Civic Intelligence
Filing

Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan

Wayne P. Attkisson, D.D.S., P.A. • EIN 56-1272479 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Up

$519,810 → $783,054

$263,244 • 50.64%

Investment Management Fee

-

Admin expenses - • Total expenses $2,630

Filing Details

Context
Net investment result
$263,244

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

Yes

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
201710$0$0-
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-0---
201615$1,946,167$86,416$17,283iApproximate average salary by contribution assumption: employee only about $432,080 at 4% or $288,053 at 6%; with 50% employer match about $288,053 at 4% or $192,036 at 6%; with 100% employer match about $216,040 at 4% or $144,027 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-5$1,946,167$86,416$17,283iApproximate average salary by contribution assumption: employee only about $432,080 at 4% or $288,053 at 6%; with 50% employer match about $288,053 at 4% or $192,036 at 6%; with 100% employer match about $216,040 at 4% or $144,027 at 6%.
201515$1,804,008$83,080$16,616iApproximate average salary by contribution assumption: employee only about $415,400 at 4% or $276,933 at 6%; with 50% employer match about $276,933 at 4% or $184,622 at 6%; with 100% employer match about $207,700 at 4% or $138,467 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-5$1,804,008$83,080$16,616iApproximate average salary by contribution assumption: employee only about $415,400 at 4% or $276,933 at 6%; with 50% employer match about $276,933 at 4% or $184,622 at 6%; with 100% employer match about $207,700 at 4% or $138,467 at 6%.
201415$1,804,393$82,450$16,490iApproximate average salary by contribution assumption: employee only about $412,250 at 4% or $274,833 at 6%; with 50% employer match about $274,833 at 4% or $183,222 at 6%; with 100% employer match about $206,125 at 4% or $137,417 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-5$1,804,393$82,450$16,490iApproximate average salary by contribution assumption: employee only about $412,250 at 4% or $274,833 at 6%; with 50% employer match about $274,833 at 4% or $183,222 at 6%; with 100% employer match about $206,125 at 4% or $137,417 at 6%.
201314$1,691,702$64,704$16,176iApproximate average salary by contribution assumption: employee only about $404,400 at 4% or $269,600 at 6%; with 50% employer match about $269,600 at 4% or $179,733 at 6%; with 100% employer match about $202,200 at 4% or $134,800 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$1,691,702$64,704$16,176iApproximate average salary by contribution assumption: employee only about $404,400 at 4% or $269,600 at 6%; with 50% employer match about $269,600 at 4% or $179,733 at 6%; with 100% employer match about $202,200 at 4% or $134,800 at 6%.
201214$1,602,099$317,131$79,283iApproximate average salary by contribution assumption: employee only about $1,982,069 at 4% or $1,321,379 at 6%; with 50% employer match about $1,321,379 at 4% or $880,919 at 6%; with 100% employer match about $991,034 at 4% or $660,690 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$1,602,099$317,131$79,283iApproximate average salary by contribution assumption: employee only about $1,982,069 at 4% or $1,321,379 at 6%; with 50% employer match about $1,321,379 at 4% or $880,919 at 6%; with 100% employer match about $991,034 at 4% or $660,690 at 6%.
201115$1,205,900$83,724$16,745iApproximate average salary by contribution assumption: employee only about $418,620 at 4% or $279,080 at 6%; with 50% employer match about $279,080 at 4% or $186,053 at 6%; with 100% employer match about $209,310 at 4% or $139,540 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-5$1,205,900$83,724$16,745iApproximate average salary by contribution assumption: employee only about $418,620 at 4% or $279,080 at 6%; with 50% employer match about $279,080 at 4% or $186,053 at 6%; with 100% employer match about $209,310 at 4% or $139,540 at 6%.
201014$1,355,159$75,733$18,933iApproximate average salary by contribution assumption: employee only about $473,331 at 4% or $315,554 at 6%; with 50% employer match about $315,554 at 4% or $210,369 at 6%; with 100% employer match about $236,666 at 4% or $157,777 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$1,355,159$75,733$18,933iApproximate average salary by contribution assumption: employee only about $473,331 at 4% or $315,554 at 6%; with 50% employer match about $315,554 at 4% or $210,369 at 6%; with 100% employer match about $236,666 at 4% or $157,777 at 6%.
200914$1,122,925$75,416$18,854iApproximate average salary by contribution assumption: employee only about $471,350 at 4% or $314,233 at 6%; with 50% employer match about $314,233 at 4% or $209,489 at 6%; with 100% employer match about $235,675 at 4% or $157,117 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$1,122,925$75,416$18,854iApproximate average salary by contribution assumption: employee only about $471,350 at 4% or $314,233 at 6%; with 50% employer match about $314,233 at 4% or $209,489 at 6%; with 100% employer match about $235,675 at 4% or $157,117 at 6%.
200814$889,728$64,700$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$889,728$64,700$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
200713$1,248,478$68,133$22,711iApproximate average salary by contribution assumption: employee only about $567,775 at 4% or $378,517 at 6%; with 50% employer match about $378,517 at 4% or $252,344 at 6%; with 100% employer match about $283,888 at 4% or $189,258 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-3$1,248,478$68,133$22,711iApproximate average salary by contribution assumption: employee only about $567,775 at 4% or $378,517 at 6%; with 50% employer match about $378,517 at 4% or $252,344 at 6%; with 100% employer match about $283,888 at 4% or $189,258 at 6%.
200614$1,096,600$65,794$16,449iApproximate average salary by contribution assumption: employee only about $411,213 at 4% or $274,142 at 6%; with 50% employer match about $274,142 at 4% or $182,761 at 6%; with 100% employer match about $205,606 at 4% or $137,071 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$1,096,600$65,794$16,449iApproximate average salary by contribution assumption: employee only about $411,213 at 4% or $274,142 at 6%; with 50% employer match about $274,142 at 4% or $182,761 at 6%; with 100% employer match about $205,606 at 4% or $137,071 at 6%.
200514$957,848$63,236$15,809iApproximate average salary by contribution assumption: employee only about $395,225 at 4% or $263,483 at 6%; with 50% employer match about $263,483 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$957,848$63,236$15,809iApproximate average salary by contribution assumption: employee only about $395,225 at 4% or $263,483 at 6%; with 50% employer match about $263,483 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%.
200414$881,851$63,126$15,782iApproximate average salary by contribution assumption: employee only about $394,538 at 4% or $263,025 at 6%; with 50% employer match about $263,025 at 4% or $175,350 at 6%; with 100% employer match about $197,269 at 4% or $131,513 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$881,851$63,126$15,782iApproximate average salary by contribution assumption: employee only about $394,538 at 4% or $263,025 at 6%; with 50% employer match about $263,025 at 4% or $175,350 at 6%; with 100% employer match about $197,269 at 4% or $131,513 at 6%.
200314$783,054$59,314$14,829iApproximate average salary by contribution assumption: employee only about $370,713 at 4% or $247,142 at 6%; with 50% employer match about $247,142 at 4% or $164,761 at 6%; with 100% employer match about $185,356 at 4% or $123,571 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension PlanCurrent4$783,054$59,314$14,829iApproximate average salary by contribution assumption: employee only about $370,713 at 4% or $247,142 at 6%; with 50% employer match about $247,142 at 4% or $164,761 at 6%; with 100% employer match about $185,356 at 4% or $123,571 at 6%.
200214$519,810$59,439$14,860iApproximate average salary by contribution assumption: employee only about $371,494 at 4% or $247,663 at 6%; with 50% employer match about $247,663 at 4% or $165,108 at 6%; with 100% employer match about $185,747 at 4% or $123,831 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$519,810$59,439$14,860iApproximate average salary by contribution assumption: employee only about $371,494 at 4% or $247,663 at 6%; with 50% employer match about $247,663 at 4% or $165,108 at 6%; with 100% employer match about $185,747 at 4% or $123,831 at 6%.
200114$717,278$52,337$13,084iApproximate average salary by contribution assumption: employee only about $327,106 at 4% or $218,071 at 6%; with 50% employer match about $218,071 at 4% or $145,381 at 6%; with 100% employer match about $163,553 at 4% or $109,035 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$717,278$52,337$13,084iApproximate average salary by contribution assumption: employee only about $327,106 at 4% or $218,071 at 6%; with 50% employer match about $218,071 at 4% or $145,381 at 6%; with 100% employer match about $163,553 at 4% or $109,035 at 6%.
200014$650,620$47,431$11,858iApproximate average salary by contribution assumption: employee only about $296,444 at 4% or $197,629 at 6%; with 50% employer match about $197,629 at 4% or $131,753 at 6%; with 100% employer match about $148,222 at 4% or $98,815 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$650,620$47,431$11,858iApproximate average salary by contribution assumption: employee only about $296,444 at 4% or $197,629 at 6%; with 50% employer match about $197,629 at 4% or $131,753 at 6%; with 100% employer match about $148,222 at 4% or $98,815 at 6%.
199914$1,040,472$46,286$11,572iApproximate average salary by contribution assumption: employee only about $289,288 at 4% or $192,858 at 6%; with 50% employer match about $192,858 at 4% or $128,572 at 6%; with 100% employer match about $144,644 at 4% or $96,429 at 6%.
Wayne P. Attkisson, D.D.S., P.A. Money Purchase Pension Plan-4$1,040,472$46,286$11,572iApproximate average salary by contribution assumption: employee only about $289,288 at 4% or $192,858 at 6%; with 50% employer match about $192,858 at 4% or $128,572 at 6%; with 100% employer match about $144,644 at 4% or $96,429 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037181008564
Form Id
47467097
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374181008060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: NORTHWESTERN MUTUAL LIFE
Filing Id
84037181008564
Form Id
47467097
Schedule A EIN
56-1272479
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
NORTHWESTERN MUTUAL LIFE
Ins Carrier EIN
39-0509570
Ins Carrier Naic Code
67091
Ins Contract Num
28024
Ins Prsn Covered End of year Count
1
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Basis Rates Text
AS DETERMINED BY CARRIER
Pension Prem Paid Total Amount
$1,441
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
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$783,054$263,244 change

Balance Sheet

Beginning and end of plan year.

Total assets$519,810$783,054Increase +$263,244 (50.64%)
Total liabilities$0$0No change $0
Net assets$519,810$783,054Increase +$263,244 (50.64%)

Contributions

Employer contributions$59,314
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$265,874
Total expenses$2,630
Net income$263,244
Source fields
Schedule I source fields
Filing Id
84037181008564
Schedule I EIN
56-1272479
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$519,810
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$519,810
Small plan total assets at end of year
$783,054
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$783,054
Small plan employer contributions
$59,314
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$206,560
Small plan total income
$265,874
Small plan total benefit distributions
$1,441
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,189
Small plan total expenses
$2,630
Small plan net income or loss
$263,244
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
$300,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
Yes
Small Asset Undeterm Valuation Amount
$200,000
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
Yes
Small 20 Percent Sngl Investment Amount
$377,450
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
84037181008564
Schedule R EIN
56-1272479
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$59,314
Pension Employer Contribution Paid Amount
$59,314
Pension Funding Deficiency Amount
$0