Civic Intelligence
Filing

Robert K Stack, MD Mppp

Robert K Stack, MD • EIN 56-1839168 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 4

-1 • -20.00%

Assets

Up

$114,475 → $139,968

$25,493 • 22.27%

Investment Management Fee

0.00%

$0

Admin expenses $81 • Total expenses $3,567

Filing Details

Context
Transfers from other plans
$237
Net investment result
$25,730
Pension payor EIN
56-1932086

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

No

5% transactions reported

No

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
201020$0$0-
Robert K. Stack, MD Profit Sharing Plan-----
Robert K Stack, MD Mppp-----
200922$198,038$0-
Robert K. Stack, MD Profit Sharing Plan-2$147,275--
Robert K Stack, MD Mppp-2$50,763--
200823$0$0-
Robert K. Stack, MD Profit Sharing Plan-3---
Robert K Stack, MD Mppp-3---
200723$0$0-
Robert K. Stack, MD Profit Sharing Plan-3---
Robert K Stack, MD Mppp-3---
200623$834,570$60,854$20,285iApproximate average salary by contribution assumption: employee only about $507,117 at 4% or $338,078 at 6%; with 50% employer match about $338,078 at 4% or $225,385 at 6%; with 100% employer match about $253,558 at 4% or $169,039 at 6%.
Robert K. Stack, MD Profit Sharing Plan-3$632,030$45,641$15,214iApproximate average salary by contribution assumption: employee only about $380,342 at 4% or $253,561 at 6%; with 50% employer match about $253,561 at 4% or $169,041 at 6%; with 100% employer match about $190,171 at 4% or $126,781 at 6%.
Robert K Stack, MD Mppp-3$202,540$15,213$5,071iApproximate average salary by contribution assumption: employee only about $126,775 at 4% or $84,517 at 6%; with 50% employer match about $84,517 at 4% or $56,344 at 6%; with 100% employer match about $63,388 at 4% or $42,258 at 6%.
200523$716,545$59,172$19,724iApproximate average salary by contribution assumption: employee only about $493,100 at 4% or $328,733 at 6%; with 50% employer match about $328,733 at 4% or $219,156 at 6%; with 100% employer match about $246,550 at 4% or $164,367 at 6%.
Robert K. Stack, MD Profit Sharing Plan-3$542,012$44,429$14,810iApproximate average salary by contribution assumption: employee only about $370,242 at 4% or $246,828 at 6%; with 50% employer match about $246,828 at 4% or $164,552 at 6%; with 100% employer match about $185,121 at 4% or $123,414 at 6%.
Robert K Stack, MD Mppp-3$174,533$14,743$4,914iApproximate average salary by contribution assumption: employee only about $122,858 at 4% or $81,906 at 6%; with 50% employer match about $81,906 at 4% or $54,604 at 6%; with 100% employer match about $61,429 at 4% or $40,953 at 6%.
200424$667,493$61,993$15,498iApproximate average salary by contribution assumption: employee only about $387,456 at 4% or $258,304 at 6%; with 50% employer match about $258,304 at 4% or $172,203 at 6%; with 100% employer match about $193,728 at 4% or $129,152 at 6%.
Robert K. Stack, MD Profit Sharing Plan-4$471,897$48,495$12,124iApproximate average salary by contribution assumption: employee only about $303,094 at 4% or $202,063 at 6%; with 50% employer match about $202,063 at 4% or $134,708 at 6%; with 100% employer match about $151,547 at 4% or $101,031 at 6%.
Robert K Stack, MD Mppp-4$195,596$13,498$3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,494 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%.
200324$568,497$48,396$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
Robert K. Stack, MD Profit Sharing Plan-4$428,529$36,297$9,074iApproximate average salary by contribution assumption: employee only about $226,856 at 4% or $151,238 at 6%; with 50% employer match about $151,238 at 4% or $100,825 at 6%; with 100% employer match about $113,428 at 4% or $75,619 at 6%.
Robert K Stack, MD MpppCurrent4$139,968$12,099$3,025iApproximate average salary by contribution assumption: employee only about $75,619 at 4% or $50,413 at 6%; with 50% employer match about $50,413 at 4% or $33,608 at 6%; with 100% employer match about $37,809 at 4% or $25,206 at 6%.
200234$801,325$96,355$24,089iApproximate average salary by contribution assumption: employee only about $602,219 at 4% or $401,479 at 6%; with 50% employer match about $401,479 at 4% or $267,653 at 6%; with 100% employer match about $301,109 at 4% or $200,740 at 6%.
Robert K. Stack, MD Profit Sharing Plan-4$343,425$41,295$10,324iApproximate average salary by contribution assumption: employee only about $258,094 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,708 at 6%; with 100% employer match about $129,047 at 4% or $86,031 at 6%.
Robert K. Stack, MD Profit Sharing Plan-4$343,425$41,295$10,324iApproximate average salary by contribution assumption: employee only about $258,094 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,708 at 6%; with 100% employer match about $129,047 at 4% or $86,031 at 6%.
Robert K Stack, MD Mppp-4$114,475$13,765$3,441iApproximate average salary by contribution assumption: employee only about $86,031 at 4% or $57,354 at 6%; with 50% employer match about $57,354 at 4% or $38,236 at 6%; with 100% employer match about $43,016 at 4% or $28,677 at 6%.
200124$0$0-
Robert K. Stack, MD Profit Sharing Plan-4---
Robert K Stack, MD Mppp-4---
200024$97,079$12,657$3,164iApproximate average salary by contribution assumption: employee only about $79,106 at 4% or $52,738 at 6%; with 50% employer match about $52,738 at 4% or $35,158 at 6%; with 100% employer match about $39,553 at 4% or $26,369 at 6%.
Robert K Stack, MD Mppp-4$97,079$12,657$3,164iApproximate average salary by contribution assumption: employee only about $79,106 at 4% or $52,738 at 6%; with 50% employer match about $52,738 at 4% or $35,158 at 6%; with 100% employer match about $39,553 at 4% or $26,369 at 6%.
Robert K. Stack, MD Profit Sharing Plan-4---
199923$401,052$43,224$14,408iApproximate average salary by contribution assumption: employee only about $360,200 at 4% or $240,133 at 6%; with 50% employer match about $240,133 at 4% or $160,089 at 6%; with 100% employer match about $180,100 at 4% or $120,067 at 6%.
Robert K. Stack, MD Profit Sharing Plan-3$300,789$32,418$10,806iApproximate average salary by contribution assumption: employee only about $270,150 at 4% or $180,100 at 6%; with 50% employer match about $180,100 at 4% or $120,067 at 6%; with 100% employer match about $135,075 at 4% or $90,050 at 6%.
Robert K Stack, MD Mppp-3$100,263$10,806$3,602iApproximate average salary by contribution assumption: employee only about $90,050 at 4% or $60,033 at 6%; with 50% employer match about $60,033 at 4% or $40,022 at 6%; with 100% employer match about $45,025 at 4% or $30,017 at 6%.
Schedule Details

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$139,968$25,493 change

Balance Sheet

Beginning and end of plan year.

Total assets$114,475$139,968Increase +$25,493 (22.27%)
Total liabilities$2$0Decrease -$2 (-100.00%)
Net assets$114,475$139,968Increase +$25,493 (22.27%)

Contributions

Employer contributions$12,099
Participant contributions$0
Other contributions$0
Total contributions$12,099

Income & Investment Result

Total income$29,297
Interest$139
Dividends$1,765
Net income$25,730

Expenses & Fees

Benefits paid$3,486
Investment management$0
Administrative expenses$81
Total expenses$3,567

Compliance

Fidelity bondNo
Fidelity bond amount$10,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Row 1
Total assets at beginning of year: $114,475Total assets at end of year: $139,968Total liabilities at end of year: $0Net income or loss: $25,730
Filing Id
91037004015435
Schedule H EIN
56-1839080
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2003-01-01
Schedule H Tax Period
20031231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$15,576
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$27,367
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$30,706
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$40,826
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$114,475
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$2
Net assets at beginning of year
$114,475
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$15,098
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$31,600
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$65,635
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$27,635
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$139,968
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$139,968
Employer contributions
$12,099
Participant contributions
$0
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$12,099
Interest Bear Cash Amount
$139
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$139
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$1,765
Total dividend income
$1,765
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$15,294
Net unrealized appreciation or depreciation
$15,294
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$29,297
Participant distributions
$3,486
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$3,486
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$81
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$81
Total expenses
$3,567
Net income or loss
$25,730
Total Transfers To Amount
$0
Transfers from other plans
$237
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
No
Fidelity bond amount
$10,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
No
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0
Plan Transfer 01 Name
ROBERT K. STACK MD PROFIT SHARING P
Plan Transfer 01 EIN
56-1932085
Plan Transfer 01 Plan number
001

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$139,968$25,493 change

Balance Sheet

Beginning and end of plan year.

Total assets$114,475$139,968Increase +$25,493 (22.27%)
Total liabilities$0$0No change $0
Net assets$114,475$139,968Increase +$25,493 (22.27%)

Contributions

Employer contributions$12,099
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$29,297
Total expenses$3,567
Net income$25,730
Source fields
Schedule I source fields
Filing Id
91037004015435
Schedule I EIN
56-1839168
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$114,475
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$114,475
Small plan total assets at end of year
$139,968
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$139,968
Small plan employer contributions
$12,099
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$17,198
Small plan total income
$29,297
Small plan total benefit distributions
$3,486
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$81
Small plan total expenses
$3,567
Small plan net income or loss
$25,730
Small Total Plan Transfers Amount
$-237
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
$10,000
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
Small Plan Transfer 01 Name
ROBERT K STACK MD PROFIT SHARING PL
Small Plan Transfer 01 EIN
56-1932085
Small Plan Transfer 01 Plan number
001

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN56-1932086

Transfers

Distributed property value$0
Schedule R source fields
Payor 56-1932086
Filing Id
91037004015435
Schedule R EIN
56-1839168
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
56-1932086
Pension Bnft Distribution Sngl Sum Count
2
Pension Employer Contribution Rqr Amount
$12,099
Pension Employer Contribution Paid Amount
$12,099
Pension Funding Deficiency Amount
$0