Civic Intelligence
Filing

WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN

William D. Powell, D.D.S. PC. • EIN 62-0999331 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 4

-1 • -20.00%

Assets

Up

$3,070,671 → $3,487,907

$417,236 • 13.59%

Investment Management Fee

-

Admin expenses - • Total expenses $3,382

Filing Details

Context
Net investment result
$417,236

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
201015$3,610,736$38,684$7,737iApproximate average salary by contribution assumption: employee only about $193,420 at 4% or $128,947 at 6%; with 50% employer match about $128,947 at 4% or $85,964 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-5$3,610,736$38,684$7,737iApproximate average salary by contribution assumption: employee only about $193,420 at 4% or $128,947 at 6%; with 50% employer match about $128,947 at 4% or $85,964 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%.
200915$3,489,155$66,216$13,243iApproximate average salary by contribution assumption: employee only about $331,080 at 4% or $220,720 at 6%; with 50% employer match about $220,720 at 4% or $147,147 at 6%; with 100% employer match about $165,540 at 4% or $110,360 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-5$3,489,155$66,216$13,243iApproximate average salary by contribution assumption: employee only about $331,080 at 4% or $220,720 at 6%; with 50% employer match about $220,720 at 4% or $147,147 at 6%; with 100% employer match about $165,540 at 4% or $110,360 at 6%.
200814$2,899,018$64,771$16,193iApproximate average salary by contribution assumption: employee only about $404,819 at 4% or $269,879 at 6%; with 50% employer match about $269,879 at 4% or $179,919 at 6%; with 100% employer match about $202,409 at 4% or $134,940 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-4$2,899,018$64,771$16,193iApproximate average salary by contribution assumption: employee only about $404,819 at 4% or $269,879 at 6%; with 50% employer match about $269,879 at 4% or $179,919 at 6%; with 100% employer match about $202,409 at 4% or $134,940 at 6%.
200714$0$0-
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-4---
200614$3,487,907$67,579$16,895iApproximate average salary by contribution assumption: employee only about $422,369 at 4% or $281,579 at 6%; with 50% employer match about $281,579 at 4% or $187,719 at 6%; with 100% employer match about $211,184 at 4% or $140,790 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLANCurrent4$3,487,907$67,579$16,895iApproximate average salary by contribution assumption: employee only about $422,369 at 4% or $281,579 at 6%; with 50% employer match about $281,579 at 4% or $187,719 at 6%; with 100% employer match about $211,184 at 4% or $140,790 at 6%.
200514$3,070,671$59,826$14,957iApproximate average salary by contribution assumption: employee only about $373,913 at 4% or $249,275 at 6%; with 50% employer match about $249,275 at 4% or $166,183 at 6%; with 100% employer match about $186,956 at 4% or $124,638 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-4$3,070,671$59,826$14,957iApproximate average salary by contribution assumption: employee only about $373,913 at 4% or $249,275 at 6%; with 50% employer match about $249,275 at 4% or $166,183 at 6%; with 100% employer match about $186,956 at 4% or $124,638 at 6%.
200414$2,819,090$61,850$15,463iApproximate average salary by contribution assumption: employee only about $386,563 at 4% or $257,708 at 6%; with 50% employer match about $257,708 at 4% or $171,806 at 6%; with 100% employer match about $193,281 at 4% or $128,854 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-4$2,819,090$61,850$15,463iApproximate average salary by contribution assumption: employee only about $386,563 at 4% or $257,708 at 6%; with 50% employer match about $257,708 at 4% or $171,806 at 6%; with 100% employer match about $193,281 at 4% or $128,854 at 6%.
200314$2,497,971$54,780$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
WILLIAM D. POWELL, DDS,P.C. PROFIT SHARING PLAN-4$2,497,971$54,780$13,695iApproximate average salary by contribution assumption: employee only about $342,375 at 4% or $228,250 at 6%; with 50% employer match about $228,250 at 4% or $152,167 at 6%; with 100% employer match about $171,188 at 4% or $114,125 at 6%.
200224$0$0-
William D. Powell, D.D.S. PC. Pension Plan-0---
WILLIAM D. POWELL, DDS, P.C. PROFIT SHARING PLAN-4---
200115$0$0-
William D. Powell, D.D.S. PC. Pension Plan-5---
200015$2,515,733$51,084$10,217iApproximate average salary by contribution assumption: employee only about $255,420 at 4% or $170,280 at 6%; with 50% employer match about $170,280 at 4% or $113,520 at 6%; with 100% employer match about $127,710 at 4% or $85,140 at 6%.
William D. Powell, D.D.S. PC. Pension Plan-5$2,515,733$51,084$10,217iApproximate average salary by contribution assumption: employee only about $255,420 at 4% or $170,280 at 6%; with 50% employer match about $170,280 at 4% or $113,520 at 6%; with 100% employer match about $127,710 at 4% or $85,140 at 6%.
199916$2,748,841$49,454$8,242iApproximate average salary by contribution assumption: employee only about $206,058 at 4% or $137,372 at 6%; with 50% employer match about $137,372 at 4% or $91,581 at 6%; with 100% employer match about $103,029 at 4% or $68,686 at 6%.
William D. Powell, D.D.S. PC. Pension Plan-6$2,748,841$49,454$8,242iApproximate average salary by contribution assumption: employee only about $206,058 at 4% or $137,372 at 6%; with 50% employer match about $137,372 at 4% or $91,581 at 6%; with 100% employer match about $103,029 at 4% or $68,686 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$3,487,907$417,236 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,070,671$3,487,907Increase +$417,236 (13.59%)
Total liabilities$0$0No change $0
Net assets$3,070,671$3,487,907Increase +$417,236 (13.59%)

Contributions

Employer contributions$57,309
Participant contributions$10,270
Other contributions$0

Income & Expenses

Total income$420,618
Total expenses$3,382
Net income$417,236
Source fields
Schedule I source fields
Filing Id
84037347314527
Schedule I EIN
62-0999331
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$3,070,671
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,070,671
Small plan total assets at end of year
$3,487,907
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$3,487,907
Small plan employer contributions
$57,309
Small plan participant contributions
$10,270
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$353,039
Small plan total income
$420,618
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,382
Small plan total expenses
$3,382
Small plan net income or loss
$417,236
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
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