Fidelity bond in place
No
Filing
Fred J. Wright, O.D. Profit Sharing Plan
Fred J. Wright, O.D. • EIN 62-1726839 • Plan year 2002
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Up$96,151 → $119,115
$22,964 • 23.88%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $22,964
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $0 | $0 | - |
| Fred J. Wright, O.D. Profit Sharing Plan | - | 1 | - | - | - |
| 2007 | 1 | 3 | $212,246 | $0 | - |
| Fred J. Wright, O.D. Profit Sharing Plan | - | 3 | $212,246 | - | - |
| 2006 | 1 | 3 | $201,450 | $0 | - |
| Fred J. Wright, O.D. Profit Sharing Plan | - | 3 | $201,450 | - | - |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| Fred J. Wright, O.D. Profit Sharing Plan | Current | 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%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Fred J. Wright, O.D. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Fred J. Wright, O.D. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 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%. |
| 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$119,115$22,964 change
Balance Sheet
Beginning and end of plan year.
Total assets$96,151$119,115Increase +$22,964 (23.88%)
Total liabilities$0$0No change $0
Net assets$96,151$119,115Increase +$22,964 (23.88%)
Contributions
Employer contributions$9,042
Participant contributions$9,148
Other contributions$0
Income & Expenses
Total income$22,964
Total expenses$0
Net income$22,964
Source fields
- Schedule I source fields
- Filing Id
- 84037224075813
- Schedule I EIN
- 62-1726839
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2002-01-01
- Schedule I Tax Period
- 20021231
- Small plan total assets at beginning of year
- $96,151
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $96,151
- Small plan total assets at end of year
- $119,115
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $119,115
- Small plan employer contributions
- $9,042
- Small plan participant contributions
- $9,148
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $4,774
- Small plan total income
- $22,964
- 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
- $22,964
- 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