: employee only about $181,983 at 4% or $121,322 at 6%; with 50% employer match about $121,322 at 4% or $80,881 at 6%; with 100% employer match about $90,992 at 4% or $60,661 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$1,175,210$420,522 change

Balance Sheet

Beginning and end of plan year.

Total assets$754,688$1,175,210Increase +$420,522 (55.72%)
Total liabilities$0$0No change $0
Net assets$754,688$1,175,210Increase +$420,522 (55.72%)

Contributions

Employer contributions$14,926
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$425,720
Total expenses$5,199
Net income$420,521
Source fields
Schedule I source fields
Filing Id
56037333035540
Schedule I EIN
54-1924770
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$754,688
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$754,688
Small plan total assets at end of year
$1,175,210
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,175,210
Small plan employer contributions
$14,926
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$410,794
Small plan total income
$425,720
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$5,199
Small plan total expenses
$5,199
Small plan net income or loss
$420,521
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
$48,000
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0