Fidelity bond in place
No
Filing
WILLIAM W HINKLE DDS RETIREMENT PLAN AND TRUST
William W Hinkle Dds PC • EIN 58-1372626 • Plan year 2000
Filing Insights
Participants
Flat5 → 5
0 • 0.00%
Assets
Up$221,548 → $239,722
$18,174 • 8.20%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $22,338
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 9 | $2,228,959 | $60,278 | $6,698iApproximate average salary by contribution assumption: employee only about $167,439 at 4% or $111,626 at 6%; with 50% employer match about $111,626 at 4% or $74,417 at 6%; with 100% employer match about $83,719 at 4% or $55,813 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 9 | $2,228,959 | $60,278 | $6,698iApproximate average salary by contribution assumption: employee only about $167,439 at 4% or $111,626 at 6%; with 50% employer match about $111,626 at 4% or $74,417 at 6%; with 100% employer match about $83,719 at 4% or $55,813 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 0 | $0 | - | - |
| 2017 | 1 | 9 | $2,357,918 | $112,808 | $12,534iApproximate average salary by contribution assumption: employee only about $313,356 at 4% or $208,904 at 6%; with 50% employer match about $208,904 at 4% or $139,269 at 6%; with 100% employer match about $156,678 at 4% or $104,452 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 9 | $2,357,918 | $112,808 | $12,534iApproximate average salary by contribution assumption: employee only about $313,356 at 4% or $208,904 at 6%; with 50% employer match about $208,904 at 4% or $139,269 at 6%; with 100% employer match about $156,678 at 4% or $104,452 at 6%. |
| 2016 | 1 | 8 | $2,039,901 | $111,345 | $13,918iApproximate average salary by contribution assumption: employee only about $347,953 at 4% or $231,969 at 6%; with 50% employer match about $231,969 at 4% or $154,646 at 6%; with 100% employer match about $173,977 at 4% or $115,984 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 8 | $2,039,901 | $111,345 | $13,918iApproximate average salary by contribution assumption: employee only about $347,953 at 4% or $231,969 at 6%; with 50% employer match about $231,969 at 4% or $154,646 at 6%; with 100% employer match about $173,977 at 4% or $115,984 at 6%. |
| 2015 | 1 | 8 | $1,898,515 | $105,878 | $13,235iApproximate average salary by contribution assumption: employee only about $330,869 at 4% or $220,579 at 6%; with 50% employer match about $220,579 at 4% or $147,053 at 6%; with 100% employer match about $165,434 at 4% or $110,290 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 8 | $1,898,515 | $105,878 | $13,235iApproximate average salary by contribution assumption: employee only about $330,869 at 4% or $220,579 at 6%; with 50% employer match about $220,579 at 4% or $147,053 at 6%; with 100% employer match about $165,434 at 4% or $110,290 at 6%. |
| 2014 | 1 | 7 | $1,848,385 | $92,682 | $13,240iApproximate average salary by contribution assumption: employee only about $331,007 at 4% or $220,671 at 6%; with 50% employer match about $220,671 at 4% or $147,114 at 6%; with 100% employer match about $165,504 at 4% or $110,336 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 7 | $1,848,385 | $92,682 | $13,240iApproximate average salary by contribution assumption: employee only about $331,007 at 4% or $220,671 at 6%; with 50% employer match about $220,671 at 4% or $147,114 at 6%; with 100% employer match about $165,504 at 4% or $110,336 at 6%. |
| 2013 | 1 | 7 | $1,662,871 | $92,627 | $13,232iApproximate average salary by contribution assumption: employee only about $330,811 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 7 | $1,662,871 | $92,627 | $13,232iApproximate average salary by contribution assumption: employee only about $330,811 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%. |
| 2012 | 1 | 7 | $1,409,928 | $87,343 | $12,478iApproximate average salary by contribution assumption: employee only about $311,939 at 4% or $207,960 at 6%; with 50% employer match about $207,960 at 4% or $138,640 at 6%; with 100% employer match about $155,970 at 4% or $103,980 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 7 | $1,409,928 | $87,343 | $12,478iApproximate average salary by contribution assumption: employee only about $311,939 at 4% or $207,960 at 6%; with 50% employer match about $207,960 at 4% or $138,640 at 6%; with 100% employer match about $155,970 at 4% or $103,980 at 6%. |
| 2011 | 1 | 6 | $1,189,582 | $83,441 | $13,907iApproximate average salary by contribution assumption: employee only about $347,671 at 4% or $231,781 at 6%; with 50% employer match about $231,781 at 4% or $154,520 at 6%; with 100% employer match about $173,835 at 4% or $115,890 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $1,189,582 | $83,441 | $13,907iApproximate average salary by contribution assumption: employee only about $347,671 at 4% or $231,781 at 6%; with 50% employer match about $231,781 at 4% or $154,520 at 6%; with 100% employer match about $173,835 at 4% or $115,890 at 6%. |
| 2010 | 1 | 6 | $1,116,028 | $82,268 | $13,711iApproximate average salary by contribution assumption: employee only about $342,783 at 4% or $228,522 at 6%; with 50% employer match about $228,522 at 4% or $152,348 at 6%; with 100% employer match about $171,392 at 4% or $114,261 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $1,116,028 | $82,268 | $13,711iApproximate average salary by contribution assumption: employee only about $342,783 at 4% or $228,522 at 6%; with 50% employer match about $228,522 at 4% or $152,348 at 6%; with 100% employer match about $171,392 at 4% or $114,261 at 6%. |
| 2009 | 1 | 7 | $932,423 | $77,643 | $11,092iApproximate average salary by contribution assumption: employee only about $277,296 at 4% or $184,864 at 6%; with 50% employer match about $184,864 at 4% or $123,243 at 6%; with 100% employer match about $138,648 at 4% or $92,432 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 7 | $932,423 | $77,643 | $11,092iApproximate average salary by contribution assumption: employee only about $277,296 at 4% or $184,864 at 6%; with 50% employer match about $184,864 at 4% or $123,243 at 6%; with 100% employer match about $138,648 at 4% or $92,432 at 6%. |
| 2008 | 1 | 7 | $759,413 | $75,301 | $10,757iApproximate average salary by contribution assumption: employee only about $268,932 at 4% or $179,288 at 6%; with 50% employer match about $179,288 at 4% or $119,525 at 6%; with 100% employer match about $134,466 at 4% or $89,644 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 7 | $759,413 | $75,301 | $10,757iApproximate average salary by contribution assumption: employee only about $268,932 at 4% or $179,288 at 6%; with 50% employer match about $179,288 at 4% or $119,525 at 6%; with 100% employer match about $134,466 at 4% or $89,644 at 6%. |
| 2007 | 1 | 6 | $874,238 | $66,060 | $11,010iApproximate average salary by contribution assumption: employee only about $275,250 at 4% or $183,500 at 6%; with 50% employer match about $183,500 at 4% or $122,333 at 6%; with 100% employer match about $137,625 at 4% or $91,750 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $874,238 | $66,060 | $11,010iApproximate average salary by contribution assumption: employee only about $275,250 at 4% or $183,500 at 6%; with 50% employer match about $183,500 at 4% or $122,333 at 6%; with 100% employer match about $137,625 at 4% or $91,750 at 6%. |
| 2006 | 1 | 6 | $782,900 | $66,556 | $11,093iApproximate average salary by contribution assumption: employee only about $277,317 at 4% or $184,878 at 6%; with 50% employer match about $184,878 at 4% or $123,252 at 6%; with 100% employer match about $138,658 at 4% or $92,439 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $782,900 | $66,556 | $11,093iApproximate average salary by contribution assumption: employee only about $277,317 at 4% or $184,878 at 6%; with 50% employer match about $184,878 at 4% or $123,252 at 6%; with 100% employer match about $138,658 at 4% or $92,439 at 6%. |
| 2005 | 1 | 6 | $643,526 | $62,492 | $10,415iApproximate average salary by contribution assumption: employee only about $260,383 at 4% or $173,589 at 6%; with 50% employer match about $173,589 at 4% or $115,726 at 6%; with 100% employer match about $130,192 at 4% or $86,794 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $643,526 | $62,492 | $10,415iApproximate average salary by contribution assumption: employee only about $260,383 at 4% or $173,589 at 6%; with 50% employer match about $173,589 at 4% or $115,726 at 6%; with 100% employer match about $130,192 at 4% or $86,794 at 6%. |
| 2004 | 1 | 6 | $562,625 | $58,177 | $9,696iApproximate average salary by contribution assumption: employee only about $242,404 at 4% or $161,603 at 6%; with 50% employer match about $161,603 at 4% or $107,735 at 6%; with 100% employer match about $121,202 at 4% or $80,801 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $562,625 | $58,177 | $9,696iApproximate average salary by contribution assumption: employee only about $242,404 at 4% or $161,603 at 6%; with 50% employer match about $161,603 at 4% or $107,735 at 6%; with 100% employer match about $121,202 at 4% or $80,801 at 6%. |
| 2003 | 1 | 6 | $463,321 | $54,915 | $9,153iApproximate average salary by contribution assumption: employee only about $228,813 at 4% or $152,542 at 6%; with 50% employer match about $152,542 at 4% or $101,694 at 6%; with 100% employer match about $114,406 at 4% or $76,271 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 6 | $463,321 | $54,915 | $9,153iApproximate average salary by contribution assumption: employee only about $228,813 at 4% or $152,542 at 6%; with 50% employer match about $152,542 at 4% or $101,694 at 6%; with 100% employer match about $114,406 at 4% or $76,271 at 6%. |
| 2002 | 1 | 5 | $349,925 | $60,295 | $12,059iApproximate average salary by contribution assumption: employee only about $301,475 at 4% or $200,983 at 6%; with 50% employer match about $200,983 at 4% or $133,989 at 6%; with 100% employer match about $150,738 at 4% or $100,492 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 5 | $349,925 | $60,295 | $12,059iApproximate average salary by contribution assumption: employee only about $301,475 at 4% or $200,983 at 6%; with 50% employer match about $200,983 at 4% or $133,989 at 6%; with 100% employer match about $150,738 at 4% or $100,492 at 6%. |
| 2001 | 1 | 5 | $299,325 | $60,190 | $12,038iApproximate average salary by contribution assumption: employee only about $300,950 at 4% or $200,633 at 6%; with 50% employer match about $200,633 at 4% or $133,756 at 6%; with 100% employer match about $150,475 at 4% or $100,317 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 5 | $299,325 | $60,190 | $12,038iApproximate average salary by contribution assumption: employee only about $300,950 at 4% or $200,633 at 6%; with 50% employer match about $200,633 at 4% or $133,756 at 6%; with 100% employer match about $150,475 at 4% or $100,317 at 6%. |
| 2000 | 1 | 5 | $239,722 | $20,442 | $4,088iApproximate average salary by contribution assumption: employee only about $102,210 at 4% or $68,140 at 6%; with 50% employer match about $68,140 at 4% or $45,427 at 6%; with 100% employer match about $51,105 at 4% or $34,070 at 6%. |
| WILLIAM W HINKLE DDS RETIREMENT PLAN AND TRUST | Current | 5 | $239,722 | $20,442 | $4,088iApproximate average salary by contribution assumption: employee only about $102,210 at 4% or $68,140 at 6%; with 50% employer match about $68,140 at 4% or $45,427 at 6%; with 100% employer match about $51,105 at 4% or $34,070 at 6%. |
| 1999 | 1 | 5 | $221,548 | $18,924 | $3,785iApproximate average salary by contribution assumption: employee only about $94,620 at 4% or $63,080 at 6%; with 50% employer match about $63,080 at 4% or $42,053 at 6%; with 100% employer match about $47,310 at 4% or $31,540 at 6%. |
| William W Hinkle Dds Retirement Plan and Trust | - | 5 | $221,548 | $18,924 | $3,785iApproximate average salary by contribution assumption: employee only about $94,620 at 4% or $63,080 at 6%; with 50% employer match about $63,080 at 4% or $42,053 at 6%; with 100% employer match about $47,310 at 4% or $31,540 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037347300051
- Form Id
- 10526261
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 10371347300050002
- Ins Broker 01 Name
- JAMES H. MEADERS, CLU
- Ins Broker 01 Street Addr
- TEN PIEDMONT CTR STE 700 3495 PIEDM
- Ins Broker 01 City
- ATLANTA
- Ins Broker 01 State
- GA
- Ins Broker 01 ZIP Code
- 303051737
- Ins Broker Comm Pd 01 Amount
- $519
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- N/A
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037347300051
- Form Id
- 10526261
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 10371347300050002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- N/A
- Row 3
- Filing Id
- 84037347300051
- Form Id
- 10526261
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 10371347300050002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- N/A
- Row 4
- Ins Carrier Name: NATIONAL LIFE INSURANCE COMPANY
- Filing Id
- 84037347300051
- Form Id
- 10526261
- Schedule A EIN
- 58-1372626
- Schedule A Plan Num
- 1
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- NATIONAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 30144090
- Ins Carrier Naic Code
- 66680
- Ins Contract Num
- 0153230
- Ins Prsn Covered End of year Count
- 5
- Ins Broker Comm Total Amount
- $519
- 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
- BASED ON SCHEDULES FILED W/STATE
- Pension Prem Paid Total Amount
- $5,259
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension Type Alloc Cntrct Indicator
- Yes
- 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$239,722$18,174 change
Balance Sheet
Beginning and end of plan year.
Total assets$221,548$239,722Increase +$18,174 (8.20%)
Total liabilities$0$0No change $0
Net assets$221,548$239,722Increase +$18,174 (8.20%)
Contributions
Employer contributions$20,442
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$22,338
Total expenses$0
Net income$22,338
Source fields
- Schedule I source fields
- Filing Id
- 84037347300051
- Schedule I EIN
- 58-1372626
- Schedule I Plan Num
- 1
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $221,548
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $221,548
- Small plan total assets at end of year
- $239,722
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $239,722
- Small plan employer contributions
- $20,442
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $1,896
- Small plan total income
- $22,338
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $22,338
- 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
- No
- Small plan fidelity bond amount
- $0
- 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