Civic Intelligence
Filing

Hall & Martin, M.D.S PC. 401K Plan

Hall & Martin, M.D.S PC. • EIN 62-1203014 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

14 → 11

-3 • -21.43%

Assets

Up

$1,717,905 → $2,023,990

$306,085 • 17.82%

Investment Management Fee

-

Admin expenses - • Total expenses $5,563

Filing Details

Context
Net investment result
$306,085

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
202110$0$0-
Hall & Martin, M.D.S PC. 401K Plan-0$0--
202028$1,225,961$0-
Hall & Martin, M.D.S PC. 401K Plan-8$1,225,961$0-
Hall & Martin, M.D.S PC. 401K Plan-0$0$0-
2019116$2,562,876$43,399$2,712iApproximate average salary by contribution assumption: employee only about $67,811 at 4% or $45,207 at 6%; with 50% employer match about $45,207 at 4% or $30,138 at 6%; with 100% employer match about $33,905 at 4% or $22,604 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-16$2,562,876$43,399$2,712iApproximate average salary by contribution assumption: employee only about $67,811 at 4% or $45,207 at 6%; with 50% employer match about $45,207 at 4% or $30,138 at 6%; with 100% employer match about $33,905 at 4% or $22,604 at 6%.
2018116$2,263,277$78,297$4,894iApproximate average salary by contribution assumption: employee only about $122,339 at 4% or $81,559 at 6%; with 50% employer match about $81,559 at 4% or $54,373 at 6%; with 100% employer match about $61,170 at 4% or $40,780 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-16$2,263,277$78,297$4,894iApproximate average salary by contribution assumption: employee only about $122,339 at 4% or $81,559 at 6%; with 50% employer match about $81,559 at 4% or $54,373 at 6%; with 100% employer match about $61,170 at 4% or $40,780 at 6%.
2017115$2,428,285$74,918$4,995iApproximate average salary by contribution assumption: employee only about $124,863 at 4% or $83,242 at 6%; with 50% employer match about $83,242 at 4% or $55,495 at 6%; with 100% employer match about $62,432 at 4% or $41,621 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-15$2,428,285$74,918$4,995iApproximate average salary by contribution assumption: employee only about $124,863 at 4% or $83,242 at 6%; with 50% employer match about $83,242 at 4% or $55,495 at 6%; with 100% employer match about $62,432 at 4% or $41,621 at 6%.
2016116$2,142,764$126,866$7,929iApproximate average salary by contribution assumption: employee only about $198,228 at 4% or $132,152 at 6%; with 50% employer match about $132,152 at 4% or $88,101 at 6%; with 100% employer match about $99,114 at 4% or $66,076 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-16$2,142,764$126,866$7,929iApproximate average salary by contribution assumption: employee only about $198,228 at 4% or $132,152 at 6%; with 50% employer match about $132,152 at 4% or $88,101 at 6%; with 100% employer match about $99,114 at 4% or $66,076 at 6%.
2015120$2,008,298$66,093$3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,078 at 6%; with 50% employer match about $55,078 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-20$2,008,298$66,093$3,305iApproximate average salary by contribution assumption: employee only about $82,616 at 4% or $55,078 at 6%; with 50% employer match about $55,078 at 4% or $36,718 at 6%; with 100% employer match about $41,308 at 4% or $27,539 at 6%.
2014118$2,108,972$108,311$6,017iApproximate average salary by contribution assumption: employee only about $150,432 at 4% or $100,288 at 6%; with 50% employer match about $100,288 at 4% or $66,859 at 6%; with 100% employer match about $75,216 at 4% or $50,144 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-18$2,108,972$108,311$6,017iApproximate average salary by contribution assumption: employee only about $150,432 at 4% or $100,288 at 6%; with 50% employer match about $100,288 at 4% or $66,859 at 6%; with 100% employer match about $75,216 at 4% or $50,144 at 6%.
2013119$1,908,997$103,212$5,432iApproximate average salary by contribution assumption: employee only about $135,805 at 4% or $90,537 at 6%; with 50% employer match about $90,537 at 4% or $60,358 at 6%; with 100% employer match about $67,903 at 4% or $45,268 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-19$1,908,997$103,212$5,432iApproximate average salary by contribution assumption: employee only about $135,805 at 4% or $90,537 at 6%; with 50% employer match about $90,537 at 4% or $60,358 at 6%; with 100% employer match about $67,903 at 4% or $45,268 at 6%.
2012118$1,914,646$132,461$7,359iApproximate average salary by contribution assumption: employee only about $183,974 at 4% or $122,649 at 6%; with 50% employer match about $122,649 at 4% or $81,766 at 6%; with 100% employer match about $91,987 at 4% or $61,325 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-18$1,914,646$132,461$7,359iApproximate average salary by contribution assumption: employee only about $183,974 at 4% or $122,649 at 6%; with 50% employer match about $122,649 at 4% or $81,766 at 6%; with 100% employer match about $91,987 at 4% or $61,325 at 6%.
2011118$1,688,982$132,674$7,371iApproximate average salary by contribution assumption: employee only about $184,269 at 4% or $122,846 at 6%; with 50% employer match about $122,846 at 4% or $81,898 at 6%; with 100% employer match about $92,135 at 4% or $61,423 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-18$1,688,982$132,674$7,371iApproximate average salary by contribution assumption: employee only about $184,269 at 4% or $122,846 at 6%; with 50% employer match about $122,846 at 4% or $81,898 at 6%; with 100% employer match about $92,135 at 4% or $61,423 at 6%.
2010117$1,567,638$128,037$7,532iApproximate average salary by contribution assumption: employee only about $188,290 at 4% or $125,526 at 6%; with 50% employer match about $125,526 at 4% or $83,684 at 6%; with 100% employer match about $94,145 at 4% or $62,763 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-17$1,567,638$128,037$7,532iApproximate average salary by contribution assumption: employee only about $188,290 at 4% or $125,526 at 6%; with 50% employer match about $125,526 at 4% or $83,684 at 6%; with 100% employer match about $94,145 at 4% or $62,763 at 6%.
2009117$1,303,320$125,508$7,383iApproximate average salary by contribution assumption: employee only about $184,571 at 4% or $123,047 at 6%; with 50% employer match about $123,047 at 4% or $82,031 at 6%; with 100% employer match about $92,285 at 4% or $61,524 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-17$1,303,320$125,508$7,383iApproximate average salary by contribution assumption: employee only about $184,571 at 4% or $123,047 at 6%; with 50% employer match about $123,047 at 4% or $82,031 at 6%; with 100% employer match about $92,285 at 4% or $61,524 at 6%.
2008114$978,307$158,744$11,339iApproximate average salary by contribution assumption: employee only about $283,471 at 4% or $188,981 at 6%; with 50% employer match about $188,981 at 4% or $125,987 at 6%; with 100% employer match about $141,736 at 4% or $94,490 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-14$978,307$158,744$11,339iApproximate average salary by contribution assumption: employee only about $283,471 at 4% or $188,981 at 6%; with 50% employer match about $188,981 at 4% or $125,987 at 6%; with 100% employer match about $141,736 at 4% or $94,490 at 6%.
2007114$0$0-
Hall & Martin, M.D.S PC. 401K Plan-14---
2006111$2,023,990$146,937$13,358iApproximate average salary by contribution assumption: employee only about $333,948 at 4% or $222,632 at 6%; with 50% employer match about $222,632 at 4% or $148,421 at 6%; with 100% employer match about $166,974 at 4% or $111,316 at 6%.
Hall & Martin, M.D.S PC. 401K PlanCurrent11$2,023,990$146,937$13,358iApproximate average salary by contribution assumption: employee only about $333,948 at 4% or $222,632 at 6%; with 50% employer match about $222,632 at 4% or $148,421 at 6%; with 100% employer match about $166,974 at 4% or $111,316 at 6%.
2005110$1,717,905$135,127$13,513iApproximate average salary by contribution assumption: employee only about $337,818 at 4% or $225,212 at 6%; with 50% employer match about $225,212 at 4% or $150,141 at 6%; with 100% employer match about $168,909 at 4% or $112,606 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-10$1,717,905$135,127$13,513iApproximate average salary by contribution assumption: employee only about $337,818 at 4% or $225,212 at 6%; with 50% employer match about $225,212 at 4% or $150,141 at 6%; with 100% employer match about $168,909 at 4% or $112,606 at 6%.
200429$1,498,805$136,341$15,149iApproximate average salary by contribution assumption: employee only about $378,725 at 4% or $252,483 at 6%; with 50% employer match about $252,483 at 4% or $168,322 at 6%; with 100% employer match about $189,363 at 4% or $126,242 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-9$1,498,805$136,341$15,149iApproximate average salary by contribution assumption: employee only about $378,725 at 4% or $252,483 at 6%; with 50% employer match about $252,483 at 4% or $168,322 at 6%; with 100% employer match about $189,363 at 4% or $126,242 at 6%.
Don J. Hall, M.D. PC. Pension Plan-0---
200329$1,226,035$121,343$13,483iApproximate average salary by contribution assumption: employee only about $337,064 at 4% or $224,709 at 6%; with 50% employer match about $224,709 at 4% or $149,806 at 6%; with 100% employer match about $168,532 at 4% or $112,355 at 6%.
Don J. Hall, M.D. PC. Pension Plan-8$1,049,750$76,886$9,611iApproximate average salary by contribution assumption: employee only about $240,269 at 4% or $160,179 at 6%; with 50% employer match about $160,179 at 4% or $106,786 at 6%; with 100% employer match about $120,134 at 4% or $80,090 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-9$176,285$44,457$4,940iApproximate average salary by contribution assumption: employee only about $123,492 at 4% or $82,328 at 6%; with 50% employer match about $82,328 at 4% or $54,885 at 6%; with 100% employer match about $61,746 at 4% or $41,164 at 6%.
200229$851,712$111,726$12,414iApproximate average salary by contribution assumption: employee only about $310,350 at 4% or $206,900 at 6%; with 50% employer match about $206,900 at 4% or $137,933 at 6%; with 100% employer match about $155,175 at 4% or $103,450 at 6%.
Don J. Hall, M.D. PC. Pension Plan-8$757,365$74,187$9,273iApproximate average salary by contribution assumption: employee only about $231,834 at 4% or $154,556 at 6%; with 50% employer match about $154,556 at 4% or $103,038 at 6%; with 100% employer match about $115,917 at 4% or $77,278 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-9$94,347$37,539$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
200128$0$0-
Don J. Hall, M.D. PC. Pension Plan-8---
Hall & Martin, M.D.S PC. 401K Plan-8---
200029$1,092,663$93,114$10,346iApproximate average salary by contribution assumption: employee only about $258,650 at 4% or $172,433 at 6%; with 50% employer match about $172,433 at 4% or $114,956 at 6%; with 100% employer match about $129,325 at 4% or $86,217 at 6%.
Don J. Hall, M.D. PC. Pension Plan-9$1,027,243$67,359$7,484iApproximate average salary by contribution assumption: employee only about $187,108 at 4% or $124,739 at 6%; with 50% employer match about $124,739 at 4% or $83,159 at 6%; with 100% employer match about $93,554 at 4% or $62,369 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-9$65,420$25,755$2,862iApproximate average salary by contribution assumption: employee only about $71,542 at 4% or $47,694 at 6%; with 50% employer match about $47,694 at 4% or $31,796 at 6%; with 100% employer match about $35,771 at 4% or $23,847 at 6%.
1999211$1,186,134$88,614$8,056iApproximate average salary by contribution assumption: employee only about $201,395 at 4% or $134,264 at 6%; with 50% employer match about $134,264 at 4% or $89,509 at 6%; with 100% employer match about $100,698 at 4% or $67,132 at 6%.
Don J. Hall, M.D. PC. Pension Plan-8$1,135,270$59,259$7,407iApproximate average salary by contribution assumption: employee only about $185,184 at 4% or $123,456 at 6%; with 50% employer match about $123,456 at 4% or $82,304 at 6%; with 100% employer match about $92,592 at 4% or $61,728 at 6%.
Hall & Martin, M.D.S PC. 401K Plan-11$50,864$29,355$2,669iApproximate average salary by contribution assumption: employee only about $66,716 at 4% or $44,477 at 6%; with 50% employer match about $44,477 at 4% or $29,652 at 6%; with 100% employer match about $33,358 at 4% or $22,239 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$2,023,990$306,085 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,717,905$2,023,990Increase +$306,085 (17.82%)
Total liabilities$0$0No change $0
Net assets$1,717,905$2,023,990Increase +$306,085 (17.82%)

Contributions

Employer contributions$117,459
Participant contributions$29,478
Other contributions$0

Income & Expenses

Total income$311,648
Total expenses$5,563
Net income$306,085
Source fields
Schedule I source fields
Filing Id
84037347314557
Schedule I EIN
62-1203014
Schedule I Plan Num
003
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$1,717,905
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,717,905
Small plan total assets at end of year
$2,023,990
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,023,990
Small plan employer contributions
$117,459
Small plan participant contributions
$29,478
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$164,711
Small plan total income
$311,648
Small plan total benefit distributions
$3,831
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,732
Small plan total expenses
$5,563
Small plan net income or loss
$306,085
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
$200,000
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