Fidelity bond in place
Not reported
Filing
Fred J. Wright, O.D. Profit Sharing Plan
Fred J. Wright, O.D. • EIN 62-1726839 • Plan year 2000
Filing Insights
Participants
Up3 → 4
1 • 33.33%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 62-1522771
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
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 | - | 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 | Current | 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 R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN62-1522771
Transfers
Distributed property value$0
Schedule R source fields
- Payor 62-1522771
- Filing Id
- 91037330140272
- Schedule R EIN
- 62-1726839
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 62-1522771
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0