Fidelity bond in place
Yes
Filing
Stephen E. Burch, D. D. S. Ltd. Pension Plan
Stephen E. Burch, D. D. S. Ltd. • EIN 54-1924770 • Plan year 2000
Filing Insights
Participants
Down5 → 4
-1 • -20.00%
Assets
Down$970,841 → $666,883
-$303,958 • -31.31%
Investment Management Fee
-
Admin expenses - • Total expenses $5,539
Filing Details
Context- Net investment result
- $-303,958
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 4 | $2,068,893 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 4 | $2,068,893 | $0 | - |
| 2013 | 1 | 4 | $2,040,430 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 4 | $2,040,430 | $0 | - |
| 2012 | 1 | 4 | $1,876,494 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 4 | $1,876,494 | $0 | - |
| 2011 | 1 | 4 | $1,728,988 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 4 | $1,728,988 | $0 | - |
| 2010 | 1 | 4 | $1,815,324 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 4 | $1,815,324 | $0 | - |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 5 | $1,205,845 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 5 | $1,205,845 | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 5 | $1,748,277 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 5 | $1,748,277 | - | - |
| 2005 | 1 | 6 | $1,572,127 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 6 | $1,572,127 | - | - |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Stephen E. Burch, Dds Ltd. Profit Sharing Plan | - | 3 | - | - | - |
| Stephen E. Burch, D. D. S. Ltd. Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 4 | $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 | Current | 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%. |
| 1999 | 2 | 3 | $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 Plan | - | 3 | $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$666,883-$303,958 change
Balance Sheet
Beginning and end of plan year.
Total assets$970,841$666,883Decrease -$303,958 (-31.31%)
Total liabilities$0$0No change $0
Net assets$970,841$666,883Decrease -$303,958 (-31.31%)
Contributions
Employer contributions$25,413
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$-298,419
Total expenses$5,539
Net income$-303,958
Source fields
- Schedule I source fields
- Filing Id
- 84037140352812
- Schedule I EIN
- 54-1924770
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $970,841
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $970,841
- Small plan total assets at end of year
- $666,883
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $666,883
- Small plan employer contributions
- $25,413
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-323,832
- Small plan total income
- $-298,419
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $5,539
- Small plan total expenses
- $5,539
- Small plan net income or loss
- $-303,958
- 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
- Yes
- Small Mortg Participants End of year Amount
- $45,970
- 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
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
- 84037140352812
- Schedule R EIN
- 54-1924770
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension Elec Satisfy Code 412 Indicator
- 3
- Pension Employer Contribution Rqr Amount
- $25,413
- Pension Employer Contribution Paid Amount
- $25,413
- Pension Funding Deficiency Amount
- $0
- Pension Chg Fndng Method Indicator
- 3