Civic Intelligence
Filing

Robert K. Stack, MD Profit Sharing Plan

Robert K Stack, MD • EIN 56-1839168 • Plan year 2002

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 4

-1 • -20.00%

Assets

Up

$324,217 → $343,425

$19,208 • 5.92%

Investment Management Fee

-

Admin expenses - • Total expenses $135

Filing Details

Context
Net investment result
$19,208

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
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 Mppp-4$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 PlanCurrent4$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 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$343,425$19,208 change

Balance Sheet

Beginning and end of plan year.

Total assets$324,217$343,425Increase +$19,208 (5.92%)
Total liabilities$0$0No change $0
Net assets$324,217$343,425Increase +$19,208 (5.92%)

Contributions

Employer contributions$41,295
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$19,343
Total expenses$135
Net income$19,208
Source fields
Schedule I source fields
Filing Id
91037014131814
Schedule I EIN
56-1839168
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$324,217
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$324,217
Small plan total assets at end of year
$343,425
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$343,425
Small plan employer contributions
$41,295
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-21,952
Small plan total income
$19,343
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$135
Small plan total expenses
$135
Small plan net income or loss
$19,208
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year A
0
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Amount
$0
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