Civic Intelligence
Filing

Fred J. Wright, O.D. Profit Sharing Plan

Fred J. Wright, O.D. • EIN 62-1726839 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

5 → 3

-2 • -40.00%

Assets

Up

$205,518 → $212,246

$6,728 • 3.27%

Investment Management Fee

-

Admin expenses - • Total expenses $709

Filing Details

Context
Net investment result
$6,728

Status Flags

Fidelity bond in place

No

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
200811$0$0-
Fred J. Wright, O.D. Profit Sharing Plan-1---
200713$212,246$0-
Fred J. Wright, O.D. Profit Sharing PlanCurrent3$212,246--
200613$201,450$0-
Fred J. Wright, O.D. Profit Sharing Plan-3$201,450--
200514$191,082$7,550$1,888iApproximate average salary by contribution assumption: employee only about $47,188 at 4% or $31,458 at 6%; with 50% employer match about $31,458 at 4% or $20,972 at 6%; with 100% employer match about $23,594 at 4% or $15,729 at 6%.
Fred J. Wright, O.D. Profit Sharing Plan-4$191,082$7,550$1,888iApproximate average salary by contribution assumption: employee only about $47,188 at 4% or $31,458 at 6%; with 50% employer match about $31,458 at 4% or $20,972 at 6%; with 100% employer match about $23,594 at 4% or $15,729 at 6%.
200412$178,621$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Fred J. Wright, O.D. Profit Sharing Plan-2$178,621$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200312$146,758$17,453$8,727iApproximate average salary by contribution assumption: employee only about $218,163 at 4% or $145,442 at 6%; with 50% employer match about $145,442 at 4% or $96,961 at 6%; with 100% employer match about $109,081 at 4% or $72,721 at 6%.
Fred J. Wright, O.D. Profit Sharing Plan-2$146,758$17,453$8,727iApproximate average salary by contribution assumption: employee only about $218,163 at 4% or $145,442 at 6%; with 50% employer match about $145,442 at 4% or $96,961 at 6%; with 100% employer match about $109,081 at 4% or $72,721 at 6%.
200214$119,115$18,190$4,548iApproximate average salary by contribution assumption: employee only about $113,688 at 4% or $75,792 at 6%; with 50% employer match about $75,792 at 4% or $50,528 at 6%; with 100% employer match about $56,844 at 4% or $37,896 at 6%.
Fred J. Wright, O.D. Profit Sharing Plan-4$119,115$18,190$4,548iApproximate average salary by contribution assumption: employee only about $113,688 at 4% or $75,792 at 6%; with 50% employer match about $75,792 at 4% or $50,528 at 6%; with 100% employer match about $56,844 at 4% or $37,896 at 6%.
200114$0$0-
Fred J. Wright, O.D. Profit Sharing Plan-4---
200014$0$0-
Fred J. Wright, O.D. Profit Sharing Plan-4---
199912$106,262$6,951$3,476iApproximate average salary by contribution assumption: employee only about $86,888 at 4% or $57,925 at 6%; with 50% employer match about $57,925 at 4% or $38,617 at 6%; with 100% employer match about $43,444 at 4% or $28,963 at 6%.
Fred J. Wright, O.D. Profit Sharing Plan-2$106,262$6,951$3,476iApproximate average salary by contribution assumption: employee only about $86,888 at 4% or $57,925 at 6%; with 50% employer match about $57,925 at 4% or $38,617 at 6%; with 100% employer match about $43,444 at 4% or $28,963 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$212,246$6,728 change

Balance Sheet

Beginning and end of plan year.

Total assets$205,518$212,246Increase +$6,728 (3.27%)
Total liabilities$0$0No change $0
Net assets$205,518$212,246Increase +$6,728 (3.27%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$7,437
Total expenses$709
Net income$6,728
Source fields
Schedule I source fields
Filing Id
84037198298068
Schedule I EIN
62-1726839
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$205,518
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$205,518
Small plan total assets at end of year
$212,246
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$212,246
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$7,437
Small plan total income
$7,437
Small plan total benefit distributions
$709
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$709
Small plan net income or loss
$6,728
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
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

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

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037198298068
Schedule R EIN
62-1726839
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1
Fred J. Wright, O.D. Profit Sharing Plan | Fred J. Wright, O.D. | Plan 002 | 2007 Form 5500 Filing